Direct booking
Book time directly with this advisor, no back-and-forth required
Advisors near 71730
Out of 400,000+ nationwide
Bruce B
CFP®, Series 65
El Dorado, AR
Mustard Seed Wealth Management
Bruce Butterfield is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Mustard Seed Wealth Management since 2005 and currently works at the firm's El Dorado, Arkansas office. Outside of his advisory role, he is a 50% owner of a commercial real estate business in El Dorado. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in assets.
Charles S
CFP®, Series 63, Series 65
El Dorado, AR
Independent Advisor Alliance, llc
Charles Skinner is a CFP®-certified financial advisor with over 10 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at LPL Financial and GenWealth Financial Advisors. Outside of advisory services, he is a commissioned notary public. 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, utilizing model portfolios, third-party managers, and technology platforms to support client investments.
Gregory H
Series 63, Series 66
El Dorado, AR
International Assets Investment Management, LLC
Gregory Harrison is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory work, he is co-owner of The Olde Towne Store, a grocery, restaurant, and bakery in El Dorado, Arkansas, and serves in various community roles including finance committee member of 1st Baptist Church, commissioner of the El Dorado Oilers baseball team, and chairman of the board for The Hannah Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm emphasizes customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and offers access to third-party money managers and financial planning services.
Laney M
CFP®, Series 63, Series 66
El Dorado, AR
Benjamin F. Edwards & Company, Inc.
Laney Mitcham is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2017. Prior to joining Benjamin F. Edwards, she worked at Wells Fargo Advisors and Wells Fargo Clearing. In addition to her advisory role, she teaches finance at Southern Arkansas University. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.
Victoria Y
Series 66
El Dorado, AR
Edward Jones
Todd C
CFP®, Series 63, Series 65
El Dorado, AR
Wells Fargo Clearing
Todd Connelly is a CFP® professional with 39 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a majority ownership in a timberland and mineral royalties business in Magnolia, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options like insurance-related vehicles and bank deposit sweep programs.
Matthew M
Series 66
Taylor, AR
Ameriprise
Matthew Morris is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.
Thomas W
CFP®, Series 63, Series 65
El Dorado, AR
Raymond James Financial
Thomas Watts Jr. is a CFP® credentialed financial advisor with 32 years of industry experience. He is currently with Raymond James Financial Services Advisors and Oakcrest Advisors, having previously worked at Edward D. Jones & Co., L.P. He serves on the Eldorado Airport Commission in a non-investment capacity. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations.
Paul M
Series 66
El Dorado, AR
LPL Financial
Paul Marx is a financial advisor with LPL Financial in El Dorado, Arkansas, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011. Marx is also involved in a family business, Marx Enterprises, Inc., which operates outside of the investment industry. 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 supports its advisors with in-house research and a variety of investment models and services, combining large-scale advisory operations with a range of non-advisory financial products.
Hayden L
Series 66
El Dorado, AR
Wells Fargo Clearing
Hayden Latimer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Benjamin F. Edwards & Co., Hazmat Services, Inc., Southern Arkansas University, and Oil Field Energy Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and ERISA fiduciary responsibility.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
Advisors near 71730
Out of 400,000+ nationwide