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Patricia N

Series 66

Bentonville, AR

Raymond James Financial

Patricia Nuovo is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, she worked at Cameron Smith & Associates and was involved with Petaluma Community Access Radio. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Marty D

CFP®, Series 63, Series 65

Springdale, AR

LPL Financial

Marty Dennis is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2007. He holds Series 63 and Series 65 licenses and operates out of Springdale, Arkansas. Dennis formed Dennis Financial Services, a business entity related to tax purposes, in addition to his work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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David L

CFP®, Series 66

Rogers, AR

LPL Financial

David Lange is a CFP® professional with 18 years of industry experience, currently advising clients at LPL Financial since 2025. His prior experience includes roles at Ameriprise from 2019 to 2025 and RiverSource Distributors Inc from 2011 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jonathan J

Series 63, Series 65

Rogers, AR

LPL Financial

Jonathan Jennings is a financial advisor with LPL Financial in Rogers, Arkansas. He holds Series 63 and Series 65 licenses and has approximately one year of industry experience. Prior to joining LPL, Jennings has held positions at First Western Bank, Florida Financial Advisors, and Laveer Wealth Management, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a variety of advisory programs, financial planning services, and utilizes model portfolios and research from in-house and third-party sources.

College savings (529s, UTMA, etc.)
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Ronny W

Series 63, Series 65

Rogers, AR

Wells Fargo Clearing

Ronny White is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2009. Outside of his advisory role, he is involved in firearms education as a rifle and pistol instructor and co-owns a shooting school. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Adam M

Series 66

Rogers, AR

Edward Jones

Adam Mc Dougal is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he held positions at Beiersdorf and Revlon. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Rogers, AR

Merrill

Jacob Udell is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies by gaining a comprehensive understanding of their financial situations and priorities. He provides guidance on a range of topics including investing, retirement planning, and saving for unforeseen expenses. Jacob collaborates with clients to establish short-, mid-, and long-term financial goals and serves as a resource for ongoing advice as their needs evolve. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jacob holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Missouri Southern State University.

Wealth management General retirement planning
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Brian D

CFP®, Series 66

Prairie Grove, AR

Edward Jones

Brian Denman is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Washington Regional Medical Center Home Health for five years. Denman manages Sage Investments, LLC, an LLC that includes his Edward Jones office and related banking activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm 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 Founder/Business Owner Values-based investing
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