Benjamin Hollis Penix

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

Darren Vilardo Sr. is a financial advisor with Tekton Wealth Advisors in Lowell, Arkansas, holding Series 63 and 65 licenses and bringing 24 years of industry experience. His prior work includes roles at DaVinci Wealth, Retirement Wealth Advisors, Delta Investment Management, and Lifeworks Advisors. He is also involved with Tekton Wealth Insurance Services, LLC, where he operates as a licensed insurance agent providing life and long-term insurance solutions. Tekton Wealth Advisors is an independent registered investment adviser that offers financial planning, consulting, and portfolio management for individuals, trusts, and estates. The firm constructs client portfolios through selected independent managers or personalized asset mixes using various analytical approaches and provides both project-based and ongoing financial planning services.

James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, holding Series 63, Series 65, and Series 66 licenses with 15 years of industry experience. His prior roles include positions at SignalPoint Asset Management and Ameriprise Financial Services. Outside of advising, he is a partner in Oooweee, LLC, a commercial real estate entity. SignalUp Wealth, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm offers portfolio management using fundamental, technical, and charting analysis and provides formal pension consulting and ERISA 3(21) fiduciary services.

John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Stephen Spicer is a CFP® with 11 years of experience in the financial services industry. He is the founder of Spicer Capital, LLC and has previously worked at API Financial Advisors, LLC and Symmetry Financial Group. He serves as a trustee for a non-marital family trust established for his son. Spicer Capital, LLC is an independent registered investment adviser managing approximately $5.86 million for 28 clients, including individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides investment management, financial planning, insurance placement, and employer retirement plan services, utilizing a network of SEC-registered portfolio managers and offering educational resources to clients and the public.

James Wheeler is a financial advisor at Sovereign Capital LLC in Fayetteville, AR, holding a Series 66 designation with eight years of industry experience. He previously worked at Arvest Wealth Management and Arvest Bank before founding Sovereign Capital in 2021. Outside of financial advising, he owns and operates Adventure Lawn Care LLC, a lawn service business. Sovereign Capital LLC provides discretionary and non-discretionary portfolio management and IRA rollover advice to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies, with a notable focus on the use of derivatives and complex instruments tailored to client objectives.