David Behel

Ellis Sloan is a CFA® charterholder with 28 years of industry experience. He is the sole advisor at APEX Wealth Management, an independent firm based in Searcy, Arkansas, where he has worked since 2017. Prior to founding APEX, he was with Kernodle & Katon Tax and Asset Management Group for two years and has served as an assistant professor at Harding University since 2005. APEX Wealth Management serves individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses a modern portfolio theory approach to build diversified portfolios, offers both discretionary and non-discretionary asset management, and provides retirement plan consulting including Investment Policy Statement preparation and participant education.

James Liles is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Crews & Associates since 2012. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, pension plans, governmental entities, and institutions. The firm employs a multi-faceted investment approach combining fundamental, technical, quantitative, and qualitative analysis and uses Riskalyze’s Nitrogen tool to align client risk tolerance with appropriate model allocations.

Michael Tharp is a financial advisor with Crews & Associates, Inc., holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Crews & Associates since 2010. Outside of his advisory role, he works as a Loan Review Associate in credit analysis at First Security Bank. Crews & Associates, Inc. serves individuals, trusts, nonprofits, businesses, pension and profit-sharing plans, governmental entities, banks, and other institutions through wrap-fee advisory programs, separately managed accounts, and model-portfolio services. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, using Riskalyze’s Nitrogen tool to align client risk tolerance with model allocations, and operates primarily on a non-discretionary basis with support from a team of about 16 advisors.

Amanda Wihebrink is a financial advisor at Farther with a Series 65 credential and one year of industry experience. She previously worked at Goldman Sachs PFM/United Capital for four years and at Whitlow Engineering Services for seven years. Amanda is a silent partner in Paragon Drafting Services LLC, a consulting and drafting business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Jason Jennings is a financial advisor at Crews & Associates, Inc. in Little Rock, Arkansas, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and Downing and Associates. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, and institutional investors. The firm employs a multi-disciplinary investment approach and uses Riskalyze’s Nitrogen tool to align client risk tolerance with model allocations, maintaining a non-discretionary advisory structure.

Barry Burch is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Crews & Associates since 2001. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, and governmental entities. The firm combines fundamental, technical, quantitative, and qualitative analysis with risk assessment tools to tailor investment strategies, operating as an SEC-registered investment adviser with a team of 16 financial advisors.