Monetary advisors assist put their purchasers able to generate profits work for them as an alternative of chasing it their complete lives. Arkansas Cash & Politics requested readers to disclose their favourite monetary advisors, and so they delivered. The professionals listed on this particular part are dedicated to guiding their purchasers by way of the generally intimidating world of investments and reworking funds from a possible supply of stress to a golden alternative.
Stacey Alston
Monetary Advisor
Edward Jones
Edward Jones is a special sort of funding agency, one during which face time and assume time make sense. Stacey Alston meets with purchasers to study their particular person wants and develop a technique to assist purchasers obtain their long-term monetary targets. Whether or not purchasers need to plan for retirement, save for faculty, scale back their tax payments or guarantee they’ve earnings to cowl their bills, they will anticipate customized service and long-term investing methods as an alternative of the most recent funding fads. Potential purchasers are invited to affix the practically seven million buyers who know. Monetary advisors equivalent to Alston can develop an funding technique that is sensible for many anybody.
Ben A. Bailey, WMS
Monetary Advisor
TMB Capital Companions/Raymond James
Ben Bailey has remained at one agency his complete profession, courting again to 2006 at Morgan Keegan, which was later merged and bought by Raymond James in 2012. Early in his profession, Bailey excelled as a trainee within the Morgan Keegan Monetary Advisor Improvement Program, incomes honors of reaching the Rising Stars Membership. Shortly thereafter, he turned a member of the Morgan Keegan and Raymond James President’s Membership and went on to earn a designation as a Wealth Administration Specialist in 2014.
Bailey merged his follow with the Tabor Group to type TMB Capital Companions of Raymond James. Right this moment, his crew manages and advises greater than $1 billion in property for high-net-worth households, younger professionals, company retirement plans, non-profit foundations and extra.
Ryan Bartholomew
Vice President and Personal Wealth Advisor
Small & Associates Monetary
Ryan Bartholomew is a seasoned monetary advisor with a formidable 23-year monitor document within the {industry}. He brings a wealth of information and expertise to his purchasers’ monetary journeys. All through his profession, Bartholomew has demonstrated an distinctive capability to navigate the complexities of the monetary panorama by offering tailor-made methods that align with particular person targets and aspirations. His intensive tenure within the subject has enabled him to develop a deep understanding of market developments, funding alternatives and risk- administration strategies. His dedication to fostering robust shopper relationships and his dedication to staying up-to-date with evolving monetary dynamics make him a trusted companion for people looking for knowledgeable steerage in wealth administration and monetary planning.
Scott Bennington
Wealth Advisor
Heritage Oak Wealth Advisors
Scott Bennington is a wealth advisor with Heritage Oak Wealth Advisors. On this position, he is ready to serve purchasers in a mess of the way, together with offering monetary plans and advisory providers. Bennington fell in love with monetary planning when he was in a position to join a goal with the mission – seeing people impression their communities and care for his or her households with correct monetary planning and preparation brings the impetus to his on a regular basis life.
He takes pleasure in offering top-of-the-line service to his purchasers, and it’s his mission to analyze his purchasers’ wants and ship unparalleled customer support with distinctive communication and outcomes.
Jim D. Blount, CFP
President/Registered Principal
The Level Monetary Group/LPL Monetary
Jim Blount based the Level Monetary Group in 2001. Beginning with solely two advisors and transaction-based insurance coverage and funding merchandise, he has grown the agency right into a complete and aggressive monetary planning and funding administration agency. Primarily based in Northwest Arkansas, his agency providers purchasers in practically all 50 states. Blount has been acknowledged as a prime producer since 2003 at LPL Monetary and is at the moment within the prime 1 p.c of LPL’s 22,000 advisors. He leads a crew of extremely skilled advisors that team-manage all shopper relationships.
Jeremy Booe, CFP
Monetary Advisor
Edward Jones
Jeremy Booe grew up with an curiosity within the inventory market. Seeing households battle financially, he noticed that it might be an avenue to assist folks. His life’s mission is to make sure that he takes care of purchasers’ pursuits and treats them as he would need to be handled.
Booe derives nice private gratification from serving folks. Being a monetary advisor signifies that he will get to assist folks attain their most necessary monetary and life targets, and he desires to grasp what’s most necessary to purchasers. He’ll use a longtime course of to create a personalised technique, after which companion along with purchasers to assist hold them on monitor.
Booe’s crew is diligent about ensuring that it usually appears over purchasers’ accounts to see if there’s a higher possibility for them.
Todd C. Boswell, CFP, CLU, ChFC, CASL, RICP
Licensed Monetary Planner
Northwestern Mutual
Todd Boswell is a Licensed Monetary Planner and wealth-management advisor with greater than 20 years of expertise serving to households and companies shield and prosper. Boswell and his crew’s built-in monetary planning method means they search to grasp every shopper’s priorities and targets earlier than serving to purchasers design and implement a technique to attach their targets to a plan. Every plan consists of danger administration and wealth accumulation. Boswell and his crew need purchasers to really feel assured in addressing the dangers to monetary safety, equivalent to longevity, tax and inflation erosion, power sickness, and market danger. The crew follows a disciplined wealth-building method that includes a number of dimensions of diversification — not solely funding type and cash supervisor diversification, but in addition time, tax and asset location. Irrespective of the shopper’s targets, Boswell and his crew comply with a complete course of to attain superior outcomes.
Lori Brown
Monetary Advisor
Raymond James
Lori Brown strives to supply her purchasers the very best stage of non-public service and care, delivered with enthusiasm, honesty and dependability. Her focus is to sit down on the identical aspect of the desk together with her purchasers and assist them navigate by way of the usually overwhelming job of retirement, property and academic planning.
