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William H

Series 63, Series 66

Clinton, AR

Independent Financial Group, LLC

William Hinds is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, and Cornerstone Wealth Management. Outside of his advisory work, he owns and operates Hinds Hillside Acres Farm, a beef cattle farm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Pete P

Series 63, Series 65

Herber Springs, AR

SPC

Pete Pallone is a financial advisor with SPC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and Sigma Planning Corp since 2002. Outside of his advisory work, he owns and operates a cattle ranch and serves as a board member of the Cleburne County Cattlemens Association. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with an investment approach that includes discretionary management and collaboration with third-party managers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Charles W

Series 63, Series 65

Fairfield Bay, AR

Robert Baird & Co.

Charles Wheeler is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and has 44 years of industry experience. He has worked at Robert Baird & Co. since 1996 and previously at Merrill Lynch, Pierce, Fenner & Smith. Outside of his advisory role, Wheeler is a passive investor involved in family LLCs that engage in non-investment real estate activities. He is part of the DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed accounts, employing manager-traded and model-traded strategies with ongoing investment monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Troy G

Series 66

Clinton, AR

Edward Jones

Troy Gruchalski is a Series 66-licensed financial advisor with Edward Jones in Clinton, Arkansas, with 10 years of industry experience, all at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kristopher F

Series 66

Fairfield Bay, AR

Edward Jones

Kristopher Feeler is a financial advisor with Edward Jones in Fairfield Bay, AR, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Windstream. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics
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Kevin F

Series 63, Series 66

Fairfield Bay, AR

Edward Jones

Kevin Feeler is a financial advisor at Edward Jones with 21 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Outside of his advisory role, he is a limited partner in Honeybee's Smokehouse LLC and part owner of a startup social media company based in Wyoming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Christine S

Series 63, Series 65

Heber Springs, AR

Cetera

Christine Schlicker is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. She has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. She is also president of Integrity Financial, Inc., a firm involved in the sales and service of fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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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Kimberley O

Series 66

Heber Springs, AR

Edward Jones

Kimberley Owen is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Century 21 Dunaway and Hart Inc. from 2012 to 2017. Outside of advising, she has been involved with the sale of artwork through Red Door Gallery. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner Educators, Teachers, and Academics
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Joseph T

Series 66

Heber Springs, AR

Edward Jones

Joseph Tournear is a financial advisor at Edward Jones with 16 years of industry experience, all of which he has spent at Edward Jones since 2010. He holds the Series 66 designation. Outside of his advisory role, he serves as Chairman of the Baptist Health Foundation in Heber Springs and is a volunteer Election Commissioner for the county. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports 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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Terry C

Series 63, Series 66

Heber Springs, AR

Edward Jones

Terry Castleberry is a financial advisor with Edward Jones in Heber Springs, Arkansas, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he receives income from gas royalties through FlyWheel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets and supported by a nationwide network of more than 23,700 advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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