Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.

Johnathan Krueger is a CFA charterholder and Series 65 licensee with experience at firms including Jag Capital Management and Cornerstone Business Services. He is the sole advisor at Krueger Asset Management, LLC, a firm he founded in 2025. Krueger Asset Management provides investment management and financial planning services to pooled vehicles, institutional clients, and individuals. The firm employs a bottom-up value investment approach focused on identifying securities trading below intrinsic value and offers both discretionary portfolio management and educational seminars.

Steven Hoffman is the sole advisor at Hoffman Capital Management, LLC, an independent firm based in Centerton, Arkansas. He holds a Series 65 designation and has seven years of industry experience, including nine years at Walmart prior to founding his firm in 2017. Hoffman Capital Management provides discretionary portfolio management and customized investment portfolios primarily to individual investors, as well as a range of institutional and organizational clients. The firm employs a value-oriented, long-term investment approach based on fundamental analysis and utilizes options strategies to generate additional income.

Stephen Chastain is the principal of Steve Chastain Wealth Management LLC in Rogers, Arkansas, holding a Series 65 credential with four years of industry experience. He has managed his wealth management firm since 2017 and co-owns Chastain Financial, LLC, where he also works as an insurance agent. Steve Chastain Wealth Management LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses model portfolios and third-party managers on the AE Wealth Management platform, combining fundamental, technical, and cyclical analysis to align client portfolios with their investment objectives and risk tolerance.

Jacqueline Rogers is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Elevated Wealth LLC and has previously worked at New Wave Wealth Advisors, Arvest Wealth Management, Parsec Financial Management, and Wells Fargo Advisors. Elevated Wealth LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a combination of fundamental and technical analysis, mutual fund and ETF evaluation, and tailored asset allocation across passive and active strategies, operating as a fiduciary and fee-only adviser.

Michael Karbouski is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Portico Financial Group, LLC since 2013. He holds Series 63 and Series 65 licenses and is also independently licensed as an insurance agent, dedicating minimal time to insurance sales. Portico Financial Group provides financial planning, portfolio management, and retirement-plan advisory services to individuals, corporations, small businesses, and employer-sponsored plans. The firm employs Modern Portfolio Theory and strategic asset allocation, offering services that include asset management, written financial plans, and ERISA Section 3(21) advisory support, with a focus on retirement planning and participant education.

Mark Chisenhall is a CFA® charterholder with six years of industry experience. He is the sole advisor at Taurus Financial Planning, an independent firm based in Bentonville, AR. His prior experience includes roles at Goldman Sachs Ayco Personal Financial Management, Mercer Allied Company, Charles Schwab, and Murphy Oil USA. Taurus Financial Planning offers comprehensive wealth management and project-based financial planning primarily for individual and high-net-worth clients, focusing on employees of large publicly listed companies. The firm emphasizes passive investment management combined with fundamental and technical analysis and provides flexible fee arrangements including discretionary management and fixed- or hourly-fee project work.

Nicola Cyr is a CFP® and Series 65-registered financial advisor with eight years of industry experience. She is currently with Five8 Financial LLC and previously worked at CGN Advisors, LLC, Navy Federal Credit Union, and Karl Kunz State Farm. Cyr is also an enrolled agent and owner of The Unicorn Collective LLC, a holding company for her ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, offering separate in-house tax preparation services. The firm uses a diverse set of analysis techniques and a long-term trading orientation to tailor portfolios, which may include a range of investment vehicles beyond traditional ETFs.

David Welborn is a financial advisor at Family Legacy Planning with nine years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC. Outside of advising, he manages a farm through BWS Farm, LLC, where he oversees crop production. Family Legacy Planning serves individual investors, retirement plan sponsors, and business entities, providing portfolio management, financial planning, and fiduciary services. The firm employs a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, tailoring advice to clients’ objectives and risk tolerance.

Scott Bennington is a financial advisor at Heritage Oak Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at Sowell Management and Maximum Performance. Heritage Oak Wealth Advisors is a four-advisor team managing approximately $290 million for individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a combination of fundamental and technical analysis with both long- and short-term investment strategies, offering discretionary portfolio management alongside specialized services such as private investment vehicles and option-based financing.

Colin Leighton is a Series 65 licensed advisor with Heritage Oak Wealth Advisors in Rogers, AR, where he has worked since 2019. He has five years of industry experience, including prior roles at Sowell Management and Allstone Group. Heritage Oak Wealth Advisors is a four-advisor team managing approximately $290 million for individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers discretionary portfolio management using both fundamental and technical analysis and employs a range of investment strategies, along with financial planning, retirement plan consulting, and estate-planning support through a partnership with Estately.

