Top retirement income strategy financial advisors in Searcy, 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 be planning how to draw income from your savings and Social Security in retirement, aiming to make your money last without unexpected tax hits. A common mistake is not coordinating withdrawals and benefits to minimize taxes and maximize steady income.

  • Withdrawal sequencing. Ask how they plan the order of taking money from different accounts to reduce taxes and avoid penalties.
  • Social Security timing. Confirm if they consider when to start Social Security benefits to boost your overall retirement income.
  • Tax impact awareness. Look for advisors who factor in how withdrawals affect your tax bracket and Medicare premiums.
  • Longevity planning. Ensure they model your income needs over a long retirement, not just the first few years.

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

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John P

Series 63, Series 66

Searcy, AR

Thrivent Investment Management

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.”

Business ownership considerations

Wesley S

Series 66

Searcy, AR

Edward Jones

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.

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Amanda W

Series 65

Searcy, AR

Farther

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.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Nathan G

CFP®, Series 63, Series 65

Searcy, AR

LPL Financial

Nathan Green is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial in Searcy, Arkansas. His prior roles include positions at Simmons Bank and Simmons First Investment Group, as well as work with Kernodle & Katon Tax and Asset Management Group. He serves as an adjunct professor at Harding University, teaching investment-related courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of services including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ellis S

CFA®, Series 63

Searcy, AR

APEX Wealth Management

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.

Founder/Business Owner Retired
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Jared F

Series 65

Huntington Beach, CA

Northwest Asset Management

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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David H

Series 65

Irvine, CA

Martin Wealth Management, LLC

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Medicare planning Annuities
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Willie M

Series 63, Series 66

Cary, NC

Equitable Advisors

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Elanna G

CFP®, Series 66

Cleveland, OH

Cambridge Investment Research Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Gordon B

Series 66

Luling, LA

Edward Jones

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 options, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Oil & Gas Engineering Professional

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