Overwhelmed by options?
Answer a few questions to see advisors matched to you.
32 advisors near
72086
within the area shown on the map
Out of 400,000+ nationwide
Marshall B
Series 66
Cabot, AR
Paladin Investment Advisors
Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.
Justin K
Series 66
Cabot, AR
Paladin Investment Advisors
Justin Kaminski is a financial advisor at Paladin Investment Advisors with one year of industry experience. He holds the Series 66 designation and has prior experience at Pinnacle Advisors, LPL Enterprise LLC, Walton Enterprises Inc., and Walmart Inc. Outside of his advisory role, Kaminski is a business owner of a tanning salon and serves on the board of a nonprofit organization. Paladin Investment Advisors provides investment advisory and portfolio management services to individuals, business owners, charities, and foundations while supporting sponsors of ERISA-qualified retirement plans. The firm manages discretionary accounts through its Paladin Wrap Fee Program, integrating third-party sub-advisers and employing a customized, holistic wealth management process.
Kenneth K
Series 65
Cabot, AR
Paladin Investment Advisors
Kenneth Kincade is a financial advisor at Paladin Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Veritas Independent Partners and World Trend Financial Planning Services. Outside of his advisory role, Kincade serves as the mayor of Cabot, Arkansas, and is the managing partner of an accounting firm specializing in tax preparation, business consulting, and valuation. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit organizations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and offers a customized, holistic wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.
Seth H
Series 65
Cabot, AR
Paladin Investment Advisors
Seth Haile is a financial advisor at Paladin Investment Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Edward Jones and Strategic Financial Partners. Outside of finance, he has been involved with First Baptist Church since 2022. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.
Caleb F
Series 66
Cabot, AR
Capital Analysts
Caleb Fite is a financial advisor at Capital Analysts with four years of industry experience. He holds a Series 66 designation and has previous experience at Fidelity Investments and Lincoln Investment. Outside of advisory work, Caleb provides insurance services to clients as an agent. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and a proprietary mutual-fund screening process.
Christopher C
Series 63, Series 65
Jacksonville, AR
Virtue Capital Management, LLC
Christopher Clay is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Valic Financial Advisors, GWFS Equities, and Wells Fargo Investments. Outside of advising, he is involved in coaching dental practices on business development and insurance planning through Dental Impact. Virtue Capital Management, LLC serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, consulting, and sub-advisory services, using tactical, strategic, and dynamic approaches within a multi-team model.
Dustin P
Series 66
Cabot, AR
Savvy
Dustin Parsons is a Series 66-licensed financial advisor at Savvy with nine years of industry experience. His prior roles include positions at Kingswood Capital Partners and Arvest Wealth Management. Outside of finance, he owns and operates Blind Tiger Chandlery, LLC, a business that manufactures and sells bespoke home fragrance products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based cores with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.
Michael F
Series 65
Cabot, AR
Dynamic
Michael Freeman is a financial advisor at Dynamic with one year of industry experience. He holds a Series 65 designation and has prior experience at Centennial Bank and the Arkansas Securities Department. Dynamic serves a broad range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support services, emphasizing technology and operational support for other advisers.
Angel D
Series 63, Series 66
Cabot, AR
Capital Analysts
Angel Duncan is a financial advisor at Capital Analysts with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Anchorpoint Financial, Lincoln Investment, Cincinnati Analysts, Inc., and Wells Fargo Clearing. Outside of her advisory work, she serves as a notary public. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.
Lisa B
Series 65
Jacksonville, AR
Corecap Advisors
Lisa Bamburg is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 65 designation and has been co-owner and independent insurance agent at Insurance Advantage LLC since 2011. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and third-party asset managers.
Whitney H
Series 65
Jacksonville, AR
Corecap Advisors
Whitney House is a financial advisor at CoreCap Advisors with a Series 65 license and two years of industry experience. Prior to joining CoreCap Advisors, Whitney worked at Insurance Advantage, Sherwin Williams, and the Smithsonian Art Center. Whitney also maintains a role as an insurance agent through Insurance Advantage. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm takes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and employs options or short sales only after client discussion.
Blake H
Series 63, Series 65
Jacksonville, AR
Corecap Advisors
Blake Howard is a financial advisor with CoreCap Advisors in Jacksonville, Arkansas, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining CoreCap Advisors, he worked with NYLIFE Securities LLC and New York Life Insurance Co. Howard is also involved in insurance and annuity sales through Insurance Advantage & LMA Financial Services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm emphasizes a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, and bonds, and offers discretionary portfolio management, financial planning, and access to third-party sub-advisors across multiple custodial platforms.
Ryan B
CFP®, Series 66
Cabot, AR
Capital Analysts
Ryan Boyd is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with Capital Analysts and has previously worked at Cincinnati Analysts, Inc. and Lincoln Investment. Boyd serves on the boards of Fellowship Missions and the Walton College Alumni Society, engaging in mission work and supporting alumni involvement. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advisory services through a nationwide network of independent advisors and employs a proprietary mutual-fund screening process to build model portfolios.
