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.

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 seven years of industry experience. He holds a Series 65 designation and also practices law at Oath Law, focusing on estate planning, trusts, and wills. His background includes work at the Henry Law Firm and serving four years at the University of Arkansas. Oath Planning provides investment management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, nonprofits, and small businesses. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and model portfolios and integrates legal and insurance services through its affiliated law practice.

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.

Stephen Rao is a financial advisor with Providence Capital in Lowell, Arkansas, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at several firms, including Oakwood Capital Securities, 49 Wealth Management, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory role, Rao serves as president of the Houston Ole Miss Alumni Club and coaches Little League baseball. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach that combines fundamental analysis and modern portfolio theory, utilizing model portfolios, third-party platforms, and AI-assisted tools, while offering discretionary portfolio management and tailored financial planning.

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.

James Skillings is a financial advisor with Optivise Advisory Services LLC in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Ramsey Solutions, 401k Wealth Management, and Redhawk Wealth Advisors. In addition to his advisory work, he is the sole owner of Easycorals.com, a business focused on propagating and selling saltwater corals. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and comprehensive reporting tools.

Dustin Stanley is a financial advisor at New Wave Wealth Advisors with 19 years of industry experience. He has held positions at Purshes Kaplan Sterling Investments, Arvest Wealth Management, and Arvest Bank. Outside of finance, he is a managing member and owner in a Papa John's franchise and is involved in other entrepreneurial ventures including ownership in ReModern Homez, LLC. New Wave Wealth Advisors is a six-advisor firm managing approximately $386.8 million on a discretionary basis for individuals, retirement plans, trusts, estates, and businesses. The firm offers tailored asset management, financial planning, and retirement plan advisory services using fundamental and technical analysis alongside modern portfolio theory.

Jacob Berta is a financial advisor at Greenwood Gearhart, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Garrison Financial Institute and Northwestern Mutual, as well as a four-year tenure at the University of Arkansas. He also has experience with Wildcat Windows and served with the Knights of Columbus. 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 follows a fundamental, long-term investment approach and offers a range of investment strategies and family office services.

Mason Lane is a Series 65-licensed financial advisor with Greenwood Gearhart, LLC, where he has worked since 2026. He has one year of industry experience, including prior roles at Greenwood Gearhart, Inc. and Taylor Law Partners, as well as extensive full-time student training. 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 follows a fundamental, long-term investment approach with strategies such as options hedging, long-short separately managed accounts, and tax-loss harvesting.

Kelly Penn is a financial advisor with New Wave Wealth Advisors in Springdale, Arkansas. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining New Wave Wealth Advisors, he worked at Purshe Kaplan Sterling Investments and Hynes & Associates, and he has served as an elected City Clerk for Farmington since 2013. 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 also offers financial planning and retirement plan consulting services.

Andrew Whitbeck is a financial advisor with Whiterock Wealth Design, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including Arvest Wealth Management and Raymond James Financial Services. Whitbeck is also the owner of two LLCs that hold airplanes for personal use. Whiterock Wealth Design provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension and profit sharing plans, and corporations. The firm utilizes a range of investment strategies and serves employer plan sponsors and business clients with a combination of fiduciary advisory and corporate services.

Matthew Potter is a financial advisor with Whiterock Wealth Design, LLC in Fayetteville, AR, holding a Series 66 designation and eight years of industry experience. He previously worked at Raymond James Financial Services, Inc. and Arvest Bank. Potter is also president of OpenHand Finance, LLC, a business established to manage compensation-related accounting and taxes. WhiteRock Wealth Design provides portfolio management, financial planning, and retirement plan consulting services to individuals, high net worth clients, trusts, pension and profit sharing plans, and corporations. The firm employs a combination of fundamental, technical, quantitative, and modern portfolio theory techniques, serving both retail clients and employer plan sponsors with a range of fiduciary advisory and corporate services.