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340 advisors near
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Kenneth P
Series 63
Bentonville, AR
Thrasher & Chambers Wealth Management, LLC
Kenneth Parrish is a financial advisor at Thrasher & Chambers Wealth Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Franklin Distributors, LLC and Franklin Templeton Financial Services Corp., including over two decades at Franklin Templeton Distributors, Inc. Thrasher & Chambers Wealth Management, LLC is an SEC-registered, fee-based adviser serving individuals, families, small businesses, trusts, estates, and institutional clients. The firm offers financial planning, pension consulting, and portfolio management with an investment approach that includes tactical asset allocation and tax-managed strategies.
Mark C
Series 63, Series 65
Bentonville, AR
Thrasher & Chambers Wealth Management, LLC
Mark Chambers is a financial advisor with Thrasher & Chambers Wealth Management, LLC in Bentonville, AR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Thrasher & Chambers, Inc. since 1999 and co-founded Thrasher & Chambers Wealth Management, LLC in 2017. Outside of his advisory role, he serves on the Mercy Health Planned Giving Committee and is involved in managing local business ventures, including interests in a development LLC and a construction company. Thrasher & Chambers Wealth Management, LLC is an SEC-registered, fee-based advisory firm providing financial planning, pension consulting, and portfolio management services to individuals, families, small businesses, trusts, estates, and institutional clients. The firm employs a tactical asset allocation approach based on Modern Portfolio Theory and long-term growth strategies, with an emphasis on tax efficiency, managing approximately $151 million primarily on a non-discretionary basis.
Brian P
Series 66
Bentonville, AR
Family Legacy Planning
Brian Prosser is a financial advisor at Family Legacy Planning with four years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and North Bay Regional Center. Outside of his advisory role, he is also a licensed insurance agent. Family Legacy Planning serves individual investors, retirement plan sponsors, and business entities by providing portfolio management, written financial planning, and retirement-plan consulting. The firm employs a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, and offers educational seminars and workshops to clients and the public.
Jhojilyn M
Series 65, Series 66
Bella Vista, AR
Quantum Financial Advisors, LLC
Jhojilyn Malicdan is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at TD Ameritrade from 2015 to 2022 before joining Quantum Financial Advisors in 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process using mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable investment strategies.
Jackson L
Series 65
Pea Ridge, AR
Dew Wealth Management
Jackson Larimer is a financial advisor at Dew Wealth Management with a Series 65 designation and one year of industry experience. He has prior experience with Larimer Consulting Group and Opti9, and has a background that includes time at Brigham Young University and service with The Church of Jesus Christ of Latter-Day Saints. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and operates across multiple offices while providing educational workshops and structured client programs.
James M
Series 63, Series 65
Rogers, AR
Mach-1 Financial Group, LLC
James Mackey is a financial advisor at Mach-1 Financial Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, LLC and Morgan Stanley. Mackey is also a licensed insurance agent. Mach-1 Financial Group serves individuals, high-net-worth clients, and various entities, providing asset management and advisory services. The firm manages a discretionary Wrap Fee Asset Management Program and offers estate planning and tax-coordination services through third-party platforms.
Nicholas M
Series 65
Rogers, AR
Mach-1 Financial Group, LLC
Nicholas Mc Kenney is a financial advisor with Mach-1 Financial Group, LLC and holds a Series 65 designation. He has one year of experience in the financial industry, having joined Mach-1 Financial Group in 2025. Prior to this, he worked in the healthcare sector and facilities operations. Outside of advising, he is involved in insurance sales through David A. Lee, Inc. Mach-1 Financial Group serves individuals, high-net-worth clients, and various entities by providing asset management and related advisory services. The firm sponsors a discretionary Wrap Fee Asset Management Program with over $546 million in assets under management, emphasizing a more active management style and coordination of estate planning and tax services through third-party platforms.
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.
Caleb S
Series 66
Springdale, AR
New Wave Wealth Advisors
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.
William M
Series 65
Rogers, AR
Mach-1 Financial Group, LLC
William Martens is a financial advisor at Mach-1 Financial Group, LLC, holding a Series 65 credential with one year of industry experience. He previously worked at PwC for six years and was employed by the University of Arkansas for five years. Mach-1 Financial Group serves individuals, high-net-worth clients, and various entities, offering asset management and advisory services. The firm manages a discretionary Wrap Fee Asset Management Program with over $546 million in assets under management.
Dustin C
Series 63, Series 65
Rogers, AR
Hexagon Capital Partners, LLC
Dustin Colebank is a financial advisor at Hexagon Capital Partners, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2012 to 2019. He has been with Hexagon Capital Partners since 2019. Hexagon Capital Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management, financial planning, and investment consulting with a multi-disciplinary investment process that includes fundamental, technical, cyclical, and economic analysis, alongside strategic asset allocation and the use of third-party tools and sub-advisers.
