David Stone

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.

Maurice Taylor is a financial advisor at Deep Roots Capital with 16 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC from 2012 to 2016 before joining Deep Roots Capital in 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 three defined model strategies. The firm’s investment approach combines factor-tilted indexing, low-turnover value holdings, and a macro balanced strategy, with portfolios managed on a discretionary basis and reviewed at least annually.

Logan Spaw is a financial advisor at Three Sixty Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Stone Financial and Wealth Advisors and WealthPath Investment Advisors. Outside of his advisory role, he is involved in parking lot maintenance through Seal-A-Lot Cowboys and is a licensed insurance professional with Three Sixty Insurance Group. Three Sixty Wealth Management, LLC is an SEC-registered adviser managing approximately $154 million for individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental investment approach with customized portfolios and offers comprehensive wealth management, discretionary investment management, financial planning, and retirement plan advisory services.

Christopher Mcnew is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, Mcnew serves on the Board of Trustees for North Arkansas College and is the owner of Vine of Harrison, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm employs a mix of firm-developed and third-party investment models and offers a range of advisory programs and consulting services.

Charles Raney is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has been with Benjamin F. Edwards since 2014. Outside of his advisory role, he serves as custodian for his grandchild. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Michelle Swafford is a financial advisor with Ameriprise in Harrison, AR, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2019, she worked at LHC Elite Home Health and North Arkansas Regional Medical Center. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.