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Danielle H

Series 66

Benton, AR

Raymond James Financial

Danielle Hearn is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2020. Outside of her advisory role, she has been involved with McClure Fitness since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable affiliation in municipal advisory and specialized retirement plan consulting.

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

Series 66

Little Rock, AR

Ameriprise

Tara Cobb is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 designation with 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specified asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored recommendations, offering a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael O

Series 66

Little Rock, AR

LPL Financial

Michael O'Brien Jr. is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2022, he spent six years at Edward Jones. He is also involved with MRO Entertainment LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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William M

Series 66

Little Rock, AR

Mass Mutual Investors Services

William Mc Call is a financial advisor with MassMutual Investors Services in Little Rock, AR. He holds a Series 66 designation and has over a decade of experience in the financial industry, including 11 years at First Security Bank. Outside of his advisory role, he owns and operates a cattle farm. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and a range of programs including educational seminars and event-driven planning services.

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 K

CFP®, ChFC®, Series 66

Little Rock, AR

Mass Mutual Investors Services

John Knoernschild is a financial advisor with Mass Mutual Investors Services in Little Rock, AR, holding the CFP® and ChFC® designations with 22 years of industry experience. Prior to joining MassMutual in 2025, he spent 21 years at Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he is the managing member of an entity that owns aircraft and the owner of a financial planning firm. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized services including divorce planning and employer-sponsored programs.

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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Shawn B

Series 63, Series 66

Little Rock, AR

Fidelity

Shawn Bair is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. Prior to this role, he served in various leadership capacities at Fidelity, including Assistant Branch Leader from 2022 to 2024, Senior Team Leader for Wealth Planning Consultants from 2021 to 2022, Senior Team Leader for Transition Services from 2017 to 2021, and Team Leader for Client Services from 2014 to 2017. He leads, coaches, and supports a team of advisors and staff focused on helping clients achieve their financial goals. Shawn holds an Arkansas insurance license, which supports his work in financial services. Outside of his professional responsibilities, he has interests that include the beach, cars, concerts, motorcycles, movies, and volunteering.

Charitable giving & philanthropy Active portfolio management Executive Financial Professional
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Larry R

Series 63

Little Rock, AR

Ameriprise

Larry Root is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he has partial ownership in Rahling Realty Investors Group, LLC, which manages an office building in Little Rock. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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

Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Amanda Clark is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing and Wells Fargo Advisors since 2013. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu, including specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementing strategies through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Wesley C

Series 66

Little Rock, AR

Fidelity

Wesley Craddock is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Home Depot for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolios.

Charitable giving & philanthropy Active portfolio management
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Bobby K

Series 63, Series 66

Benton, AR

Cetera

Bobby Kellam is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera and Regions Bank since 2014. Outside of his advisory role, he serves as orchestra director at First Baptist Church of Benton and is a board member of the Hot Springs Jazz Society. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and client types.

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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William B

Series 66

Benton, AR

Cambridge Investment Research Advisors

William Barton is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Benton, AR, and has 22 years of industry experience. He has worked at several firms, including Hilltop, MetLife Securities Inc, and SWBC Investment Company. Barton also serves as an advisory representative of another registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

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

Series 66

Benton, AR

Edward Jones

Kaitlin King is a financial advisor with Edward Jones in Benton, Arkansas, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Centennial Bank and Summerwood Partners, LLC. 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 advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Jeffrey J

Series 66

Benton, AR

Edward Jones

Jeffrey Jones is a financial advisor with Edward Jones in Benton, Arkansas, holding a Series 66 designation and bringing 18 years of industry experience since joining the firm in 2008. Outside of his advisory role, he serves as a high school and junior high football official during the fall season for local school districts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Little Rock, AR

Ameriprise

James Ashburn is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to develop written recommendations tailored to client needs. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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

Series 66

Little Rock, AR

Fidelity

Seth Chavez is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Financial Advisor at LPL Financial from 2022 to 2026, and served as an Office Coordinator at Arkansas Federal Credit Union between 2019 and 2022. He holds an Arkansas Insurance License. With nearly seven years of experience, Seth specializes in retirement planning and investment strategy. His work focuses on educating clients to help them make informed financial decisions, emphasizing trust-building, simplifying financial concepts, and tailoring strategies to individual client goals. Outside of his professional career, Seth has interests in fishing, fitness, football, hiking, military service, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing
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Daniel N

Series 66

Benton, AR

Raymond James Financial

Daniel Nowell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as president of a support company, Dan W. Nowell Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning and consultative services using risk profiling and modeling tools and supports a broad network of advisors with specialized programs and institutional consulting.

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

Series 66

Little Rock, AR

Ameriprise

Luke Lee is a financial advisor with Ameriprise in Little Rock, Arkansas. He holds the Series 66 designation and has one year of industry experience, including prior work at Arvest Wealth Management. Before entering the financial industry, he worked as a daycare counselor at Little Rock Christian Academy. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on generating dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John H

Series 66

Little Rock, AR

Ameriprise

John Higgs III is a Series 66 licensed advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Tractor Supply and Natural State Genomics and was a full-time student for eight years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Chad H

Series 66

Little Rock, AR

Ameriprise

Chad Hasten is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 license with one year of industry experience. His prior roles include positions at Edward Jones and The Risher Companies, along with nearly a decade of involvement with Fitbyphase Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark P

Series 63, Series 66

Little Rock, AR

Edward Jones

Mark Peterson is a financial advisor with Edward Jones in Little Rock, Arkansas, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Square Associates Construction (Ashley Group) from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

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