Top financial advisors working with military members and veterans 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.

Craig Schwegman is a financial advisor with Edward Jones in Erie, PA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Jonathan Pollack is a Financial Consultant currently serving clients at Fidelity. He has held several roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial Services LLC from 2022 to 2023. His professional background is complemented by his service as a U.S. Army Special Forces Green Beret, which has contributed to his strategic approach to financial planning. Jonathan holds a California Insurance License, supporting his work in financial consulting. Born and raised in Northern Nevada, Jonathan is committed to serving his community. His personal interests include family activities, fitness, football, military service, pets, and volunteering.

Quintina Wallace is a Financial Advisor at Merrill Lynch Wealth Management, specializing in small business retirement plans and qualified plan education. She partners with business owners to design, implement, and service retirement plans that align with their workforce needs and business objectives. Quintina helps plan sponsors evaluate plan designs, fulfill fiduciary responsibilities, and improve participant outcomes by coordinating with recordkeepers, TPAs, accountants, and other service providers. Quintina holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's degree from Albany State University. Quintina also serves as a resource for retirement plan participants, providing education and personalized guidance to assist them in making informed financial decisions throughout life transitions such as retirement and career changes. Beyond her professional role, Quintina is involved with organizations such as the Alzheimer's Association, the COVA Christian Chamber of Commerce, and the National Association of Plan Advisors. Her personal interests include camping, hiking, and spending time with her family.

WHAT I DO: I help Locum Tenens physicians and advanced practice providers gain clarity about their finances, identify opportunities and pitfalls, and stay on track with a trusted accountability partner. WHY IT MATTERS: Three recurring concerns stand out in my conversations with Active Duty Military and Civilian physicians and advanced practice providers: Skill Atrophy – Concerns about staying clinically sharp and staying competitive due to limited patient volume or exposure to diverse clinical settings. Financial Catch-Up – After years of training, many feel the pressure to fast-track savings and build long-term financial security. Time Flexibility – A deep desire for greater control over one’s schedule to prioritize family, entrepreneurship, or personal goals. These pressures often lead physicians to pursue Locum Tenens work—part-time or full-time—for its higher earning potential and flexible structure. But with that flexibility comes greater financial complexity, making a clear strategy and support system more important than ever. HOW I DO IT: Together, we assess your strengths and gaps across the six pillars of financial planning: Cash Flow Management, Risk Management, Estate Planning, Tax Strategy, Retirement Planning, and Investment Management. Then, we develop action items over 3 months to strengthen your financial foundation. Clients are empowered to self implement recommendations or collaborate with us for efficiency and accountability. NEXT STEPS: Ready to take control of your financial future? Connect with me on LinkedIn or reach out directly at [email protected]—I’d love to learn more about your goals and how I can help. MORE ABOUT ME: I rediscovered my love for running three years ago thanks to one of my sons, starting with local 5Ks around the San Francisco Bay Area. Since then, I’ve become especially fond of the half-marathon distance, with races like the Oakland and San Francisco Half under my belt. Marathon training is next on the horizon, and I’m looking forward to the challenge. I also love exploring new places—favorites so far include Ilocos Sur (Philippines), Tokyo, Seoul, Busan, Barcelona, Lisbon, and London.

Scott Cadieux is a CFP® with 27 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services, Strategic Advisers LLC, and Fidelity Personal and Workplace Advisors before founding Echelon Private Wealth LLC, where he has been since 2020. Outside of his advisory work, he owns and operates a vending machine business and works as an independent insurance agent. Echelon Private Wealth provides discretionary portfolio management, asset allocation advice, and goal-based financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering customized investment strategies including options programs managed on a discretionary basis.