David Charles Adams

John Lauer is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is the principal of JWL & Associates, Inc. and also operates Hot Springs Financial Services, a financial planning business. JWL & Associates provides discretionary and non-discretionary portfolio management and personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and other registered investment advisers. The firm employs a strategic asset-allocation, core-and-satellite approach using passive index and exchange-traded funds combined with active funds and selected individual securities, and it typically serves a small client roster with frequent, personalized account reviews.

Allen Harris Sr. is a financial advisor with Wealth Ready, holding a Series 66 license and bringing nine years of industry experience. He has worked at firms including Arvest Wealth Management, Merrill, Bank of America, and currently Health Equity, where he is employed full time as a Service Delivery Manager. Outside of his advisory role, Mr. Harris serves as President of the Board of Directors for the Arkansas Employment Career Center, a nonprofit organization. Wealth Ready is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning and discretionary portfolio management with no account minimums, using a risk-based approach that incorporates diversified portfolios primarily through passive strategies, while allowing short-term trading and options where appropriate.

Chad Amerson is a financial advisor at New Horizon Asset Management in Hot Springs, Arkansas, with 23 years of industry experience. He holds a Series 66 designation and has been with Capital Financial Advisors, Inc. since 2006. In addition to his advisory role, he is also licensed as an insurance agent. New Horizon Asset Management is an independent firm offering portfolio management, retirement and estate planning, and insurance-related advice to individuals, institutions, and business entities. The firm uses a combination of long- and short-term investment strategies, including fundamental and technical analysis, with discretionary trading authority and regular account reviews.

David Rodriguez is a CFP® certificant and the sole advisor at Minas Financial Planning with six years of industry experience. He has served as a finance professor at Henderson State University since 2014. Outside of financial advising, he founded and manages ROC Realty, a real estate brokerage based in Chicago. Minas Financial Planning provides project-based and ongoing financial planning services, third-party manager selection and oversight, and directly held real estate analyses to a diverse client base including pooled vehicles, institutions, and individuals. The firm employs a primarily passive investment approach using low-cost index funds and ETFs while also incorporating fundamental and technical analyses in its reviews.

Scott Stratton is the sole advisor at Good Life Wealth Management LLC in Hot Springs, AR, with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has led his independent firm since 2014. Outside of financial advising, Stratton is a freelance musician and a freelance author and speaker. Good Life Wealth Management provides financial planning and investment advisory services primarily to individuals and high-net-worth clients. The firm uses a Core + Satellite investment approach focused on tax efficiency and offers both discretionary and non-discretionary account management.

David Campbell is the principal of Campbell Financial Advisory, LLC in Benton, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Uber and Arkansas Retirement Institute. In addition to his advisory role, he owns and operates Campbell Insurance Services, LLC, offering insurance products. Campbell Financial Advisory, LLC is an independent registered investment adviser serving individual clients and retirement plans with asset management, financial planning, and consulting services. The firm provides tailored strategies incorporating fundamental, technical, and cyclical analysis, and offers additional services such as limited-scope ERISA 3(21) retirement-plan advisory and public educational seminars.