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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.

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

Series 63, Series 66

Little Rock, AR

Raymond James & Associates

Paul Rittelmeyer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2012 and is involved with Petal Card and Gilgamesh Fintech Ventures. He serves as an outside advisory board member for the Little Rock Compassion Center. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a wide range of clients, including individuals, institutions, and government entities, delivering non-discretionary financial planning and portfolio recommendations supported by extensive research and affiliate resources.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Michael O

Series 66

Little Rock, AR

LPL Financial

Michael O'Brien Jr. is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2022, he spent six years at Edward Jones. He is also involved with MRO Entertainment LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

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

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

Series 66

Little Rock, AR

Mass Mutual Investors Services

William Mc Call is a financial advisor with MassMutual Investors Services in Little Rock, AR. He holds a Series 66 designation and has over a decade of experience in the financial industry, including 11 years at First Security Bank. Outside of his advisory role, he owns and operates a cattle farm. MassMutual Investors Services 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 offers collaborative, annual planning engagements and a range of programs including educational seminars and event-driven planning services.

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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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.

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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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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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.

Charitable giving & philanthropy Active portfolio management Executive Financial Professional
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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 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999 and also serves as an officer and supervisor in the Arkansas National Guard, a role he has held since 1985. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to deliver tailored advisory services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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.

General estate planning guidance
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Susan C

Series 63, Series 65, Series 66

Little Rock, AR

Wells Fargo Advisors

Susan Crosby is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 credentials and 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, and seven years as a self-employed advisor. Outside of her advisory work, she owns a wine bar and serves as an administrative assistant at Charis Bible College. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk management, and specialized niche services. The firm combines advisory services with banking and other financial product offerings through a large network of advisors.

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

Series 66

Little Rock, AR

LPL Financial

Hope Mulford is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and having 11 years of industry experience. She previously worked at Wells Fargo Advisors and has been with LPL Financial since 2017. Mulford also manages a home-based appointment scheduling business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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

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

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

Series 63, Series 65

Little Rock, AR

STIFEL

James Alguire is a financial advisor with STIFEL in Little Rock, AR, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with STIFEL since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Kevin H

Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Kevin Horn is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Horn is based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including niche services such as business-owner transition planning and sports & entertainment planning, using Wells Fargo research and 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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Amanda C

Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Amanda Clark is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing and Wells Fargo Advisors since 2013. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu, including specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementing strategies through brokerage or advisory programs.

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

Series 66

Little Rock, AR

Fidelity

Wesley Craddock is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Home Depot for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolios.

Charitable giving & philanthropy Active portfolio management
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April M

Series 66

Little Rock, AR

STIFEL

April McDaniel is a Series 66-licensed financial advisor with Stifel in Little Rock, Arkansas, bringing 25 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is also a notary. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Bobby K

Series 63, Series 66

Benton, AR

Cetera

Bobby Kellam is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera and Regions Bank since 2014. Outside of his advisory role, he serves as orchestra director at First Baptist Church of Benton and is a board member of the Hot Springs Jazz Society. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and client types.

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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