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317 advisors near
72703
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Out of 400,000+ nationwide
Jeannette T
Series 66
Farmington, AR
Hulsey Capital Management, Inc.
Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.
Darren V
Series 63, Series 65
Lowell, AR
Tekton Wealth Advisors
Darren Vilardo Sr. is a financial advisor with Tekton Wealth Advisors in Lowell, Arkansas, holding Series 63 and 65 licenses and bringing 24 years of industry experience. His prior work includes roles at DaVinci Wealth, Retirement Wealth Advisors, Delta Investment Management, and Lifeworks Advisors. He is also involved with Tekton Wealth Insurance Services, LLC, where he operates as a licensed insurance agent providing life and long-term insurance solutions. Tekton Wealth Advisors is an independent registered investment adviser that offers financial planning, consulting, and portfolio management for individuals, trusts, and estates. The firm constructs client portfolios through selected independent managers or personalized asset mixes using various analytical approaches and provides both project-based and ongoing financial planning services.
James S
Series 63, Series 66, Series 65
Fayetteville, AR
SignalUp Wealth, LLC
James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, holding Series 63, Series 65, and Series 66 licenses with 15 years of industry experience. His prior roles include positions at SignalPoint Asset Management and Ameriprise Financial Services. Outside of advising, he is a partner in Oooweee, LLC, a commercial real estate entity. SignalUp Wealth, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm offers portfolio management using fundamental, technical, and charting analysis and provides formal pension consulting and ERISA 3(21) fiduciary services.
John C
Series 66
Fayetteville, AR
Holy City Prosperity, LLC
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 S
CFP®, Series 63
Fayetteville, AR
Spicer Capital
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 W
Series 66
Fayetteville, AR
Sovereign Capital LLC
James Wheeler is a financial advisor at Sovereign Capital LLC in Fayetteville, AR, holding a Series 66 designation with eight years of industry experience. He previously worked at Arvest Wealth Management and Arvest Bank before founding Sovereign Capital in 2021. Outside of financial advising, he 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 employs fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies, with a notable focus on the use of derivatives and complex instruments tailored to client objectives.
John S
Series 65
Fayetteville, AR
Cornerstone Advisors LLC
John Savard is a Series 65-licensed financial advisor with Cornerstone Advisors LLC, based in Fayetteville, AR. He has one year of industry experience as a financial advisor and previously worked for eight years at DogWatch. Cornerstone Advisors LLC is a small RIA serving individual clients, including high-net-worth individuals, and retirement plans, providing portfolio management, pension/401(k) consulting, and financial planning. The firm uses multiple methods of analysis and offers both discretionary and non-discretionary management aligned with documented client goals and risk tolerances.
Bobby P
Series 63, Series 65
Fayetteville, AR
Cornerstone Advisors LLC
Bobby Parks is a financial advisor with Cornerstone Advisors LLC in Fayetteville, AR, holding Series 63 and Series 65 licenses and bringing 18 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 serves individual clients, including high-net-worth individuals, and retirement plans with portfolio management, pension and 401(k) consulting, and financial planning services. The firm uses a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory in its investment approach and offers both discretionary and non-discretionary management aligned with clients’ documented goals and risk tolerances.
Richard L
ChFC®, Series 63, Series 65
Sprindale, AR
Lafargue Financial Group, Inc.
Richard Lafargue is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with Lafargue Financial Group, Inc. since 2002. Outside of his advisory role, he owns and operates an insurance agency. Lafargue Financial Group primarily serves individual retail clients, offering portfolio management and financial planning services. The firm integrates advisory and insurance brokerage activities and provides specialized special-needs planning and life-mapping services.
Cyndi N
CFP®
Springdale, AR
Lafargue Financial Group, Inc.
Cyndi Najar is a CFP® professional with four years of industry experience, currently serving at LaFargue Financial Group, Inc. in Bentonville, AR. She has been with the firm since 2013, including experience at Metro Insurance prior to joining LaFargue Financial Group. Ms. Najar is the sole owner of a Special Needs Planning Division focused on creating life maps and education plans for families with special needs. LaFargue Financial Group primarily serves individual retail clients, offering portfolio management and financial planning services with an emphasis on comprehensive, CFP-level planning. The firm combines advisory services with in-house insurance brokerage and maintains a specialized special-needs planning division to support families with developmental or medical needs.
