Financial advisors help put their clients in a position to make money work for them instead of chasing it their entire lives. Arkansas Money & Politics selected some of these notable professionals for inclusion in the publication’s “Financial Advisors” list. The professionals listed in this section are committed to guiding their clients through the sometimes intimidating world of investments and transforming finances from a potential source of stress to a golden opportunity.
Aaron Adams
Adams Insurance & Financial
Aaron Adams, owner of Adams Insurance & Financial in Fayetteville, has been an insurance agent for more than 25 years. His company specializes in “out of the ordinary” customer service, offering annual insurance reviews and friendly service that is second to none. Adams attended the University of Arkansas in Fayetteville, where he received a bachelor’s degree in marketing, management and logistics.
Rick Adkins
The Arkansas Financial Group
Rick Adkins is the founder, CEO, and a shareholder of The Arkansas Financial Group in Little Rock. After earning a Bachelor of Science in management from Harding University in Searcy, he received a Master of Business Administration from the University of Mississippi, followed by the Certified Financial Planner certification. He has dedicated his career to pioneering fee-only, comprehensive wealth management solutions. He served on the board of governors of the CFP Board of Standards, serving as board chair in 2003, and previously served on CFP Board’s Board of Practice Standards, serving as chair during 2000. He has lectured extensively on risk profiling and portfolio theory. Adkins has been deeply committed to guiding families and individuals toward their long-term financial goals for more than four decades.
J. Brent Akers
Stephens
Brent Akers joined Stephens as a senior vice president in 2013 and brings more than 35 years of experience in the financial services industry. He works closely with his partner, Rocky Jones, and Luke Raiford to help clients define and achieve their financial objectives through a thoughtful, comprehensive approach to wealth management. Whether clients are planning for retirement, saving for education or preparing for the transfer of generational wealth, Akers and his team remain actively engaged in helping them navigate market opportunities and important financial decisions.
Stacey Alston
Edward Jones
Stacey Alston has worked with Edward Jones since 2018 and in 2025 became a Certified Financial Planner professional. As a financial advisor, Alston utilizes Edward Jones’ established process to help clients set and achieve their financial goals in a way that is tailored to their unique needs. Prior to joining Edward Jones, Alston worked at the largest consumer bank in America, where she offered financial solutions and services to both individual and small business customers. Originally from Nebraska, Alston obtained her bachelor’s degree from Northwest Missouri State University. She has lived in Conway since 2009 and is passionate about building relationships in her community. She is a member of New Life Church, Women’s Leadership Network and Conway Noon Rotary.
Andy Arnold
First Security
Andy Arnold, with more than 25 years in the financial service industry, is the director of retirement plan services and wealth advisor senior vice president at First Security Bank. His commitment to oversee retirement plan services is proven through his experience in consulting committees and institutional and high-net-worth investors as a financial planner and certified private wealth advisor. With an abundance of knowledge and certifications in financial planning, Arnold guides his clients through the world of investments that can reshape their financial situation into an opportunity of success.
Teresa Arrigo
GenWealth Financial Advisors
Teresa Arrigo has been a member of the GenWealth Financial Advisors team since 2013. Based in Conway, she has spent more than a decade working closely with clients, assisting in the research, planning and implementation of plans for new clients and serving existing clients. Arrigo has always had a desire to serve others and encourage them to succeed. She enjoys pursuing her passion for building relationships and empowering people as they move toward their financial goals. Arrigo believes the key to bringing one’s financial aspirations to life is to create a clear plan with an advisor who can provide the tools and encouragement needed to stay motivated and focused.
Ryan Bartholomew
Small Wealth Management
Ryan Bartholomew has always been passionate about helping people achieve the goals they work so hard for. For the past 26 years, he has guided individuals, families and business owners through the financial decisions that shape their lives and futures. As a private wealth advisor at Small Wealth Management and a Certified Financial Planner, Bartholomew combines comprehensive planning expertise with a relationship-driven approach centered on trust, integrity and long-term partnerships. He is known for making complex financial concepts easier to understand and helping clients feel confident in the decisions they make. Today, Bartholomew works closely with clients to create personalized strategies that help them pursue their goals and enjoy what matters most to them and the people they care about.
Robert Bass
Bass and Bell
At Bass and Bell in Little Rock, Robert Bass acts as a driving force for the success of his team and his clients. With more than 40 years in the asset management business, Bass has developed a unique ability to illuminate the technical aspects of investing. His extensive experience and knowledge of portfolio construction places him in a position to serve all clients well. A graduate of William & Mary in Virginia, Bass has a Bachelor of Science in economics and a minor in biology. His professional career began in 1986 with Morgan Stanley, where he served as a senior vice president. He departed Morgan Stanley in 2009 to form Bass and Bell.
Chris Bell
Bass and Bell
Chris Bell enjoys developing relationships with clients at Bass and Bell in Little Rock. Given the personal and confidential nature of the client/advisor relationship, he believes that a trusting relationship and a high degree of confidence in the advisor’s qualifications and motivations are crucial. Bell attended the University of Arkansas in Fayetteville, earning an undergraduate degree in financial management in 2000 and a Juris Doctor from the university’s school of law in 2004. He practiced law for two years, thereafter becoming a financial advisor. In 2009, Bell earned the Certified Financial Planner certification. In 2012, he and Rob Bass formed a partnership which as of 2019, has become an independent RIA, Bass and Bell.
Matthew Black
Chance Black and Associates — Merrill Lynch
As a financial advisor at Chance Black and Associates, a Merrill Lynch Wealth Management team, Matthew Black helps individuals, families and business owners navigate the complexities of wealth. His practice focuses on retirement planning, tax-efficient investment strategies, estate planning and concentrated stock management. Through a personalized and comprehensive planning process, Black helps clients simplify financial decisions and develop strategies designed to preserve, grow and transfer wealth across generations.
Gwendolen “Wendy” Blair
Empire Financial Architects
As a financial advisor, Gwendolen “Wendy” Blair specializes in providing personalized advisory services and financial solutions to meet the needs of her clients. She takes pride in having no minimum net worth requirement, believing access to sound guidance should not be determined by the size of one’s portfolio. Blair is the current political involvement leader representing Arkansas at a legislative level for New York Life. She obtained the prestigious designation of Chartered Life Underwriter in 2024. Residing in Hot Springs Village with her husband, T.J. Hutcheson, Blair is a Rotarian and recently opened a second office in Lonsdale. Blair is an agent with New York Life Insurance Co. and a registered representative offering securities products and services through NYLIFE Securities, member FINRA/SIPC, a licensed insurance agency and a New York Life company.
Kristina Bolhouse
The Arkansas Financial Group
Kristina Bolhouse is president of The Arkansas Financial Group in Little Rock and a shareholder. After she graduated cum laude from Western Michigan University, she began her career as a licensed certified public accountant in the Lansing, Michigan office of Ernst & Young. She later switched her area of focus to taxes and personal financial planning and has been serving clients for more than 25 years.
Jeremy Booe
Edward Jones
Jeremy Booe joined the Edward Jones team in 2018 and is a Certified Financial Planner, Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist and Accredited Asset Management Specialist. Serving clients from his office in Sherwood, Booe and his team take advantage of advanced technology and welcome the opportunity to work with clients’ attorneys, accountants and other trusted professionals to provide the best guidance possible. Prior to joining Edward Jones, Booe obtained his bachelor’s degree in finance from the University of Central Arkansas in Conway and spent more than a decade working his way up from intern to investment consultant to branch manager at Scottrade.
Tami Borland
ClientFirst Wealth, Legacy & Estate Planning
Tami Boland joined ClientFirst Wealth, Legacy & Estate Planning in 2021 and brings more than 15 years of experience in financial planning to the firm. She graduated from the University of Central Florida’s College of Business with a finance degree. After 10 years as a financial advisor, Boland decided to take a behind-the-scenes role as a financial planner and operations manager to dedicate more time to her family. She enjoys traveling, mountain biking, and spending time with her husband and children.
Walker Bowman
Stephens
Walker Bowman has more than 20 years of experience in the financial services industry and has spent the last 14 providing clients with comprehensive wealth management solutions. Bowman applies an interpersonal approach to investment planning and client relationships by taking time to assess the wide-ranging issues and opportunities significant to his clients’ financial lives. After graduating from the University of Arkansas in Fayetteville in 1997 with a Bachelor of Science in Business Administration in financial management, Bowman began his career at Stephens as a fixed income analyst. He then worked in the financial services industry for several years at other firms before rejoining Stephens in the private client group in 2004.
