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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

36 advisors near 71909

Out of 400,000+ nationwide

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John L

CFP®, Series 63

Hot Springs Village, AR

JWL & Associates, Inc.

John Lauer is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is the principal of JWL & Associates, Inc. and also operates Hot Springs Financial Services, a financial planning business. JWL & Associates provides discretionary and non-discretionary portfolio management and personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and other registered investment advisers. The firm employs a strategic asset-allocation, core-and-satellite approach using passive index and exchange-traded funds combined with active funds and selected individual securities, and it typically serves a small client roster with frequent, personalized account reviews.

Long-term care insurance
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David R

CFP®

Hot Springs National Park, AR

Minas Financial Planning

David Rodriguez is a CFP® professional with five years of experience, currently serving as the sole advisor at Minas Financial Planning. He has been a finance professor and CFP® program director at Henderson State University since 2014. Outside of financial advising, he is the founder of ROC Realty, a real estate brokerage based in Chicago, where he holds managing broker licenses in Illinois and Indiana. Minas Financial Planning provides project-based and ongoing financial planning, third-party manager selection and oversight, and directly held real estate analyses to a diverse client base, including institutions and individual households. The firm employs a primarily passive investment approach informed by Modern Portfolio Theory and offers educational seminars while facilitating implementation through outside managers and client-selected custodians.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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David A

Series 63, Series 65

Hot Springs Village, AR

Hot Springs Asset Management, Inc.

David Adams is a financial advisor with Hot Springs Asset Management, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Hot Springs Asset Management since 2007 and also operates an affiliated accounting practice as a Certified Public Accountant. Hot Springs Asset Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using a core-and-satellite framework with a combination of passive and active investments and operates on a fee-only basis.

Passive / index investing Active portfolio management Options & derivatives strategies
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Scott S

CFP®, CFA®, Series 66

Hot Springs, AR

Good Life Wealth Management LLC

Scott Stratton is a CFP® and CFA® credentialed advisor with 17 years of industry experience. He has been the sole advisor at Good Life Wealth Management LLC since 2014. Outside of his financial advisory role, Stratton is a freelance musician and author, as well as an independent insurance agent. Good Life Wealth Management serves individuals and high-net-worth clients with financial planning and portfolio management, employing a Core+Satellite investment approach that emphasizes tax efficiency and low-cost indexed core holdings. The firm offers tailored plans through ongoing client reviews and manages accounts on either a discretionary or non-discretionary basis.

Passive / index investing Active portfolio management Wealth management
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Malissa M

Series 65

Hot Springs, AR

Black Knight Wealth Management, LLC

Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
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Tony N

Series 65

Hot Springs, AR

Strongtower Wealth Management, Plc

Tony Nation is a financial advisor at StrongTower Wealth Management, Plc, holding a Series 65 credential with six years of prior experience at Keith Smith Company and other firms. He also engages in public speaking for churches, pastor conferences, and marriage retreats, teaching on Biblical and personal finances. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million across about 300 clients, offering discretionary portfolio management and financial planning with an investment approach that includes modified modern portfolio theory and optional faith-based screens.

Private / alternative investments
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Todd S

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Todd Sadowski is a financial advisor with StrongTower Wealth Management, Plc, holding a Series 66 designation and 27 years of industry experience. He previously worked at G A Repple & Company for 13 years before joining StrongTower in 2018. Outside of his advisory role, Sadowski is involved in landscape photography and public speaking on Biblical and personal finance topics. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million across about 300 clients, offering discretionary portfolio management, financial planning, and consultative services using a modified modern portfolio theory framework with options for value- or faith-based screens.

Private / alternative investments
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Allen H

Series 66

Hot Springs Village, AR

Optivise Advisory Services LLC

Allen Hargis is a financial advisor with Optivise Advisory Services LLC and holds a Series 66 designation. He has 21 years of industry experience and has been involved with several firms, including HARGIS & STEVENS PA, where he serves as president overseeing tax preparation and accounting functions since 1986. He is also a member of Optivise Advisory Services. Optivise Advisory Services provides discretionary and non-discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other investment advisers. The firm uses internally developed model portfolios and third-party sub-advisors, integrating technology and reporting tools to support both discretionary and client-approved solutions.

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
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Amanda L

Series 65

Hot Springs, AR

Cheviot Value Management, LLC

Amanda Leger is a financial advisor at Cheviot Value Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Cheviot, she held roles at Christian Assembly and Calcasieu Eagles. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis and diversification, offering additional services such as financial planning, budget coaching, and access to an insurer-consultation platform.

