Top values-based investing financial advisors in Pine Bluff, 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 values-based investing advisor if you want your investments to reflect your personal ethics or social priorities, such as environmental sustainability or social justice. A common mistake is choosing an advisor who applies generic investment strategies without aligning them to your specific values.

  • Values alignment process. Ask how they identify and integrate your personal values into investment choices, beyond standard screening.
  • Impact measurement. Confirm how they track and report the social or environmental outcomes of your portfolio.
  • Portfolio customization. Look for advisors who tailor holdings to your unique priorities, not just offer pre-set "green" funds.
  • Ongoing review. Values and markets evolve; check how often they revisit your goals and adjust investments accordingly.

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

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Erin S

Series 66

Sheridan, AR

Schorn Wealth

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.

Wealth management Income planning
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Timothy W

Series 63, Series 65

Pine Bluff, AR

Primerica Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Raymond H

Series 66

Stuttgart, AR

Hickman Financial, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing
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Stanley M

Series 63, Series 66

Pine Bluff, AR

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Charles F

Series 66

Pine Bluff, AR

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tucker H

CFP®, Series 65

Sarasota, FL

Mariner

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

ESG / Sustainable investing Private / alternative investments Equity compensation tax strategy Business succession planning Retirement income strategy Founder/Business Owner Executive Values-based investing
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Nicholas S

CFP®, Series 65, Series 63

Lehi, UT

Telos Partners LLC

Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.

Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Andrew H

Series 66

Ruston, LA

Edward Jones

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) ESG / Sustainable investing Government Employee Oil & Gas Religious/faith focused Values-based investing
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Peter H

CFA®, Series 63

Cottonwood Heights, UT

Telos Partners LLC

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.

Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

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