Soirée Special Promotion: Meet Your Financial Planner 2018

Like most people, you have hopes and dreams and life goals for yourself and your family. Managing your finances is the key to achieving those dreams and goals, helping you navigate the financial barriers that inevitably arise in every stage of life.

Handling your personal finances is ultimately your responsibility, but you don’t have to do it alone. A qualified financial planner, such as a certified financial planner (CFP) licensee, can help you make decisions that make the most of your financial resources.

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 everyone who calls themselves a financial advisor can say that.

The Soirée team worked with the CFP association and internal research efforts to compile a list of financial planning firms in the city who have CFPs on staff. What follows is that list to the best of our abilities; this list may not be exhaustive, although every effort was taken to make it so.

Follow the links on this page to read paid profiles of firms and individuals who chose to participate in this section so that you might gain more knowledge of their abilities, philosophies, compensation structures and beyond.

Ameriprise Financial
Eric Ashburn
Bob R. Chambers
Brian Curry
Robin Elaine Gann
Carl M. Irico
Lester P. Matlock
Larry R. Root

Aptus Financial Services
Sarah Catherine Gutierrez

The Arkansas Financial Group Inc.
Rick Adkins
Kristina Bolhouse
Dr. Ralph Broadwater
Mary McCraw

Barry M. Corkern & Co Inc.
Barry M. Corkern

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 have earned 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.

Carrus Financial Management
Ryan Michael Carrus

ClientFirst Wealth Management
Edward P. Mahaffy

CrossCurrent Wealth Management LLC
Roy W. Stephens

Conger Wealth Management
Cynthia L. Conger
Abigail C. Hollar

Encompass Financial Partners
David Kopittke

Fiduciary Wealth Management
Edward P. Mahaffy
Rocklin Senavinin

Financial Decisions Inc.
Karron E. Wages

Financial Legacy Management Inc.
John W. Kelley
Alvin Rogers

Financial Management Inc.
John B. Robinson

Ifrah Financial Services Inc.
Micah Brown
Stephen Henry DeSalvo
Ryan M. Fuchs
Bobby Harris
Frank M. Kelly
John Kelly
Kyle Pitts
Douglas J. Spencer

Independent Financial Advisors
John M. Mueller

Legacy Capital
Joshua E. Danforth
Matt Jones

LifeSmart Financial
Howard Woodyard

Meridian Investment Advisors
Jason Feilke

Merrill Lynch
Emily Bemberg
Melissa Bradley
Edmond T. (Toby) Burkett
Larry Chance
Kenny Gibbs
William D. Gorman
Richard D. Greer
Trevor D. Holbert
Douglas Jackson
Michael Marquez
Douglas W. Menz
Justin T. Mitchell
Pledger E. Monk III
Sylas B. Robinson
Hatim Smouni
Chris W. Vincent
Anita Wheetley
Kimberly D. Williams

Morgan Stanley
Jason Chacko
Joe H. Locke
Fred O. Roberson

Northington Investment Group
Stephen M. Northington

Northwestern Mutual
Raymond Bertasi
Todd Christian Boswell
Nathan Daniel Kinard
Taylor Rayburn

Platinum Portfolio Investments LLC
Eric Miller

Prime Capital Investment Advisors
Jason A. Gerber

Raymond James & Associates
Christopher Bell
Michael E. Kepesky

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
CIMA: Chartered Institute of Management Accountants
CFA: Chartered Financial Analyst
C(k)P: Certified 401(k) Professional
CRPC: Chartered Retirement Planning Counselor
CPWA: Certified Private Wealth Advisor
CPFA: Certified Plan Fiduciary Advisor
CDFA: Certified Divorce Financial Analyst

Simmons Wealth Management
Sean Barron
Chad Carlson
Joe Clement
Cary Curzon
Lisa Rabatin

Smith Capital
Austin Bryan

Stephens Inc.
Cory Denise Grummer
William Hoofman
John Kornet
James R. Mitchell

Tax Efficient Asset Movement LLC
Frank B. Howell

Thrivent Financial
John S. Knoernschild

UBS Financial Services Inc.
Derek Cisne
Jeremy McDade

UBS Financial Services Inc.
David H. Gutierrez
Hardy L. Winburn

United Capital Financial Advisers LLC
Eric Hutchinson
Tim Long

Wells Fargo Advisors Financial Network
Andrew Crone
James Martin

Wells Fargo Advisors Financial Network
Sydney Gilbert
Morgan Keyes
Mike McKinney
Roger O’Quin

WM Lloyd Company
William K. Lloyd

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