Brown graduated from the College of Arkansas at Little Rock with an emphasis in finance. She began her profession with Morgan Stanley and has been a monetary advisor since 2001. She fortunately joined Raymond James together with her companion, Sonia Graham, and gross sales assistant, Linda Healy, in 2009.
Brown has beforehand served as president of the Junior League of North Little Rock and has been energetic with the Ladies’s Basis of Arkansas and Challenge Zero.
Judy Busbey
Associate/PIM Portfolio Supervisor
BVJ Wealth Administration/Wells Fargo
Since 1985, Busbey has been dedicated to serving to purchasers construct and handle wealth, particularly within the areas of retirement planning. She believes that funding planning is about shopper’s values, not simply their cash. Her mission has been to assist guarantee purchasers have a transparent monetary path to their future. She desires to assist every shopper pursue creating sufficient wealth in order that they’ve the assets to achieve their monetary targets and to reside the life they’ve all the time dreamed about.
After attending the College of Arkansas at Little Rock, Busbey labored for the state of Arkansas earlier than starting my profession as a monetary advisor. She has accomplished coaching programs in retirement planning, funding planning and property planning and holds the Collection 7, 63, 65, and 31 securities registrations. Busbey has additionally been concerned in world mission outreach efforts, serving on a number of groups in Brazil and Peru
Marshall Butler
Director of Industrial Providers
Pinnacle Advisors
Marshall D. Butler, MBA, APMA, AAMS, is a seasoned monetary advisor with a wealth of information and expertise on the earth of finance.
Marshall’s specialization lies in enterprise monetary administration, environment friendly portfolio administration, and mergers and acquisitions for small companies. His strategic insights and monetary options have made him a trusted advisor for companies looking for to optimize their monetary efficiency and navigate advanced monetary transactions, in addition to the person house owners for his or her private planning.
Phillip Butterfield
Senior Vice President,
Personal Wealth Administration
Stephens
Phillip Butterfield serves as senior vice chairman within the non-public wealth administration division at Stephens in Little Rock. He works with high-net-worth purchasers in funding administration and sophisticated retirement planning. He advocates the significance of constructing relationships on belief by way of judgment and integrity. He stated that by being totally engaged with purchasers, his crew fastidiously considers their monetary targets and danger tolerances, permitting them to determine methods designed to fulfill their aims.
Previous to becoming a member of Stephens, Butterfield earned his diploma in finance with a minor in accounting in 2012 at Arkansas State College-Jonesboro and obtained his Licensed Monetary Planner license. He earned an MBA two years later. He was additionally a quarterback and chosen as crew captain with the Arkansas State Crimson Wolves soccer program.
Moreover, he’s a board member of the Arkansas State College System Basis and volunteers with a number of public service organizations, together with Massive Brothers Massive Sisters of Central Arkansas.
Larry Probability,
CPWA®, CIMA®, CFP®
Wealth Administration Advisor,
Senior Vice President
Merrill Lynch Wealth Administration
Larry Probability is a licensed monetary planner, licensed non-public wealth advisor and licensed funding administration analyst. He has been a wealth administration advisor with Merrill Lynch Wealth Administration for practically three many years, providing a complete method to managing wealth that begins with attending to know a shopper, their household, their monetary scenario and what issues most to them. He’s pushed by a ardour for delivering wonderful service and serving to purchasers pursue their targets, and he additionally helps the area people by way of volunteer work. Probability obtained his bachelor’s diploma from Texas Tech College and his grasp’s diploma from Purdue College.
Dale E. Colclasure, Jr., CFP
President and Wealth Administration Advisor
RetirePath
Dale Colclasure Jr. has been within the insurance coverage and financial-services {industry} since 1998 and is ready to provide each a wide range of investments and insurance coverage services. He oversees the wealth-management division of RetirePath, which he co-founded with Mark Smalling in 2017. Colclasure focuses on working with purchasers who’re looking for lifetime earnings and defending their particular person and enterprise property throughout all phases of the financial cycle.
Along with having his Arkansas insurance coverage license, he has handed the Collection 7, 24, 53, 63 and 65 securities exams and is registered as an Funding Adviser Consultant. He additionally holds the Licensed Monetary Planner skilled designation. Colclasure has a Bachelor of Science in enterprise administration finance with an emphasis in insurance coverage and actual property from the College of Arkansas in Fayetteville.
Brian Cole
President
Signature Personal Wealth Administration
Brian Cole is the president of Signature Personal Wealth Administration in Fayetteville. Cole’s path to wealth administration is a non-traditional one. After receiving his BSBA in advertising from the College of Arkansas in Fayetteville, he earned his legislation diploma from the William H. Bowen College of Legislation in Little Rock. He practiced legislation for six years, focusing totally on banking and probate legislation. In 2000, Cole transitioned to the banking {industry} because the supervisor for Arvest’s asset administration workplace in Fayetteville.
Cole joined Raymond James underneath the flag of the Signature Financial institution of Arkansas, the place he has developed a crew and portfolio from the bottom up. Cole and his crew have grown Signature Personal Wealth Administration to an asset portfolio of $770 million.
Beckie Comstock, CRPC
President
Comstock Personal Wealth Administration/Raymond James
Beckie Comstock has been serving the monetary wants of households, professionals and retirees for greater than 25 years. Situated in Scorching Springs, she opened Comstock Personal Wealth Administration in 2020. Previous to that, she labored for Financial institution of America/Merrill Lynch for twenty-four years. She is liable for the supervision of the follow together with development and administration of funding methods. Beckie and her crew take a complete method to deal with your monetary wants. She strives to develop long-term relationships together with her purchasers with the target of understanding their targets and offering customized methods for each component of the wealth administration equation.
