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April M

Series 66

Little Rock, AR

STIFEL

April McDaniel is a Series 66-licensed financial advisor with Stifel in Little Rock, Arkansas, bringing 26 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is also a notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

General retirement planning Income planning
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David H

Series 66

Cabot, AR

Edward Jones

David Hill is a financial advisor with Edward Jones in Cabot, Arkansas, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Progressive Insurance Company for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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Robin G

Series 63, Series 65

Little Rock, AR

Ameriprise

Robin Gann is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for CareLink and is a member of the Dean's Leadership Council at the University of Arkansas at Little Rock College of STEM, where he chairs the Membership Committee. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies. The firm’s approach incorporates proprietary research and third-party data to address asset allocation, withdrawal strategies, and Social Security claiming options within a defined investment framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Amy B

CFP®, Series 66

Little Rock, AR

Edward Jones

Amy Byford is a financial advisor at Edward Jones in Little Rock, AR, holding CFP® and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Randy M

Series 65

Little Rock, AR

Cetera

Randy Milligan is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services and has been a member of Landmark PLC, a certified public accounting firm, since 1988. Outside of his advisory role, Milligan is involved in several nonprofit boards and committees, including teaching continuing professional education for CPAs and serving on the Arkansas Game and Fish Foundation and Conway Chamber of Commerce boards. Cetera Investment Advisers LLC is an SEC-registered firm that offers a wide range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm manages over $256 billion in assets and serves individual, corporate, charitable, and institutional clients with a multi-manager platform that supports diverse investment strategies and 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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Melissa H

Series 63, Series 66

Little Rock, AR

Edward Jones

Melissa Holland is a financial advisor at Edward Jones in Little Rock, AR, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including ownership of Advanced Physical Therapy, where she serves as president overseeing overall operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, 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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Logan E

Series 66

N Little Rock, AR

Ameriprise

Logan Erstine is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Corinth Coca Cola before joining Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Barry M

Series 63, Series 66

Little Rock, AR

Edward Jones

Barry Mc Carver is a financial advisor with Edward Jones in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Stephens Inc from 1998 to 2025 before joining Edward Jones in 2025. 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. The firm manages approximately $1.01 trillion in assets, 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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La Derrious P

Series 66

North Little Rock, AR

J.P. Morgan Securities

La Derrious Perry is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch/Bank of America and Fragrance Outlet LLC. Outside of his advisory role, Perry has been involved in concierge services at The Pointe at Brodie Creek in Little Rock. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Lyle C

Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Lyle Cogbill is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he operates a business selling his original artwork and works as a musician, both activities conducted outside of business hours. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutions. The firm offers a broad range of fee-based financial planning services, including specialized planning areas, and integrates advisory services 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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Christopher C

Series 66

N Little Rock, AR

Ameriprise

Christopher Cobb is a financial advisor with Ameriprise in North Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at MHP/Team SI and Lumio, and he serves as a First Lieutenant and Military Intelligence Officer in the Arkansas National Guard. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with its advisors. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Heather H

Series 66

Little Rock, AR

Wells Fargo Advisors

Heather Helms is a Series 66-credentialed financial advisor at Wells Fargo Advisors with five years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked for 15 years in educational roles within the Pulaski County Special School District and Mt. Vernon-Enola School District. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services supported by Wells Fargo research and planning tools. The firm offers a broad range of planning services for clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs planning.

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

Series 63, Series 65

Little Rock, AR

LPL Financial

Joey Price is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes positions at Wachovia Securities Financial Network and Citigroup Global Markets. He serves as executor for a family estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary research and third-party strategies.

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

Series 66

Little Rock, AR

Edward Jones

Brady Claypool is a Series 66 credentialed financial advisor with Edward Jones in Little Rock, AR. He has one year of industry experience and joined Edward Jones in 2025. Prior to his current role, he held positions at Stonebridge Meadows Golf Club and the University of Arkansas, among others. 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 investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Income planning Attorney
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Harold C

Series 63, Series 66

Jacksonville, AR

Ameriprise

Harold Carlisle is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise since 2018 following 20 years at Investment Professionals, Inc. Outside of his advisory role, he is involved in several business ventures including co-ownership and management roles in multiple restaurant operations and related maintenance services in Arkansas. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its centralized Premier Retirement Income service.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Chastity H

Series 66

Little Rock, AR

UBS Financial Services

Chastity Hicks is a Series 66-licensed financial advisor with 19 years of industry experience, currently with UBS Financial Services in Little Rock, AR, where she has worked since 2013. She serves as an officer and chairs the Finance Committee for Heritage of Pride Inc., an organization that produces LGBT Pride events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

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

Series 66

North Little Rock, AR

Edward Jones

Ethan Mc Gee is a financial advisor at Edward Jones in North Little Rock, AR. He holds the Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he has worked in various positions including at Walmart Inc. and McDonald's Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated products supported by a large 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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Norman H

Series 63, Series 65

Little Rock, AR

LPL Financial

Norman Hall III is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Calton & Associates, Inc., WFG Advisors, Kestra Investment Services, BOK Financial Securities, Investment Professionals, and Morgan Keegan & Company. He also works as a senior administrative assistant outside of his advisory role. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 66

Little Rock, AR

LPL Financial

Greyson Price is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2019 and is also involved with Price Investment Group, which he has been associated with since 2018. Additionally, he serves as a non-variable insurance agent with The ASA Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

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

Series 63, Series 65

Little Rock, AR

LPL Financial

Rebecca Marshall is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her career includes roles at BMO Harris Bank, Cetera, Regions Bank, and Simmons Bank. Outside of her advisory work, she has been a soccer referee since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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