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Tony H
Series 65
Bentonville, AR
Guardian Financial, Inc.
Tony Hansmann is a financial advisor at Guardian Financial, Inc. in Bentonville, Arkansas, holding a Series 65 credential with 16 years of industry experience. He has been with Guardian Financial since 2011 and previously ran PHIL413, LLC, a consulting business focused on internet marketing strategies. Hansmann also serves as an owner and insurance agent for related insurance services. Guardian Financial, Inc. provides discretionary asset management and insurance solutions primarily to individual and high-net-worth clients, utilizing third-party managers through the Envestnet network. The firm is notable for its solo-practitioner model serving a relatively large client base and integrates insurance offerings as part of its financial services.
Joseph C
Series 66
Rogers, AR
Willow
Joseph Chowansky is a financial advisor at Willow with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. from 2020 to 2025. Willow serves individual and high-net-worth clients, as well as trusts and estates, offering wealth management and financial planning with an emphasis on fundamental analysis and a long-term investment approach. The firm provides discretionary portfolio management and comprehensive planning advice covering retirement, estate, and related financial matters.
Horace C
ChFC®, Series 63
Fayetteville, AR
Cornerstone Advisors LLC
Horace Cozart is a financial advisor at Cornerstone Advisors LLC in Fayetteville, AR, holding the ChFC® designation and Series 63 license with six years of industry experience. He has been associated with Cornerstone Financial since 2005 and joined Cornerstone Advisors LLC in 2025. Cozart is also a licensed insurance agent. Cornerstone Advisors LLC serves individual clients, including high-net-worth individuals, and retirement plans by providing portfolio management, pension consulting, and financial planning. The firm uses a variety of analysis methods and offers both discretionary and non-discretionary management aligned with clients’ documented investment goals and risk tolerances.
Roxanne M
CFP®
Rogers, AR
Five8 Financial LLC
Roxanne Martens is a CFP® professional with five years of industry experience. She has worked at Five8 Financial LLC since 2025 and previously spent five years at CGN Advisors, LLC. Martens is also the owner of RM Capital LLC, a holding company with ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, supplementing its services with in-house tax preparation. The firm employs a range of analytical techniques and constructs portfolios mainly using ETFs, tailoring allocations to client restrictions and incorporating diverse investment vehicles as appropriate.
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.
Daniel C
ChFC®, Series 63
Fayetteville, AR
Cornerstone Advisors LLC
Daniel Cuningham is a ChFC® with 40 years of industry experience, currently serving as an advisor at Cornerstone Advisors LLC since 2026. His prior roles include positions at several Cornerstone-affiliated firms and MassMutual Financial Group, spanning over 15 years. Outside of his advisory work, he owns and operates an insurance brokerage, Oklahoma Financial Network LLC, specializing in various insurance products. Cornerstone Advisors LLC is a small RIA that serves individual clients, including high-net-worth individuals, and retirement plans with portfolio management, pension consulting, and financial planning. The firm employs a multi-method investment approach and provides both discretionary and non-discretionary management aligned with documented client goals.
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.
Davis C
Series 66
Fayetteville, AR
Whiterock Wealth Design, LLC
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.
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.
Jacob W
Series 66
Fayetteville, AR
Plan Group Financial, Inc.
Jacob Wandel is a financial advisor at Plan Group Financial, Inc. He holds a Series 66 designation and has been working in the industry since 2023. Prior to joining Plan Group Financial, he worked at Garrson Financial Institute and has experience in client services roles. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm uses diversified model portfolios with mean-variance optimization and both fundamental and technical analysis, and it provides family-office consulting through its affiliated Plan Group Family Office.
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.
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Finding advisors...
407 advisors near
72758
within the area shown on the map
Out of 400,000+ nationwide