Initially from Seattle, Beckie has made Scorching Springs her dwelling since 1994. In 2011, she earned the skilled designation of Chartered Retirement Planning Counselor from the School for Monetary Planning. She is at the moment a volunteer with the Arkansas Single Dad or mum Scholarship Fund.
Invoice Criswell
Associate
Garland & Greenwood Wealth Advisors
Invoice Criswell is a companion within the Little Rock agency of Garland & Greenwood Wealth Advisors. Criswell and the crew at Garland & Greenwood prioritizes purchasers’ experiences and consciously works to create an environment that’s clear, reliable and cozy. Garland & Greenwood Wealth Advisors is a totally unbiased RIA that gives monetary planning and wealth administration providers in a fiduciary capability.
Earlier than becoming a member of Garland & Greenwood final yr, Criswell served as president of Arkansas Wealth Administration/Criswell Wealth Administration. Previous to that, he was the proprietor of the previous Vesuvio Bistro, an award-winning Italian restaurant in Little Rock. Criswell is a graduate of Ouachita Baptist College.
Kristin N. Daniel, RICP
Founder/Monetary Advisor
Parity Monetary Group
Kristin N. Daniel began within the monetary {industry} in 2010 with the objective of serving to entrepreneurs deliberately scale their enterprise. Her want to assist others started from being raised in a small city by a blue-collar household that instilled values of honesty and arduous work to assist form the individual she has change into.
Over time, Daniel’s objective has grown right into a ardour for working with enterprise house owners and entrepreneurs to stability dwelling a fulfilled life as they construct their wealth and legacy.
As well as, Daniel is concerned in a number of nonprofit organizations. She serves on the board of administrators for the Helen R. Walton Kids’s Enrichment Middle. She is on the manager crew for the Justin Moore St. Jude Golf Basic in Little Rock.
Scott Daniel, CEPA
Managing Associate, Monetary Advisor
Wealthpath funding Advisors
Scott Daniel, CEPA, is a managing companion and monetary advisor at WealthPath’s Little Rock workplace, bringing distinctive expertise in advising a variety of purchasers with customized methods. After incomes a level in enterprise and managerial economics from Lyon School, Daniel started his profession as a monetary guide at PaineWebber & Co. He then went on to ascertain his personal agency, which he ran for 17 years earlier than becoming a member of WealthPath in 2015.
Daniel is Collection 7, 63, and 65 registered, an Accredited Funding Fiduciary and holds life, well being and incapacity insurance coverage licenses. He has been honored as considered one of AdvisorHub Prime Advisors to Watch underneath 1 Billion in 2022 and 2023. Daniel can be an energetic member of a number of different organizations, serving as government finance committee board member for the Museum of Discovery, board president of the JDRF Arkansas Chapter, a trustee of Lyon School and commissioner for Little Rock Parks & Recreation.
Amber Fonseca, CRPC
Monetary Advisor
Edward Jones
As an Edward Jones monetary advisor, Amber Fonseca genuinely cares about her purchasers and needs to know what’s necessary to them.That is the primary and most necessary step within the group’s established course of to develop a personalised technique for purchasers whereas partnering collectively to attain their monetary targets.
She got here to Edward Jones in Might 2018 as a result of she needed to assist particular person buyers and small enterprise house owners work towards reaching their targets. It quickly turned very obvious that she cherished serving to purchasers retire on their very own phrases, so she started learning to change into a Chartered Retirement Planning Counselor, knowledgeable designation she has held since June 2021.
Brantley L. Foster,
CRPC, APMA
Monetary Advisor
Foster and Associates/Ameriprise
Brant Foster is a lifelong Arkansan. He acquired a BA in enterprise from the College of Arkansas and was employed by Ameriprise earlier than he graduated in 1996. He has been devoted ever since to serving to his purchasers meet their monetary targets. His areas of focus are investments, property planning methods, retirement planning methods, wealth administration, enterprise retirement plans and training financial savings planning.
Foster holds the designations of Chartered Retirement Planning Counselor (CRPC™) and Accredited Portfolio Administration Advisor (APMA™).
Jim Garner
SVP, Investments
Garner Wealth Administration/
Raymond James
For Jim Garner, there’s nothing larger than growing significant, long-term relationships with the people, households, enterprise house owners and physicians who he serves. He’s pushed to supply the superior service his purchasers want to assist protect and handle their wealth, acquire readability of their monetary scenario and pursue monetary independence by way of a disciplined, strategic method that every one begins with monetary planning.
Garner has greater than 28 years of expertise serving to financially profitable people and corporations pursue their short- and long-term funding targets. Previous to becoming a member of Raymond James in 2015, he served as vice chairman of investments for UBS from 2006 to 2015. Earlier than that, he was employed as senior vice chairman of Stephens’ non-public shopper group for greater than 13 years. Garner earned his bachelor’s diploma in enterprise finance from Arkansas State College in Jonesboro.
