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Nancy M

ChFC®, Series 63, Series 65

Fort Smith, AR

OSAIC

Nancy McMillan is a financial advisor with Osaic Wealth, Inc. based in Fort Smith, Arkansas. She holds the ChFC® designation along with Series 63 and Series 65 registrations and has 43 years of industry experience. Her prior experience includes roles at Securities America Advisors, VOYA Financial Advisors, and she has been president of McMillan Financial Services, Inc., her private financial advisory and insurance business, since 1983. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios that may include various asset classes, with both discretionary and non-discretionary management options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Rocky G

Series 65

Fort Smith, AR

Cetera

Rocky Goodman is a Series 65-licensed financial advisor with Cetera, based in Fort Smith, AR, with four years of industry experience. He has extensive professional involvement in public accounting, serving as a partner and leader in multiple CPA firms over the past 15 years. Goodman also holds a board position as secretary of the Heights Neighborhood Association and has served in leadership roles within state CPA organizations. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a variety of portfolio management and financial planning services. The firm operates a multi-manager platform offering model portfolios, third-party manager selection, and customized investment strategies across 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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Katherine M

Series 66

Fort Smith, AR

Cetera

Katherine Myers is a financial advisor with Cetera and holds a Series 66 credential. She has 10 years of industry experience and has worked with firms including Avantax Investment Services and 1st Global Advisors. She is also president of the Arkansas Society of Certified Public Accountants Student Education Fund, which allocates scholarships to accounting students pursuing CPA licenses. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, operating a multi-manager platform with a range of program options and over $256 billion in assets under management.

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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Letitia T

Series 66

Fort Smith, AR

Cetera

Letitia Talkington is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. She has previously worked at Avantax Advisory Services and 1ST Global Advisors, among other firms, and is also a member of Landmark PLC, a certified public accounting firm. Outside of her advisory role, she operates a dog grooming and boarding business specializing in show poodles. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

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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Brandon O

Series 66

Fort Smith, AR

Wells Fargo Advisors

Brandon Oneal is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds the Series 66 designation and has worked in various roles including at Wells Fargo Clearing and Goosehead Insurance. He is a principal owner of multiple investment-related entities in Fort Smith, Arkansas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

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

Series 63

Central City, AR

Ameriprise

Kenneth Siebenmorgen is a financial advisor with Ameriprise, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and operates Siebenmorgen Farms LLC, which involves farming, cattle, and shale/top soil sales, and serves on the board of directors for Methodist Village Senior Living. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored written Recommendation Reports that incorporate tax-smart strategies and Social Security options. The firm combines research-driven modeling and algorithmic automation to support its advisory process.

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

Series 66

Fort Smith, AR

Raymond James & Associates

Christopher Hedrick is a financial advisor with Raymond James & Associates in Fort Smith, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2013. Hedrick serves as Vice President and board member of the Bost Foundation, where he assists with fundraising and foundation promotion. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Dennis W

Series 63, Series 65

Fort Smith, AR

Merrill

Dennis Wood is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in 1994, Dennis has focused on developing comprehensive financial strategies that address the specific needs of his clients. His approach emphasizes multi-generational asset management, trust and estate planning services, and customized advice to help clients pursue their long-term goals. Dennis’s expertise includes college education planning, divorce transition planning, family wealth management strategies, retirement income, portfolio management, and small business strategies. He works primarily with wealthy families, corporate executives, and independent women. Dennis holds a Bachelor of Science in Business Administration with a major in Finance from the University of Arkansas at Fayetteville. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and is also a Personal Investment Advisor (PIA). Outside of his professional work, Dennis serves as a Deacon at East Side Baptist Church and is involved in serving the community both locally and nationally through the church. He resides in Fort Smith, Arkansas with his wife and two children. Dennis’s personal interests include traveling with his family, backpacking, camping, biking, and hunting.

Wealth management Retirement income strategy General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer Executive Women Professionals Married/Couples/Partners
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Evelyn F

Series 66

Fort Smith, AR

Merrill

Evelyn Franklin is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2018. Prior to her career in finance, she was affiliated with First United Methodist Church for seven years. 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 individuals, high-net-worth clients, and various organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Sherry C

Series 65

Fort Smith, AR

Cetera

Sherry Chesser is a financial advisor at Cetera with a Series 65 designation and three years of industry experience. Prior to joining Cetera in 2025, she worked at Avantax Advisory Services from 2022 to 2025 and has served as a partner at Landmark PLC, Certified Public Accountants since 2006. Outside of her advisory role, she serves on the board of the Acansa Arts Festival and acts as treasurer for Helping Hurting Hearts, Inc., both nonprofit organizations, and participates in the Alabama Society of CPAs Partners In Peer Review Committee. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services delivered through a large network of over 10,000 advisors.

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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Sylvia H

Series 66

Fort Smith, AR

Raymond James & Associates

Sylvia Howe is a financial advisor with Raymond James & Associates in Fort Smith, AR, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James & Associates since 2013 and concurrently works as a part-time independent consultant selling Arbonne products. 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, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

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

Series 66

Barling, AR

Edward Jones

Justin Burrough is a financial advisor with Edward Jones in Barling, Arkansas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors and 15,100 branch offices. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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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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Marlon B

Series 66

Van Buren, AR

Cetera

Marlon Bonilla is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Cetera and related entities since 2016, including prior experience at Citizens Bank & Trust Company and his own firm, Bonilla & Co. Cetera Investment Advisers LLC serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Lyle N

Series 63, Series 65

Alma, AR

Edward Jones

Lyle Newton is a financial advisor with Edward Jones in Alma, Arkansas, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in commercial rental property ownership. 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 advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired 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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Jill R

CFP®, Series 66

Fort Smith, AR

Cetera

Jill Rowland is a CFP® and holds a Series 66 license, with eight years of industry experience. She is currently with Cetera and has previously worked at Bank of America, Merrill, and First National Bank of Fort Smith. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and planning services and operates a multi-manager platform with various program structures and custodial relationships.

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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Sterling H

Series 66

Fort Smith, AR

LPL Financial

Sterling Henderson is a financial advisor with LPL Financial in Fort Smith, Arkansas, holding a Series 66 designation and one year of industry experience. He has previously worked with Financial Advocates Investment Management and has a background that includes roles in agricultural and energy-related businesses. Sterling is also involved with Clear Creek Wealth Management, a DBA affiliated with his LPL 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 range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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