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Robert K

Series 63, Series 65

Russellville, AR

St Bernard Asset Management, Inc.

Robert Keenan is a financial advisor with St. Bernard Financial Services, Inc. in Farmington, AR, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with St. Bernard Financial Services since 1994 and also serves as CEO of St Bernard Asset Management, Inc. Outside of his advisory roles, he is involved in a radio tower rental business as a shareholder. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth philosophy using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary client relationships.

Annuities
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Robert F

Series 65

Russellville, AR

5thn Financial LLC

Robert Fithen is the sole advisor at 5thn Financial LLC, holding a Series 65 designation with eight years of industry experience. He has served as a Professor of Engineering at Arkansas Tech University since 1998. 5thn Financial LLC provides discretionary portfolio management to individuals, trusts, organizations, and other registered investment advisers, applying Modern Portfolio Theory and conditional value-at-risk concepts tailored to client constraints. The firm uses proprietary statistical and machine-learning methods for forward predictions and offers NASAA-approved continuing education courses and portfolio-management software to other advisory firms.

Active portfolio management University Employee
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Lawrence R

CFP®

Russellville, AR

Valtrion Capital Management, LLC

Lawrence Raymond is a CERTIFIED FINANCIAL PLANNER™ at Valtrion Capital Management, LLC with two years of experience in the industry. He has served in the Arkansas Army National Guard since 2012. Valtrion Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business plan sponsors, offering financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm uses a variety of asset allocation strategies and manages all client assets on a discretionary basis, tailoring portfolios to risk tolerance and time horizons.

RSUs / ISOs / NSOs Retirement income strategy General retirement planning Business ownership considerations Entity structure planning (LLC, S-Corp) Founder/Business Owner Executive
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Kathleen W

Series 63, Series 66

Russellville, AR

St. Bernard Financial Services, Inc.

Kathleen White is a financial advisor with St. Bernard Financial Services, Inc. She holds Series 63 and Series 66 licenses and has 30 years of industry experience. Prior to joining St. Bernard Financial Services in 2023, she worked at Sagepoint Financial, INC. and owns Manzanita Insurance Agency, where she provides health insurance solutions including Medicare plans and individual health policies. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation using a long-term, conservative growth approach grounded in Modern Portfolio Theory. The firm operates as both an investment adviser and broker-dealer, offering advisory and commissionable products alongside a network that includes affiliated tax and insurance practices.

Annuities Wealth management
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Patrick W

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

Patrick Williams is a financial advisor with St. Bernard Financial Services, Inc. in Russellville, Arkansas, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining St. Bernard in 2017, he worked at Ims Financial Advisors, Inc. and Ims Securities, Inc. for 14 years. Outside of his advisory role, Williams is involved in raising cattle for sale and operates an antiques and collectibles business on eBay. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative client relationships.

Annuities Wealth management
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Mark Y

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

Mark Yarbrough is a financial advisor with St. Bernard Financial Services, Inc. in Rogers, Arkansas. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Since 2003, he has worked with Ohio National Financial Services. Outside of his advisory work, he owns Midland Financial and dedicates time weekly to whole life insurance activities. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy based on Modern Portfolio Theory and offers both fee-based and commission-based solutions through its dual adviser/broker-dealer structure.

Annuities Wealth management
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Adam B

Series 66

Russellville, AR

St. Bernard Financial Services, Inc.

Adam Brown is a Series 66 licensed financial advisor with 20 years of industry experience, currently with St. Bernard Financial Services, Inc. since 2012. He also coaches a girls' softball team in Jonesboro, Arkansas. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates with investment advisory and brokerage services, emphasizing a long-term, conservative growth approach using tactical asset allocation and a preference for low-cost, no-load funds. The firm combines fee-based and commission-based solutions through its dual adviser/broker-dealer structure and affiliations with insurance and accounting practices.

