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Charles L

Series 63, Series 66

Jonesboro, AR

LPL Financial

Charles Long is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Stephens and Edward Jones. Outside of his advisory work, he is a business owner of NutribloxAg LLC, a non-investment related venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Eli L

Series 66

Jonesboro, AR

LPL Financial

Eli Lassiter is a financial advisor with LPL Financial in Jonesboro, Arkansas, holding a Series 66 credential. He has been in the financial industry since 2024, with previous experience at First Community Bank and roles related to Arkansas State University and the Razorback Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Collin C

Series 66

Jonesboro, AR

Merrill

Collin Crawford is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Merrill and Bank of America, he has worked in various roles including positions at Arvest Bank and public service at the City of Jonesboro. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Matthew K

Series 66

Jonesboro, AR

Edward Jones

Matthew Kraus is a financial advisor with Edward Jones in Jonesboro, AR, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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 financial advisors. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner
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Alberto G

Series 63, Series 65

Jonesboro, AR

LPL Financial

Alberto Garcia is a financial advisor with LPL Financial in Jonesboro, Arkansas, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at First Horizon Advisors, MWA Financial Services Inc, Modern Woodmen of America, and Centennial Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Barry H

Series 63, Series 66

Jonesboro, AR

Thrivent Investment Management

Barry Hesse is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is involved in managing private land holdings used for hunting and leased farming property through several family-owned LLCs. Thrivent Investment Management serves individuals, families, businesses, and nonprofit clients by providing Dedicated Planning Services that cover retirement, tax, estate, and other financial planning topics. The firm offers goal-based planning and managed-account programs, maintaining these services separately and not accepting discretionary trading authority for its Dedicated Planning Service.

Business ownership considerations
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John H

Series 66

Jonesboro, AR

Ameriprise

John Hardin is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley in various capacities from 2007 to 2026. Outside of his advisory role, he serves as Ducks Unlimited zone chairman and is involved in local land and agricultural organizations in Jonesboro, Arkansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and asset allocation advice.

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