Dr. Ralph Broadwater
The Arkansas Financial Group
As a retired surgeon and educator, Dr. Ralph Broadwater’s practice identifies the unique needs of physicians with a focus on wealth creation, money management and wealth management in retirement. He graduated magna cum laude from Southern Methodist University in Dallas and was elected to Phi Beta Kappa. He completed a two-year fellowship in surgical oncology at the M.D. Anderson Cancer Center in Houston before returning to Arkansas to establish his surgical oncology practice, from which he retired in 2020 after a 35-year medical career. In addition to serving clients as a financial advisor, Broadwater is a vice president and shareholder in the firm. He also serves as chief investment officer.
Bobby Brown
Brown Comstock Private Wealth Advisors
Bobby Brown serves as president and branch manager at Brown Comstock Private Wealth Advisors in Hot Springs and a financial advisor at Raymond James. Brown has more than 32 years of experience in the financial services industry and has achieved Raymond James Executive Council recognition for the last eight years. He is a native of Hope and a graduate of the Bachrach Academy, Arkansas Tech University in Russellville and Stephens University at Wake Forest in North Carolina. Brown is past president of Fifty for the Future, served on the executive boards of the Ouachita Area Council Boy Scouts of America and the Hot Springs and Pine Bluff Chambers of Commerce, and is past treasurer of S.E. Arkansas Arts & Science Center. Brown was named 28th in the 2024 edition of AdvisorHub’s list of “100 Fast Growing Advisors to Watch.”
Lori M. Brown
L.M. Brown Wealth Management of Raymond James
Lori M. Brown plays an integral role in helping clients formulate investment strategies designed to leave lasting legacies for future generations through tax and estate planning. She started her career with Morgan Stanley and has been a financial advisor since 2001. She joined Raymond James with her partner, Sonia Graham, and sales assistant, Linda Healy, in 2009. Brown is a graduate of the University of Arkansas in Little Rock, where she obtained a Bachelor of Business Administration with a concentration in finance. Past president of the Junior League of North Little Rock, Brown has also been active with the Women’s Foundation of Arkansas, in addition to volunteering at church, her children’s school and with Project Zero.
Molly Buenrostro
Gratus Wealth Management
Bringing a heart of service and a well-developed skill set to every client interaction is the goal of Molly Buenrostro at Gratus Wealth Management in Conway. The financial advisor delivers a client experience that is always approachable, never intimidating, as she works to guide hardworking professionals toward financial independence while supporting the unique challenges they face in life and business. Specializing in working with veterinarians, medical professionals and female entrepreneurs who are building something meaningful and who want a financial plan to match, Buenrostro helps individuals and families align their money with their values so they can live with clarity, confidence and purpose.
Judy Busbey
BVJ Wealth Management/Wells Fargo
Since 1985, Judy Busbey has been committed to helping clients build and manage wealth, especially in the areas of retirement planning. She believes that investment planning is about clients’ values, not just their money. Her mission has been to help ensure clients have a clear financial path to their future. She wants to help each client pursue creating enough wealth so that they have the resources to reach their financial goals and to live the life they have always dreamed about.
Marshall Butler
Monarch Wealth Advisors
Marshall D. Butler is a seasoned financial advisor with a wealth of knowledge and experience in the world of finance. Butler’s specialization lies in business financial management, efficient portfolio management, and mergers and acquisitions for small businesses. His strategic insights and financial solutions have made him a trusted advisor for businesses seeking to optimize their financial performance and navigate complex financial transactions, as well as individual owners for their personal planning. One of Butler’s most rewarding engagements comes with Lyon College in Batesville as interim vice president of business and finance. Lyon’s new institute of health sciences will encompass both the school of veterinary medicine and the school of dental medicine.
Phillip Butterfield
Stephens
Since joining Stephens Private Client Group in 2014, Phillip Butterfield has focused his practice on understanding each client’s complete financial picture, giving careful consideration to their goals, risk tolerance and personal motivations. He believes effective wealth management begins with building strong relationships and maintaining open communication throughout every stage of a client’s financial journey. Butterfield earned a Bachelor of Science in finance with a minor in accounting from Arkansas State University in Jonesboro in 2012. He served as a captain of the university’s football team. He later earned a Master of Business Administration from A-State. He is a Certified Financial Planner.
Brian Canales
Edward Jones
Brian Canales has been an advisor with Edward Jones since 2017, but he has had a love of investing his whole life. Growing up on a small farm, Canales learned early the importance of having a strategy, protecting it and working hard to achieve results. As a Certified Financial Planner, Canales focuses on providing wealth management to healthcare business owners and retirees in the Hot Springs and Little Rock areas. Canales helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, minimizing risk exposure and charitable giving. Canales is also active in the Hot Springs community as a member of several boards and City Life Church.
Chad Carlson
Simmons Investment Services
Chad Carlson is an experienced guide for affluent families, helping them tackle tricky financial matters with sound, individualized advice. He is known for his warm, approachable style and knack for truly listening to what clients want. With about 30 years of experience, Carlson manages every part of a client’s wealth, keeping risks in check while making complex ideas feel simple and clear. His goal is to give clients and their families peace of mind, ensuring they feel confident about their decisions and their plan.
Carrie Carr
ARIA Wealth Management
Carrie Carr is a registered investment advisor at ARIA Wealth Management in Little Rock. With more than 15 years’ experience in the financial industry, Carr began her career at Stephens as a trainer to financial advisors and as a financial advisor at Merrill Lynch. She graduated Phi Beta Kappa from the University of Arkansas in Fayetteville with a Bachelor of Arts and Master of Arts in English.
Larry Chance
Chance Black and Associates, Merrill Lynch Wealth Management
Larry Chance is senior vice president and wealth management advisor at Chance Black and Associates, Merrill Lynch Wealth Management in Little Rock. Over his career spanning more than three decades, he has distinguished himself for ethics, integrity and expertise, turning client plans and dreams into reality. Leveraging the investment insights of Merrill and the banking solutions of Bank of America, Chance works with individuals and families to help identify goals, challenges and opportunities and then creates a sound financial plan to manage, grow and preserve clients’ wealth today while also considering the impact it can have for years to come.
David Chappell
Petite Roche Wealth Management
David Chappell is the operations director and chief operating officer for Little Rock’s Petite Roche Wealth Management, a private wealth advisory practice of Ameriprise Financial Services. The firm’s areas of focus are retirement planning strategies, investments, tax planning strategies, financial planning for small business, estate planning strategies, charitable giving strategies and retirement income strategies.
Tara Cobb
Small Wealth Management
Tara Cobb has always been passionate about helping people navigate life’s most important decisions. As financial advisor at Small Wealth Management, she brings a thoughtful, relationship-driven approach to helping individuals and families pursue their financial goals. After spending more than a decade helping develop financial plans and supporting clients behind the scenes, Cobb became an advisor in 2021 and later earned her Certified Financial Planner credential, the industry’s most recognized designation for comprehensive financial planning. Her behavioral financial advisor designation reflects her belief that effective financial planning begins with understanding the people behind the numbers. Today, she helps clients make confident decisions about retirement, wealth management, and the future they envision for themselves and their families.
Dale E. Colclasure Jr.
RetirePath
Dale E. Colclasure Jr., a Certified Financial Planner and Accredited Investment Fiduciary, is chief investment officer, chief compliance officer and principal wealth advisor at RetirePath Wealth, an SEC registered investment advisory firm. Colclasure has spent the past three decades developing successful solutions for the unique needs of the preretired and retired community. He specializes as a retirement income advisor, a fiduciary who focuses on the entirety of needs of those transitioning from the asset accumulation phase to the income creation and distribution phase of investment management. Along with RetirePath co-founder Mark Smalling, Colclasure has built a holistic financial advisory firm that offers guidance and solutions for each step of the retirement journey. Colclasure is an industry leader in helping clients create predictable lifetime income, considering the specific tax implications of retirement plan distributions, Social Security claiming strategies, along with tax-free and capital gains taxable streams. Roth conversion opportunities, required minimum distribution planning, charitable giving, Medicare options and filing, long-term care planning, tax preparation, and estate preservation strategies are all covered in the “Your RetirePath” process.
