Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

639 advisors near
72117

Out of 400,000+ nationwide

user avatar
firm logo

Claudia P

Series 63, Series 66

Little Rock, AR

Merrill

Claudia Parham is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2017. Prior to joining Merrill, she had brief periods working with US Shipping and Postal LLC and intervals of unemployment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Christopher B

Series 66

Little Rock, AR

LPL Financial

Christopher Bequette is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and 26 years of industry experience. He previously worked at Merrill from 1999 to 2007 before joining LPL Financial, where he has been since 2007. Outside of his advisory role, Bequette serves as a radio color commentator for college football bowl games during the season. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, with capabilities in strategic and tactical allocations, alternative exposures, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Joel R

CFP®, ChFC®, Series 63, Series 65

North Little Rock, AR

Edward Jones

Joel Rice Jr. is a CFP® and ChFC® with 37 years of experience at Edward Jones, where he has worked since 1989. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of a real estate development business based in Beebe, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Attorney
firm logo

Franklin F

Series 66

Little Rock, AR

Merrill

Franklin Flemister is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing their short-, mid-, and long-term goals. Franklin serves as a resource for a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. His approach involves collaborating with clients to address their financial goals, concerns, and questions, offering ongoing advice as their needs evolve. Franklin holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Arkansas.

General retirement planning Retirement income strategy Wealth management
user avatar
firm logo

Rosemary E

Series 66

Little Rock, AR

Merrill

Rosemary Ezell is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Thomas D

Series 63, Series 65

Little Rock, AR

Ameriprise

Thomas Dematti is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, with prior roles at Centennial Bank and Investment Professionals Inc. He serves on the Board of Directors for the St. Charles Community Association in Little Rock, AR. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

John L

Series 63, Series 65

Little Rock, AR

STIFEL

John Lynch is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Jennifer K

Series 66

Little Rock, AR

Edward Jones

Jennifer Kincannon is a financial advisor at Edward Jones in Little Rock, AR, holding the Series 66 designation with one year of industry experience. Her prior work includes roles at Edward Jones since 2019 and TTEC from 2018 to 2019, as well as a five-year tenure at Camp Mitchell Camp and Retreat Center. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Paul R

Series 63, Series 66

Little Rock, AR

Raymond James & Associates

Paul Rittelmeyer is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2012 and has been involved with Petal Card and Gilgamesh Fintech Ventures. Outside of advisory work, he serves on the advisory board of the Little Rock Compassion Center, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of investment strategies supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

William T

Series 63, Series 66

Little Rock, AR

Edward Jones

William Thornton Jr. is a financial advisor with Edward Jones in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

Nathane D

Series 63, Series 65

Little Rock, AR

Primerica Advisors

Nathane Davis is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he has worked at Ecolab, Blossoms, the Little Rock School District, Primerica Financial Services, and Koppers Inc. He is involved in the sale of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

David F

Series 66

Lonoke, AR

LPL Financial

David Faith is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has previously worked at Cetera and Union Standard Insurance. Outside of his advisory role, he is the owner of Stoney Point Consulting, LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on combining technology and a broad platform of financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Russel B

Series 63, Series 65

North Little Rock, AR

Equitable Advisors

Russel Betts is a financial advisor with Equitable Advisors in North Little Rock, AR, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and concurrently serves as an officer and supervisor in the Arkansas National Guard since 1985. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs primarily through a network of Investment Adviser Representatives. The firm emphasizes aligning client information and risk tolerance with tailored advisory models, utilizing both proprietary and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Ronald M

Series 66

Little Rock, AR

Morgan Stanley

Ronald Moore Jr. is a financial advisor at Morgan Stanley with a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously worked at Allergan Pharmaceuticals for two years. Outside of his advisory role, he serves on the finance committee of St. Francis Church and is a board member of the Riverdale Soccer Club, known as Arkansas Rising Soccer Club. He is also involved in agricultural business development as an officer of Moore Mountain Farms LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs without providing individual security recommendations within standalone plans.

General estate planning guidance
firm logo

Paul M

Series 63, Series 66

Sherwood, AR

Edward Jones

Paul Mayabb is a financial advisor with Edward Jones in Sherwood, Arkansas, holding Series 63 and Series 66 licenses. He has 26 years of experience at Edward Jones, where he has worked since 2000. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
user avatar
firm logo

Susan C

Series 63, Series 65, Series 66

Little Rock, AR

Wells Fargo Advisors

Susan Crosby is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 credentials and 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, and seven years as a self-employed advisor. Outside of her advisory work, she owns a wine bar and serves as an administrative assistant at Charis Bible College. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk management, and specialized niche services. The firm combines advisory services with banking and other financial product offerings through a large network of advisors.

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

Hope M

Series 66

Little Rock, AR

LPL Financial

Hope Mulford is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles with Wells Fargo Advisors and U.S. Bancorp Investments. Outside of advisory work, she is a self-employed appointment scheduler. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Tracie T

Series 63, Series 66

Little Rock, AR

Wells Fargo Advisors

Tracie Taylor is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, utilizing proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)