Concentrated stock management Cash flow / budgeting College savings (529s, UTMA, etc.) Educators, Teachers, and Academics Established Professionals
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Terry B

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Terry Bewley is a financial advisor at StrongTower Wealth Management, Plc with eight years of industry experience. He holds a Series 66 designation and has worked at StrongTower since 2018, following prior roles at G. A. Repple & Company and New Life Church. In addition to his advisory work, he serves as a chaplain in the US Navy Reserves and engages in public speaking on Biblical and personal finances. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million across about 300 clients, offering discretionary portfolio management and financial planning services with an investment approach that incorporates modified modern portfolio theory and optional faith-based screens.

Private / alternative investments
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Austin S

Series 65

Hot Springs, AR

Strongtower Wealth Management, Plc

Austin Sowerbutts is a financial advisor at StrongTower Wealth Management, Plc with two years of industry experience. He holds a Series 65 designation and has prior experience at Better Mortgage and Arvest Bank. Outside of his advisory role, he owns Strategy Consulting LLC, focusing on financial analysis for small private business acquisitions, and is active as a public speaker on Biblical and personal finance topics for churches and related events. StrongTower Wealth Management, Plc is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million and offers discretionary portfolio management, financial planning, and consultative services, employing a modified modern portfolio theory framework with options for value- or faith-based screens.

Private / alternative investments
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Mitzie S

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Mitzie Stevens is a financial advisor at StrongTower Wealth Management, Plc with 18 years of industry experience. She holds a Series 66 designation and has worked at StrongTower since 2018. Prior to that, she was with G.A. Repple & Company for 10 years and has maintained accounting-related businesses since 1990, including serving as president of Mitzie Stevens, CPA, Inc. Outside of financial advising, she owns and manages Idlenook Horsecamp, a campground for campers and horses. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million through discretionary portfolio management and financial planning, using a modified modern portfolio theory framework with periodic rebalancing and optional value- or faith-based screens.

Private / alternative investments
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Leroy T

Series 63, Series 65

Hot Springs, AR

Eagle Strategies (NY Life)

Leroy Twisdale V is a financial advisor with Eagle Strategies (New York Life) based in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Eagle Strategies since 2011 and has been associated with New York Life and its affiliates since 2002. Outside of his advisory role, he is involved with Christian Warriors Church’s finance team, serves on the board of a nonprofit supporting families with NICU newborns, owns a tool store, and participates in an antique car club. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, managing over $25 billion in regulatory assets as of year-end 2024.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Robert D

Series 63, Series 65

Hot Springs Village, AR

Benjamin F. Edwards & Company, Inc.

Robert Davis is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is based in Hot Springs Village, AR. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm employs a range of model strategies, including mutual fund and ETF portfolios, with oversight from an Investment Strategy Committee, and offers both discretionary and non-discretionary advisory programs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Janiece S

Series 63, Series 65, Series 66

Hot Springs Village, AR

Benjamin F. Edwards & Company, Inc.

Janiece Saunders is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models, with ongoing oversight by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Deborah B

Series 63, Series 66

Hot Springs, AR

Wells Fargo Advisors

Deborah Butler is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and sports & entertainment planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement these through the firm’s brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Clifton G

Series 63, Series 65

Hot Springs Village, AR

Raymond James Financial

Clifton Geisleman is a financial advisor with Raymond James Financial in Hot Springs Village, Arkansas, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked with Raymond James Financial since 2009 and has been involved with The Geisleman Group, Inc. and Raymond James Financial Services since 1999. Outside of his advisory role, he is a partner in Casobe, LLC, which manages the commercial property housing his office. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Alan S

Series 66

Hot Springs, AR

LPL Financial

Alan Spraggins is a financial advisor with LPL Financial in Hot Springs, AR, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for four years and Horns Outdoor for one year. Outside his advisory role, he is involved with ATS Capital Management Inc., a non-investment-related business entity. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Emily P

Series 66

Hot Springs Village, AR

Ameriprise

Emily Pratt is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of her advisory role, she works as a paraplanner providing administrative support for Oak Tree Premier Management Services, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by an automated process overseen by a dedicated retirement-income consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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James B

CFP®, Series 66

Hot Springs Village, AR

Edward Jones

James Barnard is a CFP® with 11 years of industry experience, all of which have been with Edward Jones since 2015. He is based in Hot Springs Village, AR, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Military & Veterans Founder/Business Owner
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Canyon G