Beckie Comstock
Brown Comstock Private Wealth Advisors
Beckie Comstock has been serving the financial needs of families, professionals and retirees for more than 25 years. She is a registered principal and branch manager. She is responsible for the supervision of the practice at Brown Comstock Private Wealth Advisors, along with the construction and management of investment strategies. As a financial advisor with her Chartered Retirement Planning Counselor and Accredited Behavioral Finance Professional designations, Comstock strives to develop long-term relationships with clients with the objective of providing personalized strategies for every element of the wealth management equation. Having lived in Hot Springs since 1994, Comstock also volunteers with the Arkansas Single Parent Scholarship Fund and is involved with the Cooper-Anthony Mercy Child Advocacy Center through Women with a Mission Society.
Barry Corkern
Corkern & Co.
Prior to forming his own firm, Barry Corkern recognized that selling financial products for a commission obstructed the client’s ability to make informed decisions. He realized that people prefer to make financial decisions unclouded by commission-driven sales rhetoric. That led him to become the first person in Arkansas to register solely as an investment advisor. As a fiduciary advisor, Corkern acts in the clients’ interests at all times and is not motivated by any third-party compensation. Although Corkern is not currently securities licensed, he has held the National Association of Securities Dealers General Securities representative and principal, variable annuity/variable life, mutual funds, and direct participation licenses.
Laura F. Crowell
Crowell Wealth Management Group,
Edward Jones
Laura F. Crowell has more than 26 years of experience as a financial advisor and has worked at Edward Jones since 1999. The Certified Private Wealth Advisor has a passion for building long-lasting relationships with her clients grounded in trust and transparency. Widely recognized for her efforts and respected throughout her industry, Crowell focuses on partnering with clients who are dedicated to pursuing their personal and family aspirations collaboratively. Likewise committed to bettering her community, Crowell and her husband are ardent supporters of causes related to domestic abuse and children’s health, in addition to putting on an annual Christmas light display — some 650,000-plus lights strong — for their neighbors to enjoy.
Dennis “DJ” Curtis Jr.
The Curtis Team/Stifel
DJ Curtis is senior vice president/investments and branch manager at Stifel, and co-founder of The Curtis Team. He began his investment career in 2006 and joined Stifel in 2011. In his role, Curtis provides comprehensive, consultative investment planning, risk management strategies and wealth management services to affluent families and institutions. He assists private business owners with in-depth pretransaction planning and key decisions regarding multigenerational wealth, and takes an active role in facilitating family meetings and discussions around family governance, and the education and preparation of the next generation as future stewards of their family’s wealth. Curtis was named to Forbes’ 2022 “Best-in-State Wealth Advisors” list and to Forbes’ 2022 “Top Next-Gen Wealth Advisors” list.
Kristin N. Daniel
Parity Financial Group
Kristin N. Daniel is founder and CEO of Parity Financial Group, a tailored wealth management firm headquartered in Bentonville with offices in Little Rock, Fort Smith and Fayetteville. Serving high-net-worth families, business owners and executives across Arkansas and the country, Parity was built around Daniel’s belief that true wealth management means understanding the full picture, not just the portfolio. An Arkansas native, Daniel started in the industry in 2009, founded Parity in 2019 after recognizing that successful families and business owners often have multiple advisors but no one connecting all the pieces. She built Parity to fill that role, bringing clarity and coordination to complex financial lives and becoming a trusted resource clients turn to before making their most important financial decisions. Beyond Parity, Daniel serves as president of the board of the Helen B. Walton Children’s Enrichment Center and chairs the Justin Moore St. Jude Golf Classic, which has raised more than $2 million for St. Jude Children’s Research Hospital.
Scott W. Daniel
WealthPath Investment Advisors
Scott W. Daniel, a Certified Exit Planning Advisor and Accredited Investment Fiduciary, is a managing partner and financial advisor at WealthPath’s Little Rock office, where he brings unique experience in advising a wide range of clients with personalized strategies. After earning a degree in business and managerial economics from Lyon College in Batesville, Daniel began his career as a financial consultant at PaineWebber & Co. He then went on to establish his own firm, which he ran for 17 years before joining WealthPath in 2015. Daniel is Series 7, 63 and 65 registered and has life, health and disability insurance licenses. He was honored as one of AdvisorHub’s “Top Advisors to Watch Under 1 Billion” in 2022 and 2023. Daniel has been an active member of several other organizations over the years, serving as executive finance committee board member at the Museum of Discovery in Little Rock, board president of the Breakthrough T1D Arkansas Chapter, a trustee of Lyon College in Batesville, and commissioner at Little Rock Parks and Recreation.
Jacob Duke
Rivertree Wealth
Jacob Duke is a Certified Financial Planner and founder of Rivertree Wealth. He is a graduate of Louisiana Tech University, where he completed both his finance degree and Master of Business Administration. Prior to his graduation in 2016, he started his career in financial services at a large trust company in his home state of Louisiana. In 2019, he moved to Arkansas and worked at an independent registered investment advisor until Rivertree was launched in 2024. He is now working with more than 140 clients in 21 states.
Kelley Curtis Dunlap
The Curtis Team — Stifel
Kelley Curtis Dunlap followed in her father’s footsteps to become a financial advisor in 2002. Today, she is a partner, along with her brother, of The Curtis Team, who joined Stifel in 2011 upon the opening of the Little Rock branch. Dunlap leverages her 24 years of experience to provide insight and perspective in constantly changing market environments. Drawing on the knowledge gained from obtaining the Chartered Retirement Planning Counselor and the Certified Plan Fiduciary Advisor designations, Dunlap assists business owners in developing a retirement plan tailored to their needs. Dunlap was named to Forbes’ “Best-in-State Women Wealth Advisors” and “Wealth Advisors” from 2022 to 2026 and “Wealth Management Teams” from 2024 to 2026. She was also named to AdvisorHub’s “Women to Watch” and “Advisors to Watch” for 2026.
Mark Dutton
Stephens
Mark Dutton has more than 35 years of industry experience. Dutton and his team at Stephens Private Client Group develop tailored investment strategies that reflect each client’s individual financial goals and long-term objectives. Prior to joining the Stephens team, Dutton was a financial advisor and vice president at Merrill Lynch, Pierce, Fenner & Smith. Dutton graduated in 1982 with honors from the University of Arkansas in Fayetteville with a Bachelor of Science in chemical engineering. He completed the Stephens’ wealth management program, Stephens University, offered through Wake Forest University in North Carolina. He is a Certified Financial Planner.
Amber Fonseca
Edward Jones
A member of the Edward Jones team since 2018, Amber Fonseca is a Certified Financial Planner who genuinely cares about her clients. Soon after joining Edward Jones, Fonseca discovered her love for helping clients retire on their own terms, which led her to earn her Chartered Retirement Planning Counselor designation. She has since added other tools to her toolbox, including designations as an Accredited Wealth Management Advisor and Accredited Asset Management Specialist. Prior to joining Edward Jones, Fonseca worked locally in Fort Smith for ArcBest and Girl Scouts-Diamonds of Arkansas, Oklahoma and Texas. She graduated summa cum laude from Kent State University in 2002 with a Bachelor of Science degree in business administration.
Brant Foster
Foster and Associates
Brant Foster is owner and lead financial advisor of Foster and Associates in Little Rock. He has been a financial advisor in Little Rock for 30 years. He started with American Express after graduating from the University of Arkansas in Fayetteville in 1996. After American Express became Ameriprise Financial, Foster started Foster and Associates, where he has been named a Forbes “Best-in-State Wealth Advisor” six times. His strong personal relationships with clients are a major part of his long-term success. Foster is involved in the central Arkansas community. He is on the board of Camp Aldersgate in Little Rock and enjoys volunteering with the Arkansas Foodbank and Habitat for Humanity. He is a member of Pulaski Heights United Methodist Church in Little Rock, where he serves on the finance committee.
Eli Freeman
Mach 1 Financial Group
Eli Freeman, a Certified Financial Planner, is vice president of planning at Mach 1 Financial Group, where he focuses on helping clients pursue their unique financial goals. He prides himself on tailoring each plan to the individual, ensuring strategies are both practical and purpose driven. His client-first approach is grounded in technical skill and a genuine passion for service. For Freeman, the greatest reward is building lasting relationships and providing peace of mind, making it his joy to care for the families he serves.
Gilberto Garcia
Gratus Wealth Management
Gilberto Garcia is CEO and president of Gratus Wealth Management in Conway, serving clients in Arkansas and nationally through the core values of integrity, accountability, communication and transparency. Leveraging the same work ethic and commitment to excellence that made him a standout on the football field for the University of Central Arkansas in Conway, Garcia helps put clients in the position of power to build and grow generational financial security. The recipient of the 2021 Conway Area Chamber of Commerce’s Young Business Professional of the Year award, he also serves on the board of directors for The Conway Foundation and Faulkner County Community Foundation.
