Top tax-loss harvesting 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.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

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.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.