Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Jason J

Series 66

Ward, AR

Cambridge Investment Research Advisors

Jason Johnson is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He previously worked at Charles Schwab and Edward Jones. Outside of his advisory role, he volunteers as a class facilitator for Financial Peace University and owns Jayfra Enterprises LLC, where he works as a DJ. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Eric R

Series 66

Little Rock, AR

LPL Financial

Eric Reinhardt is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Simmons Bank, Mass Mutual Investors Services, and Strategic Financial Partners/MassMutual Life Insurance Co. 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 financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Marlena S

Series 66

Sherwood, AR

Edward Jones

Marlena Supina is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as an Avionics Systems Technician in the Arkansas Air National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services with a nationwide network of more than 23,000 financial advisors.

Retirement income strategy General retirement planning Military & Veterans
user avatar
firm logo

Matthew W

Series 66

Lonoke, AR

LPL Financial

Matthew Watson is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Grindstone Inc., and Centennial Insurance Agency. His background also includes roles in the pharmaceutical and homemaking sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of strategies implemented by its network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Austin E

Series 63, Series 65, Series 66

Little Rock, AR

Edward Jones

Austin Evans is a financial advisor at Edward Jones in Little Rock, Arkansas, with two years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work experience includes roles at GenWealth Financial, Aflac, and entrepreneurial ventures such as iRealty Arkansas and Mr. Wicks Men's Clothing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Cameron K

CFP®, ChFC®, Series 63

Little Rock, AR

Mass Mutual Investors Services

Cameron Kremers is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the CFP®, ChFC®, and Series 63 credentials. His prior work includes roles at Northwestern Mutual Wealth Management Company and the University of Little Rock Arkansas. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and provides specialized programs such as divorce planning and estate settlement.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Andrew H

CFP®, Series 63

Little Rock, AR

Cetera

Andrew Holland is a CFP® professional with nine years of industry experience, currently advising at Cetera Wealth Services, LLC. He previously worked at Northwestern Mutual and Avantax, among other firms. Outside of his advisory role, he is a principal of Samuel-Lawson Properties LLC, which manages single-family rental housing. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform combining model portfolios, third-party managers, and bespoke strategies.

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

Melissa K

Series 66

Little Rock, AR

LPL Financial

Melissa Kohler is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 20 years of industry experience. She has worked with LPL Financial since 2009 and was previously with UBS Financial Services from 2006 to 2009. Kohler also operates Kohler Investment Management as a sole proprietorship related to her LPL business. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Romelia J

Series 66

Jacksonville, AR

Ameriprise

Romelia Jones is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2021. Prior to her advisory role, she worked in various other positions including at Grotto Pizza and the University of Delaware. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Sergio C

Series 66

Little Rock, AR

LPL Financial

Sergio Ceja is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 registration and 15 years of industry experience. He has previously worked at U.S. Bancorp Investments, Morgan Stanley, and Forvis Mazars Wealth Advisors. Outside of his advisory role, Ceja is involved as a FINRA arbitrator, operates a law firm, and manages an auction sales business. 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, including financial planning and third-party asset management, supported by extensive technology and operational platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

John S

CFP®, Series 66

North Little Rock, AR

LPL Financial

John Strange is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior roles include positions at Edward Jones, Waddell & Reed, and various insurance carriers, as well as operating Rio Vista, Inc. He maintains ongoing involvement with Rio Vista, Inc. outside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals and institutions, utilizing a broad platform that includes financial planning, model portfolios, and institutional strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Terrill C

Series 63, Series 65

Little Rock, AR

Primerica Advisors

Terrill Caswell is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 credentials and having 10 years of industry experience. In addition to his advisory role since 2016, he has worked at Griffin Leggett Funeral Home since 2019. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies and has approximately 3,998 advisors managing around $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Robin G

Series 63, Series 65

Little Rock, AR

STIFEL

Robin Goff is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018, following four years at LPL Financial. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Tyler T

Series 66

Little Rock, AR

Raymond James & Associates

Tyler Thompson is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at Arvest Wealth Management and Arvest Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Aaron W

Series 66

Cammack Village, AR

Edward Jones

Aaron Warriner is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education at several institutions, including Arkansas Connections Academy, Arkansas Tech University, South Arkansas Community College, and White Hall High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

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

April P

CFP®, ChFC®, Series 66

Little Rock, AR

Edward Jones

April Pollard is a CFP®, ChFC®, and Series 66-registered financial advisor with 12 years of experience at Edward Jones in Little Rock, AR. She has served as Executive Director of the nonprofit Women Influencers since 2017, organizing local networking events. Additionally, Pollard is an author and podcast host based in Sherwood, AR. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial professionals.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business succession planning Wealth management Founder/Business Owner Women Professionals
user avatar
firm logo

Brenden S

CFP®, Series 63, Series 65

Little Rock, AR

Mass Mutual Investors Services

Brenden Sweeney is a CFP® professional with five years of experience, currently serving as a financial advisor at Mass Mutual Investors Services in Little Rock, AR. He previously worked for Northwestern Mutual in various capacities from 2020 to 2026 and has a background that includes service in the U.S. Army from 2015 to 2020. Outside of financial services, he has experience with Fluent Solar and Colorado Parks and Wildlife. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced analytical tools and offers specialized programs including divorce planning and event-driven planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Kristopher K

Series 66

Little Rock, AR

Cetera

Kristopher Kriesel is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Regions Bank and GameStop. He is a 50% owner of Kriesel Properties LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

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

Nathan P

Series 65

Little Rock, AR

Cetera

Nathan Poston is a financial advisor with Cetera who holds a Series 65 credential and has three years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services for three years. He is also a member of Landmark PLC, Certified Public Accountants, where he has been involved in audit, tax, and bookkeeping services since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring diverse investment strategies.

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

Dustin H

Series 66

North Little Rock, AR

J.P. Morgan Securities

Dustin Hall is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Edward Jones, Massachusetts Mutual Life Insurance, Bank of America, and Merrill. He is based in North Little Rock, Arkansas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)