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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 764 near 72211

Out of 400,000+ nationwide

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Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Lawrence C

Series 63, Series 65

Little Rock, AR

Merrill

Lawrence Chance is a Wealth Management Advisor with Merrill Lynch Wealth Management. He employs a disciplined process to deliver a consistent yet customized wealth management experience, focusing on fully understanding each client’s unique values and priorities before making financial recommendations. Larry works closely with clients to establish objectives and develop strategies that integrate all aspects of their financial lives, regularly reviewing progress and adjusting plans as personal or business circumstances change. Larry holds several professional certifications, including the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc., as well as the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations awarded by the Investments & Wealth Institute™. He earned a Bachelor of Business Administration in Finance from Texas Tech University in 1986 and a Master of Science in Industrial Administration from Purdue University in 1987. Outside of his professional work, Larry is active in Fellowship Bible Church in Little Rock. His personal interests include camping, fishing, hunting, and traveling.

Wealth management
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John C

Series 66

Little Rock, AR

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Wealth management
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Tricia C

Series 66

Little Rock, AR

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management
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Trevor H

Series 66

Little Rock, AR

Merrill

Trevor Holbert is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2008. Before joining Merrill Lynch, Trevor spent two years in public accounting at JPMS, Cox PLLC, an accounting firm in Little Rock. His areas of focus include legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. He emphasizes wealth management, tax minimization, and wealth transfer strategies for the families he serves. Trevor holds a Bachelor of Business Administration degree in Economics from Harding University, where he also played baseball for the Bisons. He is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Chartered Retirement Planning Counselor™ (CRPC), and he has earned the Personal Investment Advisor (PIA) designation. In 2022, he was named to the Forbes "Best-in-State Next-Generation Wealth Advisors" list. He is a former member of the Arkansas Children's Foundation Board and a graduate of Leadership Greater Little Rock, Class XXVI. Trevor currently serves on the boards of Junior Deputy Baseball Park and Explore. He lives in Little Rock with his wife, Lori, and their children, Lee and Rhett. Trevor’s personal interests include adventure sports, baseball, golfing, and skiing.

Wealth management General retirement planning Multi-generational wealth transfer Charitable giving & philanthropy
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Jeffrey M

Series 66

Little Rock, AR

Merrill

Jeffrey Mccauley is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2012, he has focused on a range of client services including college education planning, corporate executive services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. Before his career at Merrill, Jeffrey was a small business owner. He attended the University of Arkansas at Little Rock and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional role, Jeffrey has experience as a former scuba instructor. He resides in North Little Rock, Arkansas, with his wife, Beth, and their two children. Jeffrey enjoys outdoor activities such as hunting and fly fishing, values spending time with his family, and is actively involved in community volunteer work.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Wealth management General estate planning guidance Parents
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Kimberly W

Series 63, Series 65

Little Rock, AR

Merrill

Kimberly Williams is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 1983 and joined Merrill in 1992. Kimberly specializes in wealth management and retirement planning. She holds a Bachelor's Degree in Organizational Management from John Brown University. Kimberly is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor™ (CRPC®). She also holds the Personal Investment Advisor (PIA) designation. Kimberly is originally from central Arkansas, where she lives with her husband, Charles.

Wealth management General retirement planning Retirement income strategy Income planning
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April D

Series 66

Little Rock, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Planning for children with special needs
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Victor S

Series 66

Little Rock, AR

Merrill

Victor Solarin is a Financial Advisor with Merrill Lynch Wealth Management specializing in personalized financial strategies for individuals, families, and business owners. He provides guidance across a broad range of areas including education planning, family wealth management, institutional investment consulting, legacy planning, retirement income, and tax minimization. Victor works closely with clients to develop investment strategies aligned with their unique goals and life priorities, leveraging the resources of Bank of America to address comprehensive banking and lending needs. Victor holds a Bachelor's degree from Robert Morris University and an MBA from Henderson State University. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). With expertise in retirement planning, risk management, cash flow optimization, and legacy creation, Victor’s approach emphasizes long-term partnership and trusted advice to empower clients in navigating complex financial decisions. Outside of his professional role, Victor has personal interests that include adventure sports, basketball, hiking, and running. His philosophy centers on building trust and providing clarity to help clients live fulfilled financial lives and create lasting legacies through tailored, goal-driven strategies.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Charitable giving & philanthropy
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Chris V

Series 63, Series 66

Little Rock, AR

Merrill

Chris Vincent is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Little Rock, Arkansas. He joined Merrill Lynch initially in 2004 and, after a period working as a Financial Analyst with Trent Capital Management, rejoined Merrill Lynch in 2011 as part of the Monk, Mitchell & Williams Group. He currently works on a seven-person team focusing on managing client relationships, developing goals-based financial strategies, and contributing to investment discipline and portfolio management. Chris earned a Bachelor of Science in Business Administration, Finance, from the University of Arkansas and holds an MBA from Auburn University. He has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA). Beyond his advisory role, Chris serves as an adjunct professor at John Brown University, where he has taught courses since 2009. Chris lives in Little Rock with his wife, Courtney, and their children. Outside of his professional commitments, he is involved in coaching youth sports and leading a Sunday School group for high school students.

Wealth management Parents
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