Chad Lee Bundy

Jeffrey Fountain is the sole advisor at Fountain Financial & Tax in Harrison, Arkansas, with 20 years of industry experience and a Series 66 designation. He has worked at Veritas Independent Partners, LLC since 2014 and has operated Fountain Financial Tax Services since 1994. Outside of advisory work, he devotes significant time to tax preparation, bookkeeping, payroll services, and is licensed to sell life, long-term care, and health insurance in Arkansas. Fountain Financial & Tax provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, integrating tax preparation, legal services, and insurance offerings. The firm employs fundamental analysis and a range of investment strategies—including derivatives and leverage—and emphasizes periodic account reviews and tax-loss harvesting.

David Stone is the sole advisor at Stone Financial in Harrison, Arkansas, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Stone Financial and related entities since 2005. Outside of his advisory role, he is involved as an owner and president of a real estate business and works as an independent insurance agent. Stone Financial is an independent registered investment adviser serving individual and business clients with portfolio management, financial planning, and advisory consulting. The firm customizes portfolios according to client goals and risk tolerance, utilizes proprietary model portfolios primarily focused on mutual funds and ETFs, and is affiliated with an accounting and tax firm under common ownership.

Maurice Taylor is a financial advisor at Deep Roots Capital with 17 years of industry experience. He holds a Series 66 designation and has been with Deep Roots Capital since 2016. Deep Roots Capital provides investment advice and asset management to individuals, high-net-worth clients, pension funds, endowments, and businesses, offering discretionary portfolio management through model portfolios, ongoing monitoring, and financial consulting. The firm’s investment approach combines fundamental analysis with factor-tilted indexing, low-turnover value strategies, and a macro balanced strategy that adjusts by economic regime.

Logan Spaw is a financial advisor at Three Sixty with 12 years of industry experience and holds a Series 66 designation. His prior work history includes roles at Stone Financial and Wealth Advisors, Reframe Wealth, Pensionmark Financial Group, WealthPath Investment Advisors, and CWM, LLC. Outside of his advisory role, he is involved in a parking lot maintenance business in Harrison, Arkansas. Three Sixty provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines discretionary investment management, financial planning, and custom business consulting with a focus on long-term, fundamental analysis-based portfolio construction and advanced planning services.

Christopher Mcnew is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 registrations and possessing 29 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves on the Board of Trustees at North Arkansas College and owns Vine of Harrison, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management, utilizing a variety of mutual fund, ETF, and separately managed account strategies monitored by an Investment Strategy Committee.

Charles Raney is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He serves as a custodian for his grandchild in an investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing a variety of managed strategies and maintaining operational capabilities such as an internal trading desk and multiple custodial arrangements.