Osmar Garcia
Gratus Wealth Management
A native of Jalisco, Mexico, Osmar Garcia moved to Morrilton in 1998. After graduating from the University of Central Arkansas in Conway with a degree in finance, he began his career in banking as a credit analyst and consumer lender. Recognizing a gap in financial planning, he joined Northwestern Mutual in 2015 and co-founded Gratus Wealth Management in Conway with his brother, Gilberto Garcia. Today, he is dedicated to guiding clients through financial decisions with tailored strategies that address short-, mid- and long-term goals. Outside of work, Osmar enjoys family time with his wife, Morgan, and their five children.
John Gaudin
Argenta Wealth Management
John Gaudin has 30 years’ experience in the investment advisory business and owns Argenta Wealth Management in North Little Rock. His experience includes leading the advisory firm’s family, business and institutional relationships. Active in the community, Gaudin was a founding member of the Argenta Downtown Council, Argenta Arts Foundation, and Argenta Friends of the Arts. He also founded the Art Connection and the Arkansas Regional Innovation Hub. He has served on a range of boards, including the Thea Foundation and City Year. A native of Louisiana, Gaudin received his bachelor’s degree from the University of Southwestern Louisiana and moved to Arkansas in 1982.
Jason Gerber
Prime Capital Financial
Jason Gerber is a managing partner at Prime Capital Financial’s Little Rock location. With more than 15 years of industry experience, he helps individuals and families navigate the complexities of building, preserving and transferring wealth through comprehensive financial planning, focusing on integrated tax advisory and estate planning strategies. Gerber works alongside Prime Capital Financial’s specialists to help clients make informed decisions that align their investments, wealth preservation and legacy goals. Having received his master’s degree in personal financial planning, he is a Certified Financial Planner, as well as an Accredited Wealth Management Advisor, Chartered Retirement Plan Specialist and Accredited Investment Fiduciary.
James “Kenny” Gibbs
The Gibbs, Marquez, Bemberg & Holbert Group
James “Kenny” Gibbs is senior vice president and wealth management advisor for The Gibbs, Marquez, Bemberg & Holbert Group in Little Rock, an affiliate of Merrill Lynch Wealth Management. He has been named to Forbes’ “Best-in-State Wealth Advisors” list for the years 2018 to 2026 and to Forbes’ “Best-in-State Wealth Management Teams” for 2025. He joined Merrill Lynch Wealth Management in 1985 and is a graduate of the University of Arkansas in Fayetteville with a degree in marketing and a minor in finance. He is a Certified Financial Planner and Certified Investment Management Analyst.
Sydney O’Quin Gilbert
Sagebridge Wealth Management
Since 2005, Sydney O’Quin Gilbert as helped women leaders navigate complex financial decisions with confidence. With more than 20 years of experience, she specializes in investment planning, wealth management, and retirement strategies, delivering personalized guidance tailored to each client’s goals. Passionate about fostering financial literacy and independence, Gilbert hosts EmpowHER, a monthly seminar designed to educate and inspire women investors. She is actively involved in Rotary International, her church, and her son’s school. Gilbert lives in Arkansas with her husband, Luke, and their son, Andrew. Her California insurance license number is 0G33359, and her resident state is Arkansas.
Nan J. Ginger
Rockefeller Capital Management
Nan Ginger joined Rockefeller Global Family Office in 2024, bringing more than four decades of wealth management expertise. Prior to joining Rockefeller, she was a senior vice president and senior financial advisor at Merrill Lynch. Throughout her career, she has earned a reputation for meticulous analysis and profound insights, serving the wealth management needs, estate planning issues and money management goals of affluent individuals and businesses. Ginger holds the Certified Divorce Financial Analyst and Certified Plan Fiduciary Advisor designations. At Merrill Lynch, she served as a senior vice president and senior financial advisor, where she provided exceptional financial guidance and strategic planning.
Nathan Green
Simmons Investment Services
Nathan Green, a Certified Financial Planner professional, joined Simmons Investment Services in 2015 and has more than 10 years of experience in financial planning and wealth management. He received a bachelor’s degree in business administration from Harding University in Searcy. Outside the office, he is an active member of his local Rotary Club and loves to fish, camp, play basketball and coach youth sports teams.
Sarah Catherine Gutierrez
Aptus Financial
Sarah Catherine Gutierrez started Aptus Financial with a vision for a company that provides a second set of eyes for people who want to manage their own investments. Aptus Financial believes the best financial planner creates capable clients and has seen that success in more than 1,000 physician households. Her company also runs retirement plans and financial wellness services covering over 25,000 participants. Gutierrez’s true joy comes from her family. Early in her marriage, she and her husband discovered the power of living below their means, namely that it allowed them to “buy” time as a family. Now, she lives the life of an Aptus client — on her own terms.
Jimmy Hackelton
Edward Jones
Jimmy Hackelton is an accredited asset management specialist based in Cabot. Recognized as a wealth advisor for multiple years by Forbes, Hackelton helps clients develop specific strategies for achieving their goals — whether that means retirement, college savings or protecting their family’s financial future. As an Edward Jones financial advisor, Hackelton believes it is important to understand what clients are working toward before investing their money, as well as the level of risk they are comfortable accepting. He welcomes the opportunity to work with the rest of his clients’ professional team, from attorneys to accountants, in order to deliver comprehensive strategies that leverage a wide range of expertise.
Brady Hansmann
Guardian Financial
Brady Hansmann is a licensed insurance professional at Guardian Financial in Bentonville, where he helps clients plan for their financial futures and serves as a trusted resource for insurance guidance. He also assists with market and portfolio-related research under the supervision of Tony Hansmann, the firm’s investment advisor representative and owner. Outside the office, Brady Hansmann is excited to put his flying expertise toward Angel Flight, which provides free air transport for people needing medical care.
Tony Hansmann
Guardian Financial
After witnessing a family member’s retirement devastated by dishonesty and poor planning from a trusted advisor, Tony Hansmann was inspired to pursue a career in financial services — a pivotal experience that still drives him today. As Guardian Financial’s investment advisor representative and owner, Hansmann specializes in comprehensive tax-efficient planning strategies, advanced estate and legacy planning, and wealth preservation for high-net-worth families. He works closely with clients to structure portfolios and strategies designed around minimizing tax exposure across income, investment and estate transitions — helping ensure that what clients have built is protected and passed on with intention.
Rush “Buddy” Harding IV
Carty, Harding & Hearn
Rush “Buddy” Harding IV joined the Carty, Harding & Hearn team in 2022 as a senior vice president, stockholder, director and manager of the Little Rock office. After playing basketball on scholarship at the University of Arkansas at Little Rock, Harding received his Bachelor of Science in health sciences and began his successful tenure at Crews & Associates. Since 2008, he has specialized in fixed income sales and trading to institutional and retail investors. In the past, he served on several boards, including the UA Little Rock athletic board and strategic planning committee, the athletic board at Arkansas Baptist College in Little Rock, Junior Deputy Baseball and The Centers.
Greg Harrison
Harrison Financial Management
Greg Harrison is a financial professional, owner of Harrison Financial Management in El Dorado, and an active member of his community. Dedicated to helping individuals and businesses build their financial futures, he leverages education, experience and professional affiliations in his practical approach to offering financial services and fiduciary advice to his clients. Since 2009, Harrison has offered a variety of services, from financial planning and retirement planning to life and health insurance, and even certified business exit plans. As a Certified Kingdom Advisor, he is able to provide advice with faith-based principles as a foundation. His academic achievements include a Master’s of Business Administration and an Executive Master of Public Administration from Southern Arkansas University in Magnolia. He also currently has his Series 7, 63 and 66 licenses. Harrison has served 10 years as a justice of the peace for the Union County Quorum Court.
Chase Hodges
Gratus Wealth Management
Chase Hodges is a financial advisor at Gratus Wealth Management in Conway. Before becoming an advisor, he worked in banking, which helped him gain a strong foundation in personal finance and client service. He holds the Retirement Income Certified Professional designation, which allows him to help clients navigate retirement with confidence. Today, he primarily serves medical professionals on comprehensive and tax-efficient financial planning strategies, as well as helps retirees navigate retirement in an optimal manner.
