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Cedean K

ChFC®, Series 63

Little Rock, AR

Primerica Advisors

Cedean Kematick is a financial advisor at Primerica Advisors with eight years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he has worked at Arkansas BCBS since 2012. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure.

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

Series 66

Little Rock, AR

Merrill

Jill Cady is a Financial Advisor at Merrill Lynch Wealth Management, bringing a diverse background to her role. She holds a Bachelor of Science degree in Mathematics with a minor in German from the University of Central Arkansas Honors College. Jill's professional journey includes over 24 years in the pharmaceutical and medical sales industries, where she developed expertise in client relationships and performance-driven outcomes. In 2021, Jill transitioned into the investment industry with Thrivent Financial and currently holds insurance and securities licenses, including FINRA Series 7 and Series 66 registrations. Her areas of focus include college education planning, education planning, investment consulting for defined contribution plans, personal retirement planning, and serving women and wealth. She also holds the Personal Investment Advisor (PIA) designation. Beyond her professional commitments, Jill is engaged with several community organizations, including the American Cancer Society, American Diabetes Association, Arkansas Wrestling Association, and The National Anthem Project. She enjoys cooking, dancing, singing, swimming, and yoga. Jill is also a mother to three sons: JP, Josh, and Joe.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Women Professionals Parents
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Jeffrey H

Series 63, Series 66

Little Rock, AR

Fidelity

Jeffrey Harbold is a Planning Consultant who provides guidance, resources, and strategies to help clients work toward their financial and retirement goals. He approaches his work with a commitment to integrity. He has professional experience in mutual fund sales at State Farm from 2013 to 2014, investment consulting at Fidelity Investments from 1998 to 2013, and insurance sales at Principal Financial from 1997 to 1998. Jeffrey holds an Arkansas Insurance License. Outside of his professional responsibilities, Jeffrey is interested in cooking and baking, family activities, food, parenthood, traveling, and volunteering.

General retirement planning Wealth management Parents
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Brooks B

Series 66

Little Rock, AR

Edward Jones

Brooks Browning is a Series 66-licensed financial advisor with Edward Jones in Little Rock, Arkansas, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Broc H

Series 66

Little Rock, AR

Thrivent Investment Management

Broc Hart is a Series 66–licensed financial advisor with Thrivent Investment Management in Little Rock, AR, and has two years of industry experience. Prior to joining Thrivent in 2025, he held positions at Trutoro and Cardinal Investment Group and has diverse work experience including roles outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based financial planning without portfolio management or institutional advisory services.

Business ownership considerations
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David K

CFP®, Series 66, Series 65

Little Rock, AR

Mass Mutual Investors Services

David Kopittke is a CFP® professional with 21 years of industry experience, currently serving at MassMutual Investors Services. His career includes roles at Northwestern Mutual Wealth Management and WEFKO, Inc. Kopittke is also involved in entrepreneurial ventures, including ownership roles in businesses related to real estate sales, home renovation, and interior design. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software tools to deliver written recommendations through 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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Stephen R

Series 63, Series 65

Little Rock, AR

Raymond James & Associates

Stephen Raborn is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as a trustee of the Patrick Raborn Family Trust. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Miranda S

Series 66

Little Rock, AR

LPL Financial

Miranda Schenebeck is a financial advisor with LPL Financial based in Little Rock, Arkansas, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Simmons Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Eric M

CFA®, Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Eric Miller is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Little Rock, AR, where he has worked since 2015. He owns and operates Platinum Portfolio Investments, LLC, an investment-related business in Little Rock. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory 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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Noah P

Series 66

Little Rock, AR

Raymond James & Associates

Noah Perry is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Staley Technologies and has academic experience at the University of Arkansas as well as roles at Catholic High School for Boys and Holy Souls School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William G

Series 66

Little Rock, AR

Edward Jones

William Greening is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory strategies under an SEC-registered investment advisory program and reported approximately $1.01 trillion in assets under management.

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

CFP®, Series 63, Series 66

Sherwood, AR

Edward Jones

Jeremy Booe is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, he worked at Scottrade, Inc. for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Andrew C

CFP®, Series 66

Little Rock, AR

Wells Fargo Advisors

Andrew Crone is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He is based in Little Rock, Arkansas, and also works as an assistant tennis instructor at the Little Rock Racquet Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including cash-flow, retirement, education, and risk management, using proprietary research and planning tools to develop 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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George C

Series 63, Series 65

Little Rock, AR

Merrill

George Callahan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that address their unique goals and priorities. George’s expertise includes planning for education funding, retirement lifestyles, healthcare costs, and long-term family objectives. He holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Regis University.

College savings (529s, UTMA, etc.) General retirement planning Medicare planning
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Dwight C

Series 63, Series 66

Little Rock, AR

Morgan Stanley

Dwight Caldwell Jr. is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Christopher S

Series 66

Cabot, AR

Edward Jones

Christopher Staten is a Series 66 licensed financial advisor with Edward Jones, based in Cabot, AR, and has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Staten owns an excavating business in Beebe, AR, where he employs an operator to manage the daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Business succession planning Founder/Business Owner
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Connor M

Series 63, Series 65

Little Rock, AR

Ameriprise

Connor Martz is a financial advisor with Ameriprise in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Ameriprise in 2022, he worked at MML Investors Services and Mass Mutual Life Insurance Company. He serves on multiple nonprofit boards, including Create Little Rock and Fuse Co-Working Inc., and holds leadership roles such as Social/Service Chair and Rotaract board member. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient retirement strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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

Series 63, Series 65

Little Rock, AR

LPL Financial

George Cozart is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He previously worked at GenWealth Financial Advisors, LLC from 2015 to 2017 and has been with LPL Financial since 2007. Cozart provides notary public services for clients at no charge. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

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

Series 66

Little Rock, AR

Edward Jones

Chadwick Cagle is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

Little Rock, AR

Primerica Advisors

Pamela Powell is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2017 and has maintained self-employment with Pamco since 1994. In addition to her advisory role, she works as a laboratory consultant in Little Rock. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure distinct from fixed-fee billing models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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