For many of the dreams and life goals for yourself and your family, managing your finances is key to achieving them. And while handling your personal finances is ultimately your responsibility, you don’t have to do it alone. A qualified financial planner, such as a certified financial planner (CFP) licensee, can help make the most of your resources, navigating the barriers that inevitably arise in every stage of life.
Our advice? Don’t skimp on the CFP designation. Those three letters indicate someone is qualified in financial and investment planning, and that they provide an honest fiduciary benefit to their clients. Not every financial advisor can say that.
The Soirée team worked with the CFP Board and internal research efforts to compile a list of financial planning firms in the city who have CFPs on staff. What you see here is that list to the best of our abilities. This list may not be exhaustive, although every effort was taken to make it so.
In the list below, you may read paid profiles of firms and individuals who chose to participate in this section so you can gain more knowledge of their abilities, philosophies, compensation structures and beyond.
Ameriprise Financial Services Inc.
James Eric Ashburn
Ryan Bartholomew
Robin Elaine Gann
Russell K. Kelso
Lester P. Matlock
Larry R. Root
G.S. White
AnchorPoint Financial LLC
Ryan E. Boyd
Applied Capital LLC
Jacob Duke
John M. Mueller
Aptus Financial
Sarah Catherine Gutierrez
The Arkansas Financial Group Inc.
Rick Adkins
Kristina K. Bolhouse
Dr. Ralph Broadwater
Mary E. McCraw
Barry M. Corkern & Co. Inc.
Barry M. Corkern
Bass & Bell
Christopher Bell
Brown Capital Management
Johnny R. Brown
Carrus Financial Management
Ryan M. Carrus
ClientFirst Wealth Management
Edward P. Mahaffy
Community First Trust
Chelsy Shields
Conger Wealth Management
Cynthia L. Conger
Nick Heinrich
Abigail C. Hollar
Jon Lohr
Steve Osternick
Cross Current
Wealth Management
Roy W. Stephens
Goldman Sachs Personal Financial Management
Eric Hutchinson
Timothy Long
Edward Jones
Terry Cruce
Bob Jackson
Kelly Journey
Joel D. Rice
Encompass Financial Partners
David G. Kopittke
Fiduciary Wealth Management
Rocklin D. Senavinin
Financial Decisions Inc.
Karron E. Wages
Financial Legacy Management Inc.
John W. Kelley
John B. Robinson
Alvin Rogers
Howell Tax Efficient
Asset Movement
Frank B. Howell
Ifrah Financial Services Inc.
Micah Brown
Stephen H. Delsalvo
Bobby Harris
Frank M. Kelly
John Kelly
Kyle Pitts
Douglas J. Spencer
Ipsen Advisor Group
Marshall Ipsen
Randy Price
Knight Sowell Management
Thomas J. Knight
LPL
Richard L. Jackson
Landmark Financial LLC
Don R. Rodgers
Travis Teague
Legacy Capital
Wealth Partners LLC
Matthew Jones
John D. Sidery
LifeSmart Financial
William H. Woodyard
Meridian Investment Advisors
Jason Feilke
Marshall Moon
Merrill Lynch – Pierce, Fenner & Smith Inc.
Melissa W. Bradley
Edmond T. Burkett
Ross Burnett
Emily C. May Bemberg
Larry Chance
James Kenny Gibbs
William D. Gorman
Richard Greet
Trevor Holbert
Douglas Jackson
Michael Marquez
Douglas W. Menz
Justin T. Mitchell
Pledge E. Monk
Silas Robinson
Hatim Smouni
Chris W. Vincent
Kimberly Williams
Morgan Stanley
Jason Chacko
Joe H. Locke
Don Rodgers
Northington Investment Group
Stephen M. Northington
Northwestern Mutual – Kinard Wealth Management
Mac Barnes
Raymond Bertasi
Todd C. Boswell
Taylor Reynolds Hart
Nathan D. Kinard
Platinum Portfolio Investments LLC
Eric Miller
Prime Capital Investment Advisors
Jason A. Gerber
Raymond James & Associates
Michael E. Kepesky
Regions Bank
Dan Blair
Christopher E. Ritchie
RetirePath
Dale E. Colclasure
Rownd Asset Management
W.E. Rownd
Simmons Investment Services
Chad H. Carlson
Nathan Green
Lisa Rabatin
Simmons Trust Department
Sean Barron
Jim Shenep
Sound Capital
William Hoofman
Strategic Financial Partners
Brandon S. Grable
Stephens Inc.
Phillip Butterfield
Cory D. Grummer
James R. Mitchell
Briant Noland
Thrivent Financial
John M. Knoernschild
Transparent Wealth Partners
Carl M. Irico
Transitions Wealth Management
James C. Martin
Brad Seagraves
UBS Financial Services
Derek B. Cisne
David H. Gutierrez
Jeremy E. McDade
Hardy L. Winburn
Wells Fargo Advisors
Andrew C. Crone
Sydney Gilbert
Morgan G. Keyes
William Lloyd
James Martin
Debra Piercy
Roger L. O’Quinn
Why a CFP?
CFP practitioners are licensed and regulated by the Certified Financial Planner Board of Standards Inc. By virtue of their CFP license, granted by the board, CFP professionals are held accountable to the board’s code of ethics for their financial planning activities.
Most CFP professionals are dedicated to using the financial planning process to serve the financial needs of individuals, families and businesses. All CFP professionals earn at least a four-year college degree and have completed a course of study in financial planning approved by the board. All CFPs are also required to have 30 hours of continuing education credit every two years, with at least two of those hours being an approved ethics course.
Learn the Lingo
| CFP | Certified Financial Planner |
| CPA | Certified Public Accountant |
| PFS | Personal Financial Specialist |
| AIF | Accredited Investment Fiduciary |
| CLU | Chartered Life Underwriter |
| ChFC | Chartered Financial Consultant |
| MBA | Master of Business Administration |