Abigail Hollar
Hollar Wealth
Abigail Hollar is president and senior wealth advisor of Hollar Wealth, where she provides financial advice to mass affluent and high net worth households in Little Rock and across the U.S. She started her financial services career in 2002 and has been a Certified Financial Planner for more than a decade. She previously spent more than 14 years at a nationally recognized firm in Little Rock, where she learned from one of Arkansas’ most prominent business women and wealth managers. A 2006 graduate of Purdue University in Indiana, Hollar later earned a Master of Business Administration from the University of Arkansas at Little Rock. Hollar has also served as a financial educator both on a volunteer basis to local nonprofits and to Fortune 500 firms.
Jonathan Hurd
Wells Fargo Advisors
With decades of experience in the financial sector under his belt and the confidence of hundreds of clients through the years, Jonathan Hurd is a sought-after financial advisor as well as vice president-investments at Wells Fargo Advisors in Little Rock. Hurd earned his undergraduate degree from Louisiana State University and has a master’s of business administration in finance degree from the University of Louisiana at Lafayette. His unique blend of technical expertise and concierge-level customer service ensures each unique financial plan is crafted with respect to the individuality of the client and their unique needs and goals.
Scott Inman
GenWealth Financial Advisors
Scott Inman spent 17 years as an award-winning television news anchor at KATV in Little Rock before joining the GenWealth Financial Advisors team. He also spent 13 years as the football pregame show host and fill-in play-by-play announcer for the Razorback Sports Network. Inman’s passion for people and experience as a communicator led him to become a financial advisor, where he considers it a privilege to work with clients who are preparing for or who have already entered retirement. Inman also hosts GenWealth’s Get Ready for the Future Show and The Fastest Four Minutes In Finance, and he is a frequent guest on Yahoo Finance Live.
Marshall Ipsen
Ipsen Advisor Group
Loren Marshall Ipsen is a Certified Financial Planner and founder of Ipsen Advisor Group in Little Rock. With more than 20 years of experience in investment planning, wealth management, retirement strategies and risk management, Ipsen helps individuals, families and business owners pursue long-term financial security. He simplifies complex financial concepts so clients feel informed, offering strategies that balance growth with protection. Ipsen’s client-first approach emphasizes professionalism, trust and ongoing collaboration to ensure plans adapt as life and markets change. Beyond managing assets, he strives to provide clarity, direction and peace of mind through every stage of life. Whether planning for retirement, funding education or navigating life transitions, Ipsen provides the guidance and support needed for clients to move forward with confidence.
Anna Jeter
Peregrine Wealth Strategies
Anna Jeter is a financial advisor and owner of Peregrine Wealth Strategies in Little Rock. With more than 15 years of experience in the financial services industry, she works with individuals and families to navigate the decisions that shape their financial lives, with a particular focus on retirement planning, investment management and long-term financial strategy. Jeter believes financial planning should bring clarity, not complexity. Her approach centers on helping clients understand their options, make informed decisions and feel confident about the path ahead. She holds her Series 7 and 66 security registration with LPL Financial, as well as life and health insurance licenses.
Matt Jones
Legacy Capital
Matt Jones began working in the wealth management industry in 1994 after receiving his undergraduate degree from the University of Arkansas in Fayetteville and his law degree from the University of Arkansas at Little Rock William H. Bowen School of Law. Having completed the requirements to become a Certified Financial Planner, Jones worked locally for both Morgan Keegan and Stephens. In 1997, he joined the late Frank McGehee to form what is now Legacy Capital. Legacy is one of the state’s largest independent registered investment advisors and has more than $1.6 billion in assets under management. In addition to leading Legacy Capital, he serves as an advisor to ultra-affluent families throughout the U.S. and works with some of Arkansas’ wealthiest families.
Tim Key
GenWealth Financial Advisors
Tim Key joined the GenWealth Financial Advisors team in Little Rock in 2016 after a 22-year career in the banking and insurance industries. Born and raised in Missouri, Key graduated from Culver-Stockton College, earning a Bachelor of Science degree in accounting in 1992. He moved to central Arkansas in 1998 and has called the area home ever since. Away from the office, Key enjoys spending time with his family, traveling and cheering on the Nebraska Cornhuskers.
Morgan Keyes
Wells Fargo Advisors
As a financial advisor at Wells Fargo Advisors in Little Rock, Morgan Keyes offers a wide range of services, from helping select individual investments to developing a retirement plan. With access to a broad array of resources, including Wells Fargo Investment Institute research analysts and economic and market strategists, Keyes helps clients make informed investment decisions based on their specific needs. Wells Fargo Investment Institute, is a registered investment advisor and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Co.
Paul Kroger
Northwestern Mutual
Paul Kroger graduated from the University of Central Arkansas in Conway in 2008 with a double major in digital film and communications. After working his way up through Windstream Communications, he applied his enterprise leadership experience to entrepreneurism opening Granite Transformations of Central Arkansas, a business consulting firm, and ultimately finding his passion founding a financial advising firm through Northwestern Mutual. As a wealth management advisor Kroger focuses on helping clients expand their dreams, challenge habits and simplify tactics.
Amanda Leija
Freedom Financial Partners
Based in North Little Rock, Amanda Leija is a dedicated wealth advisor who brings a client-first philosophy shaped by more than 20 years of experience in education and leadership. After a distinguished career as a teacher, principal and superintendent, she transitioned into financial services with a passion for helping individuals and families gain clarity, confidence, and freedom over their financial futures. Leija joined Freedom Financial Partners in 2026 after three years with Edward Jones, where she managed approximately $45 million in client assets. She holds multiple financial designations, including Chartered Retirement Planning Counselor and Certified Exit Planning Advisor, and combines technical proficiency with a genuine commitment to building lasting relationships rooted in trust, transparency and service.
David Lukas
Lukas Total Wealth
David Lukas is the CEO and founder of Lukas Total Wealth, an independent fiduciary wealth management firm in North Little Rock. He is the creator of the THRIVE Planning Framework, which walks families through taxes, healthcare, risk, income, vitality, and estate and legacy, and the ExoSure Exit Readiness Framework, which helps business owners turn concentrated business value into sustainable personal and family wealth before a transition rather than after it. He hosts The Total Wealth Show, now in its 17th year on Arkansas radio, and he is a contributor to Kiplinger.com. Lukas Total Wealth has been named to the Inc. 5000 list of the fastest growing private companies in America for two years running. His view of the work is simple: Money is the tool. Human flourishing is the outcome.
Edward Mahaffy
ClientFirst Wealth Legacy & Estate
Edward Mahaffy, a Certified Financial Planner, and his team own and operate ClientFirst Wealth, Legacy & Estate Planning, an independent fee-only registered investment advisor and fiduciary specializing in retirement planning with offices in Little Rock and Fort Worth. He has an undergraduate degree from The Citadel in South Carolina and a Master of Business Administration from the University of Arkansas in Fayetteville.
Brayden Mallett
Arvest Wealth Management
Brayden Mallett is a senior client advisor at Arvest Wealth Management, bringing extensive financial services experience since 2014. He holds a bachelor’s degree in finance, a minor in management, and a Master of Business Administration from the University of Central Arkansas in Conway. Dedicated to providing an exceptional client experience, Mallett offers proactive, knowledgeable guidance across financial planning, retirement, insurance and wealth management strategies.
Katelyn B. Martin
Edward Jones
An attorney turned Certified Financial Planner based in Monticello, Katelyn B. Martin helps people, families and foundations achieve financial security and maximize their potential with confidence. Prior to joining Edward Jones in 2022, Martin spent years counseling individuals of all ages and walks of life, helping them to understand their rights and achieve their goals with coaching and careful planning. Martin obtained her bachelor’s degree from the University of Arkansas in Fayetteville before earning her Juris Doctor from the University of Arkansas at Little Rock.
Lester P. Matlock
Natural State Private Wealth Group,
powered by Ameriprise Financial
For more than three decades, Lester P. Matlock has been helping clients make informed financial decisions and pursue their vision of financial success. Since founding Natural State Private Wealth Group in Little Rock in 1996, he has built his practice around a simple philosophy: personalized advice, meaningful relationships and a commitment to putting clients first. Matlock specializes in helping high-net-worth individuals and families develop comprehensive wealth management strategies that address investment management, retirement income planning, estate planning strategies, tax-efficient wealth transfer and charitable giving. A Certified Financial Planner professional, Chartered Retirement Planning Counselor, Accredited Portfolio Management Advisor and Certified Exit Planning Advisor, Matlock combines deep technical expertise with a personal approach to wealth management. He has consistently earned the Ameriprise Client Experience Award, which honors advisors who demonstrate a sustained commitment to delivering exceptional service and creating meaningful client relationships. Matlock’s mission is to help clients simplify complex financial decisions, pursue their goals with confidence, and create a lasting impact for their families and communities.
