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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.
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.
Corbin C
Series 63, Series 65
Little Rock, AR
Primerica Advisors
Corbin Cobbs is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2007. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.
Garrett J
Series 66
Little Rock, AR
LPL Financial
Garrett Jackson is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 credential and 11 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Garrett owns and operates Uptrend Enterprises, LLC, an estate planning vehicle. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and both discretionary and non-discretionary management.
Melissa C
Series 65
Little Rock, AR
Cetera
Melissa Cary is a financial advisor with Cetera in Little Rock, AR, holding a Series 65 designation and one year of industry experience. Prior to joining Cetera, she worked at Avantax Advisory Services and has been a member of Landmark PLC, Certified Public Accountants since 2008, where she reviews tax returns, manages staff, and consults with clients. She also serves on the Federal Tax Institute Committee for the Arkansas Society of CPAs, organizing continuing education events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management, financial planning, and consulting services. The firm supports both discretionary and non-discretionary accounts and provides access to affiliated and third-party money managers across various program structures.
Christopher B
Series 66
Little Rock, AR
LPL Financial
Christopher Bequette is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he works as a radio color commentator for college football bowl games. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research resources, and technology-driven strategies.
Joel R
CFP®, ChFC®, Series 63, Series 65
North Little Rock, AR
Edward Jones
Joel Rice Jr. is a financial advisor with Edward Jones, holding the CFP® and ChFC® designations and more than 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory work, he is involved in a real estate development business in Beebe, Arkansas. Edward Jones is a full-service wealth management firm serving over 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, supported by a network of approximately 23,701 financial advisors nationwide.
Thomas D
Series 63, Series 65
Little Rock, AR
Ameriprise
Thomas Dematti is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, with prior roles at Centennial Bank and Investment Professionals Inc. He serves on the Board of Directors for the St. Charles Community Association in Little Rock, AR. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
John L
Series 63, Series 65
Little Rock, AR
STIFEL
John Lynch is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Jennifer K
Series 66
Little Rock, AR
Edward Jones
Jennifer Kincannon is a financial advisor at Edward Jones in Little Rock, AR, holding the Series 66 designation with one year of industry experience. Her prior work includes roles at Edward Jones since 2019 and TTEC from 2018 to 2019, as well as a five-year tenure at Camp Mitchell Camp and Retreat Center. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Paul R
Series 63, Series 66
Little Rock, AR
Raymond James & Associates
Paul Rittelmeyer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2012 and is involved with Petal Card and Gilgamesh Fintech Ventures. He serves as an outside advisory board member for the Little Rock Compassion Center. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a wide range of clients, including individuals, institutions, and government entities, delivering non-discretionary financial planning and portfolio recommendations supported by extensive research and affiliate resources.
William T
Series 63, Series 66
Little Rock, AR
Edward Jones
William Thornton Jr. is a financial advisor with Edward Jones in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
Nathane D
Series 63, Series 65
Little Rock, AR
Primerica Advisors
Nathane Davis is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he has worked at Ecolab, Blossoms, the Little Rock School District, Primerica Financial Services, and Koppers Inc. He is involved in the sale of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
David F
Series 66
Lonoke, AR
LPL Financial
David Faith is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera, Union Standard Insurance, and Nationwide Agribusiness Insurance. He is also the owner of Stoney Point Consulting, LLC and involved with D&M Holding Company, Inc., a business based in Arkansas. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and research-supported investment solutions including discretionary and non-discretionary management.
Russel B
Series 63, Series 65
North Little Rock, AR
Equitable Advisors
Russel Betts is a financial advisor with Equitable Advisors in North Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999 and also serves as an officer and supervisor in the Arkansas National Guard, a role he has held since 1985. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to deliver tailored advisory services.
John C
Series 66
Cabot, AR
LPL Financial
John Copas is a financial advisor with LPL Financial holding a Series 66 license and has 10 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.
Paul M
Series 63, Series 66
Sherwood, AR
Edward Jones
Paul Mayabb is a financial advisor at Edward Jones in Sherwood, Arkansas, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Susan C
Series 63, Series 65, Series 66
Little Rock, AR
Wells Fargo Advisors
Susan Crosby is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 credentials and 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, and seven years as a self-employed advisor. Outside of her advisory work, she owns a wine bar and serves as an administrative assistant at Charis Bible College. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk management, and specialized niche services. The firm combines advisory services with banking and other financial product offerings through a large network of advisors.
Hope M
Series 66
Little Rock, AR
LPL Financial
Hope Mulford is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and having 11 years of industry experience. She previously worked at Wells Fargo Advisors and has been with LPL Financial since 2017. Mulford also manages a home-based appointment scheduling business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.
Tracie T
Series 63, Series 66
Little Rock, AR
Wells Fargo Advisors
Tracie Taylor is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, utilizing proprietary research and planning tools.
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