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Amanda L

Series 63, Series 66

North Little Rock, AR

Equitable Advisors

Amanda Leija is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Edward Jones and NYLIFE Securities LLC. Outside of advising, she is co-owner of J&A Creations, a laser engraving business based in Greenbrier, Arkansas. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs. The firm offers a range of investment options including mutual funds, ETFs, separately managed accounts, and alternative investments, with a focus on matching clients to suitable advisory models and discretionary managers.

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Inheritance planning Founder/Business Owner Women Professionals Women's Finance
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John A

Series 63, Series 65

Little Rock, AR

STIFEL

John Arthur is a financial advisor at Stifel in Little Rock, AR, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Melissa B

Series 66

Little Rock, AR

Merrill

Melissa Bradley is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial industry. She began her career at Morgan Stanley, where she worked for 10 years before joining Merrill Lynch in 2010. Melissa specializes in retirement planning for individuals and small businesses, focusing on developing comprehensive financial strategies tailored to her clients' needs. She works with medical professionals, retirees, and women, emphasizing education to help women achieve financial confidence and independence. Melissa holds a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of Arkansas, Fayetteville. She is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). She is also a registered representative with the NYSE and FINRA. Beyond her professional work, Melissa serves on the Board of Directors of the Winthrop Rockefeller Foundation and is involved with Goodness Village, Pulaski Heights Middle School, and the Young Mens Service League. She resides in Little Rock with her husband and two children.

General retirement planning Retirement income strategy Income planning Divorce financial planning College savings (529s, UTMA, etc.) Retired Women Professionals Women's Finance Parents
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Cynthia L

Series 63, Series 66

Little Rock, AR

Merrill

Cynthia Lemons is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. since 1986. Her tenure at Merrill began in 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Emily B

Series 66

Little Rock, AR

Merrill

Emily Bemberg is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2009 and holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Emily earned her bachelor's degree in Business from Loyola University New Orleans. With a focus on guiding clients through the wealth management process, Emily assists clients in defining and prioritizing financial goals, determining asset allocations, and implementing strategies to help achieve those goals. Her areas of expertise include equity investment recommendations, fixed income portfolio management, retirement saving and income strategies, options strategies, and financial analysis. She works with clients of all ages and generations, including members of the LGBTQIA+ community. Emily has been recognized on multiple Forbes and Working Mother/SHOOK Research lists, including the 2019 "Best-in-State Next-Generation Wealth Advisors" and the 2018 "Top Wealth Advisor Moms". She resides in Little Rock with her husband Robert and their two children, Emmett and Evan. Outside of her professional work, Emily enjoys traveling and spending time with her family.

Wealth management Retirement income strategy Income planning Options & derivatives strategies Roth conversion strategy Women Professionals LGBTQIA Young Families Gen Y/Millennials (Born 1980-1995)
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John B

Series 66

Little Rock, AR

Morgan Stanley

John Brownd is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Morgan Stanley in Little Rock, AR. His background includes roles at Morgan Stanley Private Bank and First Trust Advisors L.P. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and resources.

General estate planning guidance
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Kevin K

CFP®, Series 63, Series 66

Little Rock, AR

Edward Jones

Kevin Kordsmeier is a CFP®-credentialed financial advisor with Edward Jones in Little Rock, AR, with over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is a passive investor in several businesses, including a restaurant, banking, fintech ventures, medical marijuana processing, online payment providers, and hotel operations. 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 large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 66

Jacksonville, AR

Edward Jones

Jason Fakouri is a financial advisor at Edward Jones in Jacksonville, Arkansas, holding a Series 66 designation. He has over 12 years of industry experience, including 11 years at Golden Eagle of Arkansas prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 66

Little Rock, AR

Morgan Stanley

Karen Dennis is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and serves clients through various planning and investment strategies.

General estate planning guidance
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Anthony D

Series 66

North Little Rock, AR

Edward Jones

Anthony Drake is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Honda World of Conway and Dick's Sporting Goods. 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 network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Dylan M

Series 66

Little Rock, AR

Mass Mutual Investors Services

Dylan Mcdearmon is a financial advisor with Mass Mutual Investors Services in Little Rock, Arkansas. He holds a Series 66 designation and has seven years of industry experience, including roles at Mass Mutual Life Insurance Company and Arkansas Tech University. In addition to his advisory work, he is an agent with Encompass Financial Partners focusing on individual life and health. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analytical tools and various event-driven planning programs.

