Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar

Gregory O

Series 63, Series 65

Greenbrier, AR

Financial Professionals Incorporated

Gregory Ostedgaard is a financial advisor with Financial Professionals Incorporated in Greenbrier, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Financial Professionals Incorporated since 2002 and has been self-employed in insurance sales and servicing since 1981. He is also a licensed insurance agent involved in insurance product sales. Financial Professionals Incorporated provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and corporate entities, including pension and profit-sharing plans. The firm employs defined model portfolios and utilizes the Envestnet third-party strategist network, with a focus on ERISA plan services including 3(21) fiduciary and 3(38) investment manager roles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

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.)
user avatar
firm logo

Daniel A

Series 65

Conway, AR

Antoine Wealth Management

Daniel Antoine is the principal advisor at Antoine Wealth Management in Conway, AR. He holds a Series 65 designation and has three years of experience in financial advising. Prior to founding his firm, he worked in the energy sector, including roles at Enable Midstream Partners, LP and Energy Transfer LP, where he currently serves as a Senior DOT Compliance Specialist. Antoine Wealth Management serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning, retirement and education planning, and portfolio management. The firm’s investment approach integrates fundamental analysis with Modern Portfolio Theory, emphasizing tail-risk management through scenario analysis and stress testing, and employs both active and passive strategies tailored to client needs.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
user avatar

Lane C

Series 65, Series 63

Conway, AR

Asheri Grove Financial Planning

Lane Carter is a financial advisor at Asheri Grove Financial Planning with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with firms including Northwestern Mutual and MassMutual. Before entering financial advising, Carter worked in marketing and spent time as a student at the University of Central Arkansas. Asheri Grove Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build portfolios, offering both passive and active investment options with a fee-only structure.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Young Professionals
user avatar
firm logo

Townsend P

Series 66

Conway, AR

Riverland Wealth Management

Townsend Phipps is a financial advisor at Riverland Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Riverland Wealth Management since 2022. Prior to this, he was employed at Trutoro and NEXT Financial Group. Outside of his advisory role, Phipps is the president and owner of Rhinestone Capital Investments, LLC, where he also holds a real estate broker license. Riverland Wealth Management serves individual clients, charitable organizations, and businesses with investment management, financial planning, and retirement plan consulting. The fee-only firm employs an asset-allocation approach based on Modern Portfolio Theory, combining active and passive investment vehicles and managing approximately $53.3 million in discretionary assets.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies
user avatar
firm logo

Lindsay L

Series 63, Series 66

Greenbrier, AR

Planwiser Financial

Lindsay Lingo is a financial advisor at Planwiser Financial with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Signal Advisors, Mutual Advisors, LLC, and Sowell Management Services. Outside of her advisory role, Lingo owns Lingo Consulting, a firm that provides technology and operations consulting to businesses. PlanWiser Financial serves individual and high-net-worth clients, families, trusts, retirement plan sponsors, and charitable organizations. The firm employs a combination of strategic, dynamic, and tactical asset-allocation strategies supported by a proprietary quantitative optimization model, and offers integrated tax and accounting services through its affiliated entity, PlanWiser Tax, LLC.

General retirement planning Wealth management
user avatar
firm logo

Elizabeth C

Series 65

Conway, AR

Riverland Wealth Management

Elizabeth Chapman is a financial advisor at Riverland Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm full-time, she held positions at Conway Women's Health Center, Quiznos, University of Arkansas Community College, Cold Stone Creamery, and a primary school. Riverland Wealth Management serves individual clients, charitable organizations, and businesses with investment management, financial planning, and retirement plan consulting. The fee-only firm manages approximately $53.3 million in discretionary assets for about 319 clients, employing an asset-allocation approach based on Modern Portfolio Theory that utilizes both passive and active investment vehicles.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies
user avatar
firm logo

Wendy M

Series 63, Series 65

Conway, AR

Stephens

Wendy Martin is a financial advisor at Stephens with 27 years of industry experience. She has held roles at Stephens since 1998. Outside of her advisory work, she is a co-owner of a family farm involved in livestock, farming, and timber. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with substantial broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
user avatar
firm logo

Austin C

Series 66

Conway, AR

Stephens

Austin Cook is a financial advisor at Stephens with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Willow Springs Cattle Co. and Arkansas Earthworks. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
user avatar
firm logo

Samuel D

Series 66

Conway, AR

Stephens

Samuel Dunkum is a Series 66-licensed advisor at Stephens with four years of industry experience. His career includes multiple roles at Stephens since 2022 and prior experience at Harris Ford. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside advisory services.

