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Lacey B

Series 66

Fort Smith, AR

Merrill

Lacey Blue is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following seven years at Sykes Enterprise. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Skyler L

Series 66

Fort Smith, AR

Cetera

Skyler Lewis is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. He also serves as Treasurer for the Network of Executive Women, a nonprofit organization in Fort Smith, AR. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform combining model portfolios, third-party managers, and bespoke strategies with both discretionary and non-discretionary service 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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Deana I

Series 66

Fort Smith, AR

Cetera

Deana Infield is a financial advisor with Cetera who holds a Series 66 credential and has 20 years of industry experience. She has previously worked with Avantax and 1st Global Advisors, among other firms, and maintains a longstanding role as a partner with Landmark PLC, Certified Public Accountants. Infield serves on several nonprofit and community boards, including the Fort Smith Symphony and the Arkansas Society of CPAs. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supporting both discretionary and non-discretionary accounts.

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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Lori F

Series 66

Fort Smith, AR

Raymond James & Associates

Lori Flanagan is a financial advisor with Raymond James & Associates in Fort Smith, AR, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory work, she operates a booth selling antiques at a local antique mall. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisers and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Dale B

ChFC®, Series 66

Ft Smith, AR

Edward Jones

Dale Bedell is a ChFC® and Series 66 designated financial advisor with Edward Jones, where he has worked since 2010. He has 15 years of industry experience and is based in Ft Smith, AR. 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 strategies and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Retirement income strategy Wealth management General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive
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Barbara H

Series 66

Fort Smith, AR

Cetera

Barbara Hambrick is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. Prior to joining Cetera in 2025, she worked at Avantax Advisory Services and 1st Global Advisors, among other firms. She serves on the board of Abilities Unlimited of Fort Smith, a nonprofit organization supporting individuals with intellectual and developmental disabilities, and chairs the endowment committee for the United Way of Fort Smith Area. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a range of 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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Justin W

Series 66

Fort Smith, AR

Merrill

Justin Wiseman is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and organizations to develop strategies aimed at securing their financial futures. His focus areas include corporate retirement plan services, institutional and corporate benefits, legacy planning, personal retirement planning, investment strategies, tax minimization, and retirement income solutions. Justin holds the designations of Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Southern Arkansas University. He emphasizes understanding what is important to his clients and develops strategies to pursue their financial goals. Outside of his professional role, Justin enjoys a variety of activities including baseball, biking, fishing, football, golfing, hunting, running, scuba diving, skiing, and woodworking.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Business exit / sale strategy
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Dennis M

Series 66

Fort Smith, AR

Cetera

Dennis Moser is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has held various roles at Avantax and 1ST Global Advisors, and also serves as a tax partner at Landmark PLC CPAs. Moser is a member of Landmark Financial LLC, a CPA firm that refers business to financial advisors. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes affiliated and third-party managers 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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Amber F

Series 66

Fort Smith, AR

Edward Jones

Amber Fonseca is a Series 66-licensed financial advisor with Edward Jones in Fort Smith, Arkansas, where she has worked since 2018. She has seven years of industry experience and previously worked at ArcBest from 2011 to 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Scott P

Series 63, Series 65

Greenwood, AR

Edward Jones

Scott Phillips is a financial advisor at Edward Jones with 24 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Edward Jones in 2023. His credentials include Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a check signer for a medical clinic owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a nationwide network of thousands of financial advisors and branch offices.

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

Series 63, Series 65

Fort Smith, AR

Merrill

Michael Neer serves as a Resident Director at Merrill, where he focuses on understanding his clients' needs, goals, and objectives through clear communication. He works collaboratively with clients to formulate tailored strategies that align with their individual and family financial directions, emphasizing open communication regarding progress and overall financial health. His client focus areas include college education planning, services for endowments, foundations, and non-profits, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, and retirement income. Michael's personal philosophy centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most to them. Outside of his professional role, Michael enjoys baseball, basketball, biking, camping, fishing, football, golfing, hunting, spending time with his family, and traveling.

Retirement income strategy Wealth management College savings (529s, UTMA, etc.)
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Rebecca S

Series 66

Fort Smith, AR

Edward Jones

Rebecca Stout is a Series 66 licensed financial advisor with Edward Jones in Fort Smith, Arkansas, with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, she worked for nine years at ArcBest. She serves as a finance committee member for the Fort Kids Children's Museum, an organization currently in development. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 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.

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

Series 66

Ft Smith, AR

Edward Jones

Heather Vanderheiden is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked in education and real estate-related roles before joining Edward Jones in 2021. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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