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128 advisors near
72761
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John N
Series 63, Series 65
Rogers, AR
New Edge Wealth
John Naudo is a financial advisor with New Edge Wealth in Rogers, Arkansas, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at Arvest Wealth Management, Bank of America, Merrill, and several other firms. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary solutions, supported by AI-assisted analytics alongside adviser judgment.
Chandler L
Series 66
Rogers, AR
Stephens
Chandler Luebbert is a financial advisor at Stephens with three years of industry experience and holds a Series 66 designation. His prior roles include positions at Black Diamond Mergers & Acquisitions and work experience at the University of Arkansas. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.
Hillman J
Series 63, Series 65
Rogers, AR
Stephens
Hillman Jones is a financial advisor at Stephens in Rogers, AR, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked with Stephens Inc since 2016. Outside of his advisory role, he serves as a board member for Infinity Headwear & Apparel, a company selling apparel to mass retail outlets. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by investment committees and combines advisory services with broker-dealer and investment banking activities.
Nicholas T
Series 66
Rogers, AR
Cornerstone Wealth Management, LLC
Nicholas Tyburski is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2009 and joined Cornerstone Wealth Management in 2023. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice with continuous account supervision, integrating in-house advisors, third-party portfolio managers, and algorithm-driven models to support a high client load across its advisor team.
Joel A
Series 66
Rogers, AR
Stephens
Joel Akers is a financial advisor with Stephens, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Stephens since 2013. Outside of his advisory role, he serves as a director of Infinity Headwear, an apparel company. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with substantial broker-dealer and investment banking activities.
Evan M
Series 65
Rodgers, AR
49 Financial
Evan Miller is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, he worked at Central Bank and Kruse Financial Group. He also has a background that includes time at the University of Nebraska-Lincoln and experience with the UNL Rec Center. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term approach to diversified asset allocation using proprietary and platform model portfolios.
Parker T
Series 63, Series 65
Rogers, AR
49 Financial
Parker Teague is an investment advisor with 49 Financial, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Oakwood Capital Securities and Purshe Kaplan Sterling Investments. In addition to his advisory work, he is also a fixed insurance agent assisting clients with risk management solutions. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.
Kimberley C
Series 66
Rogers, AR
Stephens
Kimberley Carter is a financial advisor with Stephens who holds a Series 66 designation and has 19 years of industry experience. She has worked at Stephens since 2013. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining advisory services with broker-dealer and investment banking activities.
Grace M
Series 63, Series 65
Rogers, AR
49 Financial
Grace Mc Casland is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities, Inc. Outside of advisory work, she provides nanny services for a high-profile family on a limited basis. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering a range of financial planning, investment management, and consulting services. The firm employs a disciplined, long-term, diversified asset allocation approach using proprietary and model portfolios consisting mainly of mutual funds and ETFs, and it offers tiered fractional family office services.
Parker C
Series 65
Rogers, AR
49 Financial
Parker Crane is a Series 65-credentialed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, he completed his education at the University of Arkansas and held various roles in the service industry. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy based on Modern Portfolio Theory and uses proprietary and platform model portfolios mainly composed of mutual funds and ETFs.
Ethan R
Series 66
Rogers, AR
Stephens
Ethan Roberts is a financial advisor at Stephens with a Series 66 credential and two years of industry experience. His background includes roles in education and a position at Footlocker prior to joining Stephens. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activity alongside advisory services.
Jon W
Series 63, Series 65
Rogers, AR
49 Financial
Jon Webb is a financial advisor with 3 years of industry experience, currently with 49 Financial. He holds Series 63 and Series 65 licenses and has worked at firms including Oakwood Capital Securities, Inc., PKS Investments, and Ameriprise. Outside of advising, he is involved with the Financial Independence Group as a fixed insurance agent. 49 Financial serves a broad client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach implemented through model portfolios with mutual funds, ETFs, and select third-party managers.
Victoria P
Series 63, Series 65
Rogers, AR
49 Financial
Victoria Patrie is a financial advisor with 5 years of industry experience, currently affiliated with 49 Financial. She holds Series 63 and Series 65 credentials and has previously worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of her advisory role, she works as a server and bartender at Bauhaus Biergarten. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified asset allocation approach using model portfolios primarily composed of mutual funds and ETFs.
Jerry M
Series 63, Series 65
Rogers, AR
Crews & Associates, inc.
Jerry Mckay Jr. is a financial advisor at Crews & Associates, Inc. in Rogers, Arkansas, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Crews & Associates since 1981. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base, including individuals, trusts, corporations, pension and profit-sharing plans, charitable and governmental entities, and insurance company clients. The firm primarily offers non-discretionary advice using a quantified risk-tolerance process to guide portfolio allocations and rebalancing.
Luke R
Series 66
Rogers, AR
Stephens
Luke Raiford is a financial advisor at Stephens with two years of industry experience. He holds a Series 66 designation and has worked in various roles including at Stephens Inc. and BOK Financial. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.
Kevin B
Series 66
Rogers, AR
Cornerstone Wealth Management, LLC
Kevin Betts is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 license and four years of industry experience. His prior work includes roles at LPL Financial, Shark FX, LLC, HZ Foods, and Smitco Eateries, Inc. Outside of his advisory role, he has involvement with Bean & Vine, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice and manage a large client base across various LPL-sponsored programs.
John G
Series 66
Rogers, AR
Cornerstone Wealth Management, LLC
John Gore is a financial advisor with Cornerstone Wealth Management, LLC in Rogers, AR, holding a Series 66 designation and 14 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2017, following six years at Edward Jones. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model and LPL platform programs to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.
Ellie G
Series 65
Rogers, AR
49 Financial
Ellie Gaunt is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, she worked in various roles including positions at LSU Athletics and Flint Hills Resources, as well as a period of full-time education. She also has an outside business activity involving fixed insurance sales through the Financial Independence Group. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, and family office services, employing a disciplined, long-term diversified asset allocation strategy incorporating both proprietary and third-party model portfolios.
James B
Series 63, Series 66
Rogers, AR
Stephens
James Brain Jr. is a financial advisor at Stephens with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stephens since 2009. Outside of his advisory role, he serves as a commissioner on the Arkansas Department of Aeronautics Commission. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining broker-dealer, investment banking, and advisory services.
John G
Series 65
Rogers, AR
Independent Advisor Alliance, LLC
John Gibson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and two years of industry experience. His prior roles include positions at RMP LLP and Forvis, as well as five years at Mississippi State University. He is also the owner of Fivestone Financial, an investment-related business operating as a DBA for his RIA activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with technology-driven solutions and a unique governance model involving supervised investment adviser representatives, sub-advisors, and third-party managers.
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Finding advisors...
128 advisors near
72761
within the area shown on the map
Out of 400,000+ nationwide