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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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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.

General retirement planning Income planning Cash flow / budgeting
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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.

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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 license and bringing 25 years of industry experience. He has been with Raymond James and its affiliated entities since 2013 and also owns a support company overseeing bookkeeping and payroll functions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary solutions and serves a range of clients including state and municipal government entities, supported by an extensive affiliate network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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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.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Charitable giving & philanthropy Women Professionals
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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.

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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Linda H

Series 66

Little Rock, AR

Raymond James & Associates

Linda Healy is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work alongside its retail advisory services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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 worked at US Shipping and Postal LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services into Bank of America’s broader platform, providing access to various products and services beyond typical managed account offerings.

Tax-loss harvesting Active portfolio management Passive / index investing
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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, 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.

College savings (529s, UTMA, etc.)
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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
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Rosemary E

Series 66

Little Rock, AR

Merrill

Rosemary Ezell is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Tax-loss harvesting Active portfolio management Passive / index investing
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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
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Nelson G

Series 66

Little Rock, AR

Raymond James & Associates

Nelson Govia is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. His prior work includes roles at Telcoe Federal Credit Union and Advanced Micro Targeting. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice on a non-discretionary basis supported by an extensive affiliate network and specialized municipal finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Danielle H

Series 66

Benton, AR

Raymond James Financial

Danielle Hearn is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She has been with Raymond James Financial Services Advisors since 2020. Outside of her advisory role, she is involved with McClure Fitness, a business she has been part of since 2014. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Lori R

Series 63, Series 66

Little Rock, AR

Raymond James & Associates

Lori Roberts is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, with a focus on tailored financial plans and asset-allocation analyses.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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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
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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.

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