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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.

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Business ownership considerations Family Business Founder/Business Owner Educators, Teachers, and Academics Widow/Widower
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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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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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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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Derrick H

Series 66

Van Buren, AR

Edward Jones

Derrick Haney is a financial advisor at Edward Jones in Van Buren, Arkansas, holding a Series 66 designation. He has one year of industry experience and a background that includes roles in public education and university settings prior to joining Edward Jones. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of advisors and offices.

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

Series 66

Fort Smith, AR

Ameriprise

Jamie Fritsche is a financial advisor at Ameriprise with one year of industry experience. He has worked at Ameriprise since 2020 and previously spent nine years at USA Truck. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Amber F

Series 66

Fort Smith, AR

Edward Jones

Amber Fonseca is a Series 66-licensed financial advisor with Edward Jones in Fort Smith, Arkansas, where she has worked since 2018. She has seven years of industry experience and previously worked at ArcBest from 2011 to 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Scott P

Series 63, Series 65

Greenwood, AR

Edward Jones

Scott Phillips is a financial advisor at Edward Jones with 24 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Edward Jones in 2023. His credentials include Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a check signer for a medical clinic owned by his wife. 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 investment strategies and advisory services supported by a nationwide network of thousands of financial advisors and branch offices.

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

Series 66

Fort Smith, AR

Ameriprise

Skyler Mermer is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, based in Fort Smith, AR, and has seven years of industry experience. Prior to joining Ameriprise in 2023, he worked at Raymond James from 2016 to 2023. He serves on the Board of Directors for the St. John's Sack Lunch Program in Fort Smith. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing tax-aware withdrawal strategies, relying on research, third-party data, and algorithmic tools managed by an internal committee.

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

Series 63, Series 65

Fort Smith, AR

Merrill

Michael Neer serves as a Resident Director at Merrill, where he focuses on understanding his clients' needs, goals, and objectives through clear communication. He works collaboratively with clients to formulate tailored strategies that align with their individual and family financial directions, emphasizing open communication regarding progress and overall financial health. His client focus areas include college education planning, services for endowments, foundations, and non-profits, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, and retirement income. Michael's personal philosophy centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most to them. Outside of his professional role, Michael enjoys baseball, basketball, biking, camping, fishing, football, golfing, hunting, spending time with his family, and traveling.

Retirement income strategy Wealth management College savings (529s, UTMA, etc.)
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Rebecca S

Series 66

Fort Smith, AR

Edward Jones

Rebecca Stout is a Series 66 licensed financial advisor with Edward Jones in Fort Smith, Arkansas, with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, she worked for nine years at ArcBest. She serves as a finance committee member for the Fort Kids Children's Museum, an organization currently in development. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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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Heather V

Series 66

Ft Smith, AR

Edward Jones

Heather Vanderheiden is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked in education and real estate-related roles before joining Edward Jones in 2021. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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