Robert Holdford

Allen Harris is a financial advisor with Wealth Ready, holding a Series 66 license and nine years of industry experience. His prior work includes roles at Health Equity, Bank of America, Merrill Lynch, and Arvest Wealth Management. He serves as president of the board of directors for the Arkansas Employment Career Center, a nonprofit organization. Wealth Ready provides financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a diversified asset allocation approach tailored to client risk profiles and incorporates a range of strategies under discretionary authority.

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Eric Summerhill is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Summerhill & Co., LLC and previously worked at The Stephens Group, LLC for 11 years. In addition to his advisory role, Summerhill provides accounting, tax, consulting, and advisory services as a CPA under the same business name. Summerhill & Co., LLC serves individual investors and their retirement accounts, managing approximately $4.0 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment recommendations, utilizing up to 15 proprietary model portfolios focused on valuation-based analysis tailored to client goals and risk tolerance.

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

Roy Stephens is a CFP® with 23 years of industry experience and is the principal advisor at Crosscurrent Wealthmanagement, LLC in Little Rock, AR. He has led the firm since 2010. In addition to his advisory role, he works as a senior business broker and holds credentials as a Master Tax Advisor and Enrolled Agent, with prior experience in real estate and broker-dealer activities. Crosscurrent WealthManagement provides discretionary portfolio management and financial planning to individuals, trusts, corporations, and foundations. The firm emphasizes ETFs and individual equities for growth, and bonds or CDs for income, managing accounts on a discretionary basis with adjustments made according to market conditions.