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Joel A

Series 66

Ft Smith, AR

Arvest Wealth management

Joel Amaro is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates and The Soccer Daily prior to joining Arvest Wealth Management. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving a broad client base with both discretionary and non-discretionary advisory services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Luke L

Series 66

Rudy, AR

Van Clemens Wealth Management, LLC

Luke Lewis is a financial advisor with Van Clemens Wealth Management, LLC. He holds a Series 66 designation and has one year of industry experience. Prior to joining Van Clemens, he worked at JP Morgan and Ascend Real Estate, and was a full-time student from 2016 to 2021. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm uses both discretionary and non-discretionary portfolio management, employing methods such as modern portfolio theory and fundamental and technical analysis, and accesses a broad range of third-party managers alongside its own Growth Opportunities model.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jessie Z

Series 66

Ft Smith, AR

Arvest Wealth management

Jessie Zamaripas is a financial advisor with Arvest Wealth Management in Ft. Smith, AR, holding a Series 66 designation and nine years of industry experience. She has worked exclusively within the Arvest organization since 2012, including roles at Arvest Bank and Arvest Wealth Management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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William O

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

William Orr is a financial advisor with Arvest Wealth Management in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Nationwide Investment Services Corp and Voya Financial Advisors, Inc. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Rosendo G

Series 66

Van Buren, AR

Empower Advisory Group

Rosendo Garcia Cortes is a financial advisor at Empower Advisory Group with a Series 66 designation and recent entry into the industry. His prior experience includes roles at Merrill, Bank of America, and Arvest Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering services through Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Chrissy N

Series 66

Fort Smith, AR

Independent Financial Group, LLC

Chrissy Nguyen is a financial advisor at Independent Financial Group, LLC with nine years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs, financial planning, and retirement plan services, employing both in-house and third-party managed portfolios alongside a dual role as a registered investment adviser and broker-dealer.

Divorce financial planning Business ownership considerations Retirement income strategy Retirement withdrawal strategies Founder/Business Owner Religious/faith focused
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Joshua B

Series 66

Alma, AR

Valic Financial Advisors

Joshua Baird is a financial advisor with Valic Financial Advisors in Alma, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2016 and also has a role as an agent with Agia, where he provides non-securities insurance products. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts via Envestnet’s platform.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Mark M

Series 63, Series 65

Fort Smith, AR

STIFEL

Mark Myers is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

General retirement planning Income planning
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Randy W

Series 63, Series 66

Fort Smith, AR

LPL Financial

Randy Welborn is a financial advisor with LPL Financial based in Fort Smith, Arkansas, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Financial Advocates Investment Management and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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 both discretionary and non-discretionary management supported by proprietary and third-party research.

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

Series 66

Fort Smith, AR

Cetera

Christopher Cluck is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Avantax Investment Services and other related firms for six years and is also a member of Landmark PLC, Certified Public Accountants, where he oversees operations and prepares tax returns. In addition to his advisory role, he is a managing partner of commercial and residential real estate partnerships in Fort Smith, Arkansas. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients nationwide through a network of independent advisors, offering portfolio management, financial planning, and retirement services across various program structures and custodial relationships.

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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Luke M

Series 66

Fort Smith, AR

Merrill

Luke Mc Donald is a Financial Advisor with The Don McDonald Group at Merrill Lynch Wealth Management, which comprises seven members and collectively holds over 80 years of experience. He joined the team in 2023, bringing skills in effective communication, comprehensive research, and accurate work developed during his studies at Full Sail University. Luke works closely with clients to align their financial goals and personal values with their investment strategies. His areas of focus include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, tax minimization, and retirement income. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Full Sail University, an associate's degree from the University of Arkansas System, and completed his high school education through homeschooling. Outside of his professional responsibilities, Luke volunteers with Young Life, a local Christian ministry for high school students, and serves actively in his church. He resides in Fort Smith with his wife, Emily, and enjoys cooking and preparing coffee for family and friends in his free time.

Business exit / sale strategy Business ownership considerations Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Married/Couples/Partners Christian Faith Based
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Roger H

Series 63, Series 66

Van Buren, AR

Edward Jones

Roger Haney is a financial advisor with Edward Jones in Van Buren, Arkansas, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in farming, managing a cattle herd, and holds ownership interests in horse racing partnerships and family oil and gas lease holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates a large national network of financial advisors and branch offices and offers additional capabilities such as trust services and securities-based lending.

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

Series 63, Series 65

Van Buren, AR

Cetera

Arnold Lamproe is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Cetera Investment Services and Citizens Bank & Trust since 2008 and has been with Cetera since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable accounts, and institutional investors. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and a variety of investment manager 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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Shelby F

Series 66

Fort Smith, AR

Raymond James & Associates

Shelby Feurtado is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. Outside of his advisory role, Feurtado serves on the finance and investment committee of First Baptist Church Alma, where he helps manage budgeting and spending oversight. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Braden L

Series 65, Series 63

Fort Smith, AR

OSAIC

Braden Lewis is a financial advisor with Osaic Wealth, Inc. based in Fort Smith, Arkansas, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Providence Elder Law. He serves as a board member for SPINDL, a nonprofit organization. Osaic Wealth, Inc. provides a wide range of financial services to individual and institutional clients, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brett M

Series 63, Series 65

Fort Smith, AR

OSAIC

Brett McMillan is a financial advisor at OSAIC with 14 years of industry experience. He has held prior roles at Securities America Advisors and Voya Financial Advisors, and he is also president of McMillan Wealth, his private advisory business. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and access to third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Spencer M

Series 66

Fort Smith, AR

Ameriprise

Spencer Meares is a financial advisor with Ameriprise in Fort Smith, Arkansas, holding a Series 66 credential and four years of industry experience. Before joining Ameriprise in 2022, he worked at NielsenIQ and J.B. Hunt. Outside of advisory work, he is involved in business ownership through MearCo LLC, which includes bookkeeping services and storage unit rentals. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, specializing in retirement income planning through its Premier Retirement Income service. The firm’s approach includes a written recommendation report and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by centralized research and a defined investment universe.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Keith L

CFP®, Series 66

Fort Smith, AR

Edward Jones

Keith Lux is a CFP® professional with 17 years of industry experience. He is currently affiliated with Edward Jones and previously worked at Ameriprise for 21 years. Lux operates out of Fort Smith, Arkansas. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Evan Y

Series 66

Van Buren, AR

Cetera

Evan Young is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to his current role, he has worked at J.B. Hunt Transport Inc. and Taco Bell. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management options, financial planning, and access to multiple investment strategies and third-party managers.

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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Christopher K

Series 66

Fort Smith, AR

Ameriprise

Christopher Kaelin is a financial advisor at Ameriprise in Fort Smith, AR, holding the Series 66 designation. He has three years of experience at Ameriprise and a background that includes roles in education at various schools from 2015 through 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice. The firm’s approach integrates proprietary research, algorithmic tools, and collaboration between a centralized service team and advisors, with enrollment criteria that require a minimum level of investable assets.

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