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Scott S

Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Scott Sherry is an advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Sherry Group since 2004 and previously worked at Signator Investors, Inc. and OSAIC. Outside of advisory work, he is engaged in farm labor activities. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm serves approximately 203 client households and manages around $130 million in assets, using a tailored approach that combines fundamental, technical, and cyclical analysis to build and monitor discretionary portfolios.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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H. Raymond S

ChFC®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

H. Raymond Sherry is a ChFC® credentialed financial advisor with 44 years of industry experience. He is the owner and advisor at The Sherry Group, Inc., where he has worked since 2007, and has prior experience with OSAIC and Signator Investors, Inc. Outside of his advisory role, he manages a farm where he breeds and sells horses and produces hay. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages about $130 million in client assets across 203 households, emphasizing tailored asset allocation and a blend of fundamental, technical, and cyclical analysis to create individualized portfolios.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Thomas C

CFP®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Thomas Czanstkowski is a CFP® professional with 27 years of industry experience, currently serving at The Sherry Group, Inc. in Mountain Home, Arkansas. He has held roles at Signator Investors, Inc., and is active in community organizations including the Mountain Home Bomber Boosters Foundation and Mountain Home Youth Baseball. Czanstkowski also serves on the boards of several charitable organizations such as the Fellowship of Christian Athletes and Care Center Ministries. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm customizes portfolios using fundamental, technical, and cyclical analysis and offers fiduciary retirement-plan advice alongside access to third-party model portfolios and insurance products.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Andrew F

Series 63, Series 66

Mountain Home, AR

Kingsview Wealth Management, LLC

Andrew Farmer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Kingsview in 2025, he worked at Edward Jones for over two decades. Outside of his advisory role, he is involved in the Iron Oak Society, a men's group focused on business, financial, fitness, and moral development. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a range of clients including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Stephen F

Series 63, Series 65

Midway, AR

HBW Advisory Services LLC

Stephen Foley is a financial advisor with HBW Advisory Services LLC in Kerrville, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with HBW Advisory Services and HBW Insurance & Financial Services since 2010. Outside of his advisory role, Foley is the sole owner of Guadalupe Investment & Advisory Services, where he handles sales and marketing. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm combines tactical asset allocation, fixed income, and multi-manager diversification using third-party money managers and sub-advisers, and it supports its operations with AI tools for efficiency.

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

Series 63, Series 65

Norfork, AR

Alexander Capital Wealth Management LLC

Anthony Brasuell is a financial advisor at Alexander Capital Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alexander Capital Wealth Management since 2017, following 18 years at Edi Financial, Inc. Brasuell is the sole owner of Brasuell Financial Services, a non-investment-related business. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and utilizes both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Zachary F

Series 66

Mountain Home, AR

Kingsview Wealth Management, LLC

Zachary Farmer is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Habitat Hyett. Prior to his financial services career, he served four years in the United States Marine Corps. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Calvin L

Series 65

Mountain Home, AR

The Fiduciary Alliance

Calvin Leonard is a Series 65-licensed financial advisor at The Fiduciary Alliance with one year of industry experience. His prior roles include positions at Forthright Capital Partners LLC, McKellar & Co, and Arkansas Blue Cross and Blue Shield. In addition to his advisory work, Leonard is an insurance agent focused on individual life insurance and fixed annuity products. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and provides discretionary portfolio management, estate planning, and risk-management reviews, among other services.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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Thomas L

Series 66, Series 63

Cotter, AR

Empower Advisory Group

Thomas Legendre is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at several firms including Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory roles, he has a long-term affiliation with Avoca Duck Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services through Empower’s recordkeeping and administrative platforms, with an emphasis on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Geoffrey S

CFP®, Series 66

Mountain Home, AR

Edward Jones

Geoffrey Smith is a CFP®-designated financial advisor with Edward Jones in Mountain Home, Arkansas, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. In addition to his advisory role, he is a co-owner and involved in oversight of a local liquor store and several real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

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

CFP®, Series 66

Mountain Home, AR

LPL Financial

Joshua Willard is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2016. He operates a business under the name Mountain Wealth Management in Gassville, AR, and is also involved in non-variable insurance activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

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

CFP®, Series 63

Mountain Home, AR

Raymond James Financial

Jeffrey Speight is a CFP® with 35 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Tanglewood Total Wealth Management, Inc. for 13 years. Outside of his advisory roles, he has been involved with the Catholic Church for over a decade and is associated with FSIS Group, a non-investment related support company in Mountain Home, AR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network with institutional consulting and portfolio management.

