Geoffrey Smith

Scott Sherry is an advisor at The Sherry Group, Inc. in Mountain Home, Arkansas, with 21 years of industry experience. He has held roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. in addition to his long tenure at The Sherry Group. Outside of his advisory work, he is also a licensed life insurance agent and performs farm labor activities. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm emphasizes tailored asset allocation using a combination of fundamental, technical, and cyclical analysis, and offers discretionary portfolio management alongside access to third-party model portfolios and insurance products.

H. Raymond Sherry is a financial advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of advising, he manages a farm where he breeds and sells horses. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm utilizes a tailored asset allocation approach combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management and access to third-party model portfolios and insurance and brokerage products.

Thomas Czanstkowski is a CFP® professional with 27 years of experience in financial advising. He has worked with The Sherry Group, Inc. since 2007 and previously held roles at Transamerica Financial Advisors and Signator Investors. He serves on the boards of several local nonprofit organizations, including the Mountain Home Bomber Boosters Foundation and Care Center Ministries. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, and retirement plans, managing approximately $130 million in client assets. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both discretionary and non-discretionary account management.

Anthony Brainerd is a financial advisor at Crews & Associates, Inc. in Maumelle, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has been with Crews & Associates since 2012. Outside of his advisory role, Brainerd is active in community organizations, serving as co-leader of the Arkansas Action Coalition focused on nursing and healthcare improvement, a trustee president of First United Methodist Church in Maumelle, and owner of a fishing guide service on the White River. Crews & Associates provides 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 process and supports clients through a team of about 16 advisors managing approximately $149.4 million in assets on a non-discretionary basis.

Anthony Brasuell is a financial advisor at Alexander Capital Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alexander Capital Wealth Management since 2017, following 18 years at Edi Financial, Inc. Brasuell is the sole owner of Brasuell Financial Services, a non-investment-related business. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and utilizes both long- and short-term trading strategies.

Zachary Farmer is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Habitat Hyett. Prior to his financial services career, he served four years in the United States Marine Corps. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.