Seasoned financial advisors in Jonesboro, AR

The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.

You might seek a seasoned financial advisor when your financial situation involves complex decisions that benefit from deep experience, such as managing retirement income or navigating tax implications. Without an advisor who has substantial experience, you risk missing nuanced strategies that come from years of handling diverse client scenarios.

  • Long-term perspective. Experienced advisors often anticipate challenges and opportunities that newer advisors might overlook, helping you plan more effectively.
  • Complex tax navigation. Ask how they integrate state-specific factors like Social Security income exemptions into your retirement planning.
  • Holistic retirement planning. Confirm they consider all income sources and timing to optimize your financial security.
  • Adaptability to change. Inquire how they adjust strategies as laws and personal circumstances evolve over time.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Joe S

Series 65, Series 66

Jonesboro, AR

Lasting Mark Retirement Group LLC

Joe Selby is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Impact Legacy Retirement Group RIA, LLC and First Heartland Capital Inc. Selby is also owner of Selby Insurance & Financial, Inc., a business providing health, personal, and commercial insurance services. Lasting Mark Retirement Group serves individual and high-net-worth clients with portfolio management and financial planning, emphasizing modern portfolio theory and a long-term trading approach. The firm operates a five-advisor team across seven offices, managing approximately $33 million in assets and offering services through negotiated fixed annual planning packages.

Retirement income strategy Income planning Medicare planning General estate planning guidance
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Douglas D

Series 63, Series 66

Jonesboro, AR

Cetera

Douglas Doggett is a financial advisor with Cetera based in Jonesboro, Arkansas, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Northwestern Mutual and Regions Bank. Doggett has been with Cetera and its affiliates since 2018. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party managers, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bethany N

Series 66

Jonesboro, AR

LPL Financial

Bethany Noto is a financial advisor at LPL Financial with seven years of industry experience. She has previously worked at First Horizon Bank, Bank of America, Merrill, and Centennial Bank. Bethany serves on the boards of the United Way of Northeast Arkansas and the St. Bernards Development Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Stuart R

Series 63, Series 65

Jonesboro, AR

Raymond James & Associates

Stuart Reid is a financial advisor with Raymond James & Associates in Jonesboro, Arkansas, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns a business that measures running courses such as 5Ks and 10Ks. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Collin C

Series 66

Jonesboro, AR

Merrill

Collin Crawford is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Merrill and Bank of America, he has worked in various roles including positions at Arvest Bank and public service at the City of Jonesboro. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Scott M

Series 63, Series 65

New York, NY

Morgan Stanley

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

General estate planning guidance
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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David C

Series 63, Series 65

Houston, TX

LPL Financial

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Sarah C

CFP®, Series 63, Series 65

Boston, MA

Santander Securities LLC

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.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Linda P

Series 63

Mt. Laurel, NJ

BC Advisors, LLC

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.

Active portfolio management

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