James Preston Smith

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Stephen Spicer is a CFP® with 11 years of experience in the financial services industry. He is the founder of Spicer Capital, LLC and has previously worked at API Financial Advisors, LLC and Symmetry Financial Group. He serves as a trustee for a non-marital family trust established for his son. Spicer Capital, LLC is an independent registered investment adviser managing approximately $5.86 million for 28 clients, including individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides investment management, financial planning, insurance placement, and employer retirement plan services, utilizing a network of SEC-registered portfolio managers and offering educational resources to clients and the public.

James Wheeler is a financial advisor with Sovereign Capital LLC in Fayetteville, AR, holding a Series 66 designation and nine years of industry experience. He previously worked at Arvest Wealth Management and Arvest Bank before founding Sovereign Capital. Outside of finance, he owns and operates Adventure Lawn Care LLC. Sovereign Capital LLC provides discretionary and non-discretionary portfolio management and IRA rollover advice to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis, modern portfolio theory, and various trading approaches, distinguishing itself by its use of derivatives and complex instruments within tailored client portfolios.

John Savard is a Series 65-licensed financial advisor with Cornerstone Advisors LLC, based in Fayetteville, AR. He has one year of industry experience as a financial advisor and previously worked for eight years at DogWatch. Cornerstone Advisors LLC is a small RIA serving individual clients, including high-net-worth individuals, and retirement plans, providing portfolio management, pension/401(k) consulting, and financial planning. The firm uses multiple methods of analysis and offers both discretionary and non-discretionary management aligned with documented client goals and risk tolerances.

Bobby Parks is a financial advisor with Cornerstone Advisors LLC in Fayetteville, AR, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife. Outside of his advisory work, he is involved as a sales broker with Oklahoma Financial Network, LLC, focusing on various insurance products. Cornerstone Advisors LLC serves individual clients, including high-net-worth individuals, and retirement plans with portfolio management, pension and 401(k) consulting, and financial planning services. The firm uses a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory in its investment approach and offers both discretionary and non-discretionary management aligned with clients’ documented goals and risk tolerances.