Top retirement plans for business owners (SEP, solo 401k) 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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.