Soirée Presents: Meet Your Financial Planner 2021

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

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

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

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