Overwhelmed by options?
Answer a few questions to see advisors matched to you.
754 advisors near
72212
within the area shown on the map
Out of 400,000+ nationwide
Ross B
Series 66
Little Rock, AR
Merrill
Ross Burnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides comprehensive investment and wealth management services, with a focus on areas such as equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Ross holds a degree in Chemistry from the University of Arkansas Fulbright Honors College, where he studied Biochemistry and Pre-Med. He is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His background and credentials support his approach to developing personalized financial strategies to help clients pursue their long-term goals. Outside of his professional role, Ross is involved in his community through organizations such as Create Little Rock, Rotary Club 99, The HAT Club, Arkansas Food Bank, Hillcrest Harvestfest, and Rotary International. His personal interests include biking, cooking, fishing, hiking, hunting, running, and traveling. He enjoys spending time with family and friends and serving his community.
Tod A
Series 63, Series 65
Little Rock, AR
Primerica Advisors
Tod Alstadt is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at PFS Investments Inc. since 2014 and Primerica Financial Services since 2013. Alstadt is the owner of The Alstadt Group, LLC, an investment-related business in Little Rock. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.
Corbin C
Series 63, Series 65
Little Rock, AR
Primerica Advisors
Corbin Cobbs is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2007. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.
Ginger Y
Series 66
Little Rock, AR
Fidelity
Ginger Young is a Financial Consultant I at Fidelity Investments, a role she has held since 2026. Prior to this, she served in several capacities within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, as well as Associate Financial Advisor and Marketing and Events Coordinator at GenWealth Financial Advisors. Throughout her career, Ginger has developed expertise in financial planning and client relationship management. She approaches her work with a focus on collaboration, working alongside clients to develop personalized plans aimed at achieving both short-term and long-term financial goals. Ginger holds an Arkansas Insurance License, which supports her work in financial consultancy. She emphasizes the importance of inquiry and strong communication in building effective client relationships.
Garrett J
Series 66
Little Rock, AR
LPL Financial
Garrett Jackson is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 credential and 11 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Garrett owns and operates Uptrend Enterprises, LLC, an estate planning vehicle. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and both discretionary and non-discretionary management.
Madeline O
CFP®, Series 66
Little Rock, AR
Ameriprise
Madeline Orbin is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Ameriprise Financial Services, LLC and has previously worked at Edward Jones, Thrivent Financial, Pruco Securities LLC, and other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a centralized service team.
Eric E
Series 66
Little Rock, AR
Raymond James Financial
Eric Eiler is a financial advisor with Raymond James Financial in Little Rock, AR, holding a Series 66 designation and 25 years of industry experience. He has been involved with Raymond James and its affiliated entities since 2013 and operates Eiler Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools to help clients make informed investment decisions.
Gordon H
Series 66
Little Rock, AR
Merrill
Gordon Hartley III is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their unique goals and priorities. His services include retirement planning, college education funding, family wealth management, legacy planning, tax minimization, and retirement income strategies. Gordon focuses on simplifying the financial planning process and fostering transparent client relationships. Gordon earned a Bachelor's degree in Business Information Systems from the University of Arkansas at Little Rock, graduating summa cum laude. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, the Chartered Retirement Planning Counselor™ (CRPC) certification, and the Personal Investment Advisor (PIA) credential. He began his financial services career at Price Investment Group, where he obtained his Series 7 and 66 FINRA registrations as well as an Arkansas insurance license, before joining Merrill Lynch as a Financial Advisor. In addition to his professional expertise, Gordon speaks English and Russian. Outside of work, he enjoys antiquing, golfing, pickleball, swimming, and traveling.
Melissa C
Series 65
Little Rock, AR
Cetera
Melissa Cary is a financial advisor with Cetera in Little Rock, AR, holding a Series 65 designation and one year of industry experience. Prior to joining Cetera, she worked at Avantax Advisory Services and has been a member of Landmark PLC, Certified Public Accountants since 2008, where she reviews tax returns, manages staff, and consults with clients. She also serves on the Federal Tax Institute Committee for the Arkansas Society of CPAs, organizing continuing education events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management, financial planning, and consulting services. The firm supports both discretionary and non-discretionary accounts and provides access to affiliated and third-party money managers across various program structures.
Linda H
Series 66
Little Rock, AR
Raymond James & Associates
Linda Healy is a financial advisor with Raymond James & Associates in Little Rock, Arkansas, holding a Series 66 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning and consulting services through various advisory programs while maintaining primarily non-discretionary relationships.
Jordan L
Series 66
Little Rock, AR
Ameriprise
Jordan Long is a financial advisor with Ameriprise in Sherwood, Arkansas, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2023, he worked at Sowell Management and served five years in the US Army. He is a member of the North Little Rock Rotary Club Board of Directors, serving as Director of Membership and Recruitment. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored recommendation reports that incorporate tax-efficient strategies and income planning. The firm combines research, modeling, and algorithmic tools to deliver personalized advice through a centralized consulting team.
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.
Christopher B
Series 66
Little Rock, AR
LPL Financial
Christopher Bequette is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he works as a radio color commentator for college football bowl games. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research resources, and technology-driven strategies.
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.
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.
Nelson G
Series 66
Little Rock, AR
Raymond James & Associates
Nelson Govia is a financial advisor at Raymond James & Associates with the Series 66 designation. He has been with the firm since 2025 and has previous experience at Telcoe Federal Credit Union and several other roles outside the financial industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
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.
Lori R
Series 63, Series 66
Little Rock, AR
Raymond James & Associates
Lori Roberts is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
754 advisors near
72212
within the area shown on the map
Out of 400,000+ nationwide