Mary McCraw
The Arkansas Financial Group
Mary McCraw joined The Arkansas Financial Group in Little Rock in 2008 and is a vice president and shareholder. She also serves as chief compliance officer. She works with a variety of clients, including young professionals and families just starting out. Prior to joining AFG, she worked for a boutique wealth management firm in Los Angeles, preparing financial plans for clients in the entertainment industry. She attended the University of North Texas in Denton, where she obtained a bachelor’s degree in finance with an emphasis in personal financial planning.
Keith McGeorge
Retirement Advisors of Arkansas
Keith McGeorge joined Retirement Advisors of Arkansas in 2020 and serves as the firm’s managing partner. He specializes in helping clients develop comprehensive financial plans that provide the confidence and clarity needed to transition successfully into retirement. By focusing on each client’s unique goals, McGeorge works to simplify complex financial decisions and create strategies designed to help families pursue long-term financial security. Prior to joining Retirement Advisors of Arkansas, McGeorge owned and operated Max Cleaners. He earned a Bachelor of Business Administration in marketing and management from the University of Arkansas at Little Rock. He holds Series 7 and Series 66 securities registrations through LPL Financial and is a licensed health and life insurance producer in the state of Arkansas.
Clay McKinney
Hatcher Capital Investments
Born and raised in Hughes Springs, Texas, Clay McKinney moved to Arkansas for college and graduated cum laude from Ouachita Baptist University in Arkadelphia in 2014 with a degree in finance and management. After undergrad, he completed his Master of Business Administration from the University of Texas at Tyler in 2016. Her served as a financial advisor for a Fortune 500 firm before joining Hatcher Capital Investments in 2018 and now leads the company as its president. He has multiple professional licenses, including Series 7 and 66, as well as life and health insurance.
Nick Merriweather
Ipsen Advisor Group
James Nick Merriweather is a Certified Financial Planner at Ipsen Advisor Group in Little Rock. He helps clients build, protect and sustain wealth through every stage of life. He teams up with emerging professionals and rising leaders to design investment strategies, manage financial obligations, navigate debt and lay the groundwork for lasting retirement security. He also works with families, retirees and business owners on complex needs such as income planning, legacy strategies and wealth transfer. Skilled in working with multiple generations, Merriweather provides continuity and a coordinated approach to long-term goals. He simplifies financial concepts into clear, personalized advice. His client-first philosophy emphasizes transparency, trust and ongoing collaboration.
Joshua Montanez
Montanez Wealth Advisors
Fourteen years ago, Joshua Montanez launched his financial planning practice with a passion for helping people achieve confidence in their financial future. Today, that vision has grown into Montanez Wealth Advisors in Rogers, where Montanez is known for his client-centered approach and commitment to holistic financial planning. Recognized as a Forbes “Top Financial Security Professional Best-in-State” for the past three years, Montanez and his firm work closely with individuals, families, business owners and corporate professionals, helping them navigate complex financial decisions involving equity compensation, deferred compensation plans, comprehensive business planning and long-term wealth strategies. Beyond his professional accomplishments, Montanez is deeply invested in the northwest Arkansas community through financial education, charitable involvement and advocacy efforts.
Marshall Moon
Meridian Investment Advisors
Since joining Meridian Investment Advisors in Little Rock in 2015, Marshall Moon has served as senior investment advisor and chief equity strategist. He earned his finance degree from the University of Central Arkansas in Conway and became a Certified Financial Planner in 2020. In January, he became a named partner. As principal, he leads investment strategy, oversees equity research and remains a trusted advisor to clients. He is passionate about helping people feel confident about their financial futures and takes pride in offering open-minded, personalized guidance.
Samuel G. Nagher III
Edward Jones
Samuel G. Nagher III has been with the Edward Jones team since 2018, helping clients from his Conway office develop and implement strategies for a confident financial future. Nagher is a Certified Financial Planner and Certified Exit Planning Advisor, and his focus areas include wealth strategies, retirement savings strategies, business retirement plans, entrepreneurs and business owners, and estate and legacy strategies. From building a plan to monitoring one’s progress and adjusting as life circumstances change, Nagher and his team are dedicated to providing complete, tailored strategies for clients, all the while offering top-notch service at every step. Nagher obtained his bachelor’s degree in mechanical engineering from the University of Michigan in Dearborn.
Lesley Nalley
Nalley & Associates
Lesley Nalley is president of Nalley & Associates in Little Rock, where she partners with individuals, families and business owners to build financial prosperity through a holistic approach to wealth. With a professional foundation in accounting and human resources, Nalley brings both technical precision and people-centered insight to wealth planning. Her background includes a Bachelor of Science in accounting, a Master of Business Administration in human resource management, insurance licenses in Arkansas, Tennessee, Texas, California and Washington, and FINRA registration. Passionate about giving back, Nalley also proudly serves on the boards of the Little Italy Arkansas Heritage Society & Museum and the Accounting & Financial Women’s Alliance.
Joel Newburn
GenWealth Financial Advisors
Clarksville native Joel Newburn has always been moved by the opportunity to serve others. Long before his distinguished career helping clients plan for the future through GenWealth Financial Advisors in Hot Springs, he spent 10 years in the Army National Guard as an air traffic controller and Blackhawk helicopter pilot twice deployed to Iraq. In between his military training, Newburn completed his bachelor’s degree in professional aeronautics with a minor in business administration from Henderson State University in Arkadelphia.
Geoff Niebaum
Mendel Capital Management
Geoff Niebaum brings 20 years of investment advisory experience to his role leading Mendel Capital Management. As president, he focuses on investment management and overall strategic growth of Mendel Capital. Prior to joining Mendel Capital, Niebaum was a partner and portfolio manager for Integra Capital Advisors. His investment management career began at Morgan Stanley Smith Barney.
Andrew Norris
Red Dog Investment Group | Raymond James
Andrew Norris at Red Dog Investment Group | Raymond James in Little Rock is dedicated to managing and preserving wealth for individuals and their families. By establishing valued relationships, he seeks to gain a comprehensive understanding of clients’ needs and goals. The dedicated financial advisor works hard to enhance and preserve clients’ investments while assisting them in realizing their goals through long-term financial solutions using portfolio management, retirement planning — including IRAs, 401(k)s — estate planning, wealth management and more. A native of Benton, Norris graduated from the University of Central Arkansas in Conway with a bachelor’s degree and is a member of Leadership of Saline County. He joined Raymond James in 2019.
Patty Nuovo
Signature Private Wealth Management — Raymond James
Patty Nuovo is a Certified Financial Planner, financial advisor, and investment advisor representative at Signature Private Wealth Management for Raymond James in Bentonville. With more than 20 years of experience in the financial services industry, Nuovo has built her career on helping individuals, families and business owners make informed financial decisions and pursue their long-term goals. After beginning her career in the institutional operations department at Shearson Hayden Stone, Nuovo earned her Series 7 license and became the first female stockbroker hired at Janney Montgomery Scott in Philadelphia. Her success in the northeast financial markets laid the foundation for a career dedicated to serving clients through personalized advice, thoughtful planning and disciplined investment strategies. Today, Nuovo works closely with clients to develop comprehensive wealth management plans tailored to their unique needs and aspirations. She is passionate about financial education and is known for her seminars on the concepts of money, abundance and financial empowerment. Nuovo believes that everyone has the potential to achieve financial success and strives to help clients make the most of their wealth today while creating a lasting legacy for future generations.
Marco Osorio
Prime Capital Financial
Marco Osorio is a seasoned financial advisor at Prime Capital Financial with a degree in finance from Harding University in Searcy earned in 2012. Beginning his career as an analyst covering public utilities in his home state of Arkansas, he honed his skills before transitioning to Fidelity Investments in Dallas, where he immersed himself in financial services. With more than 10 years of industry experience, Osorio’s passion lies in empowering individuals to make sound financial decisions to achieve their goals. Specializing in retirement planning, he is dedicated to serving his clients by providing them with the necessary tools and strategies to navigate their financial journey effectively.
Steve Osterink Jr.
Conger Wealth Management
As chief investment officer, Steve Osterink brings nearly two decades of experience to the Conger Wealth Management team, as well as extensive knowledge of personal finance and asset management. Conger authors the firm’s market review and various educational videos and whitepapers, as well as investor education materials. He is passionate about educating investors and effectively communicating complex financial matters in a simplified manner that addresses common misconceptions. He is constantly creating new resources and methods to improve the financial advice delivered to investors, as well as helping financial advisors to better serve their clients.