Annuities Wealth management
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Joshua T

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

Joshua Turner is a financial advisor at St. Bernard Financial Services, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Bernard since 2014. Outside of his advisory role, he is involved with Turner Financial, an investment advisory business he started in 2019. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm follows a long-term, conservative growth strategy based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative client relationships.

Annuities Wealth management
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Dan K

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

Dan Kessler is a financial advisor at St. Bernard Financial Services, Inc. in Russellville, AR, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Bernard Financial Services since 2013. Outside of his advisory work, he serves as secretary and board member of The Liberty Initiative, a nonprofit focused on assisting the underprivileged with criminal justice issues, and is involved in a small farming operation producing fruit and fresh eggs. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm employs a long-term, conservative growth approach based on Modern Portfolio Theory, emphasizing tactical asset allocation with low-cost, no-load funds, while offering both fee-based and commission-based solutions through its dual adviser and broker-dealer structure.

Annuities Wealth management
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Sidney B

Series 63, Series 66

Russellville, AR

St. Bernard Financial Services, Inc.

Sidney Banks is a financial advisor with St. Bernard Financial Services, Inc. in Russellville, AR, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has been with St. Bernard Financial Services since 2012. Outside of his advisory role, Banks serves on the board of directors for the Kiwanis Club of Jonesboro, a civic organization. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach with tactical asset allocation and offers both fee-based and commission-based solutions through its dual adviser/broker-dealer structure.

Annuities Wealth management
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Lucas C

CFP®, Series 66

Russellville, AR

Creativeone Wealth, LLC

Lucas Cox is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with CreativeOne Wealth, LLC and has prior experience at BFC Planning, Inc., Securities Management & Research, and American National Insurance. Outside of his advisory role, he is involved in multiple business ventures including managing fixed annuities consulting and financial planning services through entities affiliated with The Lighthouse Companies. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, and option strategies, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Charles G

Series 63

Russellville, AR

&PARTNERS

Charles Gordon is a financial advisor at &PARTNERS with 53 years of industry experience. He holds the Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he is co-owner and President of MCG Holdings, LLC, a company that owns and manages a warehouse in Russellville, Arkansas. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative strategies, utilizing both proprietary and third-party portfolio management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Kyle S

Series 66

Russellville, AR

&PARTNERS

Kyle Scott is a financial advisor with \u0026Partners in Russellville, AR, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing over an eight-year period before joining \u0026Partners. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Jared S

CFP®, Series 66

Russellville, AR

&PARTNERS

Jared Smith is a CFP® with 18 years of industry experience, currently serving as a financial advisor at &Partners since 2025. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing from 2015 to 2025. He also owns and operates Four Corners Wealth LLC, an investment-related firm based in Russellville, Arkansas. &Partners serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutions, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a mix of fundamental, technical, and quantitative analysis and offers both discretionary and non-discretionary portfolio management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Tommy F

Series 66

Russellville, AR

&PARTNERS

Tommy Fields is a financial advisor with \u0026PARTNERS in Russellville, AR, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, as well as nearly a decade at Arkansas Tech University. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, nonprofits, universities, and corporations. The firm offers investment management and a range of financial and tax planning services using a mix of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Tyler G

Series 66

Russellville, AR

&PARTNERS

Tyler Goodson is a financial advisor at &PARTNERS with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Shawn G

Series 66

Russellville, AR

&PARTNERS

Shawn Gordon is a Series 66-licensed advisor at &Partners with 23 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Outside of advising, Gordon is involved in tournament bass fishing and holds ownership in a duck hunting camp, along with serving on the board of Russellville Advertising & Promotions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of investment strategies using both proprietary and third-party models and maintains dual registration as an investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Hannah H

Series 66

Russellville, AR

Ameriprise

Hannah Hunt is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at LPL Financial LLC and Bailey Harris/Gilbert. Outside of financial advising, she has worked in education at Arkansas Tech University and Russellville Public School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients near or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bailey H

