Robert Ross

Ellis Sloan is a CFA® charterholder with 28 years of industry experience. He is the sole advisor at APEX Wealth Management, an independent firm based in Searcy, Arkansas, where he has worked since 2017. Prior to founding APEX, he was with Kernodle & Katon Tax and Asset Management Group for two years and has served as an assistant professor at Harding University since 2005. APEX Wealth Management serves individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses a modern portfolio theory approach to build diversified portfolios, offers both discretionary and non-discretionary asset management, and provides retirement plan consulting including Investment Policy Statement preparation and participant education.

Kathryn Carroll is a financial advisor at St. Bernard Financial Services, Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with St. Bernard Financial Services since 2010. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, with an emphasis on low-cost, no-load funds and collaborative client relationships.

James Liles is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Crews & Associates since 2012. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, pension plans, governmental entities, and institutions. The firm employs a multi-faceted investment approach combining fundamental, technical, quantitative, and qualitative analysis and uses Riskalyze’s Nitrogen tool to align client risk tolerance with appropriate model allocations.

David Behel is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Crews & Associates since 2004. Outside of his advisory role, Behel serves as vice-president and board member of Habitat for Humanity of White County, Arkansas. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, and institutions. The firm employs a multi-disciplinary investment process and offers non-discretionary management supported by a team of approximately 16 financial advisers.

Michael Tharp is a financial advisor with Crews & Associates, Inc., holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Crews & Associates since 2010. Outside of his advisory role, he works as a Loan Review Associate in credit analysis at First Security Bank. Crews & Associates, Inc. serves individuals, trusts, nonprofits, businesses, pension and profit-sharing plans, governmental entities, banks, and other institutions through wrap-fee advisory programs, separately managed accounts, and model-portfolio services. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, using Riskalyze’s Nitrogen tool to align client risk tolerance with model allocations, and operates primarily on a non-discretionary basis with support from a team of about 16 advisors.

Amanda Wihebrink is a financial advisor at Farther with a Series 65 credential and one year of industry experience. She previously worked at Goldman Sachs PFM/United Capital for four years and at Whitlow Engineering Services for seven years. Amanda is a silent partner in Paragon Drafting Services LLC, a consulting and drafting business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.