Top retirement income strategy 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.

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.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 programs and investment options, operating under a fiduciary standard.