Sarah Catherine
Gutierrez, CFP, CRPS
CEO
Aptus Monetary
Sarah Catherine Gutierrez is the CEO of Aptus Monetary and holds an MPP from Harvard College and the Licensed Monetary Planner and Chartered Retirement Plans Specialist designations. Aptus offers flat-fee monetary planning providers to early-career attending physicians and different younger professionals. Aptus has helped greater than 800 physicians DIY their funds by offering monetary mentorship, customized steerage and easy, unbiased funding recommendation. As well as, her agency serves as fiduciary advisor to retirement plans and manages monetary wellness and scholar mortgage recommendation packages for healthcare organizations and different corporations. The plans encompassmore than 30,000 worker individuals. She is the writer of However First, Save 10: The One Easy Cash Transfer That Will Change Your Life.
Jimmy Hackelton, AAMS
Monetary Advisor
Edward Jones
As an Edward Jones monetary advisor, Jimmy Hackelton believes you will need to make investments his time to grasp what purchasers are working towards earlier than investing their cash, in addition to the extent of danger they’re comfy accepting when investing. That manner, Hackelton can work with purchasers to stability these elements with the steps essential to achieve their long-term targets.
Whether or not planning for retirement, saving for faculty for kids or grandchildren, or simply attempting to guard the monetary way forward for those purchasers look after probably the most, Hackelton works with purchasers to develop particular methods to assist them obtain their targets.
By means of Edward Jones, Hackelton has the assist of hundreds of individuals and superior know-how so he can assist guarantee purchasers obtain probably the most present and complete steerage. As well as, Hackelton welcomes the chance to work with a purchasers’ legal professional accountants and different trusted professionals to ship a complete technique that leverages everybody’s experience.
John Hoefl, CRPC
LPL Monetary Advisor
Aspire Wealth Builders
As a monetary skilled and an energetic member of the group, John Hoefl is devoted to serving to people and companies construct their monetary futures. To remain on prime of his subject and develop his skilled expertise, he usually attends {industry} coaching and certification packages.
Educational achievements embody a B.S. diploma from Texas A&M, together with a level from the College of Arkansas at Little Rock. Hoefl’s training, expertise {and professional} affiliations have fostered his sensible method to providing monetary providers and recommendation to his purchasers. Sustaining a powerful sense of group and a stable skilled basis are essential to him. He’s concerned in Scorching Springs Rotary and Scorching Springs Civitan.
Abigail Hollar, CFP
Monetary Advisor
Conger Wealth Administration
Abigail Hollar is a monetary advisor with Conger Wealth Administration who helps professionals and small enterprise house owners change into retirement prepared. She has greater than 13 years of expertise in monetary planning. Her method is to simplify and make clear issues in order that purchasers can simply make well-informed choices. She works to assist purchasers create further wealth by teaching them by way of paying off their debt shortly, saving critically and investing intelligently. She has labored at Conger Wealth Administration since 2010 and have become a Licensed Monetary Planner in 2012. She earned her bachelor’s diploma in monetary counseling and planning from Purdue College in 2006, and he or she earned her MBA from the College of Arkansas at Little Rock in 2015.
Scott Inman
Monetary Advisor
GenWealth Monetary Advisors
Scott Inman spent 17 years as an award-winning tv information anchor at KATV in Little Rock earlier than becoming a member of the GenWealth Monetary Advisors crew. He additionally spent 13 years because the soccer pre-game present host and fill-in play-by-play announcer for the Razorback Sports activities Community.
His ardour for folks and their tales and expertise as a communicator led him to change into a monetary advisor with a mission to hear, plan and information folks towards their targets of true monetary independence. Inman works with purchasers who’re making ready for retirement and people who have entered retirement, and he considers it a privilege to take action.
Inman didn’t totally let go of broadcasting upon changing into a monetary advisor. He nonetheless hosts the “Get Prepared for the Future Present” and “The Quickest 4 Minutes In Finance” and is a frequent visitor on Yahoo Finance Stay.
Marshall Ipsen
Founder
Ipsen Advisor Group
A Licensed Monetary Planner with greater than 20 years of expertise, Marshall Ipsen began his profession at American Specific Monetary Advisors. In 2020, he left to start his personal agency, Ipsen Advisor Group, which provides the identical array of providers that Ipsen has all the time provided to his purchasers however has entry to a broader spectrum of monetary know-how and instruments.
Ipsen and his crew are devoted to each element of their purchasers’ portfolios and get to know every shopper and their households on a deeply private stage. Integrity and belief are the pillars of the agency, a degree which the crew takes pleasure in. Ipsen makes a speciality of sustainable investing, funding methods that contemplate monetary returns, and social and environmental good. Ipsen Advisor Group choices embody monetary planning, wealth administration, tax planning and property planning.
Bob Jackson, CFP
Monetary Advisor
Edward Jones
As an Edward Jones monetary advisor, Bob Jackson believes you will need to make investments his time to grasp what purchasers are working towards earlier than investing their cash, in addition to the extent of danger they’re comfy accepting when investing. That manner, Jackson can work with purchasers to stability these elements with the steps essential to achieve their long-term targets.
Whether or not planning for retirement, saving for faculty for kids or grandchildren, or simply attempting to guard the monetary way forward for those purchasers look after probably the most, Jackson works with purchasers to develop particular methods to assist them obtain their targets.
By means of Edward Jones, Jackson has the assist of hundreds of individuals and superior know-how so he can assist guarantee purchasers obtain probably the most present and complete steerage. As well as, Jackson welcomes the chance to work with a purchasers’ attornies, accountants and different trusted professionals.
Matt Jones, J.D., CFP
Co-founder
Legacy Capital Wealth Companions
Matt Jones started working within the wealth administration {industry} in 1994 after receiving his undergraduate diploma from the College of Arkansas in Fayetteville and his legislation diploma from UA Little Rock. Having accomplished the necessities to change into a Licensed Monetary Planner, Jones labored regionally for each Morgan Keegan and Stephens. In 1997, he joined the late Frank McGehee to type what’s now Legacy Capital Wealth Companions. Legacy is now one of many state’s largest Impartial Registered Funding Advisors and has greater than $1 billion in property underneath administration.
