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Marc A

CFP®, Series 63

Lamar, AR

Cetera

Marc Anderson is a CFP® with 41 years of industry experience, currently serving as an advisor at Cetera. He has operated his own financial services firm, Marc E. Anderson, Inc., since 2007 and owns MEA Tax Advisors, LLC, a tax preparation business. In addition to his financial career, he manages Cobos AA Ranch, LLC, a cattle and hay farm. Cetera Investment Advisers LLC is a large SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and third-party 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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Johnna B

Series 66

Clarksville, AR

Edward Jones

Johnna Baker is a Series 66-licensed financial advisor with Edward Jones, based in Clarksville, Arkansas. She has a total of nine years of industry experience, all with Edward Jones. Outside of her advisory role, she is involved in property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Collin T

ChFC®, Series 66

Clarksville, AR

Edward Jones

Collin Taheri is a financial advisor with Edward Jones in Clarksville, Arkansas, holding a ChFC® designation and Series 66 license, with six years of industry experience. Prior to joining Edward Jones, he worked at Arvest Wealth Management and has a background that includes roles outside finance, such as at Best Western and ABC Children Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Michael B

Series 66

Clarksville, AR

Edward Jones

Michael Baker is a financial advisor with Edward Jones in Clarksville, AR, holding a Series 66 designation. He joined Edward Jones in 2026 after a career spanning over 30 years in the agricultural industry with The Pictsweet Company and Bright Harvest Sweet Potato Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Liquidity event planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
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