Top financial advisors working with self-employed clients in Pine Bluff, AR

Erin Semelka is a financial advisor at Schorn Wealth with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Fiduciary Planning and Clockwise Capital LLC, as well as TD Ameritrade. Schorn Wealth serves individual and high-net-worth clients, along with trusts, estates, corporations, and small businesses, providing financial planning, consultation, and discretionary wealth management through proprietary portfolio models that utilize both fundamental and technical analysis.

Timothy White is a financial advisor with Primerica Advisors in Pine Bluff, Arkansas, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles with Allied Universal, Saline County Sheriff's Office, PFS Investments Inc., and nearly 26 years at the City of Little Rock. In addition to financial advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-driven strategies managed by third parties.

Raymond Hickman is a financial advisor at Hickman Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has operated his independent firm since 2013. In addition to advisory services, he is also engaged in health and life insurance sales. Hickman Financial, LLC provides portfolio management to individual clients and consulting services to pension and employee benefit plans, including 401(k) arrangements. The firm serves a small client base and employs fundamental analysis to construct diversified model portfolios, using a mix of mutual funds, ETFs, and other securities.

Stanley Mcnulty is a financial advisor with LPL Financial in Pine Bluff, AR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Simmons Bank and Simmons First Investment Group, Inc. during his career. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Charles Frazier is a financial advisor with Edward Jones in Pine Bluff, Arkansas, holding a Series 66 credential and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Mr. Frazier serves as a board member for the Watson Chapel School Board in Pine Bluff. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.

Jonathan Levatino is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Apple Inc. Outside of his advisory role, he also works as a rideshare driver for Uber and Doordash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.