Frank Kelly
Monetary Planner
Ifrah Monetary Providers
Frank Kelly is a monetary advisor at Ifrah Monetary Providers in Little Rock. He started at Hutchinson-Ifrah in 1997 and stayed on when the agency transitioned to Ifrah in 2008. Kelly, who acquired a level in finance from the College of Arkansas at Little Rock, is also proprietor of Photo voltaic Supply Consulting and has served on the Arkansas Renewable Power Affiliation since 2010. He at the moment serves as its chairman.
John Shane Knoernschild, CFP, ChFC, FIC
Wealth Advisor
Thrivent Monetary
John Shane Knoernschild has been a wealth advisor with Thrivent Monetary since 2006. He began his profession in finance as a financial institution teller for First Neighborhood Financial institution and now holds the Licensed Monetary Planner, Chartered Monetary Marketing consultant and Chartered Advisor in Philanthropy designations. He additionally holds the Licensed Kingdom Advisor designation with Kingdom Advisors..
Knoernschild graduated with a level in finance from the College of Arkansas.
David Lukas
Monetary Advisor
David Lukas Monetary
David Lukas is a monetary advisor, writer, radio host and teacher who’s enthusiastic about creating companies that serve the wants of customers and companies alike. Impressed by Robert Kiyosaki’s e-book Wealthy Dad Poor Dad, Lukas entered the monetary providers world and began his personal firm. Now greater than three many years into his profession, Lukas seems usually on native information channels, and his radio program, “The David Lukas Present”, has been rated by Nielsen as one of many prime 100 monetary reveals in the USA. Lukas’ success was even acknowledged by Kiyosaki himself in his e-book Wealthy Dad’s Success Tales. For Lukas, it’s not nearly numbers or monetary methods; it’s about making a tangible, optimistic distinction in folks’s lives after they want it probably the most.
Lester Matlock,
APMA, CFP, CRPC
Personal Wealth Advisor and CEO
Pure State Personal Wealth Group/
Ameriprise
Lester Matlock is CEO of Little Rock’s Pure State Personal Wealth Group and has greater than 28 years of expertise within the {industry}. His retirement earnings methods embody wealth preservation methods, investments, retirement plan distribution, tax planning methods, property planning methods and charitable giving. He holds the APMA, CFP and CRPC designations.
Matlock and the crew at Pure State acquired the Ameriprise Shopper Expertise Award, a testomony to the loyalty of its purchasers, and the Ameriprise Shopper Expertise Award for 2021-2022.
William McMillan, WMS
Monetary Advisor
TMB Capital Companions/Raymond James
With greater than 22 years within the monetary providers {industry}, McMillan strives to assist purchasers understand their monetary and private aspirations by way of sound, tailor-made wealth administration. He has experience in complete monetary planning with a specialty in portfolio administration and retirement planning. Levelheaded and reliable, he offers thorough monetary steerage, all the time holding the purchasers’ finest curiosity on the forefront.
McMillan started his profession at UBS and joined Raymond James, previously Morgan Keegan, in 2002. He holds the Accredited Funding Fiduciary designation in addition to Collection 7 and 66 licenses. He earned a bachelor’s diploma in finance from the College of Arkansas in Fayetteville and later, an MBA from the College of Memphis.
Nick Merriweather, CFP
Operations Supervisor and Monetary Advisor
Ipsen Advisor Group
Nick Merriweather has labored with Ipsen Advisor Group since graduating from Henderson State College in 2016 with a bachelor’s diploma in finance. Merriweather’s preliminary position was paraplanner, and he quickly acknowledged he needed to be a real monetary planner. Working towards that objective, he obtained his securities licenses and acquired his insurance coverage license to assist purchasers plan for the sudden by using well being, incapacity and long-term care insurance coverage. He went on to check for and earn his Licensed Monetary Planner certification from the Licensed Monetary Planner Board of Requirements in 2023. This has cemented in him a client-focused mission to assist folks obtain their targets.
Pat Moon
Managing Principal and President
Meridian Funding Advisors
Pat Moon is managing principal and president of Meridian Funding Advisors. Based in 1983 in Little Rock, Meridian is a Registered Funding Advisor managing $800 million for corporations, foundations, households and institutional buyers. He has nearly 40 years expertise as an funding supervisor, wealth advisor and retirement plan guide.
Moon’s best reward helps folks understand the life they think about. He enjoys constructing relationships with purchasers, exploring what they worth, guiding them to make knowledgeable choices and giving them confidence that their imaginative and prescient can change into actuality.
A graduate of the College of Central Arkansas in Conway and Texas Christian College, Moon can be a Chartered Monetary Analyst charterholder.
Geoff Niebaum
Associate, CEO
Mendel Capital Administration
Geoffrey H. Niebaum brings 18 years of funding advisory expertise to his position main Mendel Capital Administration. As President & CEO, he focuses on funding administration and total strategic development of Mendel Capital. Niebaum works diligently to take care of the agency’s client-first focus. Previous to becoming a member of Mendel Capital, he was a companion and portfolio supervisor for Integra Capital Advisors. His funding administration profession started with Morgan Stanley Smith Barney. Niebaum earned a MBA from the College of South Florida and a BA in Advertising and marketing from St. Leo College.
