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Robert S

Series 66

Cabot, AR

Edward Jones

Robert Scott is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Unity Health Hospital for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

CFP®, Series 66

Greenbrier, AR

Edward Jones

Josh Crawford is a CFP® professional with 13 years of experience in the financial services industry, all of which have been with Edward Jones since 2013. He is based in Greenbrier, Arkansas. Outside of his advisory role, Crawford owns and manages commercial and residential rental properties through Crawford Properties LLC. Edward Jones is a full-service wealth management firm serving more than 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 network of over 23,700 financial advisors nationwide.

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

Series 63, Series 65

Cabot, AR

LPL Financial

James Brandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Investment Centers of America, SWBC Investment Company, and Kestra Investment Services. 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, 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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Jeffrey W

Series 66

Conway, AR

LPL Financial

Jeffrey Wicks is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones and Arvest Wealth Management. He operates under multiple DBAs related to his advisory business. 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 broad range of advisory services and platforms, combining extensive scale with diverse financial products and technological tools.

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

Series 66

Ward, AR

Cambridge Investment Research Advisors

Jason Johnson is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He previously worked at Charles Schwab and Edward Jones. Outside of his advisory role, he volunteers as a class facilitator for Financial Peace University and owns Jayfra Enterprises LLC, where he works as a DJ. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Tyler D

Series 63, Series 65

Conway, AR

Mass Mutual Investors Services

Tyler Dingler is a financial advisor with Mass Mutual Investors Services. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Northwestern Mutual Investment Management and MassMutual Life Insurance Company. Outside of his advisory work, he is a licensed real estate agent and mortgage loan originator. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

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 L

Series 63, Series 65

Conway, AR

Primerica Advisors

John Lynch is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1991. Lynch also owns Lynch and Associates, Inc., an investment-related business based in Mc Rae, AR, which he operates part-time. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and uses model-based investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Traci M

Series 66

Conway, AR

Cetera

Traci Mccain is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has worked with Cetera and its affiliate entities since 2013, including Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

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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Drew G

Series 63, Series 65

Conway, AR

Mass Mutual Investors Services

Drew Gainor is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related Northwestern Mutual entities from 2010 to 2023. Outside of his advisory role, Gainor owns and manages several retail and aviation-related businesses, including an aviation company and multiple LLCs involved in retail sales and logistics. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a variety of programs including asset management, money-manager programs, and educational seminars, focusing on collaborative, goal-based financial planning.

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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Willam C

Series 66

Conway, AR

Raymond James Financial

Willam Campbell is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Raymond James Financial and also serves as President and 50% owner of Campbell Wealth Management. His prior experience includes over a decade at Wells Fargo Advisors and related entities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals and supports both individual and institutional advisory programs.

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

Series 63, Series 65

Conway, AR

Ameriprise

William Guthrie is a financial advisor with Ameriprise in Conway, Arkansas, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Ameriprise since 2018 and was previously with Investment Professionals Inc for 14 years. Guthrie also serves as a financial advisor at Centennial Bank in Jacksonville, Arkansas. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

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

Series 63, Series 65

Conway, AR

Mass Mutual Investors Services

Joshua Carter is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2014 to 2023. Outside of advisory work, he is involved as an insurance broker specializing in life, disability, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, employing firm-approved analytical tools and structured annual planning relationships.

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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Lisa L

Series 63, Series 66

Conway, AR

Edward Jones

Lisa Lovell is a financial advisor with Edward Jones in Conway, Arkansas, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1981. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary strategies with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance General retirement planning Founder/Business Owner
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Christopher S

Series 66

Cabot, AR

Edward Jones

Christopher Staten is a Series 66 licensed financial advisor with Edward Jones, based in Cabot, AR, and has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Staten owns an excavating business in Beebe, AR, where he employs an operator to manage the daily operations. 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 and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Business succession planning Founder/Business Owner
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Shirley W

Series 63, Series 65

Mayflower, AR

Ameriprise

Shirley Washam is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Raymond James & Associates before joining Ameriprise. Outside of her advisory role, she is also employed as a financial advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 66

Conway, AR

Edward Jones

James Tipton is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 and investment solutions, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.

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

Series 63, Series 65

Conway, AR

Cambridge Investment Research Advisors

Gail Cote is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Broker Dealer Financial Services Corp. for 21 years before joining Cambridge in 2018. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Thomas H

Series 66

Conway, AR

LPL Financial

Thomas Hall is a financial advisor with LPL Financial in Conway, Arkansas, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Simmons Bank, Cetera Investment Services, Regions Bank, and Merrill. Outside of his advisory duties, he serves in the Air National Guard in Little Rock, Arkansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios, third-party subadvisors, and customized strategies.

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

Series 66

Cabot, AR

Edward Jones

David Hill is a financial advisor with Edward Jones in Cabot, Arkansas, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Progressive Insurance Company for 11 years. 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, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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Richard J

CFP®, Series 66

Conway, AR

LPL Financial

Richard Jackson is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He previously worked at Morgan Stanley Dw Inc. from 2004 to 2006 and has been with Linsco/Private Ledger since 2006. Jackson also operates a separate business under the name Jackson Investment Management. 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, model portfolio programs, and institutional platforms, with a broad network of investment adviser representatives.

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