Flat-fee, ESG / Sustainable investing financial advisors in Little Rock, AR

Lamar Rochell is a financial advisor at Applied Capital LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cottingham & Butler and Northwestern Mutual. Before entering the financial services field, he held roles in healthcare and education, including positions at the Physical Therapy Institute and the University of Arkansas Monticello. Applied Capital LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification, employing mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating digital estate-planning tools and multi-tiered financial planning services.

Kevin Kordsmeier is a CFP®-credentialed financial advisor with Edward Jones in Little Rock, AR, with over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is a passive investor in several businesses, including a restaurant, banking, fintech ventures, medical marijuana processing, online payment providers, and hotel operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Mark Massey is a financial advisor at Capital Square, LLC in Little Rock, AR, holding a Series 66 designation with 15 years of industry experience. He has worked at Capital Square since 2017 and previously spent three years with Bellwether Investment Group. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and discretionary and non-discretionary portfolio management, tailoring portfolios through diversified asset allocation and employing various strategies as appropriate.

Jacob Duke is a CFP® and Series 65 credentialed financial advisor at Rivertree Wealth with seven years of industry experience. He previously worked at Applied Capital LLC for five years and Argent Financial Group, Inc. for three years. Rivertree Wealth serves individual and high-net-worth clients by providing discretionary investment management and standalone financial planning services. The firm’s investment approach centers on modern portfolio theory and passive management through diversified, risk-based allocations, with regular portfolio reviews and integration of held-away retirement accounts.

Robin Gann is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for CareLink and is a member of the Dean's Leadership Council at the University of Arkansas at Little Rock College of STEM, where he chairs the Membership Committee. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies. The firm’s approach incorporates proprietary research and third-party data to address asset allocation, withdrawal strategies, and Social Security claiming options within a defined investment framework.

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.

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.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

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.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.