Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Jerrie S

Series 66

Little Rock, AR

Edward Jones

Jerrie Stokes is a financial advisor at Edward Jones in Little Rock, Arkansas, holding a Series 66 designation. Stokes has worked at Edward Jones since 2010 and has previous experience with companies including Ephemeral Labs LLC, FedEx, Amazon, Hobby Lobby, Levi, and At Home Stores. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Miriam S

ChFC®, Series 63

Little Rock, AR

OSAIC

Miriam Scheibner is a financial advisor at OSAIC with 26 years of industry experience. She holds the ChFC® and Series 63 credentials and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. in addition to operating her own firm, Schneibner, since 1982. Outside of advising, she is an attorney specializing in wills and trusts and leads an insurance sales and brokerage agency. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, efficient-frontier analysis, and automated rebalancing across a range of investment vehicles and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
firm logo

John C

Series 66

Little Rock, AR

Edward Jones

John Curreri is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Bank of Arkansas Mortgage from 2014 to 2018. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Hardee J

Series 63, Series 65, Series 66

Little Rock, AR

Charles Schwab

Hardee Jerrels is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. His career includes roles at Charles Schwab Bank, Allstate Insurance Company, Securities Management & Research, and management of his own insurance business, Hardee David Jerrels Insurance, Inc. He has a background spanning both insurance and investment advisory services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios, supported by centralized supervisory and custody arrangements.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Robert S

Series 63, Series 65

Benton, AR

Equitable Advisors

Robert Scott is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Equitable Advisors since 1999, including through its prior identity as AXA Advisors. Scott also operates an outside insurance brokerage business. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
firm logo

Tricia C

Series 66

Little Rock, AR

Edward Jones

Tricia Curreri is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and previously spent 14 years at Arvest Bank. Outside of her advisory role, she is a partner in a family real estate partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Brandy S

Series 63, Series 65

Little Rock, AR

UBS Financial Services

Brandy Springer is a financial advisor with UBS Financial Services in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Sherri S

Series 66

Little Rock, AR

Edward Jones

Sherri Simancas is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at David Lukas Financial and Chenal Family Therapy PLLC. She has also been self-employed. 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, offering a range of advisory programs and investment strategies supported by a network of over 23,700 financial advisors nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Reece T

Series 66

Malvern, AR

Edward Jones

Reece Turner is a financial advisor at Edward Jones in Malvern, Arkansas, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at SeniorcareUSA and operating Kahuna Bay Boat & Jet Ski Rental. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

General retirement planning Retirement income strategy Retirement withdrawal strategies Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Kymberlie R

Series 66

Bryant, AR

Ameriprise

Kymberlie Reed is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she has involvement in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Michael V

Series 66

Little Rock, AR

Thrivent Investment Management

Michael Videll is a Series 66-licensed financial advisor with Thrivent Investment Management in Little Rock, Arkansas, where he has worked since 2015. He has 10 years of industry experience, all with Thrivent Financial and its affiliated investment management firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning across a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Pamela D

Series 63, Series 66

Little Rock, AR

Charles Schwab

Pamela Dillie is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Charles Schwab and its affiliated bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
firm logo

Mallory R

CFP®, ChFC®, Series 66

Bryant, AR

Edward Jones

Mallory Rush is a CFP® and ChFC® with Series 66 registration, currently serving as a financial advisor at Edward Jones in Bryant, AR. She has eight years of industry experience, including prior roles at the University of Arkansas at Monticello and its Wellness Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options, operating under a fiduciary standard.

Divorce financial planning Liquidity event planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Women Professionals
firm logo

Mitchell B

Series 66

Little Rock, AR

Edward Jones

Mitchell Beggs is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked in used car sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, operating through a nationwide network of more than 23,700 advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner LGBTQIA
user avatar
firm logo

Chelsya K

Series 63, Series 66

Little Rock, AR

Thrivent Investment Management

Chelsya Knoernschild is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Thrivent Financial for Lutherans since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers planning alongside managed-account programs without discretionary trading authority for the planning service.

Business ownership considerations
user avatar
firm logo

Shazaan V

Series 66

Little Rock, AR

Charles Schwab

Shazaan Virani is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at several firms including JPMorgan Chase and First Horizon Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its financial research and alternative investments due diligence.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Donald K

Series 63, Series 66

Little Rock, AR

Thrivent Investment Management

Donald Knoernschild is a financial advisor with Thrivent Investment Management in Little Rock, Arkansas, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Knoernschild serves as a board member for the Augsburg Food Pantry, a volunteer organization providing food assistance to about 600 families monthly. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various planning areas. The firm separates planning from managed-account services and does not provide portfolio management or institutional advisory services.

Business ownership considerations
firm logo

Aaron R

Series 66

Bryant, AR

Edward Jones

Aaron Robinson is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Thrivent Financial, Thrivent Investment Management Inc, Personal Security Products, and the University of Arkansas - Little Rock. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
firm logo

Clinton K

Series 66

Benton, AR

Edward Jones

Clinton Kreie is a Series 66 licensed financial advisor with Edward Jones in Benton, Arkansas, and has 10 years of industry experience. He has been with Edward Jones since 2015. 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 under management 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 Business exit / sale strategy Business ownership considerations General estate planning guidance Planning for children with special needs Retired Founder/Business Owner Executive
firm logo

Kelly J

CFP®, Series 63, Series 66

Little Rock, AR

Edward Jones

Kelly Journey is a CFP® professional with 24 years of experience in financial advising, currently serving clients at Edward Jones since 2002. Based in Little Rock, AR, Journey holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy ESG / Sustainable investing Wealth management Retired Founder/Business Owner Executive LGBTQIA
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)