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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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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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Daniel M

Series 63, Series 65

Fort Smith, AR

Raymond James Financial

Daniel Meyers is a financial advisor with Raymond James Financial in Fort Smith, Arkansas, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked with Wilson Coker Meyers and has been involved with First Bank of South Arkansas and Raymond James Financial Services for over two decades. Meyers serves on the finance committee of Immaculate Conception Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary investment advice and supports municipal and public finance work through its affiliation with a municipal advisor.

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

Series 66

Fort Smith, AR

Ameriprise

Philip Blankenship is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has 19 years of industry experience, having worked at firms including LPL Financial, Cetera Advisors, and Edward Jones. Outside of his advisory role, he serves as chairman of the board for Booneville Community Hospital and is a member of the Booneville City Planning and Zoning Commission. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides detailed retirement planning advice focused on dependable income and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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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Brian S

CFP®, Series 66

Fort Smith, AR

Cetera

Brian Schneider is a CFP®-credentialed advisor with 13 years of industry experience, currently with Cetera. He has worked at Cetera since 2019 and previously at Arvest Wealth Management from 2012 to 2019. Schneider also serves as Director of Wealth Services and manages the Trust Department through First National Bank in Fort Smith, Arkansas, and is a volunteer board member for the Mercy Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and third-party managers 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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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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Nicholas B

Series 66

Fort Smith, AR

Edward Jones

Nicholas Beckham is a financial advisor with Edward Jones in Fort Smith, AR, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at People 2.0 and Halliburton Energy Services in various roles from 2006 to 2020. Outside of his advisory work, he serves as Vice President of the Riley Farm Property Owners Association, where he helps plan neighborhood activities and enforce community policies. 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 and investment strategies, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Wealth management Stock option exercise strategy Active portfolio management Retired Founder/Business Owner Executive
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Donna Y

CFP®, Series 63, Series 65

Van Buren, AR

Cetera

Donna Young is a CFP® with 41 years of experience in financial advising, currently serving at Cetera since 2023. Her prior roles include positions at Summit Financial Group, Morgan Stanley DW Inc., and Cetera Wealth Services. Outside of financial advising, she serves as a council member of the Arkansas Arts Council and holds advisory roles with the Western Arkansas Community Foundation, among other community and business activities. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary strategies.

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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