David Scott Stone

Jeffrey Fountain is the principal of Fountain Financial & Tax, an independent advisory firm, and holds a Series 66 designation with 20 years of industry experience. He previously worked at Veritas Independent Partners, LLC for 12 years and operated Fountain Financial Tax Services for 20 years. In addition to his advisory role, he is licensed to sell life, long-term care, and health insurance in Arkansas and remains active in tax preparation, bookkeeping, and payroll services through his separate business. Fountain Financial & Tax provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, combining investment management with affiliated tax, legal, and insurance services. The firm manages portfolios using fundamental analysis and maintains quarterly reviews, incorporating strategies such as derivative instruments and tax-loss harvesting.

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 at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Benjamin F. Edwards since 2015, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Mcnew serves on the Board of Trustees for North Arkansas College and is an owner of Vine of Harrison, LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party models.

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. He has worked at Benjamin F. Edwards since 2014, following previous roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a custodian for his grandchild. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory, offering both discretionary and non-discretionary managed solutions that combine proprietary and third-party strategies.

Michelle Swafford is a financial advisor at Ameriprise with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2019, she worked in healthcare roles at LHC Elite Home Health and North Arkansas Regional Medical Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on tax-aware withdrawal strategies and dependable income sources.