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.

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.

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 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.

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 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.

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 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 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.

Jacob Kerksieck is a financial advisor at Oath Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked with Oath Planning since 2024. In addition to his advisory role, he practices law at OATH Law, where he focuses on estate planning, trusts, and wills. Oath Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses. The firm manages approximately $285 million for about 500 clients and integrates estate-planning legal work and insurance product implementation within its service offerings.

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 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 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 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 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 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 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 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.