Financial advisors help put their clients in a position to make money work for them instead of chasing it their entire lives. Arkansas Money & Politics asked readers to nominate their favorite financial advisors, and they delivered. The professionals listed in this special section are committed to guiding their clients through the sometimes intimidating world of investments and transforming finances from a potential source of stress into a golden opportunity.
Stacey Alston
Financial Advisor
Edward Jones
Andy Arnold
SVP, Director of Retirement Plan Services
First Security
Andy Arnold is the senior vice president and director of retirement plan services at First Security, where he has been a key leader since 2012. With more than 25 years in financial services, he specializes in overseeing retirement plans and wealth management. He has numerous industry certifications, including certified financial planner and certified private wealth advisor.
Teresa Arrigo
Financial Advisor
GenWealth Financial Advisors
Ben Bailey
Financial Advisor
TMB Capital Partners of Raymond James
Ryan Bartholomew
Vice President and Private Wealth Advisor
Small & Associates Financial
Ryan Bartholomew is a seasoned financial advisor with an impressive 23-year track record in the industry. He brings a wealth of knowledge and experience to his clients’ financial journeys. Throughout his career, Bartholomew has demonstrated an exceptional ability to navigate the complexities of the financial landscape by providing tailored strategies that align with individual goals and aspirations. His extensive tenure in the field has enabled him to develop a deep understanding of market trends, investment opportunities and risk-management techniques. His dedication to fostering strong client relationships and his commitment to staying up to date with evolving financial dynamics make him a trusted partner for individuals seeking expert guidance in wealth management and financial planning.
Scott Bennington
Wealth Advisor
Heritage Oak Wealth Advisors
Jeremy Booe
Financial Advisor
Edward Jones
Bobby Brown
President
Brown Comstock Private Wealth Advisors
Bobby Brown serves as president and branch manager of Brown Comstock Private Wealth Advisors and as a financial advisor with Raymond James in Hot Springs. Brown has more than 30 years of experience in the financial services industry. He has Series 7, 63, 65, 9 and 10 licenses in 14 states. He has an Arkansas life and health insurance license and is a registered principal. He is a native of Hope and is a graduate of the Bachrach Academy, Arkansas Tech University in Russellville and Stephens University at Wake Forest. He is responsible for the supervision of the practice, investment and portfolio management, and business development. Past president of Fifty for the Future, he served on the executive boards of Ouachita Area Council Boy Scouts of America and Hot Springs and Pine Bluff chambers of commerce.
Lori Brown
Financial Advisor
Raymond James
Molly Buenrostro
Financial Advisor
Garcia Wealth Management
Marshall Butler
Director of Commercial Services
Pinnacle Advisors
Phillip Butterfield
SVP, Private Wealth Management
Stephens
Phillip Butterfield serves as senior vice president in the private wealth management division at Stephens in Little Rock. He works with high-net-worth clients in investment management and complex retirement planning. He advocates for the importance of building relationships on trust through judgment and integrity. He said that by being fully engaged with clients, his team carefully considers their financial goals and risk tolerances, allowing them to identify strategies designed to meet their objectives.
Prior to joining Stephens, Butterfield earned a degree in finance with a minor in accounting in 2012 at Arkansas State University in Jonesboro and obtained his certified financial planner license. He earned an MBA two years later. He was also a quarterback and selected as team captain with the Arkansas State Red Wolves football program.
Carrie Carr
Financial Advisor
ARIA Wealth Management
Larry Chance
SVP, Wealth Management Advisor,
Merrill Lynch
Tara Cobb
Financial Advisor
Small & Associates Financial
Tara Cobb, a native of Cabot, is a financial advisor with Small & Associates Financial in Little Rock with more than a decade of industry experience. After graduating from the University of Arkansas at Little Rock in 2008 with a degree in marketing, Cobb started her financial career at Small & Associates Financial in Little Rock in 2010, initially serving as a receptionist. Her dedication and passion for the field quickly became evident. In 2011, she successfully passed her FINRA exams, earning certification as a paraplanner.
