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139 advisors near
72903
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James B
Series 66
Fort Smith, AR
Cetera
James Brashear is a financial advisor with Cetera in Fort Smith, Arkansas, holding a Series 66 registration and two years of industry experience. He has worked with Avantax and currently serves as Tax Director at Landmark PLC, Certified Public Accountants, where he has provided tax planning and consulting since 2009. Outside of his advisory roles, Brashear is a member and owner of Diamond Ragdolls of Arkansas, a business breeding Ragdoll cats. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Dawsyn S
Series 66
Fort Smith, AR
Merrill
Dawsyn Smith is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial advice that aligns with his clients' priorities and long-term objectives. His approach centers on building meaningful relationships through clear communication and ongoing guidance. He specializes in family wealth management strategies, personal retirement planning, and tax minimization. Dawsyn holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His educational background includes a High School Diploma from South Side High School, an Associate's Degree and a Bachelor's Degree from the University of Arkansas Fort Smith, and attendance at the University of West Florida. Outside of his professional work, Dawsyn enjoys a range of recreational activities including basketball, boating, football, golfing, hiking, pickleball, running, traveling, and spending time with his family.
Don M
Series 63, Series 65
Fort Smith, AR
Merrill
Don Mcdonald is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team of two CERTIFIED FINANCIAL PLANNER® professionals and two administrative professionals, utilizing the full resources of Merrill and Bank of America to deliver personal and corporate wealth management services. Don's client focus spans Corporate Executive Services, Divorce Transition Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Special Needs Planning Strategies, Women and Wealth, Individual and Corporate Investment Strategy, and Retirement Income. Don began his career at Merrill in 1989 after earning a Bachelor of Business Administration degree in Finance from Southern Arkansas University. He holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Barron's, Forbes, and Financial Times among top advisors and teams nationally and in Arkansas. Growing up on a cattle farm in Northeast Arkansas instilled values of hard work and responsibility, which Don applies through personal integrity and straightforward advice. He and his wife, Jennifer, have three children. Don is involved in his community as a deacon at his local Baptist church, serves on the Business Advisory Council for the Rankin College of Business at Southern Arkansas University, mentors college business students, and has served on the boards of the Global Deaf Pathway Organization and the Fort Smith Symphony. He is active in financial education ministry and has served as a trustee for the International Mission Board of the Southern Baptist Convention. His personal interests include traveling, hunting, fishing, and woodworking.
Matheson L
Series 63, Series 65
Ft. Smith, AR
Raymond James Financial
Matheson Ladd is a financial advisor with Raymond James Financial in Ft. Smith, Arkansas, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Bank of America, Merrill, and has operated Ladd Wealth Advisors LLC since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.
Ross P
Series 66
Fort Smith, AR
Merrill
Ross Plattner is a Senior Financial Advisor with the Plattner-Smith Group based in Fort Smith, Arkansas. He is part of a team that offers comprehensive wealth management strategies focusing on understanding each client's unique financial situation and priorities. Ross and his team utilize resources from Merrill Lynch Wealth Management and Bank of America to provide clients with investment insights and banking solutions tailored to their needs. Ross began his career at Merrill Lynch in 2017 after spending 11 years in the service industry. He holds a Bachelor's degree in Marketing Management from the University of Arkansas, earned in 2007, and has completed the Dale Carnegie leadership training course. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Personal Investment Advisor (PIA). Ross specializes in family wealth management, legacy planning, retirement income, socially responsible and values-based investing, and works with diverse client groups including those focused on philanthropic and LGBT wealth planning. Outside of his professional role, Ross enjoys a range of personal interests including golf, tennis, cooking, and traveling with his wife, Diana. He is a fan of Manchester United, the St. Louis Cardinals, and the Arkansas Razorbacks. Ross is also committed to community involvement through volunteering with local organizations.
Jacob M
Series 66
Fort Smith, AR
Cetera
Jacob Murray is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Bank of America. Outside of financial services, he was involved with Upkeep Property Preservation LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.
Anthony S
CFP®, Series 66
Fort Smith, AR
Edward Jones
Anthony Sanders is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Brothers In Arms Construction LLC and Resergo Inc. Sanders serves as president of the Kitsap Scratch Bowlers Organization, where he assists with tournaments and organizational leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Larry H
Series 66
Fort Smith, AR
Edward Jones
Larry Hood is a financial advisor with Edward Jones in Fort Smith, Arkansas, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Mulberry/Pleasant View Bi-County School District for ten years and Wal-Mart Stores, Inc. for twenty-one years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branch offices, as well as its integrated advisory and trust services under a fiduciary standard.
