Independent 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 bringing 16 years of industry experience. His prior work includes roles at Money Concepts Capital Corp., Veritas Independent Partners, and various insurance agencies. Outside of his advisory work, he is involved in Dickerson Insurance and Financial Services, a property and casualty business. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and financial planning with strategies that include ETF-driven allocations and options-based programs supported by fundamental and cyclical analysis.

Andrew Bell is a Series 66-licensed financial advisor at Raymond James Financial with 24 years of industry experience. He worked at Edward Jones for 19 years before joining Raymond James in 2021. 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, institutions, and nonprofits. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a specialized municipal advisor affiliation.

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 Little Rock, AR, holding a Series 65 designation with five years of industry experience. He previously worked at Southern Glazers Wine & Spirits for eight years before joining C & S Capital Management in 2019. Outside of his advisory role, he serves as Vice President of C & S Business Services, a bookkeeping firm. C & S Capital Management provides personalized portfolio management services primarily to individual clients, including high-net-worth households. The firm manages approximately $34.5 million in assets for about 28 clients, using discretionary portfolio management with regular account reviews.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.