Dale E. Colclasure Jr., CFP, RIA
President of Wealth Management
RetirePath
Dale Colclasure Jr. has been in the insurance and financial-services industry since 1998 and is able to offer both a variety of investments and insurance products and services. He oversees the wealth-management division of RetirePath, which he co-founded with Mark Smalling in 2017.
In addition to having his Arkansas insurance license, he has passed the Series 7, 24, 53, 63 and 65 securities exams and is registered as an investment adviser representative. He also holds the certified financial planner professional designation. Colclasure has a Bachelor of Science in business administration finance with an emphasis in insurance and real estate from the University of Arkansas in Fayetteville.
Beckie Comstock
Principal
Brown Comstock Private Wealth Advisors
Beckie Comstock has been serving the financial needs of families, professionals and retirees for more than 25 years. She is a registered principal and branch manager. She is responsible for the supervision of the practice, along with the construction and management of investment strategies. As your financial advisor, Comstock takes a comprehensive approach to addressing clients financial needs. She strives to develop long-term relationships with her clients with the objective of understanding their goals and providing personalized strategies for every element of the wealth management equation.
Bill Criswell
Partner
Garland & Greenwood Wealth Advisors
Kristin Daniel
Founder and Financial Advisor
Parity Financial Group
Scott W. Daniel
Managing Partner, Financial Advisor
WealthPath Investment Advisors
Scott Daniel, CEPA, is a managing partner and financial advisor at WealthPath’s Little Rock office, where he brings unique experience in advising a wide range of clients with personalized strategies. After earning a degree in business and managerial economics from Lyon College in Batesville, Daniel began his career as a financial consultant at PaineWebber & Co. He then went on to establish his own firm, which he ran for 17 years before joining WealthPath in 2015.
Daniel is Series 7, 63, and 65 registered, is an accredited investment fiduciary, and has life, health and disability insurance licenses. He has been honored as one of AdvisorHub’s “Top Advisors to Watch under 1 Billion” in 2022 and 2023. Daniel is also an active member of several other organizations, serving as executive finance committee board member at the Museum of Discovery in Little Rock, board president of the JDRF Arkansas Chapter, a trustee of Lyon College, and commissioner at Little Rock Parks & Recreation.
Amber Fonseca
Financial Advisor
Edward Jones
Brantley L. Foster CRPC, APMA
Financial Advisor
Ameriprise Financial
Osmar A. Garcia
Co-founder and Partner
Garcia Wealth Management
Sarah Catherine Gutierrez
CEO
Aptus Financial
Jimmy Hackelton
Financial Advisor
Edward Jones
John Hoefl
LPL Financial Advisor
Aspire Wealth Builders
As a financial professional and an active member of his community, John Hoefl is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field as a chartered retirement planning counselor and develop his professional skills, he regularly attends industry training and certification programs and is a featured Zoom speaker in Little Rock, Hot Springs and throughout southwest Arkansas.
Hoefl’s academic achievements include a Bachelor of Science degree from Texas A&M University, as well as a degree from the University of Arkansas at Little Rock. His education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients.
Abigail Hollar, CFP
Financial Advisor
Conger Wealth Management
Wendy Blair Hutcheson
Financial Advisor
Empire Financial Architects
Scott Inman
Financial Advisor
GenWealth Financial Advisors
Marshall Ipsen
Founder
Ipsen Advisor Group
A certified financial planner with more than two decades of experience, Marshall Ipsen started his career at American Express Financial Advisors. In 2020, he left to begin his own firm, Ipsen Advisor Group, which offers the same array of services that Ipsen has always offered to his clients but with access to a broader spectrum of financial technology and tools.
Ipsen and his team are dedicated to every detail of their clients’ portfolios and get to know each client and their families on a deeply personal level. Integrity and trust are the pillars of the firm, a point which the team takes pride in. Ipsen specializes in sustainable investing, investment strategies that consider financial returns, and social and environmental good. Ipsen Advisor Group offerings include financial planning, wealth management, tax planning and estate planning.
