Top annuities financial advisors in Russellville, AR

Nathan Knight is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Securities America Advisors, Summit Financial Group, and LPL Financial. Knight is also the owner of Knight Investments Group Inc., which engages in insurance sales. OSAIC Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various portfolio tools and third-party solutions to manage accounts on both discretionary and non-discretionary bases.

Bradley Goss is a CFP® with 11 years of experience currently affiliated with Raymond James Financial in Russellville, AR. His prior experience includes a decade at Trutoro and a role at Arkansas State University. Outside of advising, he is involved with Perspectives Group Financial, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and corporations. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs, with particular expertise in municipal and public finance.

Roger Brunk Jr. is a financial advisor with Cetera, holding the Series 66 designation and bringing 25 years of industry experience. His career includes long tenures at Avantax Investment Services and 1st Global Capital Corp., as well as ongoing involvement with Landmark Financial LLC. Outside of his advisory work, he serves on the boards of the Financial Services Institute and Firstar Financial Corporation, and owns several business ventures including merchant processing and real estate holding companies. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. It offers multiple portfolio management options through a multi-manager platform, providing a wide range of discretionary and non-discretionary services across diverse program structures.

Shawn Gordon is a financial advisor at &Partners with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in tournament bass fishing, owns a share of a duck hunting camp, and serves on the board of Russellville Advertising & Promotions. &Partners serves a diverse client base including individuals, institutions, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Lucas Cox is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with CreativeOne Wealth, LLC and has prior experience at BFC Planning, Inc., Securities Management & Research, and American National Insurance. Outside of his advisory role, he is involved in multiple business ventures including managing fixed annuities consulting and financial planning services through entities affiliated with The Lighthouse Companies. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, and option strategies, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.