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Gregory W

Series 65

Little Rock, AR

Cetera

Gregory Walker is a Series 65-licensed advisor with Cetera, based in Little Rock, AR, and has four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and has an extensive background with Landmark PLC CPAs, where he has been a member since 2008. He serves as Treasurer of the Arkansas Running Klub, which promotes the local running community through events and training. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

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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Terri L

Series 66

Sherwood, AR

Edward Jones

Terri Lewis is a financial advisor at Edward Jones in Sherwood, AR, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2014. 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 provides a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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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Weston K

Series 66

Sherwood, AR

Edward Jones

Weston Kelly is a Series 66-licensed financial advisor with Edward Jones, based in Sherwood, Arkansas, with one year of industry experience. Prior to joining Edward Jones, he held roles in healthcare and transportation, including positions at CHI St. Vincent and University Arkansas for Medical Sciences. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Military & Veterans Doctor or Medical Professional Young Professionals
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Matthew B

Series 63, Series 65

Lonoke, AR

LPL Financial

Matthew Boyles is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Cetera, Girard Securities, and Genwealth Financial Advisors. He also operates Grand Prairie Financial Planning Inc., a business entity associated with his advisory work. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a range of discretionary and non-discretionary strategies.

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

Series 63, Series 65, Series 66

Little Rock, AR

Cetera

Daniel Blair is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. His career includes long tenures at American Express Financial Advisors Inc. and IDS Life Insurance Company, as well as ongoing roles at Regions Bank and Cetera Investment Services LLC. In addition to his advisory work, he serves as a wealth advisor for high-net-worth clients at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, and institutional accounts, utilizing a multi-manager platform that includes both affiliated and third-party investment options.

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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Cedean K

ChFC®, Series 63

Little Rock, AR

Primerica Advisors

Cedean Kematick is a financial advisor at Primerica Advisors with eight years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he has worked at Arkansas BCBS since 2012. Outside of advisory services, he is involved in the sale of loan products and home-related 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 to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brooks B

Series 66

Little Rock, AR

Edward Jones

Brooks Browning is a financial advisor at Edward Jones in Little Rock, Arkansas, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is known for its extensive nationwide network of advisors and branches, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Eric M

CFA®, Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Eric Miller is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Little Rock, AR, where he has worked since 2015. He owns and operates Platinum Portfolio Investments, LLC, an investment-related business in Little Rock. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial products and referral channels.

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

Series 66

Little Rock, AR

Edward Jones

William Greening is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory strategies under an SEC-registered investment advisory program and reported approximately $1.01 trillion in assets under management.

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

CFP®, Series 63, Series 66

Sherwood, AR

Edward Jones

Jeremy Booe is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, he worked at Scottrade, Inc. for 12 years. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Andrew C

CFP®, Series 66

Little Rock, AR

Wells Fargo Advisors

Andrew Crone is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He is based in Little Rock, Arkansas, and also works as an assistant tennis instructor at the Little Rock Racquet Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including cash-flow, retirement, education, and risk management, using proprietary research and planning tools to develop tailored recommendations.

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

Series 66

Cabot, AR

Edward Jones

Christopher Staten is a Series 66 licensed financial advisor with Edward Jones, based in Cabot, AR, and has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Staten owns an excavating business in Beebe, AR, where he employs an operator to manage the daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Business succession planning Founder/Business Owner
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George C

Series 63, Series 65

Little Rock, AR

LPL Financial

George Cozart is a financial advisor with LPL Financial based in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His work history includes roles at Synergy Investment Group, LLC and Genwealth Financial Advisors, LLC, prior to his long tenure at LPL Financial beginning in 2007. He provides notary public services for clients at no charge. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with advisors implementing a range of strategies supported by research tools and technology.

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

Series 63, Series 65

Little Rock, AR

Primerica Advisors

Pamela Powell is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2017 and has maintained self-employment with Pamco since 1994. In addition to her advisory role, she works as a laboratory consultant in Little Rock. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure distinct from fixed-fee billing models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Lori P

Series 63, Series 65

Little Rock, AR

UBS Financial Services

Lori Payne is a financial advisor with UBS Financial Services in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior work includes roles at Morgan Stanley, Kestra Investment Services, and T. J. Raney & Sons. She serves as Co-Executive Director and Administrator for the Financial Planning Association of Arkansas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform that includes fee-based financial planning, portfolio management, and alternative products.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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John N

Series 63, Series 65

Little Rock, AR

Primerica Advisors

John Noel is a financial advisor at Primerica Advisors in Little Rock, AR, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2015. Prior to his current role, he spent 19 years at Conway Corporation. Outside of his advisory work, Noel is an independent contractor for several non-investment related companies, including Roadie and DDI, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with a tiered wrap-fee structure and an operational model that allows it to curate and adjust its investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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John D

Series 63, Series 66

North Little Rock, AR

Edward Jones

John Drake is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Edward B

Series 66

Little Rock, AR

Cetera

Edward Burchfield Jr. is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Regions Bank, Cetera Investment Services LLC, Bankers Life Securities Inc., and Bankers Life and Casualty. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and operates with more than 10,000 advisors and over $256 billion in assets under management.

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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G W

Series 63

N Little Rock, AR

Ameriprise

G White is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise since 2005. White serves as Vice Chairman on the North Little Rock Planning Commission. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tod A

Series 63, Series 65

Little Rock, AR

Primerica Advisors

Tod Alstadt is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at PFS Investments Inc. since 2014 and Primerica Financial Services since 2013. Alstadt is the owner of The Alstadt Group, LLC, an investment-related business in Little Rock. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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