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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.
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.
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.
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.
Danielle H
Series 66
Benton, AR
Raymond James Financial
Danielle Hearn is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2020. Outside of her advisory role, she has been involved with McClure Fitness since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable affiliation in municipal advisory and specialized retirement plan consulting.
Tara C
Series 66
Little Rock, AR
Ameriprise
Tara Cobb is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 designation with 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specified asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored recommendations, offering a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
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.
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.
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.
William M
Series 66
Little Rock, AR
Mass Mutual Investors Services
William Mc Call is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked for First Security Bank for 11 years. Outside of his advisory role, he owns and operates a cattle farm. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using proprietary tools and offers specialized programs such as divorce planning and estate settlement services.
John K
CFP®, ChFC®, Series 66
Little Rock, AR
Mass Mutual Investors Services
John Knoernschild is a financial advisor with Mass Mutual Investors Services in Little Rock, AR, holding the CFP® and ChFC® designations with 22 years of industry experience. Prior to joining MassMutual in 2025, he spent 21 years at Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he is the managing member of an entity that owns aircraft and the owner of a financial planning firm. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized services including divorce planning and employer-sponsored programs.
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.
Shawn B
Series 63, Series 66
Little Rock, AR
Fidelity
Shawn Bair is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. Prior to this role, he served in various leadership capacities at Fidelity, including Assistant Branch Leader from 2022 to 2024, Senior Team Leader for Wealth Planning Consultants from 2021 to 2022, Senior Team Leader for Transition Services from 2017 to 2021, and Team Leader for Client Services from 2014 to 2017. He leads, coaches, and supports a team of advisors and staff focused on helping clients achieve their financial goals. Shawn holds an Arkansas insurance license, which supports his work in financial services. Outside of his professional responsibilities, he has interests that include the beach, cars, concerts, motorcycles, movies, and volunteering.
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.
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.
Susan C
Series 63, Series 65, Series 66
Little Rock, AR
Wells Fargo Advisors
Susan Crosby is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63, 65, and 66 licenses and totaling 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, Valic Financial Advisors, and Stephens. Outside of finance, she owns a wine bar called BY THE GLASS LLC and serves as an administrative assistant at Charis Bible College. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by firm research and planning tools. The firm serves clients meeting a net-worth threshold with a broad planning menu that includes specialized services such as business-owner transition and special-needs analysis.
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.
Larry R
Series 63
Little Rock, AR
Ameriprise
Larry Root is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he has partial ownership in Rahling Realty Investors Group, LLC, which manages an office building in Little Rock. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.
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.
Kevin H
Series 63, Series 65
Little Rock, AR
Wells Fargo Advisors
Kevin Horn is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Banc Of America Investment Services, Inc., and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad planning menu, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.
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