Christal G
Series 63, Series 65
Fayetteville, AR
Zeiser Wealth Management LLC
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 O
Series 65
Fayetteville, AR
Lexington Research and Capital Group, LLC
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 H
Series 65
Fayetteville, AR
Ajax Capital Advisors, Inc.
Sarah Harris is a financial advisor at Ajax Capital Advisors, Inc. with seven years of industry experience. She holds a Series 65 designation and has worked at various firms including Avantax Advisory Services and Cornerstone Wealth Management. Outside of investment advisory, she serves as CEO of Agate CPA and manages SE Harris Holdings, LLC, which provides tax and wealth management services. Ajax Capital Advisors is a small, team-based firm that provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as insurance company clients. The firm uses a combination of fundamental and technical analysis, employing ETFs, mutual funds, equities, and fixed-income instruments, with investment decisions guided by an internal Investment Strategy Committee and a proprietary algorithm.
Horace C
ChFC®, Series 63
Fayetteville, AR
Cornerstone Advisors LLC
Horace Cozart is a financial advisor at Cornerstone Advisors LLC in Fayetteville, AR, holding the ChFC® designation and Series 63 license with six years of industry experience. He has been associated with Cornerstone Financial since 2005 and joined Cornerstone Advisors LLC in 2025. Cozart is also a licensed insurance agent. Cornerstone Advisors LLC serves individual clients, including high-net-worth individuals, and retirement plans by providing portfolio management, pension consulting, and financial planning. The firm uses a variety of analysis methods and offers both discretionary and non-discretionary management aligned with clients’ documented investment goals and risk tolerances.
Daniel C
ChFC®, Series 63
Fayetteville, AR
Cornerstone Advisors LLC
Daniel Cuningham is a ChFC® with 40 years of industry experience, currently serving as an advisor at Cornerstone Advisors LLC since 2026. His prior roles include positions at several Cornerstone-affiliated firms and MassMutual Financial Group, spanning over 15 years. Outside of his advisory work, he owns and operates an insurance brokerage, Oklahoma Financial Network LLC, specializing in various insurance products. Cornerstone Advisors LLC is a small RIA that serves individual clients, including high-net-worth individuals, and retirement plans with portfolio management, pension consulting, and financial planning. The firm employs a multi-method investment approach and provides both discretionary and non-discretionary management aligned with documented client goals.
Don G
Series 63, Series 65
Fayetteville, AR
Miller Wealth Advisors, LLC
Don Gilbert is a financial advisor with Miller Wealth Advisors, LLC in Fayetteville, Arkansas, holding Series 63 and Series 65 designations and having 34 years of industry experience. He has been with Miller Wealth Advisors since 2017 and also manages Gilbert Financial Consulting, LLC, a Texas-based entity that does not provide services to the public. Prior to joining his current firm, he worked at Rhame & Gorrell Wealth Management, LLC. Miller Wealth Advisors provides fee-only investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a tailored, balanced approach combining fundamental, technical, and cyclical analysis to develop asset allocations aligned with client objectives, emphasizing client participation and annual updates.
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.
Davis C
Series 66
Fayetteville, AR
Whiterock Wealth Design, LLC
Davis Cain is a financial advisor at Whiterock Wealth Design, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Morgan Stanley. Outside of his advisory role, he owns Cain Financial, LLC, where he is involved in accounting. Whiterock Wealth Design provides portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, and corporate entities. The firm integrates fundamental, technical, quantitative, and Modern Portfolio Theory analysis, serving both individual investors and employer plan sponsors.
Jacob W
Series 66
Fayetteville, AR
Plan Group Financial, Inc.
Jacob Wandel is a financial advisor at Plan Group Financial, Inc. He holds a Series 66 designation and has been working in the industry since 2023. Prior to joining Plan Group Financial, he worked at Garrson Financial Institute and has experience in client services roles. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm uses diversified model portfolios with mean-variance optimization and both fundamental and technical analysis, and it provides family-office consulting through its affiliated Plan Group Family Office.
Miranda D
Series 66
Springdale, AR
New Wave Wealth Advisors
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.
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Finding advisors...
317 advisors near
72703
within the area shown on the map
Out of 400,000+ nationwide