Shirley Ellen Washam

Michael Tyler is a CFA® charterholder and the sole advisor at Eagle Valley Wealth Management in Vilonia, Arkansas. He has experience at MetLife Investment Management and Ameri-Can International Academy prior to founding his independent advisory firm. Eagle Valley Wealth Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines Modern Portfolio Theory with third-party investment models to customize portfolios and offers fixed, project, and hourly fees rather than percentage-of-assets billing.

Daniel Antoine is the principal advisor at Antoine Wealth Management in Conway, AR. He holds a Series 65 designation and has three years of experience in financial advising. Prior to founding his firm, he worked in the energy sector, including roles at Enable Midstream Partners, LP and Energy Transfer LP, where he currently serves as a Senior DOT Compliance Specialist. Antoine Wealth Management serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning, retirement and education planning, and portfolio management. The firm’s investment approach integrates fundamental analysis with Modern Portfolio Theory, emphasizing tail-risk management through scenario analysis and stress testing, and employs both active and passive strategies tailored to client needs.

Lane Carter is a financial advisor at Asheri Grove Financial Planning with one year of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Jordan Carriers and Northwestern Mutual. Prior to his current role, he was involved in marketing through Carter Measured Marketing, LLC. Asheri Grove Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build portfolios, incorporating both passive and active investments along with socially responsible options when requested.

Braden Burnett is a financial advisor at Garland and Greenwood Wealth Advisors LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Lighthouse Financial and University of Arkansas, as well as experience in education at Russellville High School and Russellville Jr High School. Garland & Greenwood Wealth Advisors provides financial planning, investment consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored portfolio management, diversification, and due diligence on Independent Managers, operating with approximately $77 million in assets and offering services without a minimum account balance.

Jennifer Schmitt is a financial advisor with Legacy Consulting Group, based in Maumelle, Arkansas, with four years of industry experience. She has worked at Legacy Consulting Group since 2022 and was previously with The Mather Group, LLC. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities. The firm uses a combination of quantitative research, qualitative due diligence, and a multi-level capital allocation framework to build portfolios tailored to client objectives.

Richard Simpson is a financial advisor at Garland and Greenwood Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Portfolio Medics, LLC and Retirement Wealth Advisors. He is also the owner and president of Financial Dynamics, an independent business focused on annuity and life insurance sales and investment advisory services. Garland and Greenwood Wealth Advisors provides financial planning, investment consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm tailors portfolios to clients’ objectives, conducts due diligence on Independent Managers, and offers a combination of standalone planning and asset management without a minimum account balance.