Top financial advisors working with mid-career professionals in Fayetteville, AR

Jason Webb is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018 and has been associated with SII Investments Inc. since 2005. Webb is also president and owner of Cornerstone Wealth Management, Inc., an insurance agency offering life, disability, dental, and vision insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jacob Kerksieck is a financial advisor at Oath Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked with Oath Planning since 2024. In addition to his advisory role, he practices law at OATH Law, where he focuses on estate planning, trusts, and wills. Oath Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses. The firm manages approximately $285 million for about 500 clients and integrates estate-planning legal work and insurance product implementation within its service offerings.

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 with &PARTNERS, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 13 years. Gilbert serves as a board member of the Summersby Homeowners Association in Fayetteville, Arkansas. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services with a range of portfolio management options and employs fundamental, technical, and quantitative analysis in its investment approach.

Kerry Bradley is a CFA® charterholder with 26 years of industry experience. He is currently with MAI Capital Management, LLC, having joined the firm in 2024 after 25 years 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 customizes portfolio management across multiple strategies and also offers trust and insurance administration through affiliated entities.

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.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

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.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.