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

Series 66

Mountain Home, AR

Cambridge Investment Research Advisors

Trevor Himschoot is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked in insurance agencies, including his own Himschoot Insurance Agency since 2020. He serves on the board of a local Rotary club and is a board member of Into the Light, a nonprofit advocating for victims of human trafficking. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients with financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment approaches, including proprietary model strategies and third-party solutions, with both discretionary and non-discretionary options tailored to client objectives.

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

CFP®, Series 63

Mountain Home, AR

LPL Financial

Lawrence McGrath is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked at NEXT Financial Group, Inc. for 18 years. In addition to his advisory work, he is involved as an artist and musician through Tonedaddy Publishing. 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 and financial planning services, combining discretionary and non-discretionary management with research-supported model portfolios.

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

Series 63, Series 66

Mountain Home, AR

LPL Financial

David Richter is a financial advisor at LPL Financial with Series 63 and Series 66 registrations. He has prior experience working for GreatBanc Trust Company from 2015 to 2026 and has been with LPL Financial since 2026. Richter also has a brief record of retirement and involvement with Upstream Investment Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

Series 63, Series 65

Mountain Home, AR

Thrivent Investment Management

Shawn Taylor is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Thrivent since 2002. Outside of his advisory role, Taylor serves as president of the Tecumseh Volunteer Fire Department, secretary of the Trinity Lutheran Church Council, and is a board member of Mountain Home Christian Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a broad range of planning topics but does not manage client portfolios or provide institutional advisory services.

Business ownership considerations
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Benjamin P

CFP®, Series 66

Mountain Home, AR

Edward Jones

Benjamin Plumlee is a CFP® with 11 years of industry experience and has been with Edward Jones since 2014. He is based in Mountain Home, Arkansas. Outside of his advisory role, he is the owner of a rental property business in Mountain Home, AR. 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 supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Mountain Home, AR

Edward Jones

Heather Shockley is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for four years at Baxter Regional Medical Center in the Cancer Diagnostic Center/Gastro department. 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 and fiduciary advisory services supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Dominique P

Series 63, Series 66

Mountain Home, AR

Ameriprise

Dominique Perna is a financial advisor with Ameriprise in Mountain Home, Arkansas, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Ameriprise and its related entities since 2016. Perna is also employed by Insperity PEO Services L.P., which provides employment compensation services to franchise advisors. 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 tax-aware retirement income planning advice, utilizing proprietary research and third-party data.

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

Series 63, Series 65

Mountain Home, AR

Edward Jones

Chadwick Beshears is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2002. 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 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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Michael S

Series 66

Mountain Home, AR

Cambridge Investment Research Advisors

Michael Stockton is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Raymond James Financial Services Advisors. Stockton serves as president of the Rotary Club of Mountain Home and is a board member of the Bomber Booster Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

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

CFP®, Series 63, Series 65

Mountain Home, AR

Raymond James Financial

Kent Rhoades is a CFP® professional with 29 years of industry experience, currently affiliated with Raymond James Financial in Mountain Home, AR. He has worked with Raymond James since 2018 and previously spent nine years at Wells Fargo Clearing. Outside of his advisory role, he founded a 501(c)(3) public charity, Ozarks Keystone Trail Endowment, in memory of a local community leader. 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, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and modeling tools, and supports its services through a large network of advisors and affiliated firms.