Patricia C. Nuovo, CFP
Monetary Advisor
Signature Personal Wealth Administration
Patricia Nuovo was the primary feminine stockbroker at her agency in Philadelphia and has excelled within the monetary world within the Northeast, the place she grew up. She has damaged down limitations within the monetary {industry} and makes use of her information and expertise to assist others obtain their monetary targets by taking a wholistic view of their private funds.
With nearly three many years of expertise within the fast-paced monetary {industry}, Nuovo has established herself as a powerhouse and an modern chief, advisor and fiduciary. Her seminars and books on the ideas of cash, feelings and abundance had been an integral a part of her message about educating and empowering the person relating to their private funds.
Clay Partridge
Monetary Advisor
Crews & Associates
As a monetary advisor for Crews & Associates, Clay Partridge offers funding providers to people in and across the Little Rock space. His focus is on offering his purchasers with distinctive methods tailor-made to suit their particular person funding aims. Earlier than becoming a member of Crews, he labored for practically 20 years within the mortgage banking {industry}.
Partridge earned his bachelor’s diploma in accounting from Ouachita Baptist College in Arkadelphia and his grasp’s diploma in enterprise from the College of Arkansas in Little Rock. He additionally maintains his Collection 7 and Collection 66 licenses.
Greg Pillow, CFP
Monetary Advisor
Conway Wealth Administration
Greg Pillow has been a monetary advisor since 1999. He labored for a few nationwide companies earlier than founding Conway Wealth Administration in 2010. Pillow grew up in Conway and graduated from the College of Central Arkansas. Pillow enjoys being an advisor and serving to his purchasers pursue success in life. Pillow and his crew present complete monetary planning for purchasers in order that they can provide the perfect recommendation potential. Areas of focus for Pillow’s follow embody retirement planning, property planning, business-succession planning and funding planning. Securities and advisory providers are provided by way of LPL Monetary, a registered funding advisor, member FINRA/SIPC.
Charlie Porter, CRPS
Senior Vice President,
Personal Wealth Administration
Stephens
Charlie Porter serves as senior vice chairman within the non-public wealth-management division at Stephens in Little Rock. He joined in 2007 to companion together with his father, Dr. Rob Porter. Charlie Porter and his crew concentrate on delivering an distinctive shopper expertise whereas offering complete wealth administration planning providers to high-net-worth households, endowments and foundations. Previous to becoming a member of Stephens, he was a department supervisor at one other monetary establishment, the place he labored within the lending division.
Porter holds a Bachelor of Science diploma in promoting and public relations from the College of Arkansas in Fayetteville.
Lisa Rabatin, CFP
Wealth Advisor
Simmons Funding Providers
Lisa Rabatin is a Licensed Monetary Planner with Simmons Funding Providers. Rabatin has 4 many years of funding expertise and has been with Simmons since 2008. She started her profession with Merrill Lynch, Pierce, Fenner & Smith in 1982 after acquiring her Bachelor of Enterprise Administration from the College of Arkansas at Little Rock. After becoming a member of Dean Witter Reynolds in 1985, she spent 20 years with Morgan Stanley. Rabatin then joined Northwestern Mutual in 2005 to additional her holistic planning method. In 2008, she joined Delta Belief Investments, which was later purchased out by Simmons Financial institution. Rabatin obtained her Licensed Monetary Planner designation in 2002.
Stephen Raborn
Senior Vice President, Investments
Diamond Household Monetary Companions/
Raymond James
Stephen Raborn started his funding profession in 1993 in Little Rock and has all kinds of financial-industry expertise that helps purchasers obtain their targets and handle monetary blind spots. He at the moment holds his Collection 7, 9, 10, 24, 63 and 65 securities licenses. Raborn understands the significance of long-term relationships and enjoys the privilege of serving purchasers and supporting his crew, Diamond Household Monetary Companions of Raymond James. He graduated from Carlisle Excessive College, after which earned a bachelor’s diploma in advertising from the College of Arkansas and an MBA from Webster College.
Kymberlie Reed
Monetary Advisor
Small & Associates Monetary/Ameriprise
Kym Reed is a distinguished monetary advisor in Arkansas, acknowledged as among the best in 2023. With a Licensed Army Monetary Advisor certification acquired final yr, she has exhibited dedication to her craft. Her 17-year tenure at Ameriprise showcases her dedication to purchasers’ monetary well-being. Her crew’s ardour for monetary planning is clear by the popularity in Forbes as one of many Greatest In State Wealth Administration Staff’s for 2023. Reed’s ardour for guiding purchasers in the direction of their monetary aspirations drives her work.
Alex Richmond
Monetary Planner
Strategic Monetary Companions
Getting ready for that subsequent step in life just isn’t all the time simple. New purchasers method Alex Richmond, a monetary planner with Strategic Monetary Companions in Little Rock, with related considerations: growing calls for on their time and assets forestall them from taking applicable steps to make optimistic monetary outcomes potential. Richmond guides purchasers by way of the team-based, process-driven method to monetary preparedness that has helped lots of his purchasers. Purchasers typically say the best profit from the collaboration-based method is the readability and monetary peace of thoughts they’ve come to get pleasure from consequently. Richmond is a life-long Arkansan that understands {that a} harvest solely comes after the seeds have been planted and the crop is maintained.
Larry Root, CFP, CFS, APMA
Founder
Larry Root & Associates
Larry Root’s follow has modified through the years with its purchasers. Many purchasers have labored with the agency for 25 years or longer. He understands the impression the agency can have in purchasers’ lives by way of a satisfying retirement, training of kids and grandchildren, in addition to dealing with the tough occasions of life. The agency works to make a distinction within the lives of its purchasers. Root was named to Forbes’ Greatest-in-State Monetary Advisors in 2022, and Larry Root & Associates has been named to the 2023 Forbes Greatest-in-State Wealth Administration Groups checklist.
