Soirée Special Promotion: Meet Your Financial Planner 2019

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 Board and internal research efforts to compile a list of financial planning firms in the city who have CFPs on staff. Below 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 Services Inc.
James Eric Ashburn
Bob R. Chambers
Brian Curry
Robin Gann
Loren M. Ipsen
Carl Irico
Lester P. Matlock
Randy Price
Larry R. Root

Ameriprise Financial – White & Associates
G. Stephen White

Aptus Financial Services
Sarah Catherine Gutierrez    

The Arkansas Financial Group Inc.
Fredrick E. Adkins    
Kristina Bolhouse    
Ralph Broadwater    
Mary E. McCraw

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.

The ASA Group
Michael E. Kepesky    

Bankers Life
Lanita Wheetley

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

Brown Capital Management
Johnny R. Brown

Carrus Financial Management
Ryan Michael Carrus    

ClientFirst Wealth Management
Edward P. Mahaffy

Conger Wealth Management
Cynthia L. Conger
Abigail C. Hollar

CrossCurrent Wealth Management, LLC
Roy W. Stephens    

Edward Jones
Kelly Journey    

Encompass Financial Partners
David G. Kopittke

Fiduciary Wealth Management
Edward P. Mahaffy
Rocklin D. Senavinin

Financial Decision, Inc.
Karron E. Wages

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

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    

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

William Howard Woodyard
Legacy Capital
Joshua E. Danforth
Matt Jones

Martin Seagraves Wealth Management
James Martin    
David G. Kopittke

Meridian Investment Advisors
David “Jason” Feilke    

Merrill Lynch & Co., Inc.
Edmond T. Burkett    
James K. Gibbs    
William D. Gorman    

Merrill Lynch, Pierce, Fenner & Smith Inc.
Melissa W. Bradley    
Douglas W. Menz    
Justin T. Mitchell    
Pledger E. Monk    
Hatim Smouni    
Gilbert L. Weisbecker    
Lanita Wheetley    

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

Northington Investment Group
Stephen M. Northington

Northwestern Mutual Wealth Management Co.
Todd Christian Boswell
Nathan Daniel Kinard

Platinum Portfolio Investments, LLC
Eric Miller    

Prime Capital Investment Advisors
Jason A. Gerber

Raymond James & Associates
Christopher O. Bell
Michael E. Kepesky

Dale E. Colclasure    

Smith Capital
Austin Blair Bryan

Simmons First Investment Group Inc.
Chad H. Carlson    
Lisa J. Rabatin    

Stephens, Inc.    
Phillip Butterfield
Cory Denise Grummer
William Hoffman
John Kornet
James R. Mitchell

Tax Efficient Asset Movement, LLC
Frank B. Howell

TD Ameritrade
David Corkum

Thrivent Financial
John S. Knoernschild   

UBS Financial Services
Derek B. Cisne
David Gutierrez
Jeremy E. McDade
Hardy L. Winburn    

United Capital Financial Advisers, LLC
Eric Hutchinson    
Timothy Long    

Wages Financial Decisions Inc.
Karron E. Wages

Wells Fargo Advisors  
Andrew Charles Crone    
Sydney Gilbert    
Morgan Keyes    
Roger Louis O’Quin

W.M. Lloyd Co.
William M. Lloyd    

Zeiders Enterprises
William Hoofman

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