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Seth H
Series 63, Series 66
Rogers, AR
LPL Financial
Seth Holder is a financial advisor with LPL Financial in Rogers, Arkansas, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Outside of advising, he is involved with White Oak Ridge Cattle Co, LLC, a farming enterprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party strategies across various account types.
Tracie H
Series 66
Rogers, AR
LPL Financial
Tracie Hill is a financial advisor with LPL Financial in Rogers, Arkansas, holding the Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at Simmons Investment Services, Northwestern Mutual, Cetera, Zynergy Financial Group, and D.A. Davidson & Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.
Trey S
Series 66
Fayeteville, AR
Raymond James Financial
Trey Sanders is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive industry with Davis Buick GMC and Ben Eddings Auto Group. Outside of advising, he is a partner in a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports a wide advisor network, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.
Kyle M
Series 66
Rogers, AR
Edward Jones
Kyle Moore is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.
Marcus H
Series 66
Fayetteville, AR
Wells Fargo Clearing
Marcus Heckman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Bank of Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Joshua B
ChFC®, Series 63, Series 65, Series 66
Fayetteville, AR
LPL Enterprise
Joshua Barnard is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 20 years of industry experience, with prior roles at Prudential Insurance Company of America, Pruco Securities, Arvest Wealth Management, and Securian Financial Services. Barnard serves on the board of Returning Home, a nonprofit providing transitional living programs for individuals paroled from prison. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.
Abigail J
Series 66
Fayetteville, AR
Edward Jones
Abigail Jones is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked in various roles including at Gearhead Outfitters, an outdoor retail store where she remains on call for occasional shifts. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.
Jeffrey K
Series 63, Series 65
Lowell, AR
Cetera
Jeffrey Kinard is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms including Avantax and Przybysz & Associates. In addition to his advisory work, he serves as a pastor and operates a tax and CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and custodial arrangements.
Randy C
Series 66
Springdale, AR
Raymond James Financial
Randy Cramer is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining Raymond James in 2018, he worked at Merrill Lynch for nine years. He is also involved as an officer in two support companies, RGC LLC and Solomon Wealth Group, based in Springdale, AR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services using analytical tools and models, and supports its clients through a large network of advisors and affiliated firms.
Nathan C
Series 66
Bentonville, AR
Cetera
Nathan Cooley is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at various firms including Bankers Life and Regions Bank. Outside of advising, he has also worked as a Home Depot associate. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and both affiliated and third-party investment managers.
Ted S
Series 66
Springdale, AR
LPL Financial
Ted Sego is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2012 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Stephen C
Series 66
Springdale, AR
Edward Jones
Stephen Cosby is a financial advisor at Edward Jones in Springdale, Arkansas, holding a Series 66 designation with three years of industry experience. His professional background includes roles at Hub Group, Amazon, Honeywell FM&T, and six years of service in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm is notable for its extensive retail advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.
Fred F
CFP®, Series 66
Rogers, AR
Raymond James Financial
Fred Fryer is a CFP® with 16 years of industry experience and is currently affiliated with Raymond James Financial in Rogers, AR. He previously worked at Edward Jones for 12 years before joining Raymond James in 2022. Fryer is also the owner of Fryer Wealth Planning, a support company based in Rogers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.
Jason H
Series 66
Fayetteville, AR
Thrivent Investment Management
Jason Herring is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has held roles at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his financial career, he worked at True Dermatology and Vestcom. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations on a variety of financial planning topics without managing client portfolios directly.
Maci S
Series 66
Fayeteville, AR
Raymond James Financial
Maci Satterfield is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Realty Title & Closing Services, LLC and Collier & Associates, and she studied at the University of Arkansas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.
Cameron D
Series 66
Rogers, AR
Merrill
Cameron Duncan is a Financial Advisor with Merrill Lynch Wealth Management, based in Northwest Arkansas. He helps clients and families achieve their financial objectives through personalized strategies that connect all aspects of their financial lives. Cameron's approach prioritizes understanding each client's unique situation to tailor solutions that address their specific goals. He specializes in education planning, employee benefits planning, legacy planning, personal retirement planning, and philanthropic planning. Cameron is dedicated to providing tailored guidance in investments, retirement, and diverse financial strategies. His goal is to alleviate financial stress and support clients throughout their financial journey. Cameron holds a Bachelor's Degree in Business Finance with a focus on Investment Banking and Data Analytics from the University of Arkansas. He has earned professional designations including Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). He is a member of Merrill Lynch Wealth Management and actively participates in community organizations such as the Alzheimer's Association Arkansas Chapter, Bentonville Public Schools Foundation, Children's Miracle Network Hospitals, Lambda Chi Alpha, and LifeSource. Outside of work, Cameron enjoys baseball, basketball, camping, football, golfing, hiking, hunting, softball, spending time with his family, and traveling.
Timothy M
Series 66
Rogers, AR
LPL Financial
Timothy Mccarley is a financial advisor with LPL Financial in Rogers, Arkansas, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley & Co. LLC from 2004 to 2011. Outside his advisory work, he has worked as an Uber driver since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with various investment strategies, supported by extensive operational resources and a large network of over 22,800 advisors.
Ryan B
Series 63, Series 65
Fayetteville, AR
Raymond James & Associates
Ryan Brisiel is a financial advisor at Raymond James & Associates with 24 years of industry experience. He previously worked for Arvest Asset Management for 22 years before joining Raymond James in 2024. He holds Series 63 and Series 65 licenses and is based in Fayetteville, Arkansas. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.
Jim B
Series 63, Series 66
Springdale, AR
LPL Financial
Jim Blount is a financial advisor with LPL Financial in Springdale, Arkansas, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has been with LPL Financial since 2001. Outside of advising, he operates an independent insurance agency and serves as a branch manager through a related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its offerings include financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.
George G
Series 66
Farmington, AR
Edward Jones
George Gowan is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2021 and is also involved with Bentonville Brewing Co. Prior to his current role, he held positions at Alex Baldwin State Farm, James Carlton State Farm, and spent time in education and the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.
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