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Paul L

Series 63, Series 65

Little Rock, AR

Raymond James & Associates

Paul Lanier Jr. is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James since 2012. He serves on the Arkansas State Bank Department Board in a non-investment-related capacity. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning, investment consulting, and institutional services to a broad client base, including individuals, pension plans, corporations, and government entities, delivering non-discretionary financial planning and portfolio recommendations supported by an extensive affiliate network.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Lester M

Series 63, Series 65

Little Rock, AR

Ameriprise

Lester Matlock is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Matlock serves on multiple nonprofit boards, including the University of Arkansas at Pine Bluff Foundation Fund Board and the University of Arkansas for Medical Sciences Board of Advisors, where he currently holds the position of president. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that offers non-discretionary, research-driven retirement income recommendations tailored to client needs.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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April D

Series 66

Little Rock, AR

LPL Financial

April Dwiggins is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch for 15 years and Edward Jones for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General retirement planning Wealth management Planning for children with special needs
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Steven P

Series 66

Little Rock, AR

Cetera

Steven Pierce is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services and has been a member of Landmark CPAs since 2018, where he manages the audit department in the Little Rock office. He also holds ownership in Landmark CPAs and participates in managing a family-owned hunting property LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary accounts, supported by a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joshua G

Series 63, Series 65

Little Rock, AR

Cetera

Joshua Gomez is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 18 years of industry experience. He previously worked at Stephens Inc for eight years before joining Cetera Wealth Services and then Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities, and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Pamela D

Series 63, Series 66

Little Rock, AR

Charles Schwab

Pamela Dillie is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Charles Schwab and its affiliated bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Andrew W

Series 66

Little Rock, AR

Wells Fargo Advisors

Andrew Winters is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Caddell Reynolds Law Firm and Rainwater, Holt & Sexton. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Thurlo C

Series 63, Series 65

Little Rock, AR

Primerica Advisors

Thurlo Cobb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors since 2009 and has worked at Primerica Financial Services since 2006. Outside of his advisory role, he serves on the Arkansas Martin Luther King Jr. Commission, dedicating time monthly to this community organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Taylor M

Series 66

Jacksonville, AR

Ameriprise

Taylor Mcgrew is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has a background in aviation-related businesses, including aircraft sales and services. Outside of his advisory role, he is also employed as a wealth advisor at Centennial Financial Services in Jacksonville, Arkansas. Ameriprise is an institutional firm that provides retirement-income planning services focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kyle D

Series 66

North Little Rock, AR

Edward Jones

Kyle Drake is a financial advisor with Edward Jones in North Little Rock, AR, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Oldcastle Infrastructure from 2016 to 2023. He is the founder and leader of Central Arkansas Leads Group LLC, a networking leads group based in Sherwood, AR. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches, affiliated investment capabilities, and comprehensive fiduciary services.

Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics Founder/Business Owner
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Mitchell B

Series 66

Little Rock, AR

Edward Jones

Mitchell Beggs is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked in used car sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, operating through a nationwide network of more than 23,700 advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner LGBTQIA
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William H

Series 66

Little Rock, AR

Wells Fargo Advisors

William Horn is a financial advisor with Wells Fargo Advisors in Little Rock, AR. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Wells Fargo Advisors in 2025, he worked for Pain Medicine Specialists of Arkansas for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Nicholas T

Series 63, Series 65

Little Rock, AR

Primerica Advisors

Nicholas Threlkeld is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and also owns Ryan's Electric LLC. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trade execution to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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William J

Series 63

Little Rock, AR

LPL Financial

William Jeter Jr. is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in several personal business activities, including co-owning a farm with his spouse, operating a dog kennel, and working as a singer-songwriter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

College savings (529s, UTMA, etc.)
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Thomas G

Series 66

Cabot, AR

Ameriprise

Thomas Green is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Ameriprise since 2018 and prior experience with Investment Professionals Inc and Centennial Bank. He serves on the Board of Directors for Mt Carmel Cemetery and has involvement in a wine and spirits retail business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark B

Series 66

North Little Rock, AR

Edward Jones

Mark Brown is a Series 66-licensed financial advisor with Edward Jones in North Little Rock, Arkansas, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Baptist Health and One Life Church. Brown is also involved with Clinical Trials Inc., where he has maintained a role since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Cody D

Series 66

North Little Rock, AR

Edward Jones

Cody Dertow is a financial advisor at Edward Jones in North Little Rock, Arkansas, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2019 and was previously with Transamerica Life Insurance Company from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 financial advisors.

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
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Christopher V

Series 63, Series 65

Little Rock, AR

LPL Financial

Christopher Vanlandingham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Vanlandingham serves as a board member of the Arkansas State University System Foundation and is a trustee for BVJ Wealth Management 401K. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Thomas M

CFP®, Series 63

Sherwood, AR

Ameriprise

Thomas Martin is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Martin is a member of the White River Health Foundation Board of Trustees in Batesville, AR. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert J

CFP®, Series 63, Series 66

North Little Rock, AR

Edward Jones

Robert Jackson is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in North Little Rock, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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