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733 advisors near
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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.
Thomas H
Series 63, Series 66
Little Rock, AR
Edward Jones
Thomas Howard is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
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.
Tammy D
Series 63, Series 65
Little Rock, AR
Ameriprise
Tammy Davis is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. In addition to her role at Ameriprise, she manages an advisory business at Petite Roche Wealth Management in Little Rock, AR. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team that combines research, modeling, and tax-efficiency analysis.
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.
Charles K
Series 63, Series 65
Little Rock, AR
Raymond James & Associates
Charles Kinslow III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013 in Little Rock, AR. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through a variety of portfolio management styles and affiliated research.
Jennifer G
Series 66
Little Rock, AR
Ameriprise
Jennifer Gibson is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Raymond James and Edward Jones, as well as experience outside finance at Michaels Supply Store and Hillcrest Family Clinic. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.
Terri W
Series 63, Series 65
Little Rock, AR
Wells Fargo Clearing
Terri Watkins is a financial advisor with Wells Fargo Clearing in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.
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.
Tammy E
Series 63, Series 66
Little Rock, AR
Raymond James & Associates
Tammy East is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Raymond James since 2009, with prior roles at Morgan Stanley and Citigroup Global Markets. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Monica R
Series 66
Little Rock, AR
Edward Jones
Monica Roy is a Series 66 licensed financial advisor with Edward Jones, based in Little Rock, AR, and has 15 years of industry experience. She has worked exclusively with Edward Jones since 2011. Outside of her advisory work, she owns MLR Designs, a small craft business creating items such as shirts and cups. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
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.
Sergio C
Series 66
Little Rock, AR
LPL Financial
Sergio Ceja is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 14 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. from 2013 to 2017 before joining LPL Financial. In addition to his advisory role, Ceja operates the Ceja Law Firm and manages SC Collectibles, an auction sales business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by proprietary and third-party research.
John S
CFP®, Series 66
North Little Rock, AR
LPL Financial
John Strange is a CFP® professional with 12 years of industry experience, currently serving at LPL Financial since 2021. His prior experience includes roles at Edward Jones, Waddell & Reed, Inc., and various insurance carriers associated with W&R Insurance Agencies. Strange also maintains an ongoing business interest in Rio Vista, Inc. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
James G
Series 63, Series 65
Little Rock, AR
Morgan Stanley
James Garner is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent ten years at Raymond James & Associates. Outside of his advisory role, Garner is a half owner and partner in Double Eagle Investments LLC, a business investment venture unrelated to his financial advisory work. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm delivers tailored financial planning and investment services supported by structured planning tools and a variety of retail and institutional offerings.
Terrill C
Series 65, Series 63
Little Rock, AR
Primerica Advisors
Terrill Caswell is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 65 and Series 63 designations and 10 years of industry experience. He has been with Primerica Advisors since 2016 and is also involved with Griffin Leggett Funeral Home. Caswell receives compensation related to sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors, offering model-based investment strategies supported by third-party asset managers and custodians.
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Finding advisors...
733 advisors near
72113
within the area shown on the map
Out of 400,000+ nationwide