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Victor S

Series 66

Little Rock, AR

Merrill

Victor Solarin is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized, goal-driven financial strategies. He works with individuals, families, and business owners to help them build and preserve wealth through tailored investment approaches. His expertise spans areas including education planning, family wealth management, institutional investment consulting, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Victor holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Robert Morris University and a Master of Business Administration (MBA) from Henderson State University. He values building lasting relationships with clients based on trust and transparency, guiding them through major life transitions and financial planning stages. Outside of his professional role, Victor enjoys adventure sports, basketball, hiking, and running. His approach to financial advising is centered on understanding each client's unique priorities to deliver thoughtful and comprehensive guidance.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Charitable giving & philanthropy
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Chris V

Series 63, Series 66

Little Rock, AR

Merrill

Chris Vincent is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Little Rock, Arkansas. He joined Merrill Lynch initially in 2004 and, after a period working as a Financial Analyst with Trent Capital Management, rejoined Merrill Lynch in 2011 as part of the Monk, Mitchell & Williams Group. He currently works on a seven-person team focusing on managing client relationships, developing goals-based financial strategies, and contributing to investment discipline and portfolio management. Chris earned a Bachelor of Science in Business Administration, Finance, from the University of Arkansas and holds an MBA from Auburn University. He has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA). Beyond his advisory role, Chris serves as an adjunct professor at John Brown University, where he has taught courses since 2009. Chris lives in Little Rock with his wife, Courtney, and their children. Outside of his professional commitments, he is involved in coaching youth sports and leading a Sunday School group for high school students.

Wealth management Parents
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Jacquelin S

Series 63, Series 66

Little Rock, AR

Merrill

Jacquelin Sebastian is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Merrill since 2015 and at Bank of America, N.A. since 2024. Outside of her advisory role, she teaches yoga classes as a contractor for Camp Yoga and Pilates. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Tax-loss harvesting Active portfolio management Passive / index investing
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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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Christina B

Series 66

Little Rock, AR

Merrill

Christina Barfield is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has been with Merrill since 2018, following prior roles at Firestone and Autozone. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical investment management.

Tax-loss harvesting Active portfolio management Passive / index investing
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Michael V

Series 66

Little Rock, AR

Thrivent Investment Management

Michael Videll is a Series 66-licensed financial advisor with Thrivent Investment Management in Little Rock, Arkansas, where he has worked since 2015. He has 10 years of industry experience, all with Thrivent Financial and its affiliated investment management firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning across a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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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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Lori B

Series 66

Little Rock, AR

Raymond James & Associates

Lori Brown is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2009. Outside of her advisory role, she serves in an advisory capacity on the School Finance Council for Immaculate Conception Catholic School, assisting with financial reviews and budget preparation. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary and discretionary advisory services and maintains capabilities in public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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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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David D

Series 66

Little Rock, AR

Merrill

David Dudley is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. David holds a Bachelor's Degree from the University of Kentucky and has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. He is a member of the Rotaract Club of Little Rock. Outside of his professional work, David enjoys cooking, football, running, and traveling.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning General tax planning Women Professionals Women's Finance
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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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Martin S

Series 63, Series 65

Little Rock, AR

Raymond James & Associates

Martin Silverfield is a financial advisor with Raymond James & Associates in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships, and maintains capabilities in public finance and municipal work.

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

Series 63, Series 65

Little Rock, AR

Merrill

Douglas Menz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 37 years of experience in the financial industry, focusing on developing personalized wealth management strategies tailored to clients' unique financial goals. Douglas offers clients access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. He holds a Bachelor's Degree from Rhodes College and has been a CERTIFIED FINANCIAL PLANNER™ certificant since February 2003. His professional designations also include Personal Investment Advisor (PIA). Douglas follows a personal philosophy of working closely with clients one-on-one to create flexible and effective financial strategies aligned with their long-term objectives. In addition to his professional work, Douglas has a history of community involvement, including volunteering with Big Brothers Big Sisters of Central Arkansas from 1986 to 2004.

Wealth management
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Chelsya K

Series 63, Series 66

Little Rock, AR

Thrivent Investment Management

Chelsya Knorenschild is a financial advisor with Thrivent Investment Management in Little Rock, AR, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering detailed written recommendations on a broad range of planning topics. The firm combines goal-based analyses and planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Business ownership considerations
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Judith C

Series 63, Series 65

Little Rock, AR

Merrill

Judith Cecil is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Merrill since 1996 and concurrently affiliated with Bank of America, N.A. since 2009. Outside of her advisory role, she is an owner and investor in a sole proprietorship, Cecil Properties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, delivering access to diverse products and services beyond typical advisory offerings.

Tax-loss harvesting Active portfolio management Passive / index investing
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Jeremy M

Series 63, Series 65

Little Rock, AR

Morgan Stanley

Jeremy Mcdade is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1997 to 2023. He serves as a board member for the Bauxite School District in Arkansas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Samual C

Series 66

Little Rock, AR

Fidelity

Samual Crouch is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes service in the U.S. Army and U.S. Army Reserves, as well as roles at Sowell Management Services and Fairway Independent Mortgage Corporation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Charitable giving & philanthropy Active portfolio management
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