Series 66

Russellville, AR

Mass Mutual Investors Services

Bailey Harris Gilbert is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She holds the Series 66 designation and has worked at MassMutual Life Insurance Company and Thrivent Financial in prior roles. Outside of her advisory work, she creates and sells crafts to friends and family through a personal business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved tools to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Nathan K

Series 63, Series 66

Russellville, AR

OSAIC

Nathan Knight is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He previously worked at Securities America Advisors and Summit Financial Group, and he is also the owner of Knight Investments Group Inc., which provides insurance sales. Knight manages client assets and holds several Regulation D private investment positions. OSAIC serves a diverse client base, including individual investors, institutions, pension plans, and charitable organizations, through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using various investment vehicles and third-party platforms.

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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Marnie S

Series 66

Russellville, AR

Raymond James & Associates

Marnie Sharp is a financial advisor with Raymond James & Associates in Russellville, Arkansas, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2014. 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 client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and institutional solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Thomas W

Series 66

Russellville, AR

Cetera

Thomas Wolf is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Arvest Wealth Management for eight years. Outside of financial services, he owns and oversees operations at Howling Acres Farm, focusing on hay productivity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a multi-manager platform that supports 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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Brittany V

Series 66

Russellville, AR

Edward Jones

Brittany Villeneuve is a financial advisor with Edward Jones in Russellville, Arkansas, holding a Series 66 license and three years of industry experience. Prior to joining Edward Jones, she worked at Mary Bird Perkins Cancer Center and the Arkansas Valley Alliance for Economic Development. Outside of her advisory work, she is involved in organizing a wellness and yoga festival through her LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and supports its nationwide network of financial advisors with discretionary and non-discretionary strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

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

Series 66

Russellville, AR

Ameriprise

Timothy Dollar is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, LLC and Arvest Asset Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John Paul D

Series 63, Series 65

Russellville, AR

Raymond James Financial

John Paul Davis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously spent ten years with Trutoro prior to joining Raymond James. Davis is also the CEO and president of Perspectives Group Financial, a company he founded that provides operational planning and control services. Additionally, he supports his wife’s cut flower farming business, Deelyte Farms, in a care and maintenance capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

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

CFP®, Series 66

Russellville, AR

Raymond James Financial

Bradley Goss is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Trutoro for 10 years and has a background that includes a year at Arkansas State University. Outside of his advisory role, he is involved with Perspectives Group Financial, a support company based in Russellville, AR. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique 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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Travis T

CFP®, Series 63, Series 66

Russellville, AR

Cetera

Travis Teague is a CFP® with 27 years of experience in the financial services industry, currently affiliated with Cetera. He has held advisory roles at firms including Avantax and 1st Global Advisors. Outside of his advisory work, he is involved with Landmark Financial, LLC as a BMS Advisor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.

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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Vikki J

Series 65, Series 63

Russellville, AR

Cetera

Vikki Johnson is a financial professional with 32 years of industry experience, currently associated with Cetera. She holds Series 65 and Series 63 licenses and has worked at Cetera and related entities since 2001. Outside of her advisory role, she is a notary public and an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. It offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

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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Gary H

Series 63, Series 65

Russellville, AR

Primerica Advisors

Gary Huggins is a financial advisor with Primerica Advisors in Russellville, Arkansas, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1981. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Roger B

Series 66

Russellville, AR

Cetera

Roger Brunk Jr. is a financial advisor with Cetera, holding the Series 66 designation and bringing 25 years of industry experience. His career includes long tenures at Avantax Investment Services and 1st Global Capital Corp., as well as ongoing involvement with Landmark Financial LLC. Outside of his advisory work, he serves on the boards of the Financial Services Institute and Firstar Financial Corporation, and owns several business ventures including merchant processing and real estate holding companies. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. It offers multiple portfolio management options through a multi-manager platform, providing a wide range of discretionary and non-discretionary services across diverse program structures.