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

Series 63, Series 65

Little Rock, AR

Merrill

Elizabeth Hathaway is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she focuses on creating personalized wealth management strategies that align with clients’ long-term goals and values. She provides guidance across a range of client needs including education planning, family wealth management, legacy planning, tax minimization, philanthropy, socially responsible investing, special needs planning, retirement income, and financial strategies for women. With extensive experience as a Wealth Management Advisor, Elizabeth has worked closely with families to develop financial plans tailored to their aspirations, emphasizing client education on the important financial decisions throughout their life stages. She holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from the University of Mississippi. Outside of her professional work, Elizabeth is actively involved in her community and church, serving in leadership roles such as Flower Guild chairman and participating on the Finance and Legacy committees. She is also engaged in Rotary and other local organizations. Elizabeth enjoys horseback riding, gardening, traveling, entertaining, and spending time with her family, which includes three daughters and two grandsons.

Wealth management Charitable giving & philanthropy General retirement planning Retirement income strategy Planning for children with special needs Women Professionals Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Matthew C

Series 66

Little Rock, AR

OSAIC

Matthew Coffield is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 15 years. Outside of advising, he is involved in life insurance sales through Coffield Capital Management. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and supports a variety of investment options and account management styles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James N

Series 66

North Little Rock, AR

Edward Jones

James Norman Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Ragan & Associates and Bruce Oakley, Inc. Outside of his advisory role, he serves as Finance Chair for a nonprofit organization, Life Plan, where he updates financial reports and reviews banking information. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Little Rock, AR

Merrill

Stephen Stanley is a Senior Financial Advisor with Merrill Lynch Wealth Management who focuses on delivering a comprehensive approach to wealth management tailored to clients’ individual financial situations and goals. He works closely with clients and their families to develop customized strategies that adapt to changing needs and market conditions. Stephen provides access to Merrill’s investment insights as well as the banking services of Bank of America to support various aspects of clients' financial lives. With over 13 years of experience in the industry, Stephen specializes in areas including college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, and small business strategies. He collaborates with clients’ external attorneys, accountants, and other professionals to coordinate financial and legacy plans. Stephen holds the professional designations CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Stephen earned a Bachelor's Degree from the University of Arkansas System. Outside of his professional work, he has personal interests in football, golfing, and music. His philosophy centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Business exit / sale strategy General estate planning guidance Executive Women Professionals
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William M

Series 63, Series 65

Little Rock, AR

Morgan Stanley

William Mccoy is a financial advisor with Morgan Stanley Wealth Management in Little Rock, AR, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at UBS Financial Services for 33 years before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that employs structured discovery processes and advanced modeling tools.

General estate planning guidance
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Matthew B

Series 66

Little Rock, AR

Merrill

Matthew Black is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, business owners, and executives to develop personalized financial strategies aimed at helping them navigate important financial decisions and gain confidence in their financial futures. His areas of expertise include retirement planning, wealth management strategies, estate planning strategies, concentrated stock and equity compensation planning, tax-efficient investment strategies, banking and lending solutions, and business and corporate retirement plans. Matthew serves clients across a wide range of financial situations, from those beginning to build wealth to high-net-worth and ultra-high-net-worth families. Matthew holds a Bachelor's Degree from the University of Arkansas System and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he is involved with the First Tee of Arkansas organization and enjoys activities such as golfing, hiking, visiting national parks, and spending time with his family.

General retirement planning Wealth management Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy Retirement income strategy
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Alexander V

Series 66

Little Rock, AR

LPL Financial

Alexander Varela is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors, U.S. Bancorp Investments, Edward Jones, and Merrill. Outside of his advisory work, he is a commissioned notary. 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, utilizing model portfolios, third-party subadvisors, and customized strategies on discretionary and non-discretionary bases.

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

Series 63, Series 65

Little Rock, AR

Merrill

Alex M. Danley is a financial advisor at Merrill Lynch Wealth Management specializing in serving C-suite executives, corporate leaders, and high-net-worth individuals. He focuses on delivering tailored, holistic planning strategies that address tax minimization, partnership payout management, and investment structuring to help clients navigate significant life and career transitions. Alex holds a Bachelor of Business Administration in Finance from The George Washington University. He also earned the Certified Plan Fiduciary Advisor® (CPFA®) designation through the National Association of Plan Advisors (NAPA) and maintains credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). In addition to his advisory role, Alex contributes to educational initiatives as an Advisory Board Member for the Customer Experience Program at the University of Oklahoma. Outside of his professional responsibilities, Alex enjoys boating, reading, tennis, traveling, writing, and spending time with his family.

Retirement income strategy General retirement planning Wealth management Tax-loss harvesting Business sale tax planning Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Susan S

Series 66

Little Rock, AR

Fidelity

Susan Screeton is a financial advisor with Fidelity, holding a Series 66 designation and 14 years of industry experience. She has been with Fidelity Investments since 2013 and works in Little Rock, AR. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, model portfolios, and oversight of sub-advisers.

Charitable giving & philanthropy Active portfolio management
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