Wealth management Private / alternative investments Tax-loss harvesting
user avatar
firm logo

Debbie L

Series 63, Series 65

Conway, AR

Stephens

Debbie Lilley is a financial advisor at Stephens with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 1998. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
user avatar
firm logo

Ian F

Series 63, Series 65

Greenbrier, AR

B. Riley Wealth Advisors, Inc.

Ian French is a financial advisor with B. Riley Wealth Advisors, Inc. in Greenbrier, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with B. Riley Wealth Management since 2012 and has been involved with Buffalo River Real Estate since 1993. French is also a caregiver volunteer with Easterseals Arkansas, supporting families and individuals with special needs. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Wealth management Retirement income strategy Executive Founder/Business Owner Retired
user avatar
firm logo

Michael H

Series 63, Series 65

Conway, AR

Arvest Wealth management

Michael Hazelwood is a financial advisor at Arvest Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Arvest Wealth Management since 2012. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs for individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and customized strategies aligned with client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Kimby O

Series 63, Series 65

Conway, AR

Stephens

Kimby O'briant is a financial advisor at Stephens with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 2002. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
user avatar
firm logo

William C

Series 66

Conway, AR

Stephens

William Cole is a financial advisor at Stephens with 26 years of industry experience. He holds a Series 66 designation and has been with Stephens since 2012. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs, committee-based oversight, and a range of services including portfolio management, financial planning, retirement-plan advisory, and institutional equity research.

Wealth management Private / alternative investments Tax-loss harvesting
user avatar
firm logo

Judah D

Series 65

Conway, AR

Gradient Advisors, Llc

Judah Day is a financial advisor at Gradient Advisors, LLC with over two years of industry experience and a Series 65 designation. He has been involved in investment advisory and consulting roles since 2004 through Judah Day & Associates INC. In addition to his advisory work, he is engaged in financial planning and insurance sales through affiliated entities. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Retirement income strategy General tax planning
user avatar
firm logo

Bryan C

Series 63, Series 65

Conway, AR

Stephens

Bryan Cook is a financial advisor with Stephens in Conway, Arkansas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stephens since 2016. Outside of his advisory role, Cook owns and operates Cook Family Farms, a registered Polled Hereford cattle production business. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, offering tailored portfolio solutions overseen by investment committees and individual advisors. The firm combines advisory services with broker-dealer and investment banking activities, supporting a range of client needs through discretionary portfolio management, financial planning, and institutional equity research.

Wealth management Private / alternative investments Tax-loss harvesting
user avatar
firm logo

Georgia S

Series 66

Conway, AR

Independent Advisor Alliance, LLC

Georgia Stuart is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. Her prior work background includes roles at LPL Financial, Dillard's Corporate Office, Cracker Barrel, and Target. Outside of advising, she is involved in social media activities under the name Georgia Wilder. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary portfolio management strategies along with technology platforms to support client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
user avatar
firm logo

Rebecca M

CFP®, Series 63

Conway, AR

Money Concepts Capital Corp

Rebecca Murdoch is a CFP®-certified financial advisor with 19 years of industry experience. She is currently affiliated with Trutoro and has held roles at Money Concepts Capital Corp, Veritas Independent Partners, LLC, and Murdoch Financial Services Inc. She is also involved in managing Murdoch Financial Services, which operates as Cardinal Investment Group, providing advisory and insurance services. Trutoro manages approximately $130 million in client assets, serving individuals, families, foundations, endowments, charitable organizations, and corporations. The firm employs a proactive, risk-aware investment strategy using a variety of asset classes and analytical methods, while also offering discretionary portfolio management and financial planning services.

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
user avatar
firm logo

John W

CFP®, Series 63, Series 65

Conway, AR

Benjamin F. Edwards & Company, Inc.

John Weir is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2014. His prior roles are not detailed. Outside of advisory work, he is a member of a family LLC managing farming interests. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of investment strategies, including model-based and customized portfolios, and combines broker-dealer capabilities with in-house trading and additional financial services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")