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William H
Series 66
Beebe, AR
Ameriprise
William Handly is a financial advisor with Ameriprise in Beebe, Arkansas, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Handly serves on the Board of Directors for the Beebe Chamber of Commerce and is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
Dennis G
Series 63, Series 65
Little Rock, AR
LPL Financial
Dennis Gilliam is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Before joining LPL Financial in 2022, he spent 13 years with Securities America Advisors, Inc. and Securities America, Inc. He is also involved with DMGilliam Capital Management, Inc., a business related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, using both proprietary and third-party research and portfolios.
James G
Series 63, Series 65
Little Rock, AR
Merrill
James Gibbs II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has held this position since joining the firm in 1985 after completing his education. James holds a Bachelor's Degree from the University of Arkansas. He has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He has been recognized for his expertise by Forbes, being named to their "Best-in-State Wealth Advisors" list multiple times from 2018 through 2026. Additionally, his team was ranked as the #1 financial services team in Arkansas by Forbes in 2025. In addition to his professional accomplishments, James has been involved in community service, serving as Past-President of both the University of Arkansas Alumni Association and the Rotary Club 99 in Little Rock, Arkansas.
Joseph S
Series 63, Series 65
Little Rock, AR
Ameriprise
Joseph Small is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 2005. Outside of advising, he is involved with Oaktree Premier Management Services, LLC, providing administrative services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.
John B
Series 65, Series 63
Little Rock, AR
LPL Financial
John Burton is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including Cetera, Regions Bank, and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Michael C
Series 66
Little Rock, AR
Thrivent Investment Management
Michael Carter is a financial advisor at Thrivent Investment Management based in Little Rock, AR. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to his current role, he has experience working with multiple community and church organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
James B
Series 63, Series 65
Cabot, AR
LPL Financial
James Brandt is a financial advisor with LPL Financial in Cabot, AR, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Investment Centers of America since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management services.
Harold S
Series 63, Series 65
Little Rock, AR
STIFEL
Harold Shollmier Jr. is a financial advisor with Stifel based in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, Shollmier serves on several nonprofit boards, including the Centers for Youth & Families, Family Home of Little Rock, and the Garrison Institute at the Walton College of Business, where he participates in fundraising and educational support activities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Michelle B
Series 63, Series 65
Little Rock, AR
Primerica Advisors
Michelle Bradford is a financial advisor at Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes positions at Primerica Financial Services and Pampered Chef, as well as over a decade at Coleman’s Office and School Products. She is involved in sales of loan products and home security services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and a tiered wrap-fee structure in delivering its investment solutions.
Christy H
Series 63, Series 65
Little Rock, AR
STIFEL
Christy Hornaday is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.
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.
Eric R
Series 66
Little Rock, AR
LPL Financial
Eric Reinhardt is a financial advisor with LPL Financial in Little Rock, AR. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Simmons Bank, Mass Mutual Investors Services, and Strategic Financial Partners/MassMutual Life Insurance Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Seth H
Series 66
Little Rock, AR
Thrivent Investment Management
Seth Haney is a financial advisor with Thrivent Investment Management in Little Rock, AR. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked in various roles including at Clark Contractors, Chambers Bank, Arkansas State Police, Walmart, Lowes Home Improvement, and Atkins High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach combines holistic, goal-based analyses with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between planning and portfolio management.
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.
Matthew W
Series 66
Lonoke, AR
LPL Financial
Matthew Watson is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and Centennial Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by proprietary and third-party research.
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.
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.
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 been with LPL Financial since 2009. Kohler operates Kohler Investment Management as a sole proprietorship for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.
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.
Richard G
Series 66
Little Rock, AR
Morgan Stanley
Richard Greer is a financial advisor with Morgan Stanley in Little Rock, AR, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Merrill, Bank of America, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment offerings but generally acts in an advisory capacity for financial planning without providing individual security recommendations.
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656 advisors near
72076
within the area shown on the map
Out of 400,000+ nationwide