Kyle D. Scott
Co-founder, Monetary Advisor
4 Corners Wealth Administration Group/Wells Fargo
Kyle Scott has served Russellville and the encircling space since 2009, when he started his profession with Edward Jones as a monetary advisor. In 2011, he joined Funding Professionals, the place he labored for 3 years earlier than transferring his monetary follow to Wells Fargo Advisors. In 2022, he joined Jared Smith and Tyler Goodson to type 4 Corners Wealth Administration Group of Wells Fargo Advisors.
Scott and his crew provide a complete method to wealth administration by specializing in the “4 corners” of wealth administration: plan, advise, make investments and shield.
Rocklin Senavinin, CFP
President and Co-founder
Fiduciary Wealth Administration
Rocklin Senavinin is president and co-founder of Fiduciary Wealth Administration, a fee-only registered funding advisory agency in Little Rock. As a Licensed Monetary Planner, he has superior coaching within the holistic course of of making a private monetary plan that addresses an individual’s complete wants for each the brief and long run.
Senavinin has greater than 20 years of expertise within the funding and monetary planning {industry} and has devoted his profession to serving to people reside comfortably in retirement. He has expertise working at giant companies and determined to begin Fiduciary Wealth Administration as a result of he appreciates the non-public relationships he is ready to develop together with his purchasers.
Thomas Shurgar
Associate
Oak Crest Wealth Administration
Thomas Shurgar is an accredited asset administration specialist with a Grasp of Enterprise diploma from the Sam M. Walton School of Enterprise in Fayetteville and a Bachelor of Science diploma in agricultural economics from the College of Arkansas in Fayetteville. He spent a number of years managing a portfolio of agricultural property earlier than becoming a member of a nationwide funding agency, the place he labored from 2003 to 2018 and achieved companion standing. Shurgar joined Oak Crest Wealth Administration as companion, bringing with him a wealth of information in asset administration, monetary planning and worker growth.
Joey Small
Founder, Personal Wealth Advisor
Small & Associates Monetary
Joey Small is a non-public wealth advisor at Small & Associates Monetary. He graduated from the College of Arkansas at Little Rock in 1993, the place he acquired his BBA in finance. He opened his agency in 1999 and has change into an {industry} chief within the monetary world, main with a ardour for empowering purchasers to achieve their targets. With an unwavering dedication to his purchasers’ success, he goes past numbers, crafting customized methods that flip aspirations into realities. Small’s journey is outlined by his dedication to creating a optimistic impression, and his management at Small & Associates Monetary displays his dedication to excellence. By means of his method, Small continues to set new requirements within the {industry}.
Grant Smith
Senior Associate
Lighthouse Monetary
Grant Smith is a senior companion at Lighthouse Monetary, a complete financial-planning agency headquartered in Northwest Arkansas that focuses on combining tax and funding methods to considerably scale back the quantity of taxes their purchasers pay over their lifetime.
He loves to interact different folks as a result of he enjoys connecting with people and studying about their background and who they’re. He has a want to have a optimistic impression on the lives of others and that’s the reason he’s on this enterprise.
Smith graduated from the College of Arkansas in Fayetteville with a level in finance in 2015. In 2016, he was named Equitable Advisors Nationwide Rookie of the Yr. In 2019, he was Equitable Advisors Nationwide DSF Advisor of the Yr. In 2020, he earned his Licensed Monetary Planner license, and in 2021 he was acknowledged by the American Bankers Affiliation of their Nationwide 40 underneath 40 in Wealth Administration checklist.
Hatim Smouni,
CPFA, CRPC, CFP
SVP, Wealth Administration Advisor
Smouni Bradley Group/Merrill
Hatim Smouni focuses on providing a complete method to managing wealth that begins with attending to know a shopper and the shopper’s household, monetary scenario and what issues most to them. Then he helps them create a custom-made wealth-management method that may be versatile as their wants and market circumstances change. Smouni offers entry to the funding insights of Merrill and banking comfort of Financial institution of America to assist handle the varied features of purchasers’ monetary lives. He’s pushed by my ardour for delivering wonderful service and serving to purchasers pursue their targets.
Jenine Stafford, CLTC, FIC
Monetary Skilled
Thrivent Monetary
After 37 years within the {industry}, working at Thrivent Monetary has afforded Jenine Stafford the flexibility to have a look at issues by way of a special lens. Versus concentrating solely on development of property, she finds satisfaction in taking a deeper take a look at tax methods and the way they could have an effect on distribution choices. This has lent itself to her love of working with households who’ve youngsters or grandchildren with particular wants.
Since her son was born with Down syndrome, she has realized that people should plan, change course when issues don’t work out as imagined, and plan once more. Her sudden curveballs have enabled her to assist purchasers of all ages and phases of life put together for the sudden, adapt when plans change and rejoice their victories.
Candice Stanley, RICP
Monetary Advisor
GenWealth Monetary Advisors
Previous to becoming a member of the GenWealth Monetary Advisors crew, Candice Stanely owned and managed an insurance coverage company for a number of years. Her ardour for serving to others obtain their monetary targets has been current since faculty, and insurance coverage allowed her to domesticate part of her ambition. She graduated from the College of Houston with a bachelor’s diploma in enterprise administration with a focus in finance in 2006 and holds Collection 7, 6, 63 and 66 licenses by way of LPL Monetary.
