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72 advisors near 72034
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Gregory O
Series 63, Series 65
Greenbrier, AR
Financial Professionals Incorporated
Gregory Ostedgaard is a financial advisor with Financial Professionals Incorporated in Greenbrier, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Financial Professionals Incorporated since 2002 and has been self-employed in insurance sales and servicing since 1981. He is also a licensed insurance agent involved in insurance product sales. Financial Professionals Incorporated provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and corporate entities, including pension and profit-sharing plans. The firm employs defined model portfolios and utilizes the Envestnet third-party strategist network, with a focus on ERISA plan services including 3(21) fiduciary and 3(38) investment manager roles.
Michael T
CFA®
Vilonia, AR
Eagle Valley Wealth Management
Michael Tyler is a CFA® charterholder and the sole advisor at Eagle Valley Wealth Management in Vilonia, Arkansas. He has experience at MetLife Investment Management and Ameri-Can International Academy prior to founding his independent advisory firm. Eagle Valley Wealth Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines Modern Portfolio Theory with third-party investment models to customize portfolios and offers fixed, project, and hourly fees rather than percentage-of-assets billing.
Daniel A
Series 65
Conway, AR
Antoine Wealth Management
Daniel Antoine is the principal advisor at Antoine Wealth Management in Conway, AR. He holds a Series 65 designation and has three years of experience in financial advising. Prior to founding his firm, he worked in the energy sector, including roles at Enable Midstream Partners, LP and Energy Transfer LP, where he currently serves as a Senior DOT Compliance Specialist. Antoine Wealth Management serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning, retirement and education planning, and portfolio management. The firm’s investment approach integrates fundamental analysis with Modern Portfolio Theory, emphasizing tail-risk management through scenario analysis and stress testing, and employs both active and passive strategies tailored to client needs.
Townsend P
Series 66
Conway, AR
Riverland Wealth Management
Townsend Phipps is a financial advisor at Riverland Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Riverland Wealth Management since 2022, previously spending eight years at Trutoro. Outside of his advisory role, Phipps is president and owner of Rhinestone Capital Investments, a real estate brokerage. Riverland Wealth Management is a fee-only registered investment adviser serving individuals, charitable organizations, and businesses. The firm uses a combination of passive and active strategies tailored to client goals and risk tolerances, managing accounts primarily on a discretionary basis.
Elizabeth C
Series 65
Conway, AR
Riverland Wealth Management
Elizabeth Chapman is a financial advisor at Riverland Wealth Management with a Series 65 designation and over five years of experience. Her background includes roles in healthcare and education prior to joining Riverland Wealth Management. Riverland Wealth Management is a fee-only registered investment adviser serving individuals, charitable organizations, and businesses. The firm customizes portfolios and financial plans using a combination of passive and active strategies, managing accounts primarily on a discretionary basis with client-imposed restrictions allowed.
Lee S
ChFC®, Series 65, Series 66
Conway, AR
Cornerstone Advisors LLC
Lee Sanders is a financial advisor with Cornerstone Advisors LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 17 years of industry experience, with prior roles at MassMutual Financial Group and Guardian Life Insurance Company. Outside of advising, he serves as Chief Revenue and Strategy Officer for a Texas-based green energy start-up. Cornerstone Advisors LLC provides discretionary portfolio management, pension consulting, and financial planning to individuals, pension plans, and business entities. The firm employs a variety of analytical methods to create tailored investment strategies and manages several hundred million dollars in assets across a limited number of client relationships.
Wendy M
Series 63, Series 65
Conway, AR
Stephens
Wendy Martin is a financial advisor at Stephens with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stephens since 1998. Outside of her advisory role, she is a co-owner of a family farm involved in livestock, farming, and timber. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.
Austin C
Series 66
Conway, AR
Stephens
Austin Cook is a financial advisor at Stephens with a Series 66 credential and two years of industry experience. His prior work includes roles at Willow Springs Cattle Co., Arkansas Earthworks, and the University of Arkansas. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities, offering a variety of portfolio management and consulting solutions supported by centralized investment committees and in-house equity research.
Samuel D
Series 66
Conway, AR
Stephens
Samuel Dunkum is a financial advisor at Stephens with three years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2022, with prior roles at Harris Ford and several academic institutions. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a centralized investment process supported by in-house equity research and affiliated sub-advisors, offering a range of portfolio management and municipal advisory services.
