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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

106 advisors near 72015

Out of 400,000+ nationwide

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Allen H

Series 66

Benton, AR

Wealth Ready

Allen Harris is a financial advisor with Wealth Ready, holding a Series 66 license and nine years of industry experience. His prior work includes roles at Health Equity, Bank of America, Merrill Lynch, and Arvest Wealth Management. He serves as president of the board of directors for the Arkansas Employment Career Center, a nonprofit organization. Wealth Ready provides financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a diversified asset allocation approach tailored to client risk profiles and incorporates a range of strategies under discretionary authority.

Wealth management General retirement planning Tax strategies for small businesses Annuities Self-Employed
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Summerhill & Co., LLC and previously worked at The Stephens Group, LLC for 11 years. In addition to his advisory role, Summerhill provides accounting, tax, consulting, and advisory services as a CPA under the same business name. Summerhill & Co., LLC serves individual investors and their retirement accounts, managing approximately $4.0 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment recommendations, utilizing up to 15 proprietary model portfolios focused on valuation-based analysis tailored to client goals and risk tolerance.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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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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Kevin D

Series 65

Little Rock, AR

Daniel Financial Group, Inc.

Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

General retirement planning
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Bradley S

CFP®, Series 63, Series 66

Little Rock, AR

Caprock Wealth Management

Bradley Smith is a CFP® with 14 years of industry experience and is the principal of CapRock Wealth Management. He has worked previously at Meridian Investment Advisors, LPL Financial, Farmers Bank and Trust, and Magnolia Banking Corporation, where he currently serves as a director. Outside of his advisory role, he manages timberland operations through a family business, BES Enterprises. CapRock Wealth Management provides investment management and financial planning services primarily to institutional clients such as retirement plans and charitable organizations, as well as individual clients. The firm employs a mix of passive and active strategies, emphasizes asset allocation and risk management, and offers fiduciary services including retirement plan consulting.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.)
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David C

Series 66

Benton, AR

Campbell Financial Advisory, LLC

David Campbell is the principal of Campbell Financial Advisory, LLC in Benton, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Uber and Arkansas Retirement Institute. In addition to his advisory role, he owns and operates Campbell Insurance Services, LLC, offering insurance products. Campbell Financial Advisory, LLC is an independent registered investment adviser serving individual clients and retirement plans with asset management, financial planning, and consulting services. The firm provides tailored strategies incorporating fundamental, technical, and cyclical analysis, and offers additional services such as limited-scope ERISA 3(21) retirement-plan advisory and public educational seminars.

General retirement planning Retirement income strategy Cash flow / budgeting Wealth management
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Luke C

Series 63, Series 66

Little Rock, AR

Brown Capital Management, LLC

Luke Coop is a financial advisor with Fidelity Investments and holds Series 63 and Series 66 credentials. He has experience working at Sowell Management Services, AmeriSave Mortgage, and Stephens Inc. prior to joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Options & derivatives strategies Annuities
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Johnny B

CFP®, Series 63, Series 65

Little Rock, AR

Brown Capital Management, LLC

Johnny Brown is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Brown Capital Management, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Little Rock, AR. Brown Capital Management serves individual and high-net-worth clients, foundations, and pension/profit-sharing plans, providing investment supervisory services and hourly financial planning. The firm employs multiple methods of analysis and a range of trading strategies, incorporating both traditional and insurance-related investment products within client portfolios.

Options & derivatives strategies Annuities
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John K

CFP®

Little Rock, AR

Financial Legacy Management, NC.

John Kelley is a CFP® professional with 24 years of experience in financial advising, currently serving at Financial Legacy Management, Inc. in Little Rock, AR, where he has worked since 2005. In addition to his advisory role, he is involved in payroll services. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index and exchange-traded funds as core holdings, supplemented by active managers when appropriate, and operates strictly on a fee-only basis without selling financial products or accepting commissions.

General retirement planning General tax planning Cash flow / budgeting
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Leighann A

Series 63, Series 65

Little Rock, AR

Gutierrez Wealth Advisory, LLC

Leighann Arthur is a financial advisor at Gutierrez Wealth Advisory, LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 28 years and Purshe Kaplan Sterling Investments for three years. Gutierrez Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, investment management, and wealth management services. The firm uses a strategic asset-allocation framework tailored to client risk profiles and incorporates a range of investment instruments, including ETFs, mutual funds, alternatives, and digital assets.

Retirement income strategy Cash flow / budgeting Debt management Charitable giving & philanthropy
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Loren I

CFP®, Series 66

Little Rock, AR

Ipsen Advisor Group

Loren Ipsen is a CFP® with 24 years of industry experience and currently serves as a financial advisor at Ipsen Advisor Group. His background includes 15 years at Ameriprise Financial Services and roles at Purshe Kaplan Sterling Investments and SOWELL MANAGEMENT. He is also president and owner of Ipsen Partners, LLC, a business support services firm. Ipsen Advisor Group provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a fundamental analysis approach to create customized portfolios and operates under a fiduciary standard.

