Overwhelmed by options?
Answer a few questions to see advisors matched to you.
471 advisors near
72762
within the area shown on the map
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.
Johnathan K
CFA®, Series 65
Rogers, AR
Krueger Asset Management, LLC
Johnathan Krueger is a CFA® charterholder and Series 65 licensed advisor at Krueger Asset Management, LLC with one year of industry experience. His prior roles include positions at Jag Capital Management, Cornerstone Business Services, and KPMG, as well as academic appointments at the University of Arkansas. Krueger Asset Management, LLC is a fee-only registered investment adviser providing wealth management services that combine discretionary investment management and financial planning. The firm focuses on a “Select Value” equity strategy complemented by asset allocation and uses both active and passive investment vehicles across equities and fixed income while also offering specialized consulting and educational seminars.
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.
Steven H
Series 65
Centerton, AR
Hoffman Capital Management, LLC
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 C
Series 65
Rogers, AR
Steve Chastain Wealth Management LLC
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.
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.
Paul S
CFP®, Series 66
Rogers, AR
Crystal Oak Wealth Management, LLC
Paul Schuder Jr. is a CFP® with seven years of industry experience, currently serving as the sole advisor at Crystal Oak Wealth Management, LLC in Rogers, Arkansas. His prior experience includes roles at Hightower Advisors, Raymond James Financial Services, and S Harris Financial Group. He is also a board member of the Fort Worth A&M Club. Crystal Oak Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and business entities, with specialized services in ERISA 3(21) advisory for qualified retirement plans. The firm employs a combination of fundamental, technical, and charting analysis, and offers limited-scope pension consulting alongside traditional wealth management in a solo-practitioner setting.
Philip K
Series 63, Series 65
Rogers, AR
Willow
Philip Kapler is a financial advisor at Willow with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and Thrivent Investment Management. Willow serves individual and high-net-worth clients, as well as trusts and estates, providing wealth management and financial planning with an emphasis on fundamental analysis and a long-term investment approach. The firm offers discretionary portfolio management and comprehensive planning advice, operating as a fiduciary and combining internal management with third-party tools.
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.
Madison D
Series 65, Series 63
Rogers, AR
Willow
Madison Derden is a financial advisor at Willow with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Thrivent Financial and Thrivent Investment Management. Willow provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamental-analysis-driven investment approach, typically using ETFs and mutual funds while incorporating legacy positions as appropriate, and offers consolidated oversight through access to held-away accounts.
Steven S
CFP®, Series 66
Rogers, AR
Willow
Steven Schmitt is a CFP® professional with 18 years of industry experience. He is currently with Willow, where he has worked since 2023, following a 16-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Willow serves individual and high-net-worth clients, as well as trusts and estates, providing wealth management and financial planning services. The firm emphasizes fundamental analysis and a long-term investment approach, typically using ETFs and mutual funds, and offers discretionary portfolio management along with comprehensive planning advice.
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.
Nicola C
CFP®, Series 65
Rogers, AR
Five8 Financial LLC
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
471 advisors near
72762
within the area shown on the map
Out of 400,000+ nationwide