Jeffrey Fountain is the sole advisor at Fountain Financial & Tax in Harrison, Arkansas, with 20 years of industry experience and a Series 66 designation. He has worked at Veritas Independent Partners, LLC since 2014 and has operated Fountain Financial Tax Services since 1994. Outside of advisory work, he devotes significant time to tax preparation, bookkeeping, payroll services, and is licensed to sell life, long-term care, and health insurance in Arkansas. Fountain Financial & Tax provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, integrating tax preparation, legal services, and insurance offerings. The firm employs fundamental analysis and a range of investment strategies—including derivatives and leverage—and emphasizes periodic account reviews and tax-loss harvesting.

David Stone is a financial advisor with Stone Financial in Harrison, Arkansas, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with Stone Financial and related entities since 2005. Outside of his advisory role, he is involved in health and life insurance sales as an independent agent. Stone Financial provides investment advisory services to individual clients through portfolio management, financial planning, and advisory consulting. The firm focuses on mutual funds and exchange-traded funds, often using proprietary model portfolios and modern portfolio theory, and is affiliated with an accounting and tax advisory practice.

Maurice Taylor is a financial advisor at Deep Roots Capital with 16 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC from 2012 to 2016 before joining Deep Roots Capital in 2016. Deep Roots Capital provides investment advice and asset management to individuals, high-net-worth clients, pension funds, endowments, and businesses, offering discretionary portfolio management through three defined model strategies. The firm’s investment approach combines factor-tilted indexing, low-turnover value holdings, and a macro balanced strategy, with portfolios managed on a discretionary basis and reviewed at least annually.

Logan Spaw is a financial advisor at Three Sixty Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Stone Financial and Wealth Advisors and WealthPath Investment Advisors. Outside of his advisory role, he is involved in parking lot maintenance through Seal-A-Lot Cowboys and is a licensed insurance professional with Three Sixty Insurance Group. Three Sixty Wealth Management, LLC is an SEC-registered adviser managing approximately $154 million for individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental investment approach with customized portfolios and offers comprehensive wealth management, discretionary investment management, financial planning, and retirement plan advisory services.

Christopher Mcnew is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, Mcnew serves on the Board of Trustees for North Arkansas College and is the owner of Vine of Harrison, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm employs a mix of firm-developed and third-party investment models and offers a range of advisory programs and consulting services.

Charles Raney is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has been with Benjamin F. Edwards since 2014. Outside of his advisory role, he serves as custodian for his grandchild. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Michelle Swafford is a financial advisor with Ameriprise in Harrison, AR, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2019, she worked at LHC Elite Home Health and North Arkansas Regional Medical Center. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.

John Marseilles is a financial advisor with Edward Jones in Harrison, Arkansas, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he performs basic landlord duties for a residential rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of over 23,000 advisors.

Michael Bardwell is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Benjamin F. Edwards & Co. for eight years and had a 15-year career at Verizon Wireless prior to entering the financial sector. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Beau Bennett is a Series 66-licensed financial advisor with Edward Jones in Harrison, Arkansas, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Glen Battisto is a financial advisor with Raymond James Financial in Harrison, Arkansas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James Financial since 2009 and has owned Battisto Wealth Management, a support company and investment advisory business, since 2014. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes tailored financial planning and non-discretionary investment consulting, often supporting clients through advisory and implementation roles rather than discretionary management.

Layne Ragsdale is a CFP® professional with 20 years of industry experience, currently with LPL Financial since 2005. Based in Harrison, AR, he holds the Series 66 designation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products and services.

Wilson Marseilles is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he was involved with the Harrison Regional Chamber of Commerce from 2019 to 2024 and has served as a board member for the Harrison Country Club, participating in monthly financial reviews and organizational guidance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Carico Sr. is a financial advisor with Edward Jones in Harrison, Arkansas, holding a Series 66 credential and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a trustee for Faith Assembly of God. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm maintains a large national presence with more than 23,000 financial advisors and emphasizes fiduciary standards in its services.

Steven Dardas is a financial advisor with Edward Jones in Harrison, Arkansas. He holds the CFP® and ChFC® designations and has 35 years of industry experience, having been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he owns and manages an office property through No Plan B for Me, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and securities-based lending, supported by a national network of more than 23,700 advisors.

Bryce Bonds is a financial advisor with Ameriprise in Bentonville, Arkansas, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Ameriprise, he held positions at the University of Arkansas, North Arkansas College, and Stone Bank. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-based recommendations that integrate tax-smart strategies and asset management, supported by centralized consulting and algorithmic tools.

Chad Bundy is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James since 2010 and previously worked at Signature Bank of Arkansas. Bundy is also associated with Battisto Investment Group, where he provides investment advice and financial planning on a limited basis. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Christopher Middleton is a financial advisor at Edward Jones in Harrison, AR, holding a Series 66 designation with one year of industry experience. He previously worked at Anstaff Bank for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.