General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Alvin R

CFP®, Series 66

Little Rock, AR

Financial Legacy Management, NC.

Alvin Rogers is a CFP® professional with 23 years of industry experience, currently serving at Financial Legacy Management, Inc. in Little Rock, AR. He holds a Series 66 license and works alongside one other advisor at the firm. Financial Legacy Management provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach combining passive index and exchange-traded funds with selective active management, operating on a strictly fee-only basis without selling financial products or accepting commissions.

General retirement planning General tax planning Cash flow / budgeting
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James G

Series 65, Series 66

Little Rock, AR

Brown Capital Management, LLC

James George is a financial advisor at Brown Capital Management, LLC with 6 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Brown Capital Management since 2019. In addition to his role at Brown Capital, he spends 10-20 hours per week assisting clients at JDJ Advisors with life insurance needs, focusing on term, fixed, and indexed insurance products. Brown Capital Management serves individual and high-net-worth clients, foundations, and pension/profit-sharing plans by providing investment supervisory services and hourly financial planning. The firm employs a diverse investment approach that includes multiple methods of analysis and incorporates insurance products alongside traditional asset classes.

Options & derivatives strategies Annuities
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Margaret L

Series 63, Series 65

Little Rock, AR

Financial Legacy Management, NC.

Margaret Logue is a financial advisor at Financial Legacy Management, Inc. in Little Rock, AR, with 28 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for LPL Financial, LLC from 2006 to 2024. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index and exchange-traded funds combined with selective active management, operating strictly on a fee-only basis without selling financial products or accepting commissions.

General retirement planning General tax planning Cash flow / budgeting
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Amy I

Series 66

Little Rock, AR

Ipsen Advisor Group

Amy Ipsen is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Ipsen Advisor Group, where she has worked since 2020, previously spending 19 years at Ameriprise Financial Services. Ipsen also manages Ipsen Partners, LLC, a business involved in advisory firm management and business planning. Ipsen Advisor Group serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm employs a fundamental analysis-based investment process tailored to individual client goals and maintains a fiduciary standard in its advice.

General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Roy G

Series 63, Series 65

Little Rock, AR

Gutierrez Wealth Advisory, LLC

Roy Gutierrez is a financial advisor at Gutierrez Wealth Advisory, LLC in Little Rock, AR, with 44 years of industry experience. He previously worked at UBS Financial Services Inc. for 35 years and Purshe Kaplan Sterling Investments for 3 years. Gutierrez holds Series 63 and Series 65 licenses and is also registered as a fixed insurance agent. Gutierrez Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, investment management, and retirement plan consulting. The firm employs a strategic asset-allocation approach tailored to client risk profiles and utilizes a range of investment instruments, including ETFs, mutual funds, alternatives, and digital assets.

Retirement income strategy Cash flow / budgeting Debt management Charitable giving & philanthropy
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James M

CFP®, Series 63, Series 65

Little Rock, AR

Ipsen Advisor Group

James Merriweather is a CFP® with six years of industry experience, currently serving as an advisor at Ipsen Advisor Group since 2022. His prior experience includes roles at Ameriprise Financial Services and Henderson State University. He is also the owner and manager of Ipsen Partners, LLC, a management and business planning entity unrelated to investment activities. Ipsen Advisor Group provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm emphasizes fundamental analysis and individualized investment policies, managing portfolios that include equities, bonds, mutual funds, and ETFs under a fiduciary standard.

General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Kelly H

Series 63, Series 65

Little Rock, AR

Brown Capital Management, LLC

Kelly Hitt is a financial advisor with Brown Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Brown Capital Management since 2015. Brown Capital Management serves individual and high-net-worth clients, foundations, and pension/profit-sharing plans by providing investment supervisory services and financial planning. The firm employs a multi-method investment process that includes charting, fundamental, technical, and cyclical analysis, using both long- and short-term strategies across a broad range of asset classes.

Options & derivatives strategies Annuities
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Hillary C

Series 66

Little Rock, AR

Gutierrez Wealth Advisory, LLC

Hillary Canterbury is a financial advisor at Gutierrez Wealth Advisory, LLC with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 16 years and Purshe Kaplan Sterling Investments for two years. Gutierrez Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning and wealth management services. The firm uses a strategic asset-allocation framework customized to client risk profiles and offers investment management primarily through ETFs, mutual funds, and selected third-party managers, along with advisory services for alternatives, structured products, options, and digital assets.

Retirement income strategy Cash flow / budgeting Debt management Charitable giving & philanthropy
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