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Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

Michael Tyler is a CFA® charterholder and the sole advisor at Eagle Valley Wealth Management in Vilonia, Arkansas. He has experience at MetLife Investment Management and Ameri-Can International Academy prior to founding his independent advisory firm. Eagle Valley Wealth Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines Modern Portfolio Theory with third-party investment models to customize portfolios and offers fixed, project, and hourly fees rather than percentage-of-assets billing.

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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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.

Real estate investing Annuities Options & derivatives strategies
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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.

Real estate investing Annuities Options & derivatives strategies
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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.

Real estate investing Annuities Options & derivatives strategies
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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.

Real estate investing Annuities Options & derivatives strategies
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Christopher C

Series 63, Series 65

Jacksonville, AR

Virtue Capital Management, LLC

Christopher Clay is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019, with prior experience at Valic Financial Advisors and GWFS Equities. Outside of his advisory role, he is involved in coaching dental practices on business development and insurance planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and ERISA consulting, employing model-driven strategies primarily using mutual funds and ETFs.

Retirement income strategy Social Security optimization Wealth management
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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.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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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.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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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.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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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.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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Kathryn C

Series 63, Series 66

Beebe, AR

St. Bernard Financial Services, Inc.

Kathryn Carroll is a financial advisor at St. Bernard Financial Services, Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with St. Bernard Financial Services since 2010. 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 using tactical asset allocation based on Modern Portfolio Theory, with an emphasis on low-cost, no-load funds and collaborative client relationships.

Annuities Wealth management
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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.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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Caleb F

Series 66

Cabot, AR

Lincoln Investment

Caleb Fite is a financial advisor at Lincoln Investment with a Series 66 designation and four years of industry experience. Prior to joining Lincoln Investment, he held roles at Fidelity Investments and Capital Analysts. He is also an insurance agent providing insurance services to clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a mix of in-house and third-party strategies using both strategic and dynamic approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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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.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Angel D

Series 63, Series 66

Cabot, AR

Lincoln Investment

Angel Duncan is a financial advisor with Lincoln Investment in Cabot, Arkansas, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining Lincoln Investment in 2012, Duncan worked at Cincinnati Analysts, Inc. and Wells Fargo Clearing. Outside of advising, Duncan is a notary public. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs that combine strategic and dynamic investment approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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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.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Ryan B

CFP®, Series 66

Cabot, AR

Lincoln Investment

Ryan Boyd is a CFP® professional with 25 years of industry experience, currently serving at Lincoln Investment and AnchorPoint Financial, LLC. His prior experience includes eight years with Cincinnati Analysts, Inc. He is active in community and nonprofit roles, including serving on the boards of Fellowship Missions and the Walton College Alumni Society, as well as volunteering with the Fellowship of Christian Athletes. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, and businesses, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of managed portfolios and operates both as an SEC-registered investment adviser and broker-dealer.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Diane T

Series 63, Series 66

Cabot, AR

LPL Financial

Diane Talley is a financial advisor with LPL Financial in Cabot, Arkansas, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with LPL Financial since 2007. Talley also serves as a notary, dedicating a small portion of her time to this role during securities trading hours. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management across a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Abbie G

Series 66

Vilonia, AR

Cetera

Abbie Gordon is a financial advisor with Cetera, holding a Series 66 license and five years of industry experience. Prior to joining Cetera, she worked at Concourse Financial Group Securities Inc and Stephens Inc. She also operates Gordon Financial Services Inc, providing life and annuity insurance product sales and support to other licensed associates. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

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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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.

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas R

Series 63, Series 66

Cabot, AR

LPL Financial

Thomas Rigney Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, Rigney is co-owner of Vesuvio Bistro, a business located in Little Rock, Arkansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing proprietary and third-party research along with various portfolio management strategies.

College savings (529s, UTMA, etc.)
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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.

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

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Retired Founder/Business Owner Executive
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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.

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

Series 66

Cabot, AR

Cetera

Charles Thomas is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Edward Jones and Sunovion Pharmaceuticals. Outside of his advisory work, he is involved in breeding and selling Golden Doodles and English Cream Golden Retrievers and is a partial owner of a live music business called The Dadbodz. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing for a variety of investment strategies and program options.

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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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.

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

Series 66

Beebe, AR

Ameriprise

William Handly is a financial advisor with Ameriprise in Beebe, Arkansas, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Handly serves on the Board of Directors for the Beebe Chamber of Commerce and is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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James B

Series 63, Series 65

Cabot, AR

LPL Financial

James Brandt is a financial advisor with LPL Financial in Cabot, AR, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Investment Centers of America since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management services.

College savings (529s, UTMA, etc.)
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Jason J

Series 66

Ward, AR

Cambridge Investment Research Advisors

Jason Johnson is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He previously worked at Charles Schwab and Edward Jones. Outside of his advisory role, he volunteers as a class facilitator for Financial Peace University and owns Jayfra Enterprises LLC, where he works as a DJ. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Marlena S

Series 66

Sherwood, AR

Edward Jones

Marlena Supina is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as an Avionics Systems Technician in the Arkansas Air National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services with a nationwide network of more than 23,000 financial advisors.

Retirement income strategy General retirement planning Military & Veterans
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Eddie C

Series 66

Beebe, AR

Ameriprise

Eddie Carlton Jr. is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at MWA Financial Services, Edward Jones, and Modern Woodmen of America. In addition to his financial career, he has experience in the electrical industry through his work at Carlton-Webb Electric Inc. 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 annual retirement income planning advice 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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Brandon S

Series 63, Series 66

Beebe, AR

Edward Jones

Brandon Stane is a financial advisor with Edward Jones in Beebe, Arkansas, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Stephens Inc. for five years and has a background that includes employment at Northwestern State University and a brief role at Crossroads Liquor. 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, with approximately $1.01 trillion in assets under management supported by 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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Weston K

Series 66

Sherwood, AR

Edward Jones

Weston Kelly is a Series 66-licensed financial advisor with Edward Jones, based in Sherwood, Arkansas, with one year of industry experience. Prior to joining Edward Jones, he held roles in healthcare and transportation, including positions at CHI St. Vincent and University Arkansas for Medical Sciences. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets, supported by 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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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.

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Business succession planning Founder/Business Owner
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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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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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.

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