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

Series 66

Mountain Home, AR

Raymond James Financial

Kimberly Pace is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. Her background includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. She is also an officer and treasurer on the advisory board of the Mountain Home Area Chamber of Commerce. 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 investors. The firm offers tailored, non-discretionary planning and consulting 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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Brock B

Series 66

Mountain Home, AR

Raymond James Financial

Brock Bettenhausen is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James in 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting, supporting clients through its advisory programs and affiliated advisors.

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

Series 66

Mountain Home, AR

Edward Jones

Brandon Barnes is a Series 66-licensed financial advisor with Edward Jones in Mountain Home, Arkansas. He has one year of experience at Edward Jones and previously worked at Arvest Bank, First Security Bank, and Centennial Bank. Outside of his advisory role, he owns and manages several small businesses, including laundromats and real estate development ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated financial services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Melissa H

Series 66

Mountain Home, AR

Raymond James Financial

Melissa Havner is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of experience in the industry. Prior to her current role, she worked in healthcare, including positions at Vitality Plus Urology, Baxter Urology, King Dermatology, and Cardiovascular Associates of North Central Arkansas. 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 institutions. The firm employs tailored, non-discretionary planning and consulting using advanced analytical tools and supports clients through a broad advisor network and specialized programs.

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

Series 66

Mountain Home, AR

Raymond James Financial

Sandra Rehak is a Series 66 licensed financial advisor with Raymond James Financial in Mountain Home, Arkansas, with 21 years of industry experience. She has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, she is employed with FSIS Group in a non-investment-related support role. 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, institutions, and charitable organizations. The firm uses risk profiling and analytical modeling to deliver tailored, non-discretionary planning and supports municipal and public finance services 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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Logan S

CFP®, Series 66

Mountain Home, AR

Raymond James Financial

Logan Stone is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors from 2010 to 2018. Outside of financial advising, he manages a livestock farming operation, serves as president of the Fulton County Conservation District board, and oversees operations for a local fire department. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance 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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Luke G

Series 66

Mountain Home, AR

Cetera

Luke Glasscock is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, LPL Financial, and Cornerstone Wealth Management. In addition to his advisory work, Glasscock serves as a commissioner overseeing operations of the Lone Rock Volunteer Fire Department. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts.

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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Noah T

Series 65, Series 63

Mountain Home, AR

Edward Jones

Noah Thompson is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Edward Jones since 2020, including his current role in Mountain Home, AR. Outside of his advisory duties, he serves on the finance committee at Eastside Baptist Church, where he helps oversee and develop the church’s budget. 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.

College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Savannah S

Series 66

Mountain Home, AR

Cambridge Investment Research Advisors

Savannah Sasser is a Series 66-credentialed financial advisor with three years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Thrivent Investment Management and Thrivent Financial. Outside of advising, she has experience in administrative roles related to trading. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of proprietary and third-party investment strategies and multiple custody platforms.

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

Series 66

Mountain Home, AR

Edward Jones

Krystal Hastings is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked in insurance at Affordable Insurance for 14 years. Outside of her advisory role, she co-owns a small business creating custom Christian-themed t-shirts with her daughter. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Seth B

Series 66

Mountain Home, AR

Edward Jones

Seth Beshears is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he worked briefly at State Farm and has served as Assistant Manager of the Mountain Home City Pool, where he managed the local pool facility and lifeguard team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Mountain Home, AR

Raymond James Financial

Ronda Kohl is a Series 66-credentialed financial advisor with five years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience with LPL Financial and Baxter Regional Medical Center. Outside of her advisory role, she serves as secretary and advisory board member for the White River Valley Homeowners Association in Mountain Home, Arkansas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a range of advisory programs, including municipal and public finance services.

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

Series 66

Bull Shoals, AR

Edward Jones

Don Leupold Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as an ice hockey official for USA Hockey. 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 strategies, and it operates a large network of financial advisors and branch offices across the country.

General retirement planning Retired Founder/Business Owner Executive
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