Debi Piercy
The Piercy-Whitt Group
Debi Piercy is managing partner and financial advisor at Little Rock’s The Piercy-Whitt Group of Conservant Financial. Piercy and her team offer more than just knowledge and insight — they offer an objective and holistic approach designed to provide financial solutions for all aspects of clients’ lives up to and through retirement.
Greg Pillow
Conway Wealth Management
Greg Pillow has lived in Conway most of his life and has been a financial advisor since 1999. He graduated from Conway High School and the University of Central Arkansas in Conway. He is very active in the Conway community and enjoys working in Conway and assisting his clients in pursuing their financial goals.
April Pollard
Edward Jones
April Pollard is a financial advisor at Edward Jones in Little Rock who helps successful professionals, business owners and families simplify complex financial decisions. Since joining the firm in 2014, she has focused on building lasting relationships through personalized advice and comprehensive planning. As a Certified Financial Planner practitioner, Chartered Financial Consultant, Certified Exit Planning Advisor and Chartered Retirement Planning Counselor, Pollard serves as a strategic partner who collaborates with certified public accountants, estate attorneys and other professionals to help clients build, protect and transfer wealth while pursuing what matters most to them.
Charles Porter
Stephens
Charlie Porter joined Stephens Private Client Group in 2007. Prior to joining Stephens, he was branch manager at First Security Bank, where he worked in the lending division. Porter has a Bachelor of Science in advertising and public relations from the University of Arkansas in Fayetteville. He also completed the Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University in North Carolina. He is a Chartered Retirement Planning Specialist, signifying that he has met initial and on-going experience, ethical education and examination requirements for the retirement planning process.
Lisa Rabatin
Simmons Investment Services
Lisa Rabatin has four decades of investment experience and has been with Simmons since 2008. She began her career with Merrill Lynch, Pierce, Fenner & Smith in 1982 after obtaining her bachelor of business administration from the University of Arkansas at Little Rock. After joining Dean Witter Reynolds in 1985, she spent 20 years with Morgan Stanley. Rabatin then joined Northwestern Mutual in 2005 to further her holistic planning approach. In 2008, she joined Delta Trust Investments, which was later acquired by Simmons Bank. Rabatin obtained her Certified Financial Planner designation in 2002.
Brad Raines
Applied Capital
Brad Raines founded Applied Capital in 2013 as an SEC Registered Investment Advisor firm with a simple mission: to provide a modern investment platform where highly proficient, ethical advisors can better serve their clients. Since then, the firm has grown steadily, including the addition of a second office in Nashville, Tennessee, in 2015 and an acquisition in 2021. He built an exceptional team of investment advisors and support staff united by a shared focus — refining the process of investing and financial planning to deliver lasting value.
Kymberlie Reed
Small Wealth Management
Kymberlie Reed has always been passionate about helping people gain confidence in their financial lives. As a private wealth advisor at Small Wealth Management and a Certified Financial Planner professional, she combines nearly two decades of experience with a thoughtful, client-centered approach to financial planning. Reed believes the best advice starts with understanding each client’s unique story, goals and concerns before building a personalized strategy designed to support the future they envision. She is known for helping clients navigate complex financial decisions with clarity and confidence while making financial planning feel approachable and achievable. Today, Reed works closely with individuals, families and business owners to help them make informed decisions and feel empowered about their financial future.
Katrina Robertson
Phoenix Rising Wealth Management
Katrina Robertson is the founder of Phoenix Rising Wealth Management in Hot Springs. She began her career as a financial advisor in 2007. With nearly two decades of experience, she is well-equipped to help with budgeting, investment, retirement preparation, estate planning and much more. Also, as a Certified Divorce Financial Analyst practitioner, Robertson is able to help clients navigate the intersection of legal and financial matters during divorce, helping both the client and attorney understand the financial impact of legal strategies.
Larry Root
Petite Roche Wealth Management
Larry Root is a long-tenured financial advisor serving clients across the nation from his Little Rock office. His experience and Certified Financial Planner certification reflect a commitment to professional excellence, comprehensive planning and fiduciary-minded guidance. Coming from a family of educators, his methodology is as much teaching as advising. In doing so, the process provides confidence for clients in both their own judgment and the advice provided. Many retiring advisors have chosen to recommend Petite Roche Wealth Management to their clients as their next advisor and the team has grown to accommodate these numerous requests. The team approach grew out of a desire for clients of generations to come to be treated with the same respect and quality advice that has been evident for decades.
Todd Sadowski
StrongTower Wealth Management
Todd Sadowski is a self-proclaimed “money nerd” who delights in serving as a financial advisor. He has been in the industry for more than 30 years and founded his own firm, StrongTower Wealth Management in Hot Springs, in 2018. He is known for serving his clients with a unique faith-based approach in which a person’s faith and finances intersect. His process allows his clients to not only invest for potential growth but also make a positive impact on the world. Sadowski has been voted a Top Financial Planner in Hot Springs by local publications. He hosted a radio show on AFR for many years and has been showcased on Victory Television Network.
Steven Schmitt
Willow Financial
Since 2007, Steven Schmitt has been helping northwest Arkansas residents experience those wonderful ‘aha moments’ when their financial future becomes clear. As Willow’s managing partner, Schmitt brings together his extensive credentials — including Certified Financial Planner, Accredited Estate Planner, Accredited Investment Fiduciary and Master of Science in Financial Services — with a passionate belief in teamwork to transform local clients’ lives. His leadership style combines deep expertise with genuine care for each client’s journey, taking particular joy in breakthrough moments when northwest Arkansas families gain complete clarity about their financial path forward.
Rocklin Senavinin
Fiduciary Wealth Management
Rocklin Senavinin is president and co-founder of Fiduciary Wealth Management in Little Rock. He has more than 25 years of experience in the investment and financial planning industry and has dedicated his professional life to helping individuals live comfortably in retirement. Starting his career at Waterhouse Securities, Senavinin gained real-world experience in market dynamics and investment strategies. He earned his bachelor’s degree in finance from the University of Arkansas at Little Rock and received his Certified Financial Planner designation from the College for Financial Planning in Colorado. A member of the National Association of Personal Financial Advisors, Senavinin is also a past volunteer at Our House and is the current chair of the Mount St. Mary Foundation board.
Peyton Sharp
Gratus Wealth Management
A financial advisor with nearly a decade of industry experience, Peyton Sharp takes pride in helping his clients live their best life with tremendous confidence. A graduate of the University of Central Arkansas in Conway, Sharp completed an internship with Northwestern Mutual while in college, putting his feet on the path of his rewarding career. As part of the Gratus Wealth Management team, he is a dedicated retirement specialist who strives to deliver exceptional service and personalized support, customizing each plan to the unique needs and goals of individual clients.
John Shrewsbury
GenWealth Financial Advisors
Over nearly 40 years in the financial services industry, John Shrewsbury never wavered from what he considers the central tenet of helping individuals and families plan for the future: Every person deserves their chance at attaining true financial independence. Focusing on this ethic has made his career with GenWealth Financial Advisors in Bryant less of a job and more of his life’s calling. Serving families from every strata, Shrewsbury earned the Retirement Income Certified Professional designation and continues to attend myriad conferences and countless hours of continuing education in order to provide the most informed advisory services available.
John Sidery
Olympus Wealth Strategies
John Sidery, a Certified Financial Planner and Certified Private Wealth Advisor, is the founder of Olympus Wealth Strategies, an independent wealth management firm based in Little Rock. Recognized for his authentic, client-first approach, he focuses on comprehensive financial planning, investment management and tax-smart strategies for families, business owners and executives. He launched Olympus, in partnership with Uptick Partners, on the belief that clients deserve proactive advice and the experience of a modern family office — integrating investments, tax and holistic planning under one roof. He is passionate about helping clients pursue financial independence, create lasting memory dividends, and live with greater clarity and confidence.
Charlie Skinner
GenWealth Financial Advisors
As a financial advisor helping families work toward financial independence and feel more confident about their future, Charlie Skinner at GenWealth Financial Advisors in El Dorado has distinguished himself on the strength of expertise, customer service and skill. Approaching each client individually allows Skinner to construct financial plans that work for today and pay dividends of goals reached and dreams achieved tomorrow. Helping people make sense of their finances, understand their options and put a plan in place that gives them confidence in the road ahead is the overriding goal for the alum of the University of Arkansas in Fayetteville with every client interaction.