Randy K
Series 63, Series 65
Rogers, AR
Uniting Wealth Partners
Randy Koontz is a financial advisor at Uniting Wealth Partners with 37 years of industry experience. He previously worked at Raymond James in various capacities from 2006 to 2024. Koontz also holds Series 63 and Series 65 credentials and is a licensed insurance agent. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs diversified investment strategies using mutual funds, ETFs, and other securities, and operates as part of the WAGN network with multiple office locations and extensive consulting relationships.
Michael P
CFA®, Series 63, Series 65
Rogers, AR
Legacy Capital Wealth Partners, LLC
Michael Peebles is a CFA® charterholder with 21 years of experience in the financial services industry. He is a partner at Legacy Capital Wealth Partners, LLC, and has previously worked at Purshe Kaplan Sterling Investments, Arvest Wealth Management, and several other firms. His work history includes roles focused on wealth management and financial planning. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, trusts, charitable foundations, and retirement plans, offering holistic financial planning and a range of investment management services. The firm’s investment approach emphasizes fundamental analysis and long-term orientation, with ongoing account monitoring and formal annual reviews.
John M
Series 66
Rogers, AR
Mach-1 Financial Group, LLC
John Martfeld II is a financial advisor with Mach-1 Financial Group, LLC in Rogers, Arkansas. He holds a Series 66 designation and has 24 years of industry experience, including over a decade at LPL Financial. He joined Mach-1 Financial Group in 2023, where he provides investment advisory services. Mach-1 Financial Group serves individuals, high-net-worth clients, and various entities with asset management and related advisory services. The firm sponsors a discretionary wrap fee asset management program and manages over $546 million in discretionary assets.
Isaac J
CFP®, Series 65
Rogers, AR
Mach-1 Financial Group, LLC
Isaac Johnson is a CFP® with two years of experience at Mach-1 Financial Group, LLC in Rogers, Arkansas. His prior work history includes roles at Main Street Properties and Lincoln Consolidated Schools. Outside of his advisory work, he owns IJ Enterprises, LLC, a real estate business. Mach-1 Financial Group serves individuals, high-net-worth clients, and various entities by providing asset management and advisory services, including a discretionary Wrap Fee Asset Management Program with over $546 million in assets under management.
Howard W
Series 65
Bentonville, AR
Sollinda Capital Management LLC
Howard Whatley is a financial advisor at Sollinda Capital Management LLC with a Series 65 credential and one year of industry experience. He is also an attorney and sole owner of Generations Legal Group, a legal services firm, and operates The Elder Law Coach, a business providing legal training and mentoring to attorneys in elder law. Additionally, he is a partner in Artisan Wines and Spirits, a wine and spirits distributorship. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, employing multiple proprietary investment strategies and managing accounts primarily on a discretionary basis with an emphasis on allocation and risk management.
Deann G
CFP®, Series 63
Rogers, AR
Legacy Capital Wealth Partners, LLC
Deann Gann is a CFP® with 29 years of industry experience, currently affiliated with Legacy Capital Wealth Partners, LLC. She has held previous roles at Purshe Kaplan Sterling Investments and Arvest Asset Management. Outside of her advisory work, she serves as secretary, treasurer, and bookkeeper for Hook, Line, and Sinker, a retail business. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, trusts, and nonprofit organizations with holistic financial planning and both discretionary and non-discretionary investment management. The firm emphasizes a comprehensive client assessment and a primarily long-term investment approach while providing ongoing account monitoring and annual reviews.
Pamela R
Series 63, Series 65
Rogers, AR
Hexagon Capital Partners, LLC
Pamela Raben is a financial advisor at Hexagon Capital Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC for seven years. Outside of her advisory role, she serves as treasurer for the Baggs Family Scholarship Fund, a nonprofit providing scholarships for children attending a summer camp in Maine. Hexagon Capital Partners is an SEC-registered advisor that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management, financial planning, and investment consulting, employing a multi-disciplinary investment process that incorporates fundamental, technical, and economic analysis, strategic asset allocation, and third-party tools including AI-based platforms.
Stephen R
Series 63, Series 66
Lowell, AR
Providence Capital
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.
Noah B
Series 66
Rogers, AR
Providence Capital
Noah Behrman is a financial advisor at Providence Capital with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. In addition to advisory work, he is involved in fixed insurance sales. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations, utilizing a combination of fundamental analysis, modern portfolio theory, and AI-assisted tools to manage discretionary portfolios.
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Finding advisors...
340 advisors near
72756
within the area shown on the map
Out of 400,000+ nationwide