Matt Jones, J.D., CFP
Co-founder
Legacy Capital
Matt Jones began working in the wealth management industry in 1994 after receiving his undergraduate degree from the University of Arkansas in Fayetteville and his law degree from UA Little Rock. Having completed the requirements to become a certified financial planner, Jones worked locally for both Morgan Keegan and Stephens. In 1997, he joined the late Frank McGehee to form what is now Legacy Capital. Legacy is now one of the state’s largest independent registered investment advisors and has more than $1.2 billion in assets under management.
Tim Key
Financial Advisor
GenWealth Financial Advisors
Amanda Leija
Financial Advisor
Edward Jones
David Lukas
Financial Advisor
David Lukas Financial
Brayden Mallett
Client Advisor
Arvest Wealth Management
Brayden is a client advisor for Arvest Wealth Management. He graduated from the University of Central Arkansas in Conway with a bachelor’s degree in finance and minor in management and with a master’s degree in business administration. Mallet provides his clients a positive experience by confidently and proactively assisting them with their financial planning, retirement, insurance, and wealth management strategies needs. Prior to joining Arvest, he worked in the banking and financial services industry since 2014. In his free time, Mallet enjoys outdoor activities such as golf, fishing and kayaking on the Buffalo River.
Lester Phillip Matlock CFP, CRPC, APMA
Private Wealth Advisor and CEO
Natural State Wealth Advisors
Keith McGeorge
Financial Advisor
Retirement Advisors of Arkansas
William McMillan, WMS
Financial Advisor
TMB Capital Partners of Raymond James
Nick Merriweather, CFP
Operations Manager and Financial Advisor
Ipsen Advisor Group
Nick Merriweather has worked with Ipsen Advisor Group since graduating from Henderson State University in Arkadelphia in 2016 with a bachelor’s degree in finance. Merriweather’s initial role was paraplanner, and he soon recognized he wanted to be a true financial planner. Working toward that goal, he obtained his securities licenses and received his insurance license to help clients plan for the unexpected by utilizing health, disability and long-term care insurance. He went on to study for and earn his certified financial planner certification from the Certified Financial Planner Board of Standards in 2023. That has cemented in him a client-focused mission to help people achieve their goals.
Sam G. Nagher III
Financial Advisor
Edward Jones
Lesley Nalley
Financial Advisor
Empire Financial Architects
Joel Newburn
Financial Advisor
GenWealth Financial Advisors
Geoff Niebaum
Partner and CEO
Mendel Capital Management
Andrew Norris
Financial Advisor
Red Dog Investment Group
Patty C. Nuovo, CFP
Financial Advisor
Signature Private Wealth Management
Patricia Nuovo was the first female stockbroker at her firm in Philadelphia and has excelled in the financial world in the northeast U.S., where she grew up. She has broken down barriers in the financial industry and uses her knowledge and experience to help others achieve their financial goals by taking a holistic view of their personal finances.
With almost three decades of experience in the fast-paced financial industry, Nuovo has established herself as a powerhouse and an innovative leader, advisor and fiduciary. Her seminars and books on the concepts of money, emotions and abundance are an integral part of her message about educating and empowering the individual regarding their personal finances.
Wade Partridge
Senior Wealth Advisor
Mariner Wealth Advisors
Wade Partridge joined the financial services industry in 1994. Throughout his career, he has worked to provide personalized wealth planning solutions for high-net-worth individuals, families and business owners. Prior to joining Mariner, Partridge was the founder and president of Partridge Wealth LLC and Pear Tree Wealth Management LLC. Wade is the past president of the Benton-Bauxite Rotary Club, the Benton Area Chamber of Commerce board of directors and the Saline County Boys and Girls Club board of directors. Additionally, he served as fundraising chairperson for the UALR Foundation Fund Board.
April Pollard
Financial Advisor
Edward Jones
April Pollard and her team are passionate about helping their clients achieve more than portfolio returns. Building lifelong strategic partnerships with their clients as if they are their own family, the staff works diligently to understand what is most important in all areas of their lives. Pollard works closely with her clients’ accountants, attorneys and other professionals in strict confidence to determine specific strategies that may benefit each individual situation. This teamwork between all areas of their clients’ lives helps to ensure nothing is overlooked and all things are considered.
