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.

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 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 Savard is a financial advisor with Cornerstone Advisors LLC in Fayetteville, AR, holding a Series 65 credential and having one year of industry experience. Prior to joining Cornerstone Advisors, he spent eight years at DogWatch. Cornerstone Advisors LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of analytical methods and investment strategies, offering ongoing portfolio management and financial planning with both discretionary and non-discretionary engagements.

Bobby Parks is a financial advisor at Cornerstone Advisors LLC with 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife. In addition to his advisory work, he is involved in insurance brokerage activities through Oklahoma Financial Network, LLC. Cornerstone Advisors LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, serving clients with customized investment approaches and documented risk management.

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 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 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.

Horace Cozart is a financial advisor at Cornerstone Advisors LLC with six years of industry experience. He holds the ChFC® designation and a Series 63 license. In addition to his advisory role, he is a licensed insurance agent. Cornerstone Advisors LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm uses a variety of analytical methods and offers portfolio management and financial planning with both discretionary and non-discretionary engagements.

Daniel Cuningham is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Cornerstone Advisors LLC and has previously worked at MassMutual Financial Group and related entities for 15 years. Outside of his advisory role, he is involved in an insurance brokerage as an owner and broker. Cornerstone Advisors LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm uses a variety of analytical methods and investment strategies, offering both discretionary and non-discretionary engagements with no stated account minimum.

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.

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 Wandel is a financial advisor at Plan Group Financial, Inc. in Fayetteville, AR, holding a Series 66 designation and currently in his first year in the industry. His prior experience includes roles at Garrson Financial Institute and multiple positions at Plan Group Financial. Plan Group Financial, Inc. provides investment management, financial planning, and consultation services to individuals, trusts, estates, and businesses, including retirement plan and family office consulting. The firm manages diversified model portfolios using mean-variance optimization alongside fundamental and technical analysis.

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 at New Wave Wealth Advisors in Springdale, AR, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Arvest Wealth Management and Arvest Asset Management. Caleb operates his advisory business through his LLC, Shamrock, serving as an independent contractor. New Wave Wealth Advisors is a six-advisor registered investment adviser managing approximately $386.8 million on a discretionary basis for individuals, retirement plans, trusts, estates, and business entities. The firm offers ongoing asset management, complimentary financial planning, and retirement plan advisory services, employing fundamental and technical analysis along with modern portfolio theory to tailor advice to each client’s situation.