Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Austin W
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Austin Wagstaff is a financial advisor at Greenwood Gearhart, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Net Worth Advisory Group and served in various roles at Utah Valley University and Brigham Young University. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm uses a fundamental, long-term investment process and offers a mix of separately managed accounts, private funds, and expanded family office services.
Ann P
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Ann Parette is a financial advisor with Greenwood Gearhart, LLC and holds a Series 65 designation. She joined the firm in 2026 and has prior experience at Walmart, Keytronic Corp., and Sam's Club, among other roles. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment process and offers a range of services including separately managed accounts, private fund management, and expanded family office solutions.
Avery J
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Avery Jacobs is a Series 65-licensed financial advisor at Greenwood Gearhart, LLC with one year of industry experience. Prior to joining Greenwood Gearhart, Avery held roles at Tyson Foods and the University of Arkansas. Greenwood Gearhart is a fee-only, SEC-registered investment adviser providing discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment approach and offers both separately managed accounts and private fund options as part of its client solutions.
Jon F
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Jon Fagg II is a financial advisor at Greenwood Gearhart, LLC with a Series 65 designation and two years of industry experience. He has been with Greenwood Gearhart since 2020 and previously worked at the University of Arkansas from 2016 to 2020. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment process and offers a range of services including separately managed accounts, pooled vehicles, and expanded family office solutions.
Madison B
CFP®, Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Madison Blalock is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Greenwood Gearhart, LLC with four years of industry experience. Prior to joining Greenwood Gearhart, she worked at the University of Arkansas and pursued full-time studies. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, plans, trusts, charitable institutions, and other organizations. The firm follows a fundamental, long-term investment process and offers a range of strategies including separately managed accounts, private fund involvement, and expanded family office services.
Shawn A
CFA®, Series 63
Fayetteville, AR
Greenwood Gearhart, LLC
Shawn Alaniz is a CFA® charterholder with 19 years of industry experience, currently serving at Greenwood Gearhart, LLC since 2024. He previously worked for 17 years at Boston Mountain Money Management, Inc. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable organizations. The firm uses fundamental analysis to guide asset allocation and security selection, and it manages assets through fee-only arrangements without accepting commissions.
George G
CFA®, Series 66
Fayetteville, AR
Greenwood Gearhart, LLC
George Gearhart is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Greenwood Gearhart, LLC. He has been with Greenwood Gearhart since 2013. Gearhart is a partner and member of the investment committee at Natural Capital Management, LLC, a private investment fund. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable organizations. The firm uses fundamental analysis to guide asset allocation and security selection, and it is notable for its involvement with private funds and pooled investment vehicles.
Ellen M
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Ellen Masters is a financial advisor at Greenwood Gearhart, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Mach-1 Financial Group, LLC and operated Masters Financial, LLC. Outside of advising, she serves as Director of Finance for a nonprofit organization and provides bookkeeping and accounting services for small businesses and nonprofits. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that offers discretionary investment management, financial planning, and family office services to individuals, plans, trusts, and charitable institutions. The firm employs a fundamental, long-term investment approach and manages portfolios using strategies such as options hedging, long-short accounts, and tax-loss harvesting where appropriate.
Janet A
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Janet Anderson is a financial advisor at Greenwood Gearhart, LLC with 24 years of industry experience. She holds a Series 65 credential and has been with Greenwood Gearhart in various capacities since 2010. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, charitable institutions, trusts, and other institutions. The firm employs fundamental analysis for asset allocation and security selection and manages assets through fee-only arrangements, including separately managed accounts and private investment vehicles.
Christopher H
Series 63, Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Christopher Hardy is a financial advisor at Greenwood Gearhart, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory role, Hardy is involved in non-investment related referrals for home security and automation products through Primerica Client Services, Inc. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, and charitable institutions. The firm employs a fundamental, long-term investment approach and offers a range of strategies including separately managed accounts, private funds, and expanded family office services.