Travis Swanson
Licensed Monetary Planner
Camienne Monetary/Northwestern Mutual
Travis Swanson is a Licensed Monetary Planner at Camienne Monetary, one of many largest wealth administration companies nationally inside Northwestern Mutual. Camienne Monetary operates within the excessive net-worth market, delivering complete funding, insurance coverage, charitable and property planning to purchasers from coast to coast. Swanson has been acknowledged by Northwestern Mutual as the highest monetary advisor within the South for his tenure. He has additionally been awarded Northwestern Mutual’s Life Impression Award, Pathfinder Award and Achievement Award. He grew up in Kingwood, Texas, earlier than incomes a soccer scholarship to the College of Arkansas in Fayetteville, the place he was a four-year letterman, an All-American and a two-time captain for the Razorbacks. He was drafted by the Detroit Lions within the third spherical of the 2014 NFL Draft and spent 5 years within the NFL as a beginning middle.
Scott Tabor, WMS
Monetary Advisor
TMB Capital Companions/Raymond James
With greater than 30 years of expertise within the financial-services {industry}, Scott Tabor offers seasoned experience to information purchasers in all side of wealth administration. Educated in complete monetary planning, he helps people and companies handle their wants for property and retirement planning, succession planning, portfolio administration and extra. Sincere and personable, he enjoys growing lasting relationships with every of his purchasers and designs methods tailor-made to their particular person monetary wants and targets.
Tabor has been a monetary advisor with Raymond James, previously Morgan Keegan, since 1992. He earned a level in enterprise and finance from the College of Arkansas.
Eric Thessing, CMFA
Small & Associates Monetary Advisor
Eric Thessing is a proud Arkansas native with ardour for making life simpler for others. He graduated from Catholic Excessive College for Boys in Little Rock and pursued his finance diploma at Arkansas State College in Jonesboro, the place he graduated cum laude in 2020. With a ardour to serve those that have served, he obtained his Licensed Army Monetary Advisor designation in 2022. Impressed by his father, who has been a police officer for 28 years, Thessing is deeply concerned with navy and first responder personnel by guiding them to monetary safety. His objective is to empower his purchasers to grasp, obtain and handle their monetary independence with confidence.
Chris Vanlandingham
Associate/PIM Portfolio Supervisor
BVJ Wealth Administration/Wells Fargo
As a part of an skilled crew of monetary professionals, Chris Vanlandingham proud to assist a choose group of households within the space develop, handle, protect and transition wealth. His crew’s purchasers are like household and are handled as such. Vanlandingham takes pleasure in customer support and understanding every shopper’s whole monetary scenario.
Along with offering a full suite of funding methods, he additionally believes in giving again to the group. With a ardour for the humanities, he served on the board for the Little Rock Wind Symphony for a number of years, most lately as president. He was honored to be appointed by the mayor of Little Rock as a metropolis commissioner on the Little Rock Historic District Fee.
Kenny Wasson, AAMS, CRPC
Vice President, Senior Shopper Advisor
Arvest Wealth Administration
Kenny Wasson serves a choose group of purchasers, serving to them construct, handle and shield their wealth. He is aware of that life is stuffed with transitions, deliberate and unplanned, and is dedicated to being there for his purchasers by celebrating their successes and overcoming challenges and setbacks. His follow focuses on complete wealth administration providers, together with investments, legal responsibility administration, non-portfolio danger administration, property planning methods and fiduciary providers.
Wasson strives to grasp his purchasers’ circumstances and empathize with their feelings about cash to assist him construct a powerful client-advisor relationship.
Victor S. Werley CFP, ChFC, CDFA, CVA, MAFF, CFE, CEPA
Director of Monetary Planning and
Managing Associate
Pinnacle Advisors
Victor Werley is a Licensed Monetary Planner and companion at Pinnacle Advisors in Little Rock, which he fashioned in 2003. He earned a bachelor’s diploma in psychology from Lyon School in Batesville in 2003, and he has served on the school’s board since 2013. Along with his CFP credential, he’s a Licensed Divorce Monetary Analyst, a Licensed Valuation Analyst, a Licensed Fraud Examiner, a Chartered Monetary Marketing consultant and a grasp analyst in monetary forensics. Authorized assist providers offered by Werley and his crew embody forensic evaluation, knowledgeable witness providers and settlement structuring.
Lara C. Wilkerson
LPL Monetary Advisor
Aspire Wealth Builders
As a monetary skilled and an energetic member of the group, Lara Candice Wilkerson is devoted to serving to people and companies construct their monetary futures. To remain on prime of her subject and develop her skilled expertise, she usually attends {industry} coaching and certification packages.
Her expertise {and professional} affiliations have fostered her sensible method to providing monetary providers and recommendation to purchasers. Sustaining a powerful sense of group and a stable skilled basis are essential to her. Wilkerson is concerned in baby abuse prevention with Cooper-Anthony Mercy Youngster Advocacy Middle, No Youngster Hungry, amongst different organizations.
Jared R. Zeiser, CRPC
President and CEO
Zeiser Wealth Administration
Jared Zeiser is president and CEO of Zeiser Wealth Administration and has been a monetary advisor for 25 years. Specializing in funding advisory and monetary planning with an emphasis on danger administration, he provides complete monetary planning with tactical funding administration to assist purchasers develop, shield and harvest their wealth. He earned his bachelor’s diploma from the College of Arkansas in Fayetteville and acquired his chartered retirement planning certification from the School for Monetary Planning in Centennial, Colo.
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