Debbie L
Series 63, Series 65
Conway, AR
Stephens
Debbie Lilley is a financial advisor at Stephens with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stephens since 1998. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm utilizes a combination of centralized investment committees and affiliated sub-advisors to implement strategies across equity, fixed income, and alternatives, supported by in-house research and a range of client platforms.
Georgia S
Series 66
Conway, AR
Independent Advisor Alliance, llc
Georgia Stuart is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has one year of industry experience and previously worked at LPL Financial, Dillard's Corporate Office, Cracker Barrel, and Target. Outside of financial advising, she is involved in social media activities under the name Georgia Wilder. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA that serves individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, using model portfolios and third-party managers to implement client strategies.
Ian F
Series 63, Series 65
Greenbrier, AR
B. Riley Wealth Advisors, Inc.
Ian French is a financial advisor with B. Riley Wealth Advisors, Inc. in Greenbrier, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with B. Riley Wealth Management since 2012 and has been involved with Buffalo River Real Estate since 1993. French is also a caregiver volunteer with Easterseals Arkansas, supporting families and individuals with special needs. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.
Teresa A
Series 66
Conway, AR
Independent Advisor Alliance, llc
Teresa Arrigo is a Series 66 licensed financial advisor with 10 years of industry experience. She is affiliated with Independent Advisor Alliance, LLC and has worked at GenWealth Financial Advisors, LLC since 2017 and LPL Financial, LLC since 2015. Outside of her advisory roles, she assists a small business owner with financial data entry and reporting for tax preparation. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers asset management, financial planning, retirement plan consulting, and advisory services through a network of 219 representatives, utilizing model portfolios, third-party managers, and technology platforms.
Derek W
Series 63, Series 66
Conway, AR
Crews & Associates, inc.
Derek Whitehead is a financial advisor at Crews & Associates, Inc. in Conway, Arkansas, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Crews & Associates since 2009. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base, including individuals, trusts, nonprofits, and institutional investors. The firm employs a multi-disciplinary investment approach combining fundamental, technical, quantitative, and qualitative analysis, using Riskalyze’s Nitrogen tool to align client risk tolerance with model portfolios.
Kimby O
Series 63, Series 65
Conway, AR
Stephens
Kimby O'Briant is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Stephens Inc since 2002. Stephens provides investment advisory and brokerage services to a diverse client base including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.
William C
Series 66
Conway, AR
Stephens
William Cole is a financial advisor at Stephens with 25 years of industry experience. He holds a Series 66 designation and has been with Stephens since 2012. Stephens provides investment advisory and brokerage services to a diverse client base including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm utilizes a combination of centralized investment committees and affiliated sub-advisors to implement strategies across equity, fixed income, and alternatives, supported by in-house equity research and various client platforms.
Chad R
Series 63, Series 65
Conway, AR
Independent Advisor Alliance, llc
Chad Roller is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience and has previously worked with LPL Financial, GenWealth Financial Advisors, ProEquities, Inc., and Gordon Financial. He provides investment advisory services primarily through Independent Advisor Alliance. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, using model portfolios and third-party managers supported by technology platforms.
Judah D
Series 65
Conway, AR
Gradient Advisors, LLC
Judah Day is a financial advisor at Gradient Advisors, LLC with over two years of industry experience and a Series 65 designation. He has been involved in investment advisory and consulting roles since 2004 through Judah Day & Associates INC. In addition to his advisory work, he is engaged in financial planning and insurance sales through affiliated entities. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.
Bryan C
Series 63, Series 65
Conway, AR
Stephens
Bryan Cook is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2016. Outside of his advisory role, he owns and operates Cook Family Farms, which produces registered Polled Hereford cattle. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm employs a centralized investment process supported by in-house research and offers a range of portfolio management and consulting services.
Rebecca M
CFP®, Series 63
Conway, AR
Money Concepts Capital Corp
Rebecca Murdoch is a CFP®-certified financial advisor with 19 years of industry experience. She is currently affiliated with Trutoro and has held roles at Money Concepts Capital Corp, Veritas Independent Partners, LLC, and Murdoch Financial Services Inc. She is also involved in managing Murdoch Financial Services, which operates as Cardinal Investment Group, providing advisory and insurance services. Trutoro manages approximately $130 million in client assets, serving individuals, families, foundations, endowments, charitable organizations, and corporations. The firm employs a proactive, risk-aware investment strategy using a variety of asset classes and analytical methods, while also offering discretionary portfolio management and financial planning services.
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72 advisors near 72034
Out of 400,000+ nationwide