Richard D
Series 63, Series 66
Fort Smith, AR
Merrill
Richard Dudley is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.
Libby M
Series 66
Fort Smith, AR
Edward Jones
Libby Meyer is a financial advisor at Edward Jones in Fort Smith, Arkansas, with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Meyer serves on the advisory board for the College of Applied Science and Technology at the University of Arkansas Fort Smith. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm 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.
Hugh H
Series 66
Fort Smith, AR
Merrill
Hugh Hembree IV is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings extensive experience as a business owner, non-profit board member, father, and husband, combined with professional training including an MBA and certifications such as CPWA® and CEPA®. His advisory practice focuses on creating comprehensive wealth plans tailored to clients' personal, financial, and professional goals. Over more than four decades, Hugh has built deep financial knowledge through roles as a corporate executive, banker, business owner, and financial advisor. He specializes in wealth and estate planning as well as investment management for executives, business owners, and retirees. His direct experience as a business owner informs his empathetic approach to advising clients on business and life transitions. Hugh holds a Master's of Business Administration from Southern Methodist University and a Bachelor's degree from the University of Arkansas Fayetteville. He is involved in professional organizations such as the Family Enterprise Center at UAFS and serves the community through engagement with institutions including the Fort Smith Regional Art Museum and John Brown University. Personal interests include baseball, basketball, fishing, genealogy, hunting, reading, and spending time with his family.
Bradley L
Series 66
Fort Smith, AR
OSAIC
Bradley Lewis is a Series 66-licensed financial advisor with Osaic in Fort Smith, Arkansas, bringing 22 years of industry experience. He has been with Osaic since 2015 and holds roles with several organizations, including serving on the Board of Directors for River Town Federal Credit Union and as Faith Fund Coordinator for Gideons International in Arkansas. He has also been involved with the University of Arkansas Fort Smith and First Independent Advisory Services, Inc. over the course of his career. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction utilizing a range of investment options and third-party solutions.
Sharon H
Series 63, Series 65, Series 66
Fort Smith, AR
Merrill
Sharon Hanna is a financial advisor with Merrill in Fort Smith, AR, holding Series 63, Series 65, and Series 66 licenses. She has 17 years of industry experience, including 12 years at Hanna Insurance Agency prior to joining Merrill in 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.
Robert O
Series 63
Fort Smith, AR
Wells Fargo Advisors
Robert O'Neal is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in Horizons Wealth Partners LLC and Orrizonti Holdings LLC, both investment-related firms. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, and advisors use proprietary research and tools to develop tailored client recommendations.
John K
Series 63, Series 65
Fort Smith, AR
Cetera
John Karrant is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked with Avantax Insurance Services and Absolute Asset Management, where he is also the owner. Outside of finance, he and his wife own several lots in a real estate subdivision they developed in Fort Smith, Arkansas. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to use affiliated and third-party model portfolios or create customized strategies, supported by a large network of over 10,000 advisors and $256 billion in assets under management.
Jason G
Series 66
Greenwood, AR
Ameriprise
Jason Green is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He worked at Edward Jones for 10 years before joining Ameriprise Financial Services in 2019 and continuing with Ameriprise since 2020. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
John K
Series 63, Series 66
Van Buren, AR
LPL Financial
John Kesner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at CUNA Brokerage Services, CUNA Mutual Group, Edward Jones, and Morgan Stanley. Outside of his advisory work, he is involved with Fianna Village Liquors, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and oversight of substantial discretionary assets.
Joshua M
Series 66
Fort Smith, AR
Cetera
Joshua Masters is a financial advisor at Cetera with a Series 66 designation and 10 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Avantax Advisory Services from 2019 to 2025 and has provided public accounting services as a CPA member at Landmark PLC since 2018. Masters is also involved as a minority owner/member in a commercial real estate LLC and oversees operations in that capacity. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies through various program structures and third-party managers.
Allyn D
Series 63, Series 65
Fort Smith, AR
Raymond James & Associates
Allyn Donaubauer is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2014. Outside of his advisory role, he engages in personal lending activities, including providing a loan to a family member involved in a practice purchase. 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 public entities, offering financial planning, non-discretionary consulting, and specialized municipal advisory services.
Robert B
Series 63, Series 65
Fort Smith, AR
Ameriprise
Robert Brown is a financial advisor with Ameriprise in Fort Smith, Arkansas, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, Brown serves on the board of directors for AACLive. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory resources to deliver tailored, algorithm-assisted retirement income plans primarily for clients maintaining assets in Ameriprise-managed accounts.
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Finding advisors...
139 advisors near
72903
within the area shown on the map
Out of 400,000+ nationwide