Joey Small
Small Wealth Management
Joey Small has dedicated nearly three decades to helping individuals, families, and business owners navigate the opportunities and challenges that come with building and preserving wealth. As a private wealth advisor and president of Small Wealth Management, Small believes great financial advice begins with understanding what is most important to each client and creating a strategy that supports their goals, values and vision for the future. Drawing on years of experience and a passion for helping others gain confidence in their financial lives, he works closely with clients to simplify complex decisions and provide guidance through every stage of life. Small’s mission is simple: to help clients feel empowered, informed and confident about where they are today and where they are headed tomorrow.
Mark Smalling
RetirePath
Mark Smalling is co-founder, investment advisor representative and oversees the insurance division of RetirePath. Starting as a college intern at a large financial firm, he has spent the past 35 years helping clients navigate the complexities of retirement. About a decade ago, he and Dale Colclasure realized that by combining their strengths and expertise under one roof and working as a team, that they could provide even greater value to their clients. That is when they founded their firm, RetirePath, with the shared goal of helping others achieve their financial dreams. He firmly believes retirement should not be complicated or intimidating, and it also should not be “cookie cutter” either. He truly believes in getting to know every client, so he can best help guide them through their unique retirement journey. RetirePath’s approach to retirement planning is designed to make clients’ retirement vision more attainable with streamlined tools and strategies that are easy to understand and implement.
Kim Smith
Trek Wealth Solutions
As a financial advisor at Trek Wealth Solutions, Kim Smith is dedicated to providing personalized service and building long-term relationships with her clients, ensuring each client’s unique financial needs are met with the attention and care they deserve. Smith brings more than 25 years of experience in the financial services industry, over the years earning her Series 7, 63 and 66 securities licenses.
Jake Spradlin
The Arkansas Financial Group
Jake Spradlin began his career in banking compliance, but his passion for helping families achieve their financial goals led him to a new path. He joined The Arkansas Financial Group in Little Rock in 2023, initially serving as a paraplanner before earning his Certified Financial Planner certification in 2024. He has a bachelor’s degree with a major in finance from the University of Central Arkansas in Conway.
Candice Stanley
GenWealth Financial Advisors
Prior to joining the GenWealth Financial Advisors team, Candice Stanley owned and managed an insurance agency for several years. Her passion for helping others achieve their financial goals has been present since college, and insurance allowed her to cultivate a part of her ambition. Stanley graduated from the University of Houston with a bachelor’s degree in business administration with a concentration in finance in 2006, and she holds Series 7, 6, 63 and 66 licenses through LPL Financial. Based in GenWealth’s Bryant office Stanley has a Retirement Income Certified Professional designation.
Hannah Stanley
New Wave Wealth Advisors
Hannah Stanley founded New Wave Wealth Advisors in Springdale in 2019. There, she focuses on investment management, tax strategies, and retirement planning for high-net-worth clients. Born and raised in Arkansas, she strives to build deep and long-term relationships with her clients in order to provide trusted advice around asset and risk management, trust and estate planning, options/stock benefits, and wealth and income strategies for both personal and business clients. As a fiduciary, her goal is to make the planning process easy by being relatable, experienced and invested in her clients’ success.
Jay Strickland
Legacy Capital
Jay Strickland is a Certified Financial Planner and Retirement Income Certified Professional with more than 20 years of experience in investments and financial planning specializing in asset allocation, risk management and retirement planning. After graduating from the University of Central Arkansas in Conway, he began his career serving in trading and research roles before transitioning into working directly with clients and institutions to develop and execute comprehensive financial planning strategies. He is also a member of Legacy Capital’s investment committee, which provides him with direct input into the firm’s due diligence and investment selection process. That knowledge is then directly applied to each client’s unique circumstances to help guide them toward their financial goals.
Travis Swanson
Camienne Financial | Northwestern Mutual Private Client Group
Travis Swanson is a private wealth advisor at Camienne Financial, a Northwestern Mutual Private Client Group firm serving affluent individuals, families, business owners, executives and professional athletes nationwide. Drawing on the discipline, preparation and leadership developed throughout his football career, Swanson helps clients navigate complex financial decisions through comprehensive wealth management, investment planning, risk management, and estate and charitable planning strategies. Before entering financial services, Swanson was a four-year starting center, two-time All-American and team captain for the Arkansas Razorbacks. He established a program record with 50 consecutive starts before being selected by the Detroit Lions in the third round of the 2014 NFL Draft. He played five NFL seasons with the Detroit Lions and Miami Dolphins.
Justin Travis
Trek Wealth Solutions
Justin Travis brings more than a decade of experience in banking and wealth management to his client work at Trek Wealth Solutions, guiding them through retirement income planning, tax strategies, Social Security decisions and legacy planning. As a Certified Financial Planner professional, Travis takes a comprehensive, planning-first approach that supports clients not only through retirement but throughout the years that follow. He believes financial advice should be personal, not transactional — and that the strongest plans begin with listening, understanding family priorities and building trust that lasts.
Chris Vincent
Merrill Lynch
Chris Vincent is a senior vice president and wealth management advisor at Merrill Lynch. With more than two decades of experience in wealth management, he helps individuals and families navigate financial opportunities and challenges through personalized planning, investment management and trusted advice. A graduate of the University of Arkansas in Fayetteville, Vincent earned his Master of Business Administration from Auburn University in Alabama and has the Certified Financial Planner certification and Certified Investment Management Analyst designation. He is committed to helping clients make informed financial decisions and pursue their long-term goals with confidence and clarity.
Kenny Wasson
Arvest Wealth Management
Kenny Wasson is a senior client advisor and senior vice president at Arvest Wealth Management and provides tailored wealth management for families and business owners, specializing in financial planning across investments, liability management, risk mitigation and estate strategies. Taking a personalized, objective and cost-conscious approach, Wasson guides clients through life’s transitions with strategic foresight and dedication. A graduate of Ouachita Baptist University in Arkadelphia in finance, he holds the Accredited Asset Management Specialist and Chartered Retirement Planning Counselor designations. In 2021, the American Bankers Association named him a top 40 under 40 wealth management professional. Wasson advocates for special needs children and helped establish North Little Rock’s first inclusive playground.
Victor Werley
Pinnacle Advisors
Victor Werley is a Fort Smith native and graduate of Lyon College in Batesville. He is the founder of Pinnacle Advisors, a financial planning firm focused on outsourced chief financial officer services, business operations management, exit planning and business valuation. He is also the co-founder and managing partner of Acansa LP, an Arkansas-focused private equity fund. He has more than 20 years of experience in financial planning, business valuation, mergers and acquisitions, and litigation support. He has numerous professional designations, including Certified Financial Planner, Chartered Financial Consultant, Certified Divorce Financial Analyst, Certified Valuation Analyst, Master Analyst in Financial Forensics, Certified Fraud Examiner, Certified Exit Planning Advisor, and Certified Trust and Fiduciary Advisor.
Megan Whitehead
FB&T Wealth Management
Megan Whitehead has served as vice president of wealth management with FB&T Wealth Management since 2023. She is a Certified Financial Planner professional and LPL Wealth Advisor, providing wealth management, retirement and financial planning, and business financial planning to her clients. Whitehead has a Bachelor of Science in agricultural business and a Master of Business Administration from Southern Arkansas University in Magnolia. She was formerly a financial advisor at McGaha Investments, an instructor of finance at SAU, and director of the SAU Small Business and Technology Development Center.
Deena Wright
SWK Financial Planning Advisors of
Raymond James
As a financial advisor, Deena Wright is dedicated to helping individuals and families achieve financial freedom. Her role is to provide personalized financial planning and investment management tailored to each client’s unique situation. Whether preparing for retirement while maintaining one’s lifestyle, saving for a child’s education or maximizing tax efficiency, she works closely with clients to devise actionable strategies that align with their aspirations. Wright’s goal is to empower clients with the knowledge and tools they need to make informed financial decisions, ensuring they feel confident and secure in their financial future.
Jared Zeiser
Zeiser Wealth Management
In 1999, company president and CEO Jared Zeiser began Zeiser Wealth Management, a Registered Investment Advisory firm, in Hot Springs. There, he helps clients pursue their financial dreams and enjoy what they value most in life. Born in North Little Rock, Zeiser graduated from high school in Jefferson City, Missouri, and attended the University of Arkansas in Fayetteville where he earned a degree in finance. After graduation he worked for several years at the Bank of Bentonville, now Arvest Bank, and then took a detour managing a family farm and financial advising in Helena before moving to Hot Springs, where he now resides. Zeiser and the ZWM team are passionate about serving their clients with excellence.
