Top college savings (529s, UTMA, etc.) financial advisors in Arkadelphia, AR

David Sims is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Arkadelphia, AR, and volunteers as a firefighter for the City of Arkadelphia. Additionally, he is a silent partner in a logistics and leasing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a national network of more than 23,700 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Dickerson is a financial advisor with RCM Wealth Advisors in Hot Springs, AR, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Money Concepts Capital Corp., Veritas Independent Partners, and multiple insurance agencies. He also operates Dickerson Insurance and Financial Services, a property and casualty business. RCM Wealth Advisors provides investment portfolio management and financial planning to individual clients, pension and profit-sharing plans, and corporate entities. The firm employs both discretionary and non-discretionary strategies, utilizing fundamental and cyclical analysis overseen by an internal Investment Policy Committee.

Andrew Bell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Raymond James in 2021, he worked at Edward Jones for 19 years. Outside of his advisory role, Bell serves as President of the Arkadelphia Public Schools Board of Education. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional portfolio management.

Christopher Brune is a CFP® with 26 years of experience, operating Cornerstone Financial Consulting LLC in Arkadelphia, Arkansas. He has served as a finance professor at Ouachita Baptist University since 2009, where he also advises a student-managed investment fund. Additionally, he is vice-chair of the trust investment and investment management committees at Arvest Wealth Management and is a minority owner of Standing Steady, LLC, a company that offers a product to assist duck hunters with wader removal. Cornerstone Financial Consulting LLC provides fee-only financial planning and asset management to individuals and families, focusing on cash flow, debt management, retirement, estate, tax, and investment matters. The firm emphasizes a long-term, asset-allocation approach supported by fundamental analysis and does not accept discretionary trading authority, leaving investment decisions to clients.

Kyle Overturf is a financial advisor at C & S Capital Management, Inc. in Bismarck, AR, holding a Series 65 designation with six years of industry experience. Prior to his advisory role, he worked for Southern Glazers Wine & Spirits for eight years. He is also Vice President of C & S Business Services, a bookkeeping business unrelated to investments. C & S Capital Management serves individual clients, including high-net-worth households, providing personalized portfolio management with discretionary account oversight. The firm manages approximately $34.5 million in assets across about 28 clients.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.