Jett M
CFP®, Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Jett Moore is a CFP® with 10 years of industry experience, currently serving as an advisor at Greenwood Gearhart, LLC. He has worked at Greenwood Gearhart and its predecessor entities continuously since 2015. Greenwood Gearhart is a fee-only, SEC-registered investment adviser providing discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment process and integrates separately managed accounts and private funds as part of client solutions.
Jacob B
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Jacob Berta is a financial advisor at Greenwood Gearhart, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Garrison Financial Institute and Northwestern Mutual, as well as a four-year tenure at the University of Arkansas. He also has experience with Wildcat Windows and served with the Knights of Columbus. Greenwood Gearhart is a fee-only, SEC-registered investment adviser providing discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm follows a fundamental, long-term investment approach and offers a range of investment strategies and family office services.
Mason L
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Mason Lane is a Series 65-licensed financial advisor with Greenwood Gearhart, LLC, where he has worked since 2026. He has one year of industry experience, including prior roles at Greenwood Gearhart, Inc. and Taylor Law Partners, as well as extensive full-time student training. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm follows a fundamental, long-term investment approach with strategies such as options hedging, long-short separately managed accounts, and tax-loss harvesting.
Lindsey C
Fayetteville, AR
Greenwood Gearhart, LLC
Lindsey Charles is a financial advisor at Greenwood Gearhart, LLC with industry experience beginning in 2020. Prior to joining Greenwood Gearhart, Lindsey worked at Boston Mountain Money Management and Walmart. Lindsey is based in Fayetteville, Arkansas. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that serves individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment approach and offers discretionary investment management, financial planning, and family office services.
Corbin H
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Corbin Harris is a financial advisor at Greenwood Gearhart, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Greenwood Gearhart in 2025, he worked at Robert W. Baird for eight years and also spent three years at UW-Milwaukee. Greenwood Gearhart is a fee-only, SEC-registered investment adviser offering discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment process and provides a range of private investment and family office services.
Lisa B
CFP®, Series 66
Fayetteville, AR
Greenwood Gearhart, LLC
Lisa Brown is a Certified Financial Planner® with 19 years of industry experience currently serving as an advisor at Greenwood Gearhart, LLC. She has worked at various entities within the Greenwood Gearhart organization since 2016 and spent 13 years with Mary Kay, Inc. Brown is an advisory council member for DAFGiving360™, where she contributes to strategic planning and philanthropic initiatives. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, plans, trusts, and charitable organizations. The firm employs a fundamental, long-term investment process and offers specialized strategies such as options hedging and tax-loss harvesting.
Damon A
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Damon Akin is a financial advisor at Greenwood Gearhart, LLC with five years of industry experience. He holds a Series 65 designation and has worked with Greenwood Gearhart and its predecessor firms since 2018. Outside of his advisory role, he conducts freelance graphic design, web design, and marketing work. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, plans, trusts, and charitable institutions. The firm employs a fundamental, long-term investment process and offers specialized strategies such as options hedging, long-short SMA strategies, and tax-loss harvesting as part of its portfolio management.
William S
Series 63, Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
William Stoddard is a financial advisor at Greenwood Gearhart, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities, Inc. Outside of his advisory role, he serves as a limited partner and trustee in a family-owned farm through Panther Burn, LLC. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable organizations. The firm employs fundamental analysis to guide asset allocation and security selection, offers separately managed accounts, and is involved with private funds and pooled investment vehicles.
Corbin F
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Corbin Foster is a financial advisor with Greenwood Gearhart, LLC in Fayetteville, Arkansas. He holds a Series 65 designation and has 11 years of industry experience, all with Greenwood Gearhart. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment process and offers a range of core and expanded family office services, including separately managed accounts and private investment fund involvement.
Johann K
Series 63, Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Johann Komander is a financial advisor with Greenwood Gearhart, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes two years at Goldman, Sachs & Co. before joining Greenwood Gearhart, where he has served since 2019. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment approach and offers a range of strategies including separately managed accounts, options for hedging, and tax-loss harvesting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters