Top equity compensation tax strategy financial advisors in Fayetteville, AR

Jason Webb is a financial advisor with LPL Financial in Fayetteville, Arkansas, holding a Series 66 license and bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he spent 13 years at SII Investments Inc. He is also president and owner of Cornerstone Wealth Management, Inc., an insurance agency offering life, disability, dental, and vision insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides 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.

Jacob Kerksieck is a financial advisor at Oath Planning, LLC with seven years of industry experience. He holds a Series 65 designation and also practices law at Oath Law, focusing on estate planning, trusts, and wills. His background includes work at the Henry Law Firm and serving four years at the University of Arkansas. Oath Planning provides investment management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, nonprofits, and small businesses. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and model portfolios and integrates legal and insurance services through its affiliated law practice.

Joseph Mc Clung III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously at TD Ameritrade Investment Management and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mark Gilbert is a financial advisor at &Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and First Horizon Advisors. Gilbert serves as a board member of the Summersby Homeowners Association in Fayetteville, Arkansas. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement consulting, utilizing a combination of proprietary and third-party strategies through discretionary and non-discretionary accounts.

Kerry Bradley is a CFA® charterholder with 27 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked for two years, following a 25-year tenure at Garrison Asset Management LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a wide range of portfolio strategies and integrates financial planning, tax, and bill-pay services into client relationships.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Joseph Niehaus is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Jefferies in 2023, he worked at Golden 1 Credit Union and SAFE Credit Union. He also serves as a part-time lecturer at California State University, Sacramento, teaching a graduate-level financial markets course. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized planning process that includes balance sheet reviews, tax and estate planning, executive compensation, and philanthropic planning.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.