Terry M
Series 66
Jacksonville, AR
Money Concepts Capital Corp
Terry Minton is a financial advisor with Money Concepts Capital Corp and holds a Series 66 designation. He has 16 years of industry experience, including roles at HD Vest Insurance Agency Inc and Lucas Minton. Outside of his advisory work, he is involved in accounting services and tax preparation through ownership of McMahan, Jacobs, and Company CPAs. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.
Jim L
Series 63
Cabot, AR
Money Concepts Capital Corp
Jim Leonard is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 37 years of industry experience and previously worked at Veritas Independent Partners and Avantax Advisory Services. Outside of his advisory role, Leonard is a CPA involved in tax preparation and co-manages a timber business with his spouse. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients across its enterprise of 431 advisors.
Diane T
Series 63, Series 66
Cabot, AR
LPL Financial
Diane Talley is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 19 years of industry experience. She has been with LPL Financial since 2007. In addition to her advisory work, she is a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.
Taylor M
Series 66
Jacksonville, AR
Ameriprise
Taylor Mcgrew is a financial advisor with Ameriprise in Jacksonville, Arkansas, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Mcgrew worked in aircraft sales at Dallas Jet International and spent nearly two decades at Central Flying Service. Outside of advisory work, Mcgrew is involved with Centennial Financial Services as a wealth advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice, focusing on income sources and tax-aware withdrawal strategies.
Thomas G
Series 66
Cabot, AR
Ameriprise
Thomas Green is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Ameriprise since 2018 and prior experience with Investment Professionals Inc and Centennial Bank. He serves on the Board of Directors for Mt Carmel Cemetery and has involvement in a wine and spirits retail business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement recommendations.
Thomas R
Series 63, Series 66
Cabot, AR
LPL Financial
Thomas Rigney Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He worked at Raymond James Financial Services from 2003 to 2005 before joining LPL Financial in 2005. Outside his advisory work, he is a co-owner of Vesuvio Bistro, a restaurant in Little Rock, Arkansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad range of investment options and strategies and offers both advisory and non-advisory financial services across a large network of advisors.
Michael W
Series 66
Jacksonville, AR
Edward Jones
Michael Weatherford is a financial advisor with Edward Jones in Jacksonville, AR, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Meadors, Adams & Lee and BancorpSouth Insurance Services Inc. 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 network of financial advisors and branch offices nationwide.
Cody B
CFP®, Series 66
Cabot, AR
Edward Jones
Cody Bowlan is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Edward Jones. Before joining Edward Jones, he worked at the United States Department of Agriculture and was a college student during part of that time. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.
Kyle H
Series 66
Lonoke, AR
LPL Financial
Kyle Hensley is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His work history includes positions at Cetera, Cetera Advisor Networks, and Girard Securities. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Jason F
Series 66
Jacksonville, AR
Edward Jones
Jason Fakouri is a financial advisor at Edward Jones in Jacksonville, Arkansas, holding a Series 66 designation. He has over 12 years of industry experience, including 11 years at Golden Eagle of Arkansas prior to joining Edward Jones in 2026. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Robert S
Series 66
Cabot, AR
Edward Jones
Robert Scott is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Unity Health Hospital for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
James B
Series 63, Series 65
Cabot, AR
LPL Financial
James Brandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at Investment Centers of America, SWBC Investment Company, and Kestra Investment Services. 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, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad network of over 22,800 advisors.
Matthew W
Series 66
Lonoke, AR
LPL Financial
Matthew Watson is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Grindstone Inc., and Centennial Insurance Agency. His background also includes roles in the pharmaceutical and homemaking sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of strategies implemented by its network of investment adviser representatives.
Romelia J
Series 66
Jacksonville, AR
Ameriprise
Romelia Jones is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2021. Prior to her advisory role, she worked in various other positions including at Grotto Pizza and the University of Delaware. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Matthew B
Series 63, Series 65
Lonoke, AR
LPL Financial
Matthew Boyles is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Cetera, Girard Securities, and Genwealth Financial Advisors. He also operates Grand Prairie Financial Planning Inc., a business entity associated with his advisory work. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a range of discretionary and non-discretionary strategies.
Christopher S
Series 66
Cabot, AR
Edward Jones
Christopher Staten is a Series 66 licensed financial advisor with Edward Jones, based in Cabot, AR, and has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Staten owns an excavating business in Beebe, AR, where he employs an operator to manage the daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.
David F
Series 66
Lonoke, AR
LPL Financial
David Faith is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has previously worked at Cetera and Union Standard Insurance. Outside of his advisory role, he is the owner of Stoney Point Consulting, LLC, a business unrelated to investments. 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 third-party asset management, with a focus on combining technology and a broad platform of financial products.
David H
Series 66
Cabot, AR
Edward Jones
David Hill is a financial advisor with Edward Jones in Cabot, Arkansas, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Progressive Insurance Company for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Harold C
Series 63, Series 66
Jacksonville, AR
Ameriprise
Harold Carlisle is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise since 2018 following 20 years at Investment Professionals, Inc. Outside of his advisory role, he is involved in several business ventures including co-ownership and management roles in multiple restaurant operations and related maintenance services in Arkansas. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its centralized Premier Retirement Income service.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
32 advisors near
72086
within the area shown on the map
Out of 400,000+ nationwide