Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

James A

Series 63, Series 65

Little Rock, AR

STIFEL

James Alguire is a financial advisor with STIFEL in Little Rock, AR, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with STIFEL since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Kevin H

Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Kevin Horn is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Horn is based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including niche services such as business-owner transition planning and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

April M

Series 66

Little Rock, AR

STIFEL

April McDaniel is a Series 66-licensed financial advisor with Stifel in Little Rock, Arkansas, bringing 25 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is also a notary. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
firm logo

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
user avatar
firm logo

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
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Barry M

Series 66, Series 63

Little Rock, AR

Edward Jones

Barry Mc Carver is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Stephens Inc for 27 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

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 two years of industry experience. He holds a Series 66 designation and has prior work history with Merrill Lynch/Bank of America and Northwestern Mutual Life Insurance Company. Outside of his advisory role, Perry has been involved in concierge services at The Pointe at Brodie Creek in Little Rock, Arkansas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Heather H

Series 66

Little Rock, AR

Wells Fargo Advisors

Heather Helms is a financial advisor at Wells Fargo Advisors in Little Rock, Arkansas, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked in education for 15 years with the Pulaski County Special School District and the Mt. Vernon-Enola School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to provide tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Joey P

Series 63, Series 65

Little Rock, AR

LPL Financial

Joey Price is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Wachovia Securities Financial Network for 10 years before joining LPL Financial in 2019. Outside of his advisory role, he serves as executor of a family estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
firm logo

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
user avatar
firm logo

Joshuah M

Series 66

Little Rock, AR

Merrill

Joshuah Murray is a financial advisor at Merrill based in Little Rock, AR. He holds a Series 66 designation and has been with Merrill for three years. His prior experience includes roles at Bank of America and Bank OZK. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutional fiduciaries.

Tax-loss harvesting Active portfolio management Passive / index investing
user avatar
firm logo

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
user avatar
firm logo

Chastity H

Series 66

Little Rock, AR

UBS Financial Services

Chastity Hicks is a Series 66-credentialed financial advisor with UBS Financial Services in Little Rock, Arkansas, with 18 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, Hicks 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 with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as both an investment adviser and broker-dealer.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")