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Keith L

CFP®, Series 66

Fort Smith, AR

Edward Jones

Keith Lux is a CFP® professional with 17 years of industry experience. He is currently affiliated with Edward Jones and previously worked at Ameriprise for 21 years. Lux operates out of Fort Smith, Arkansas. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Evan Y

Series 66

Van Buren, AR

Cetera

Evan Young is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to his current role, he has worked at J.B. Hunt Transport Inc. and Taco Bell. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management options, financial planning, and access to multiple investment strategies and third-party managers.

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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Christopher K

Series 66

Fort Smith, AR

Ameriprise

Christopher Kaelin is a financial advisor at Ameriprise in Fort Smith, AR, holding the Series 66 designation. He has three years of experience at Ameriprise and a background that includes roles in education at various schools from 2015 through 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice. The firm’s approach integrates proprietary research, algorithmic tools, and collaboration between a centralized service team and advisors, with enrollment criteria that require a minimum level of investable assets.

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

Series 66

Fort Smith, AR

Edward Jones

Landon Pierce is a financial advisor with Edward Jones in Fort Smith, Arkansas, holding a Series 66 designation and seven years of industry experience. His career includes multiple roles at Edward Jones since 2017 and work with Arkansas Tech University and Textbook Brokers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

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

Series 63, Series 66

Fort Smith, AR

Edward Jones

Stephen Mc Adams is a financial advisor at Edward Jones in Fort Smith, AR, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 63, Series 66

Ft Smith, AR

Edward Jones

Brian Chase is a financial advisor with Edward Jones in Ft Smith, AR, holding Series 63 and Series 66 designations and with 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Jeremiah R

Series 66

Fort Smith, AR

LPL Financial

Jeremiah Rogers is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has prior work experience with the Department of Energy and the Arkansas National Guard MWR. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports investment strategies through both discretionary and non-discretionary approaches.

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

Series 63, Series 65

Van Buren, AR

Cetera

Clifford Hubbs is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Avantax and 1st Global Advisors. Hubbs is also president of Clifford Hubbs Wealth Care Services and serves as a managing partner for a real estate investment company. He is a partner at Hubbs & Whitehead CPAs and a board member of Crawford County Veterans Vision 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program options and affiliations.

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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Emily H

Series 66

Fort Smith, AR

Raymond James & Associates

Emily Highley is a financial advisor at Raymond James & Associates with a Series 66 credential and no prior industry experience. Her previous work experience includes roles outside the financial industry, notably in staffing and healthcare sectors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services with a range of portfolio management styles supported by proprietary research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jesica C

Series 66

Fort Smith, AR

Cetera

Jesica Campbell is a financial advisor at Cetera with nine years of industry experience. She holds a Series 66 designation and has worked previously at Arvest Wealth Management and Apex Communications. Campbell is based in Fort Smith, Arkansas. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Steven W

CFP®, Series 66

Van Buren, AR

Edward Jones

Steven Wagner is a CFP® and Series 66 registered financial advisor with Edward Jones, based in Van Buren, Arkansas. He has six years of industry experience, including previous roles at New Prospect Consulting and Stephens Production Company. Outside of his financial advisory work, Wagner raises honeybees and sells honey locally through Wagner Honey, a personal hobby conducted with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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David P

Series 63, Series 66

Fort Smith, AR

LPL Financial

David Presley is a financial advisor with LPL Financial in Fort Smith, Arkansas, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at LPL Financial since 2009 and previously spent five years at Merrill. He also operates a business under the name Presley Wealth Management. 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 services, including financial planning and access to model portfolios, with a focus on combining scale and diverse financial activities alongside its advisory platform.

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

Series 63, Series 66

Fort Smith, AR

Ameriprise

Kent Hunter is a financial advisor with Ameriprise in Fort Smith, Arkansas, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He previously spent 23 years at Edward Jones before joining Ameriprise in 2023. Outside of his advisory role, Hunter is involved in thoroughbred horse ownership and serves on the board of directors for the Greg Cox Scholarship Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized retirement income service that provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

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

Series 66

Van Buren, AR

Cetera

Kenneth Whitehead III is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He serves as Vice-President of Hubbs & Whitehead CPAs P.C., overseeing tax preparation, planning, and audit support, and is a partner at Clifford Hubbs Wealth Care Services, Inc., where he provides financial and retirement planning. Additionally, he is involved in predictive analytics related to sports through Primetime Ventures, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across multiple 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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Irene R

Series 63, Series 65

Fort Smith, AR

Merrill

Irene Robertson is a financial advisor with Merrill in Fort Smith, AR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Merrill since 2014 and concurrently associated with Bank of America, N.A. since 2015. 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 strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Madison N

Series 66

Alma, AR

Edward Jones

Madison Newton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Madison held roles at Bloomberg, Nasdaq, Crowe LLP, and the University of Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, affiliated mutual funds, and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Business ownership considerations Wealth management Real estate investing Founder/Business Owner Executive Intergenerational Families
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Scott P

Series 63, Series 65

Fort Smith, AR

Merrill

Scott Price is a financial advisor with Merrill in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Merrill since 1997 and Bank of America since 2009. Outside of his advisory role, he owns Lonewolf Cattle Company LLC, managing cattle and land, and is a general partner in a partnership focused on quarter horse breeding. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Clifton L

Series 63, Series 65

Fort Smith, AR

Raymond James Financial

Clifton Ladd is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at various Raymond James entities since 2013 and served as a FINRA arbitrator for 25 years. Outside of his advisory role, he is president of Ladd Wealth Advisors LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Suzanne P

Series 63, Series 65

Fort Smith, AR

Raymond James & Associates

Suzanne Peterson is a financial advisor at Raymond James & Associates with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James for 12 years. 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, institutional clients, and charitable organizations, 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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Adam P

Series 66

Fort Smith, AR

Merrill

Adam Plattner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the University of Arkansas System. In 2005, he formed the Plattner-Smith Group in Fort Smith alongside his mother, Sue, after completing a two-year internship with Merrill in Rogers, Arkansas. Adam focuses on family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and socially responsible investing, among other areas. He works with clients to create customized wealth management approaches that are flexible to changing needs and market conditions, utilizing the investment insights of Merrill and banking services of Bank of America. Outside of his professional role, Adam serves on the Board of Kitties and Kanines. He enjoys cooking, fishing, skiing, spending time with his family, traveling, and watching movies.

Wealth management Retirement income strategy Social Security optimization Charitable giving & philanthropy ESG / Sustainable investing Women Professionals Women's Finance LGBTQIA
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