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David H

Series 66

Cabot, AR

Edward Jones

David Hill is a financial advisor with Edward Jones in Cabot, Arkansas, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Progressive Insurance Company for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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Robin G

Series 63, Series 65

Little Rock, AR

Ameriprise

Robin Gann is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for CareLink and is a member of the Dean's Leadership Council at the University of Arkansas at Little Rock College of STEM, where he chairs the Membership Committee. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies. The firm’s approach incorporates proprietary research and third-party data to address asset allocation, withdrawal strategies, and Social Security claiming options within a defined investment framework.

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

CFP®, Series 66

Little Rock, AR

Edward Jones

Amy Byford is a financial advisor at Edward Jones in Little Rock, AR, holding CFP® and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Allison B

Series 66

Little Rock, AR

Merrill

Allison Bibens is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked in education as an elementary teacher and has entrepreneurial experience with a pet resort and spa. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Randy M

Series 65

Little Rock, AR

Cetera

Randy Milligan is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services and has been a member of Landmark PLC, a certified public accounting firm, since 1988. Outside of his advisory role, Milligan is involved in several nonprofit boards and committees, including teaching continuing professional education for CPAs and serving on the Arkansas Game and Fish Foundation and Conway Chamber of Commerce boards. Cetera Investment Advisers LLC is an SEC-registered firm that offers a wide range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm manages over $256 billion in assets and serves individual, corporate, charitable, and institutional clients with a multi-manager platform that supports diverse investment strategies and program structures.

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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James C

CFP®, ChFC®, Series 66

Maumelle, AR

Edward Jones

James Clark is a financial advisor at Edward Jones in Maumelle, Arkansas, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Hewlett Packard Enterprise. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner LGBTQIA
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Melissa H

Series 63, Series 66

Little Rock, AR

Edward Jones

Melissa Holland is a financial advisor at Edward Jones in Little Rock, AR, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including ownership of Advanced Physical Therapy, where she serves as president overseeing overall operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Little Rock, AR

Morgan Stanley

Jordan Clark is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Raymond James & Associates, Independent Advisor Alliance, LPL Financial, and GenWealth Financial Advisors. His background also includes experience outside the financial sector at Everett Buick GMC and US Pizza. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers planning primarily in an advisory capacity without providing individual security recommendations in standalone plans.

General estate planning guidance
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Gary J

Series 63

Little Rock, AR

Morgan Stanley

Gary Jefferson is a financial advisor with Morgan Stanley in Little Rock, AR, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2023 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Logan E

Series 66

N Little Rock, AR

Ameriprise

Logan Erstine is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Corinth Coca Cola before joining Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors.

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

Series 66, Series 63

Little Rock, AR

Edward Jones

Barry Mc Carver is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Stephens Inc for 27 years before joining Edward Jones in 2025. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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La Derrious P

Series 66

North Little Rock, AR

J.P. Morgan Securities

La Derrious Perry is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch/Bank of America and Fragrance Outlet LLC. Outside of his advisory role, Perry has been involved in concierge services at The Pointe at Brodie Creek in Little Rock. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Lyle C

Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Lyle Cogbill is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he operates a business selling his original artwork and works as a musician, both activities conducted outside of business hours. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutions. The firm offers a broad range of fee-based financial planning services, including specialized planning areas, and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jessica M

Series 66

Little Rock, AR

Merrill

Jessica Middleton is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and previously worked at Stephens Inc. and APERS. Middleton is based in Little Rock, AR. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Bryan R

Series 66

Little Rock, AR

Merrill

Bryan Richardson is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals, families, and small business owners by creating customized financial strategies that address their unique goals, with a particular emphasis on retirement planning. Bryan manages and advises portfolios starting at $250,000, offering tax-aware financial strategies, retirement and exit planning, and banking and lending services. He works mainly with founders, business owners, and high-earning employees. His approach involves consolidating clients' financial accounts, developing tailored investment plans based on individual risk tolerance and diversification needs, and conducting annual reviews to adjust plans as clients' lives change. Bryan aims to simplify financial management for his clients, allowing them to focus on their lives. Bryan grew up in the Central Arkansas area and has experience in banking and financial services. He holds a High School Diploma from Arkansas Baptist and has earned the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Outside of work, Bryan enjoys golfing, hunting, spending time with his family, and writing.

General retirement planning Retirement income strategy Wealth management Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Dual Income Family Mid-Career Professionals
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Christopher C

Series 66

N Little Rock, AR

Ameriprise

Christopher Cobb is a financial advisor with Ameriprise in North Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at MHP/Team SI and Lumio, and he serves as a First Lieutenant and Military Intelligence Officer in the Arkansas National Guard. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with its advisors. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 66

Little Rock, AR

Wells Fargo Advisors

Heather Helms is a financial advisor at Wells Fargo Advisors in Little Rock, Arkansas, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked in education for 15 years with the Pulaski County Special School District and the Mt. Vernon-Enola School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to provide tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joey P

Series 63, Series 65

Little Rock, AR

LPL Financial

Joey Price is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Wachovia Securities Financial Network for 10 years before joining LPL Financial in 2019. Outside of his advisory role, he serves as executor of a family estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management with access to model portfolios and research.

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

Series 66

Little Rock, AR

Edward Jones

Brady Claypool is a Series 66 credentialed financial advisor with Edward Jones in Little Rock, AR. He has one year of industry experience and joined Edward Jones in 2025. Prior to his current role, he held positions at Stonebridge Meadows Golf Club and the University of Arkansas, among others. 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 investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Income planning Attorney
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Joshuah M

Series 66

Little Rock, AR

Merrill

Joshuah Murray is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His career includes roles at Bank of America, Bank OZK, Regions Bank, and prior employment at the University of Central Arkansas. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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