Tony Hansmann is a financial advisor with Guardian Financial, Inc. in Bentonville, Arkansas. He holds a Series 65 designation and has 15 years of industry experience. Prior to his current role, he was involved with PHIL413, LLC, a consulting business focused on internet marketing strategies. Hansmann also owns and operates an affiliated insurance services business. Guardian Financial provides discretionary asset and portfolio management to individual and high-net-worth clients, utilizing third-party manager programs sourced through the Envestnet strategist network. The firm manages approximately $55.4 million in assets across more than 200 client relationships and employs fundamental, technical, and cyclical analysis methods.

Roxanne Martens is a CFP® professional with five years of industry experience. She has worked at Five8 Financial LLC since 2025 and previously spent five years at CGN Advisors, LLC. Martens is also the owner of RM Capital LLC, a holding company with ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, supplementing its services with in-house tax preparation. The firm employs a range of analytical techniques and constructs portfolios mainly using ETFs, tailoring allocations to client restrictions and incorporating diverse investment vehicles as appropriate.

Seth Maier is a financial advisor at Heritage Oak Wealth Advisors in Rogers, AR, holding a Series 65 designation. He has one year of experience in the financial industry, previously working at Arvest Bank and operating Maier Mowing LLC for eight years. Heritage Oak Wealth Advisors is a four-advisor team managing approximately $290 million for individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers discretionary portfolio management using both fundamental and technical analysis, alongside financial planning, retirement plan consulting, and estate-planning support through a partnership with Estately. Heritage Oak also sponsors private investment vehicles and facilitates specialized financing arrangements, distinguishing its services from traditional advisory firms.

Mark Chambers is a financial advisor with Thrasher & Chambers Wealth Management, LLC in Bentonville, AR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrasher & Chambers, Inc. since 1999 and has served as President and CEO of the affiliated broker-dealer firm. Chambers is also a board member of the Mercy Health Planned Giving Committee, which supports charitable planning and fundraising for local hospitals. Thrasher & Chambers Wealth Management provides fee-based investment advisory services and financial planning to individuals, families, small businesses, and institutional clients. The firm employs a long-term, conservative growth approach with tactical asset allocation, emphasizing low-cost and tax-managed strategies, and typically implements portfolios on a non-discretionary basis.

Trey Taylor is a financial advisor at Thrasher & Chambers Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Thrasher & Chambers Inc. since 2022. Prior to his advisory role, he was involved with Joy Pools Custom Pool Building and held positions at the University of Arkansas and Lewisville Public Schools. Outside of his advisory work, Taylor is a private investor in Smart Eye Technologies Inc., an AI multi-factor biometric security software company. Thrasher & Chambers Wealth Management provides fee-based investment advisory services and financial planning to individuals, families, small businesses, and institutional clients. The firm employs a long-term, conservative growth strategy using tactical asset allocation based on Modern Portfolio Theory, focusing on low-cost and tax-efficient investments, with portfolio implementation typically managed on a non-discretionary basis.

Brian Prosser is a financial advisor at Family Legacy Planning with four years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and North Bay Regional Center. Outside of his advisory role, he is also a licensed insurance agent. Family Legacy Planning serves individual investors, retirement plan sponsors, and business entities by providing portfolio management, written financial planning, and retirement-plan consulting. The firm employs a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, and offers educational seminars and workshops to clients and the public.

Jhojilyn Malicdan is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at TD Ameritrade from 2015 to 2022 before joining Quantum Financial Advisors in 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process using mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable investment strategies.

James Mackey is a financial advisor at Mach-1 Financial Group, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial, LLC and Morgan Stanley. In addition to his advisory role, he is a licensed insurance agent. Mach-1 Financial Group provides discretionary and non-discretionary asset management to individuals, trusts, and business entities, including high-net-worth clients. The firm offers automated advisory services and integrates multiple third-party platforms to support diverse investment and retirement plan solutions.

Nicholas Mc Kenney is a financial advisor at Mach-1 Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Mach-1, he worked in various roles within the healthcare sector and university operations. Outside of his advisory role, he is involved in insurance sales through David A. Lee, Inc. Mach-1 Financial Group provides discretionary and non-discretionary asset management services to individuals, trusts, and business entities, including high-net-worth clients. The firm offers automated advisory solutions and integrates multiple third-party platforms to support retirement and estate planning, managing diversified portfolios through both in-house and third-party managers.