Soirée Presents: Meet Your Financial Planner 2023

For many of the dreams and 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 linked profiles below, you’ll meet some of these firms and individuals through paid promotional content. Whether they choose to advertise in the magazine has no bearing on this list.

Ameriprise Financial Services Inc.
James Eric Ashburn
Ryan Bartholomew
Brian Curry
Robin Gann
Russell Kelso
Lester Matlock
Larry Root
G. Stephen White

AnchorPoint Financial LLC
Ryan Boyd

Applied Capital LLC
Jacob Duke

Aptus Financial
Sarah Catherine Gutierrez
Xu Xu

The Arkansas Financial Group Inc.
Fredricke Adkins III
Kristina Bolhouse
John Ralph Broadwater Jr.
Mary McCraw

Barry M. Corkern & Co.
Barry Corkern

Bass & Bell Inc.
Christopher Bell

Brown Capital Management LLC
Johnny Brown

ClientFirst Wealth Management
Edward Mahaffy

Community First Trust
Chelsy Shields

Conger Wealth Management
Cynthia Conger
Nick Heinrich
Abigail Hollar
Jon Lohr
Steve Osterink Jr.

Crews & Associates
Al Deininger

CrossCurrent WealthManagement LLC
Roy Stephens

Edward Jones
Terry Cruce
Robert Jackson
Kelly Journey
April Pollard
Joel Rice Jr.

Encompass Financial Partners
David Kopittke

Fiduciary Wealth Management
Rocklin Senavinin

Financial Decisions
Nick Heinrich

Jon Lohr
Steve Osterink Jr.
Karron Wages

Financial Legacy Management Inc.
John Kelley
John B. Robinson
Alvin Rogers

Gillis Financial Strategies
Mark “Greg” Gillis Jr.

Goldman Sachs Personal Financial Management
Eric Hutchinson
Timothy Long

Good Life Wealth Management LLC
Scott Stratton

Ifrah Financial Services Inc.
Micah Brown
Stephen Desalvo
Bobby Harris
Frank Kelly
John Kelly
Kyle Pitts
Doug Spencer

Ipsen Advisor Group
Loren “Marshall” Ipsen
Nick Merriweather

IQONIC Wealth Management
Mac Barnes
Raymond Bertasi
Nathan Kinard
Cameron Kremers

Landmark Financial LLC
Don Rodgers
Travis Teague

Legacy Capital Wealth Partners LLC
Matt Jones
John Sidery
Jay Strickland

LifeSmart Financial
William Woodyard Jr.

LPL Financial
Kim David Frink

MAI Capital Management LLC
Joshua Danforth

Meridian Investment Advisors
Marshall Moon
Brad Smith

Merrill Lynch – Pierce, Fenner & Smith Inc.
Elizabeth Barnes
Emily Bemberg
Melissa Bradley
Toby Burkett
Ross Burnett
Larry Chance
David Dudley
James Kenny Gibbs
William Gorman
Trevor Holbert
Douglas Jackson
Michael Marquez
Douglas Menz
Justin Mitchell
Pledger Monk III
Sylas Robinson
Hatim Smouni
Chris Vincent
Kimberly Williams

MML Investors Services LLC
Brandon Grable
Morgan Stanley
Jason Chacko
Joe Locke
Scott McLeod

Naviter Wealth
Jordan Bauer
John Kornet

Northwestern Mutual
Todd Boswell
Taylor Hart

Pinnacle Consultants
Victor Werley

Platinum Portfolio Investments LLC
Eric Miller

Prime Capital Investment Advisors
Jason Gerber

Raymond James & Associates
Michael Kepeske

Regions Bank
Daniel Blair
Christopher Ritchie

Dale Colclasure

Rownd Asset Management
W. Ed Rownd

Simmons Investment Services
Chad Carlson
Nathan Green
Lisa Rabatin

Sound Capital
William Hoofman

Sowell Management
Thomas Knight

Stephens Inc.
Phillip Butterfield
Cory Grummer
Richard Leeper
James Mitchell
Briant Noland

Thrivent Financial
Hector Felix
John Knoernschild

Transitions Wealth Management
James Martin
Brad Seagraves

UBS Financial Services
Derek Cisne
David Gutierrez
Jeremy McDade
Hardy Winburn

Wells Fargo Advisors
Andrew Crone
Sydney Gilbert
Morgan Keyes
William Lloyd
James Martin
Eric Miller
Roger O’Quin
Debra Piercy

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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