CFP®-certified, wealth management financial advisors in Mountain Home, AR

Geoffrey Smith is a CFP®-designated financial advisor with Edward Jones in Mountain Home, Arkansas, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. In addition to his advisory role, he is a co-owner and involved in oversight of a local liquor store and several real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Shawn Taylor is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Thrivent since 2002. Outside of his advisory role, Taylor serves as president of the Tecumseh Volunteer Fire Department, secretary of the Trinity Lutheran Church Council, and is a board member of Mountain Home Christian Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a broad range of planning topics but does not manage client portfolios or provide institutional advisory services.

Andrew Farmer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Kingsview in 2025, he worked at Edward Jones for over two decades. Outside of his advisory role, he is involved in the Iron Oak Society, a men's group focused on business, financial, fitness, and moral development. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a range of clients including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

Thomas Czanstkowski is a CFP® professional with 27 years of industry experience, currently serving at The Sherry Group, Inc. in Mountain Home, Arkansas. He has held roles at Signator Investors, Inc., and is active in community organizations including the Mountain Home Bomber Boosters Foundation and Mountain Home Youth Baseball. Czanstkowski also serves on the boards of several charitable organizations such as the Fellowship of Christian Athletes and Care Center Ministries. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm customizes portfolios using fundamental, technical, and cyclical analysis and offers fiduciary retirement-plan advice alongside access to third-party model portfolios and insurance products.

Calvin Leonard is a Series 65-licensed financial advisor at The Fiduciary Alliance with one year of industry experience. His prior roles include positions at Forthright Capital Partners LLC, McKellar & Co, and Arkansas Blue Cross and Blue Shield. In addition to his advisory work, Leonard is an insurance agent focused on individual life insurance and fixed annuity products. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and provides discretionary portfolio management, estate planning, and risk-management reviews, among other services.

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.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory 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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

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.