Christian Fiser is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at Crews & Associates, Inc., Due Diligence, and Forest Hill Capital, LLC prior to joining Duck State Financial, where he is currently the sole advisor. Duck State Financial is an investment manager serving pooled or institutional mandates, high-net-worth individuals, charities, corporations, and insurance companies. The firm employs a blend of bottom-up fundamental research and top-down macro analysis, focusing on concentrated portfolios typically holding 20 to 30 risk-asset positions with ongoing risk management and long-term investment horizons.

James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at SignalPoint Asset Management, Ameriprise Financial Services, and Investment Professionals, Inc. Outside of his advisory role, he is a partner in Oooweee, LLC, an entity involved in commercial real estate. SignalUp Wealth, LLC is a small independent firm providing discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm also offers consulting and planning services for qualified retirement plans and serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.

John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Stephen Spicer is a CFP® with 11 years of experience in the financial services industry. He is the founder of Spicer Capital, LLC and has previously worked at API Financial Advisors, LLC and Symmetry Financial Group. He serves as a trustee for a non-marital family trust established for his son. Spicer Capital, LLC is an independent registered investment adviser managing approximately $5.86 million for 28 clients, including individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides investment management, financial planning, insurance placement, and employer retirement plan services, utilizing a network of SEC-registered portfolio managers and offering educational resources to clients and the public.

James Wheeler is a financial advisor with Sovereign Capital LLC in Fayetteville, Arkansas. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Arvest Wealth Management and Arvest Bank. Outside of finance, Wheeler owns and operates Adventure Lawn Care LLC, a lawn service business. Sovereign Capital LLC provides discretionary and non-discretionary portfolio management and IRA rollover advice to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading, with a focus on tailored allocations and the use of derivatives and complex instruments.

Christal Green is a financial advisor with Zeiser Wealth Management LLC in Fayetteville, AR, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Zeiser Wealth Management since 2017 and previously at Triad Advisors, Inc. and LPL Financial LLC. Zeiser Wealth Management LLC provides personalized financial planning and investment management for individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios with both discretionary management and consulting services.

Stewart Officer is a financial advisor at Lexington Research and Capital Group, LLC, holding a Series 65 designation with 10 years of industry experience. He has been with Lexington since 2013, including its predecessor entity, Lexington Research and Capital. Lexington Research and Capital Group provides fee-only investment management and financial planning services to individuals, trusts, estates, and small retirement plans. The firm employs a fiduciary approach grounded in efficient market theory and modern portfolio analysis, utilizing low-cost passive index funds, ETFs, and select individual stocks with international exposure, emphasizing long-term investing, cost minimization, and discretionary portfolio management.

Sarah Harris is a financial advisor with Ajax Capital Advisors, Inc. in Fayetteville, AR, holding a Series 65 designation and six years of industry experience. She has worked at several firms including Avantax Advisory Services and Cornerstone Wealth Management and serves as CEO of Agate CPA. Harris is also involved in tax preparation and client meetings through SE Harris Holdings, LLC dba Harris CPA & Wealth Management. Ajax Capital Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as insurance company clients. The firm uses customized strategies combining fundamental and technical analysis with a proprietary algorithm, managing portfolios primarily with ETFs, mutual funds, bonds, and equities.

Don Gilbert is a financial advisor at Miller Wealth Advisors, LLC with 34 years of industry experience. He has worked at Miller Wealth Advisors since 2017 and previously spent 15 years at Sanders Morris Harris LLC. Gilbert is also the managing member of Gilbert Financial Consulting, LLC, a private entity that does not provide services to the public. Miller Wealth Advisors offers fee-only investment management to individuals, high-net-worth clients, trusts, and various organizations, employing a tailored investment approach that combines fundamental, technical, and cyclical analysis aligned with each client’s goals.

Austin Wagstaff is a financial advisor at Greenwood Gearhart, LLC with a Series 65 designation and one year of industry experience. He previously worked at Net Worth Advisory Group and has held roles in education and the restaurant industry. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable entities. The firm employs fundamental analysis for asset allocation and security selection, manages assets directly and through separately managed accounts, and is involved with private funds and pooled investment vehicles.

John Savard is a financial advisor at Cornerstone Advisors LLC in Fayetteville, AR, holding a Series 65 designation with one year of industry experience. Prior to joining Cornerstone Advisors, he worked at DogWatch for eight years and Bank of Fayetteville for three years. Cornerstone Advisors LLC provides discretionary portfolio management, pension consulting, and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of analytical methods to create tailored investment strategies and manages several hundred million dollars in assets across a limited number of client relationships.

Bobby Parks is a financial advisor with Cornerstone Advisors LLC in Fayetteville, AR, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife. Outside of his advisory work, he is involved as a sales broker with Oklahoma Financial Network, LLC, focusing on various insurance products. Cornerstone Advisors LLC provides discretionary portfolio management, pension consulting, and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs a range of analytical methods to develop tailored investment strategies and typically operates with discretionary trading authority.

Miranda Dubberly is a financial advisor with New Wave Wealth Advisors in Springdale, AR, holding a Series 66 designation and two years of industry experience. Prior to joining New Wave Wealth Advisors, she worked at Arvest Wealth Management and Arvest Bank. New Wave Wealth Advisors provides discretionary asset management and portfolio supervision for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis with modern portfolio theory and offers financial planning and retirement plan consulting as part of its services.

Caleb Smith is a financial advisor with New Wave Wealth Advisors in Springdale, AR, holding a Series 66 designation and 14 years of industry experience. He previously worked at Arvest Wealth Management and Arvest Asset Management. Caleb owns his advisory business through his LLC, Shamrock, and serves as a registered representative with DMK Advisor Group. New Wave Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis with modern portfolio theory and offers retirement plan consulting, including due diligence and third-party money manager recommendations.

Jacob Kerksieck is a financial advisor with Oath Planning, LLC in Fayetteville, Arkansas, holding a Series 65 designation and six years of industry experience. He has been with Oath Planning since 2024 and concurrently maintains a legal practice at Oath Law, where he works on estate planning, trusts, and wills. Prior to this, he held roles at Henry Law Firm, Legal Aid of Arkansas, and the University of Arkansas. Oath Planning manages discretionary investment portfolios and provides written financial planning for individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses. The firm’s investment approach emphasizes modern portfolio theory with a buy-and-hold, asset allocation strategy, often using passively managed mutual funds and fixed-income securities, and is distinguished by its affiliation with an in-house law practice offering estate-planning services.

Jon Fagg is a financial advisor at Greenwood Gearhart, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Greenwood Gearhart since 2020. Prior to his advisory role, he was employed at the University of Arkansas and Fayetteville High School. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, charitable institutions, trusts, and other organizations. The firm employs fundamental analysis for asset allocation and security selection, offers separately managed accounts, and is involved with private funds and pooled vehicles for qualified clients.

Madison Blalock is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Greenwood Gearhart, LLC since 2019 and previously worked at the University of Arkansas. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, charitable institutions, trusts, and other entities. The firm employs fundamental analysis for asset allocation and security selection and manages assets through both direct management and separately managed accounts.

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 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 Masters is a financial advisor at Greenwood Gearhart, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Mach-1 Financial Group, LLC and operates Masters Financial, LLC, where she provides bookkeeping and accounting services, including serving as Director of Finance for a non-profit organization. Greenwood Gearhart offers discretionary investment management, portfolio management, financial planning, and family office services to individuals, plans, and institutions. The firm employs fundamental analysis for asset allocation and security selection and is notable for its involvement with private funds and pooled investment vehicles.