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John S

Series 66

Conway, AR

LPL Financial

John Shouse is a Series 66 licensed financial advisor with LPL Financial, based in Conway, Arkansas, and has five years of industry experience. His career includes roles in rehabilitation services prior to joining LPL Financial in 2019. Outside of advising, he contributes as a writer for Ministers Resource Services through the Baptist Missionary Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, and brokerage services supported by research and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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Jakob H

CFP®, Series 66

Conway, AR

Edward Jones

Jakob Henry is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has worked at Edward Jones since 2022 and previously held positions at Merrill, Bank of America, Centennial Bank, LPL Financial, Northwestern Mutual, and the University of Central Arkansas. He was also involved with the Prospect Baseball Academy from 2018 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Taylor L

Series 66

Conway, AR

Mass Mutual Investors Services

Taylor Langston is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Taylor has two years of industry experience and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to entering the financial sector, Taylor was involved with collegiate and professional baseball organizations. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved software and collaborates with clients on goal-based strategies without discretionary investment management.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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James C

Series 66

Conway, AR

Raymond James Financial

James Campbell is a Series 66 licensed financial advisor with 25 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Campbell serves as a committee member at Antioch Baptist Church, where he assists with financial oversight, and is a co-owner and treasurer of Campbell Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stacey A

CFP®, Series 66

Conway, AR

Edward Jones

Stacey Alston is a CFP®-certified financial advisor with Edward Jones, based in Conway, AR, with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked at Bank of America for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a proprietary money market fund. The firm operates under a fiduciary standard and maintains a large national network of financial advisors and branch offices.

Divorce financial planning General estate planning guidance Retirement withdrawal strategies Wealth management Founder/Business Owner Women Professionals Women's Finance Intergenerational Families
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Della S

Series 66

Conway, AR

LPL Financial

Della Stapleton is a financial advisor with LPL Financial in Conway, AR, holding a Series 66 designation and 12 years of industry experience. Before joining LPL Financial in 2018, she worked at Proequities Inc from 2014 to 2018. Outside of her advisory work, she is involved with Damascus RV Park, where she assists with bookkeeping and tax preparation, and she serves as a Notary Public in Arkansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary research and third-party strategies.

College savings (529s, UTMA, etc.)
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Josh C

CFP®, Series 66

Greenbrier, AR

Edward Jones

Josh Crawford is a CFP® professional with 13 years of experience in the financial services industry, all of which have been with Edward Jones since 2013. He is based in Greenbrier, Arkansas. Outside of his advisory role, Crawford owns and manages commercial and residential rental properties through Crawford Properties LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey W

Series 66

Conway, AR

LPL Financial

Jeffrey Wicks is a financial advisor with LPL Financial in Conway, Arkansas, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Arvest Wealth Management and Edward Jones. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers, offering a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Tyler D

Series 63, Series 65

Conway, AR

Mass Mutual Investors Services

Tyler Dingler is a financial advisor with Mass Mutual Investors Services. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Northwestern Mutual Investment Management and MassMutual Life Insurance Company. Outside of his advisory work, he is a licensed real estate agent and mortgage loan originator. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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John L

Series 63, Series 65

Conway, AR

Primerica Advisors

John Lynch is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1991. Lynch also owns Lynch and Associates, Inc., an investment-related business based in Mc Rae, AR, which he operates part-time. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and uses model-based investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Matthew C

CFP®, Series 66

Conway, AR

Edward Jones

Matthew Carpenter is a CFP®-designated financial advisor with Edward Jones in Conway, Arkansas, with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns and operates Makarios Ranch, LLC, which provides horse stabling, cattle raising, and sells chicken eggs. 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 and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Wealth management Retired Founder/Business Owner Executive
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Traci M

Series 66

Conway, AR

Cetera

Traci Mccain is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has worked with Cetera and its affiliate entities since 2013, including Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

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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Drew G

Series 65, Series 63

Conway, AR

Mass Mutual Investors Services

Drew Gainor is a financial advisor with Mass Mutual Investors Services in Conway, Arkansas, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. Prior to joining Mass Mutual in 2023, he worked at Northwestern Mutual and its related companies from 2010 to 2023. Outside of financial advising, he is involved as an owner in multiple retail sales LLCs, an aviation company, and a business consulting firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, with planning engagements structured as annual collaborations that provide written recommendations using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jason B

Series 66

Conway, AR

Edward Jones

Jason Braswell is a financial advisor with Edward Jones in Conway, AR, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Braswell is a general member of a local referral group, BNI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Robert L

Series 63

Conway, AR

Ameriprise

Robert Leffert is a financial advisor with Ameriprise, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise since 2018 and concurrently serves as Vice President of Business Development in relationship management at Centennial Bank. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Willam C

Series 66

Conway, AR

Raymond James Financial

Willam Campbell is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Raymond James Financial and also serves as President and 50% owner of Campbell Wealth Management. His prior experience includes over a decade at Wells Fargo Advisors and related entities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals and supports both individual and institutional advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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William G

Series 63, Series 65

Conway, AR

Ameriprise

William Guthrie is a financial advisor with Ameriprise in Conway, Arkansas, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Ameriprise since 2018 and was previously with Investment Professionals Inc for 14 years. Guthrie also serves as a financial advisor at Centennial Bank in Jacksonville, Arkansas. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

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

Series 66

Conway, AR

Edward Jones

John Howell III is a financial advisor with Edward Jones in Conway, Arkansas. He holds a Series 66 designation and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Karl Storz from 2015 to 2021. He is also the Vice President and Founder of Hyphen Inc., a business based in Little Rock, Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joshua C

Series 65, Series 63

Conway, AR

Mass Mutual Investors Services

Joshua Carter is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and its affiliates from 2014 to 2023 before joining Mass Mutual in 2023. Outside of his advisory role, he is involved in outside insurance sales as an insurance broker. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to structure annual, collaborative planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Lisa L

Series 63, Series 66

Conway, AR

Edward Jones

Lisa Lovell is a financial advisor with Edward Jones in Conway, Arkansas, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1981. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary strategies with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance General retirement planning Founder/Business Owner
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