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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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Wilson P

Series 66

Conway, AR

Raymond James Financial

Wilson Passmore is a financial advisor at Raymond James Financial with one year of industry experience. His prior roles include positions at Mass Mutual Investors Services and Bank OZK. He has held a long-term academic role at the University of Arkansas at Little Rock. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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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Jerry B

Series 66

Conway, AR

Raymond James Financial

Jerry Borden Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he operates Borden Wealth Management as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools to support client goals.

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

CFP®, Series 66

Conway, AR

Edward Jones

Samuel Nagher III is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2018. He has seven years of experience in the financial industry and previously spent 15 years at ZF TRW. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Micah C

Series 66

Conway, AR

Edward Jones

Micah Cox is a financial advisor at Edward Jones in Conway, AR, holding a Series 66 license with one year of industry experience. He served 20 years in the United States Air Force and worked at Bison Pumps prior to joining Edward Jones. Outside of advising, he owns rental property that is managed by a third party. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment options, operating under a fiduciary standard with a large national advisor and branch network.

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