CFP®, Series 66

Hot Springs Village, AR

Raymond James Financial

Canyon Geisleman is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Raymond James Financial Services and prior positions in education and retail. He is also president of Grand Canyon Financial, LLC, a support company managing payroll and retirement plan implementation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jason P

Series 63, Series 66

Hot Springs Village, AR

Charles Schwab

Jason Prince is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Morgan Stanley Smith Barney for 13 years. In addition to his advisory role, he serves as a FINRA arbitrator on panels handling complaints involving broker-dealers. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers centralized custody and order-routing in a large-scale, integrated structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Keith B

Series 66

Hot Springs, AR

Edward Jones

Keith Bowers is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He served in the United States Marine Corps for 21 years before joining Edward Jones in 2021. Outside of his advisory role, he is the CFO of Brilliant Digital Strategy, an information technology firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cara B

Series 66

Hot Springs, AR

Edward Jones

Cara Bunn is a financial advisor at Edward Jones in Hot Springs, AR, holding a Series 66 designation with five years of industry experience. Prior to Edward Jones, she worked at Allied Government Solutions and the Arkansas Passport Center. Outside of her advisory work, she is an executive consultant selling skincare products with Rodan and Fields. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mary V

Series 66

Hot Springs, AR

Cetera

Mary Vander Weyst is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. She has been with Cetera and its affiliated entities since 2015, including roles at Valic Financial Advisors and MidCountry Bank earlier in her career. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with trust and institutional resources.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Ralph C

Series 66

Hot Springs, AR

Wells Fargo Advisors

Ralph Cross is a financial advisor with Wells Fargo Advisors in Hot Springs, Arkansas, holding a Series 66 designation and 26 years of industry experience. He previously worked at Stephens Inc for nine years before joining Wells Fargo Advisors in 2018. Cross also owns and manages R. Cross Asset Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad range of planning options using proprietary research and tools, with tailored recommendations delivered through advisor meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Lara W

Series 66

Hot Springs, AR

LPL Financial

Lara Wilkerson is a financial advisor with LPL Financial in Hot Springs, Arkansas, holding a Series 66 designation and 15 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2014 to 2018. Outside of advisory work, Wilkerson serves as a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Johnny T

Series 63, Series 65

Paron, AR

LPL Financial

Johnny Taylor is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015. Outside of his advisory role, he is involved with Absolute Financial Services, a business he fully owns. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers various delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jimmy H

Series 63, Series 66

Hot Springs, AR

Edward Jones

Jimmy Hackelton is a financial advisor with Edward Jones in Hot Springs, Arkansas, holding Series 63 and Series 66 designations and with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved with M3D Farms, an LLC based in Cabot, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephen W

Series 63, Series 65

Hot Springs, AR

Wells Fargo Advisors

Stephen Whatley Sr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He previously worked at Stephens Inc. for 23 years before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing proprietary research and tools, with a planning approach that is typically discrete and tailored to each client’s needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kirk B

Series 63, Series 66

Hot Springs Village, AR

Edward Jones

Kirk Bradshaw is a financial advisor with Edward Jones in Hot Springs Village, Arkansas, holding Series 63 and Series 66 licenses and with over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, Bradshaw serves on the boards of City Year Little Rock and Acansa Arts Group, both nonprofit organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Mary J

Series 63, Series 65

Hot Springs Village, AR

LPL Financial

Mary Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at LPL Financial since 2016, previously with Cetera Advisor Networks from 2013 to 2016, and has operated Jones & Associates since 1996. Outside of her advisory work, she co-owns a tax preparation and accounting business and serves as a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with a variety of non-advisory financial products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Justin S

Series 63, Series 66

Hot Springs, AR

Cetera

Justin Sprague is a financial advisor with Cetera in Hot Springs, AR, holding Series 63 and Series 66 credentials. He has approximately five years of experience in financial services, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Prior to his advisory career, he worked in the mortgage industry and had a two-year period at Bubba Brews Brewing Co. Cetera Investment Advisers serves a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Eric P

Series 66

Hot Springs, AR

Edward Jones

Eric Porter is a financial advisor with Edward Jones in Hot Springs, AR, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at the Benton Police Department for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Matthew D

Series 63, Series 66

Hot Springs, AR

Edward Jones

Matthew Diggs is a financial advisor with Edward Jones in Hot Springs, AR, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as a member of the Lake Hamilton School Board in Pearcy, AR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of over 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Deedra B

Series 63, Series 66

Hot Springs Village, AR

Edward Jones

Deedra Berkemeyer is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of her advisory role, she has a financial interest in a fish farming operation run with family members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and provides additional services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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