Top financial advisors working with high-net-worth individuals in Hot Springs, AR

Jared Zeiser is a financial advisor at Zeiser Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial Services and Triad Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent. Zeiser Wealth Management LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios and offers both discretionary management and stand-alone consulting.

Chad Amerson is a financial advisor at New Horizon Asset Management in Hot Springs, Arkansas, with 23 years of industry experience. He holds a Series 66 designation and has been with Capital Financial Advisors, Inc. since 2006. In addition to his advisory role, he is also licensed as an insurance agent. New Horizon Asset Management is an independent firm offering portfolio management, retirement and estate planning, and insurance-related advice to individuals, institutions, and business entities. The firm uses a combination of long- and short-term investment strategies, including fundamental and technical analysis, with discretionary trading authority and regular account reviews.

Cara Bunn is a Series 66-licensed financial advisor with Edward Jones in Hot Springs, AR, where she has worked since 2021. She has two years of industry experience and has previously worked at Allied Government Solutions and the Arkansas Passport Center. Outside of her advisory role, she is an executive consultant with Rodan and Fields, selling skincare products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Ralph Cross is a financial advisor with Wells Fargo Advisors in Hot Springs, Arkansas, holding a Series 66 designation and 26 years of industry experience. He previously worked at Stephens Inc for nine years before joining Wells Fargo Advisors in 2018. Cross also owns and manages R. Cross Asset Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad range of planning options using proprietary research and tools, with tailored recommendations delivered through advisor meetings and written summaries.

Terry Bewley is a financial advisor at Strongtower Wealth Management, Plc with nine years of industry experience. He holds a Series 66 designation and has worked at Strongtower since 2018. Bewley serves as a chaplain in the US Navy Reserves and is a public speaker, teaching on Biblical and personal finances at churches and conferences. Strongtower Wealth Management is a team adviser serving individuals, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm uses a Modern Portfolio Theory-based approach with periodic rebalancing and offers access to mutual funds, ETFs, individual securities, and private investments for qualified clients.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.