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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 at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked with Financial Advocates Investment Management since 2025. His background includes involvement in various agricultural and energy-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary research and model portfolios.

College savings (529s, UTMA, etc.)
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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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Michael B

CFP®, Series 66

Alma, AR

Edward Jones

Michael Brown is a CFP® professional with 12 years of industry experience. He has been with Edward Jones since 2013. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Philip B

Series 66

Fort Smith, AR

Ameriprise

Philip Blankenship is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Cetera Advisors LLC. 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 offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides 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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Laura H

Series 66

Van Buren, AR

Edward Jones

Laura Haney is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, she worked for ABF Freight System, Inc. for nine years and operated Laura Haney Accounting for 15 years. Haney is involved in a family farm and has experience with natural gas royalties through Riverfront Exploration. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a network of over 23,000 advisors and offers a range of investment strategies, including discretionary wrap fee programs and separately managed accounts.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Early retirement planning Founder/Business Owner Executive
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