Charlie Porter
SVP, Private Wealth Management
Stephens
Charlie Porter serves as senior vice president in the private wealth-management division at Stephens in Little Rock. He joined in 2007 to partner with his father, Rob Porter. Charlie Porter and his team focus on delivering an exceptional client experience while providing comprehensive wealth management planning services to high-net-worth families, endowments and foundations. Prior to joining Stephens, he was a branch manager at another financial institution, where he worked in the lending division.
Stephen Raborn
SVP, Investments
Raymond James
Kymberlie Reed
Financial Advisor
Small & Associates Financial/Ameriprise
Kymberlie Reed is a distinguished financial advisor in Arkansas, recognized as one of the best in 2023. With a certified military financial advisor certification acquired last year, she has exhibited dedication to her craft. Her 17-year tenure at Ameriprise showcases her commitment to clients’ financial well-being. Her team’s passion for financial planning is evident by the recognition in Forbes as one of the Best-In-State Wealth Management Teams for 2023. Reed’s passion for guiding clients toward their financial aspirations drives her work.
Rocklin Senavinin
President and Co-founder
Fiduciary Wealth Management
Rocklin Senavinin is president and co-founder of Fiduciary Wealth Management, a fee-only registered investment advisory firm in Little Rock. As a certified financial planner, he has advanced training in the holistic process of creating a personal financial plan that addresses a person’s comprehensive needs for both the short and long term.
Senavinin has more than 20 years of experience in the investment and financial planning industry and has dedicated his career to helping individuals live comfortably in retirement.
Marnie Sharp
Financial Advisor
Raymond James
John Shrewsbury
Co-founder and Financial Advisor
GenWealth Financial Advisors
Thomas Shurgar
Partner
Oak Crest Wealth Management
Charles Skinner
Financial Advisor
GenWealth Financial Advisors
Joey Small
Founder, Private Wealth Advisor
Small & Associates Financial
Joey Small is a private wealth advisor at Small & Associates Financial in Little Rock. He graduated from the University of Arkansas at Little Rock in 1993, where he received his BBA in finance. He opened his firm in 1999 and has become an industry leader in the financial world, leading with a passion for empowering clients to reach their goals. With an unwavering commitment to his clients’ success, he goes beyond numbers, crafting personalized strategies that turn aspirations into realities.
Hatim Smouni
SVP and Wealth Management Advisor
Merrill Lynch
Candice Stanley
Financial Advisor
GenWealth Financial Advisors
Scott Tabor
Financial Advisor
TMB Capital Partners of Raymond James
Chris W. Vincent, CIMA, CFP
SV and Wealth Management Advisor
Merrill Lynch
Kenny Wasson, AAMS, CRPC
VP and Senior Client Advisor
Arvest Wealth Management
Kenny Wasson serves a select group of clients, helping them build, manage and protect their wealth. He knows that life is full of transitions, planned and unplanned, and is committed to being there for his clients by celebrating their successes and overcoming challenges and setbacks. His practice focuses on comprehensive wealth management services, including investments, liability management, non-portfolio risk management, estate planning strategies and fiduciary services.
Wasson strives to understand his clients’ circumstances and empathize with their emotions about money to help him build strong client-advisor relationships.
Victor S. Werley CFP, ChFC, CDFA, CVA, MAFF, CFE, CEPA
Director of Financial Planning and
Managing Partner
Pinnacle Advisors
Jared R. Zeiser, CRPC
President and CEO
Zeiser Wealth Management
Over the past 25 years, Jared Zeiser has enjoyed the relationships he has built with his clients while helping them achieve the things they value most in life. He has built an investment advisory firm that seeks to serve clients with excellence using a team-based approach. Zeiser Wealth Management’s focus on comprehensive financial planning combined with tactical investment management reflects a commitment to helping clients not only grow their wealth but also protect and harvest it. Jared credits the firm’s success over the years to his valued team members.
Zeiser earned his bachelor’s degree from the University of Arkansas in Fayetteville and received his chartered retirement planning certification from the College for Financial Planning in Centennial, Colorado.
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