Top annuities financial advisors in Searcy, AR

John Pinkley is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent and its predecessor entities since 2005. Outside of his advisory role, Pinkley receives residual income from a non-producing insurance agent position with AFLAC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these planning services separately from managed accounts, allowing clients to combine both under a consolidated billing option called “WealthPlan.”

Wesley Sowell is a financial advisor at Edward Jones in Searcy, Arkansas, with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Cottingham & Butler since 2017, with prior experience at Burnett Insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated services supported by a large national network of financial advisors and branch offices.

Amanda Wihebrink is a financial advisor at Farther with a Series 65 credential and one year of industry experience. She previously worked at Goldman Sachs PFM/United Capital for four years and at Whitlow Engineering Services for seven years. Amanda is a silent partner in Paragon Drafting Services LLC, a consulting and drafting business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Nathan Green is a financial advisor with LPL Financial in Searcy, Arkansas, holding CFP®, Series 63, and Series 65 credentials and bringing 14 years of industry experience. He has worked at Simmons Bank and Simmons First Investment Group, INC. Prior to his current roles, he spent four years with Simmons First Investment Group. Green also serves as an adjunct professor at Harding University, teaching investment-related courses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Ellis Sloan is a CFA® charterholder with 29 years of industry experience, currently serving as the sole advisor at APEX Wealth Management. His career includes roles at Kernodle & Katon Tax and Asset Management Group and a long tenure as an assistant professor at Harding University. Sloan holds ownership interests in several non-investment related businesses, including land development and commercial property management. APEX Wealth Management provides tailored wealth management, financial consulting, and retirement plan services to individuals, high-net-worth clients, charitable organizations, and government entities. The firm employs a Modern Portfolio Theory-based investment approach, managing approximately $52 million across diverse client relationships with both discretionary and non-discretionary service models.

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.