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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Stanley L

Series 63

Russellville, AR

Raymond James Financial

Stanley Langley Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Raymond James and its affiliates since 2013. Langley is also the owner and CEO of Langley Wealth Management, LLC, an independent contractor business based in Russellville, AR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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

Series 66

Russelville, AR

Raymond James Financial

Eric Witt is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2019 and previously worked at Morgan Stanley from 2011 to 2019. Outside of his advisory role, Witt is involved in agricultural business as the owner of Witt Farms and holds ownership positions in several other private business ventures. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advising 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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Erika H

Series 66

Russellville, AR

Mass Mutual Investors Services

Erika Hays is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo and Thrivent Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven client relationships.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Chad M

Series 66

Russellville, AR

OSAIC

Chad Mitchell is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Osaic Wealth in 2026. Prior to his financial services career, he held positions in the furniture industry. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging various tools and third-party platforms to construct and manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Founder/Business Owner Executive
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Donna B

Series 63, Series 65

Russellville, AR

Primerica Advisors

Donna Brandt is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Hubbs & Whitehead CPAs, Pro Care Innovations, Landmark PLC, and ArcBest. In addition to her advisory work, Brandt owns a firm that provides bookkeeping services to six entities. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers model-based investment strategies supported by third-party asset managers and custodial services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Rondale K

Series 66

Russellville, AR

Edward Jones

Rondale Ketchum II is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Verizon from 2015 to 2017. He holds the Series 66 designation. 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 services, including discretionary and non-discretionary 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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Tori D

Series 66

Russellville, AR

Cetera

Tori Dockery is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Arvest Wealth Management and Centennial Bank. Outside of financial services, she works as a real estate agent with Moore & Co., Realtors. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by over 10,000 advisors and approximately $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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Steve S

Series 63, Series 65

Russellville, AR

Equitable Advisors

Steve Smith is a financial advisor with Equitable Advisors in Russellville, Arkansas, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, Smith is also a songwriter and singer with Boston Mountain Music Inc., a role he has maintained since 1975. Equitable Advisors serves individuals across wealth levels, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm’s approach involves risk assessment and matching clients to advisory programs or managers, utilizing both proprietary and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jennifer V

Series 66

Russellville, AR

LPL Financial

Jennifer Van Houtte is a financial advisor at LPL Financial with 26 years of industry experience. She holds the Series 66 designation and has worked at Linsco/Private Ledger Corp since 2004, following brief tenures at LPL Financial and Merrill in 2003 and 2004. She is also involved with VAN HOUTTE, LLC and operates under the name Van Houtte Investment Management. 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 institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a platform that supports discretionary and non-discretionary investment strategies and integrates both proprietary and third-party resources.

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

Series 63, Series 65

Russellville, AR

Primerica Advisors

Paulette Coffman is a financial advisor with Primerica Advisors in Russellville, AR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been affiliated with PFS Investments Inc., Primerica Financial Services, and her own practice since 1998. Outside of advisory work, she is involved in the sale of home-related products, including loan products, home security, and automation services for affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jarrod T

Series 63, Series 65

Russellville, AR

Cetera

Jarrod Toland is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 21 years of industry experience. His work history includes various roles at First Allied Advisory Services and First Allied Securities from 2004 to 2022. Outside of his advisory work, Toland is the managing member of Advanced Wealth Management, LLC, and is also active as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with options for discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Brent J

Series 66

Russellville, AR

Edward Jones

Brent Jones is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2005. Outside of his advisory role, he operates a small beef cattle farm on his family property in Perryville, Arkansas. 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 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 Retirement withdrawal strategies Income planning General retirement planning Retired Founder/Business Owner Executive
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Michael A

CFP®, Series 66

Russellville, AR

Edward Jones

Michael Allinson is a CFP®-designated financial advisor with Edward Jones, based in Russellville, Arkansas, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves on the Business Advisory Board at Arkansas Tech University and acts as a guest lecturer for business classes. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Retirement income strategy Founder/Business Owner
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