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Alexander B

Series 66

Springdale, AR

LPL Financial

Alexander Blount is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he was associated with The Point Financial Group and has a background that includes various roles alongside his education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

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

Series 66

Fayetteville, AR

Edward Jones

Jessica Lassiter is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at J.B. Hunt, the Barcelona Graduate School of Economics, and Capstone On Campus Management. 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, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and fiduciary advisory services.

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

Series 63, Series 65

Fayetteville, AR

LPL Financial

Allen Broyles is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with several firms, including Next Financial Group, Inc., and Tower Square Securities, Inc., prior to joining LPL Financial in 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions and supports its advisors with research, technology, and operational tools.

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

CFP®, Series 63, Series 65

Fayetteville, AR

Raymond James & Associates

James Summers is a CFP® professional with 29 years of industry experience, currently serving at Raymond James & Associates since 2019. Prior to that, he spent 13 years at Arvest Asset Management. He is a partner in Better Together Investments LLC, a small business formed with colleagues for a potential future business site. 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 clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Seth H

ChFC®, Series 66

Springdale, AR

Edward Jones

Seth Hilger is a financial advisor with Edward Jones in Springdale, AR, holding the ChFC® designation and Series 66 license. He has seven years of industry experience, including prior roles at Raymond James and Associates, Legends Hospitality, and the Miami Dolphins. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Springdale, AR

Raymond James Financial

Jonathan Dawson is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James since 2018 and previously spent a year at Edward Jones. Outside of his advisory role, he serves as Vice President of SWG Operations, a support company focused on business development and client engagement. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs analytical tools and customized planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Elizabeth Q

CFP®, Series 63, Series 66

Fayetteville, AR

Edward Jones

Elizabeth Quesenberry is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2006. She has 27 years of industry experience. Outside of her advisory role, she owns a short-term rental property in Springdale, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and operates a nationwide network of approximately 23,701 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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

Series 66

Fayetteville, AR

Morgan Stanley

Jeremy Mcgee is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Merrill from 2001 to 2009. Outside of his advisory role, he is the sole proprietor of a property management business in Fayetteville, Arkansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved planning tools.

General estate planning guidance
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Lucas D

Series 66

Springdale, AR

OSAIC

Lucas Davis is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He previously worked with Securities America Advisors and Securities America Inc for eight years. Outside of his advisory role, Davis volunteers as a coach for his son's basketball team. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed account solutions to construct portfolios across a range of asset classes.

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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William T

Series 66

Springdale, AR

J.P. Morgan Securities

William Trumbo is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and six years of industry experience. He has previously worked with Arvest Wealth Management and New York Life, among other firms. Outside of his advisory role, he is involved in managing real estate investments through several LLCs, including Eastwood LLC and TruCost Capital, where he oversees property management and rental operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Mark M

Series 63, Series 66

Fayetteville, AR

Raymond James & Associates

Mark Morris is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner and co-owner of eatthefrog, LLC, which manages an office building in Fayetteville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a variety of portfolio management styles and provides municipal advisory services alongside its market-making and execution roles in municipal and government bonds.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ross L

Series 66

Fayetteville, AR

Morgan Stanley

Ross Larwood is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Atlas Technology Group for two years. He serves as a trustee at The Grove Church, where he participates in reviewing and approving the annual operational budget and contributes to financial oversight. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Andrew A

Series 66

Springdale, AR

LPL Financial

Andrew Adams is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and Simmons Bank, and has previously worked at firms including National Asset Management, Arvest Wealth Management, and Edward Jones. Outside of his advisory work, he is employed as a waitress at the Springdale Country Club. 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 financial planning and access to model portfolios and third-party asset management, supported by a network of more than 22,800 advisors.

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

Series 66

Fayetteville, AR

LPL Financial

Jason Webb is a financial advisor with LPL Financial in Fayetteville, Arkansas, holding a Series 66 license and bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he spent 13 years at SII Investments Inc. He is also president and owner of Cornerstone Wealth Management, Inc., an insurance agency offering life, disability, dental, and vision insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

CFP®, Series 63, Series 65

Fayetteville, AR

Raymond James & Associates

Troy Kestner is a CFP®-certified financial advisor with 32 years of industry experience, currently with Raymond James & Associates since 2019. Prior to this, he worked for 13 years at Arvest Wealth Management. Outside of his advisory role, he owns and manages a small cattle herd and holds several real estate-related business interests, including managing member positions in multiple LLCs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm offers a range of financial planning and consulting services, utilizing diverse portfolio management styles and proprietary research, with an emphasis on non-discretionary client relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Tafta R

Series 66

Fayetteville, AR

Edward Jones

Tafta Rogers is a financial advisor with Edward Jones in Fayetteville, AR, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, Rogers spent 15 years with Caddo Parish Public Schools. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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John S

Series 66

Springdale, AR

Raymond James Financial

John Sanderson is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior experience includes service in the United States Marine Corps and involvement with University Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a notable municipal advisor affiliation that supports its public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert C

Series 66

Fayetteville, AR

STIFEL

Robert Coleman is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. Coleman serves on the boards of the non-profit OneLove Outreach and the Circle of Life Hospice Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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George B

Series 63, Series 65

Fayetteville, AR

Raymond James Financial

George Bethell is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2004. Outside of advising, he owns Malpaso LLC, a real estate brokerage focused on vacant land in Fayetteville, Arkansas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it maintains unique affiliations supporting municipal finance and SIMPLE IRA Employer Advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Arthur W

CFP®, Series 66

Fayetteville, AR

Edward Jones

Arthur Walker is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2019 and was previously with Smith Hamilton Inc for four years. Based in Ft Worth, TX, Walker holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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