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128 advisors near
72761
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Out of 400,000+ nationwide
Graham F
Series 66
Rogers, AR
Mach-1 Financial Group, LLC
Graham Funderburk is a financial advisor at Mach-1 Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Arvest Wealth Management and the University of Arkansas. Funderburk is also a licensed insurance agent. Mach-1 Financial Group serves individuals, high-net-worth clients, trusts, corporations, partnerships, and other entities, providing asset management and advisory services. The firm manages over $546 million in discretionary assets and offers a discretionary Wrap Fee Asset Management Program with active management strategies.
Aaron J
Series 66
Rogers, AR
Uniting Wealth Partners
Aaron Jurgensmeyer is a financial advisor at Uniting Wealth Partners with 25 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial and its affiliates for 17 years. Outside of advising, he owns a liquor store and a family amusement business in Columbia, Missouri. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm emphasizes diversified portfolios using low-cost mutual funds and ETFs, with a long-term investment approach that integrates independent managers and multiple analysis methods.
Matthew K
CFP®
Rogers, AR
Legacy Capital Wealth Partners, LLC
Matthew Koll is a CFP® professional with over one year of experience in financial advising. He has worked at Legacy Capital Wealth Partners since 2024 and previously held roles at Arvest Bank and First Community Trust. Prior to his financial career, he served 18 years in the United States Navy. Koll is involved in the community as president of the St. Vincent de Paul Catholic School board and serves on the boards of Big Brother Big Sister NWA and the Mercy Foundation Planned Giving Committee. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, trusts, and charitable organizations, offering holistic financial planning and portfolio management. The firm manages over $1.3 billion in assets and employs a tailored, long-term investment approach utilizing mutual funds, ETFs, alternatives, and individual securities.
John H
Series 66
Rogers, AR
Hexagon Capital Partners, LLC
John Hudson is a financial advisor with Hexagon Capital Partners, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for seven years before joining Hexagon Capital Partners in 2019. Outside of advising, Hudson serves as a commissioner on the Rogers Airport Commission and is involved in consulting through independent business activities. 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 provides portfolio management, financial planning, and investment consulting, employing a multi-disciplinary investment process that incorporates fundamental, technical, cyclical, and economic analysis, along with strategic asset allocation and the use of third-party tools and sub-advisers.
Scott B
Series 65
Rogers, AR
Heritage Oak Wealth Advisors
Scott Bennington is a Series 65-registered advisor at Heritage Oak Wealth Advisors in Rogers, AR, with five years of industry experience. He has worked at Heritage Oak since 2021 and previously spent two years with Sowell Management and twelve years at Maximum Performance. Heritage Oak Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management, financial planning, retirement plan advisory, and estate-planning services. The firm employs a combination of fundamental and technical analysis across various asset types and offers access to non-traditional services and private investment vehicles limited to accredited investors.
Ben M
CFP®, Series 65, Series 63
Rogers, AR
Uniting Wealth Partners
Ben Mclintock is a CFP® practitioner with 12 years of industry experience. He is currently with Uniting Wealth Partners and previously spent 12 years at Arvest Wealth Management. Outside of his financial services work, he is the sole member and manager of The McLintock Law Group, PLLC, a law firm currently not engaged in for-profit activities. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, with a focus on long-term strategies and ongoing oversight.
Brian W
CFA®, Series 63, Series 66
Rogers, AR
Legacy Capital Wealth Partners, LLC
Brian Wood is a CFA® charterholder with 23 years of industry experience. He is a Senior Wealth Advisor and Managing Partner at Legacy Capital Wealth Partners, LLC, having previously worked at Arvest Wealth Management and Purshe Kaplan Sterling Investments. Wood serves as Finance Chair for the Single Parent Scholarship Fund of Northwest Arkansas and holds board positions with the nonprofit organizations Pathway to Freedom and Christ for the City International. Legacy Capital Wealth Partners serves a diverse client base including high-net-worth individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning and portfolio management. The firm employs a tailored, long-term investment approach integrating fundamental analysis and various investment vehicles, managing over $1.3 billion in assets across more than 590 client relationships.
Brent H
Series 63, Series 65
Rogers, AR
Hexagon Capital Partners, LLC
Brent Henry is a financial advisor with Hexagon Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Morgan Stanley for seven years before joining Hexagon Capital Partners in 2019. In addition to his advisory role, he is a licensed insurance agent offering insurance products to clients. Hexagon Capital Partners is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm provides portfolio management, financial planning, and investment consulting, utilizing a multi-disciplinary investment process that incorporates fundamental, technical, cyclical, and economic analysis along with strategic asset allocation.
Bradley B
Series 63, Series 66
Rogers, AR
Uniting Wealth Partners
Bradley Blankenship is a financial advisor at Uniting Wealth Partners with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 13 years at Arvest Wealth Management. Blankenship is also a licensed insurance agent and spends part of his time implementing insurance recommendations. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes diversified portfolios primarily composed of low-cost mutual funds and ETFs, with additional investment options as appropriate, and operates as part of a larger network offering integrated advisory and operational support.
Colin L
Series 65
Rogers, AR
Heritage Oak Wealth Advisors
Colin Leighton is a financial advisor at Heritage Oak Wealth Advisors in Rogers, Arkansas. He holds a Series 65 designation and has five years of industry experience. His prior work includes positions at Sowell Management and Allstone Group. Heritage Oak Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary asset management, financial planning, and retirement plan advisory services. The firm employs investment strategies combining fundamental and technical analysis across various asset classes and provides access to non-traditional services such as structured option-based financing and participation in private investment vehicles for accredited investors.
Joshua M
Series 66
Rogers, AR
Hexagon Capital Partners, LLC
Joshua Mccaslin is a financial advisor at Hexagon Capital Partners, LLC with 17 years of industry experience. He has been with Hexagon since 2019 and previously worked at Morgan Stanley from 2012 to 2019. Hexagon Capital Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities, providing portfolio management, financial planning, and investment consulting. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, cyclical, and economic analysis, as well as strategic asset allocation, using third-party tools and sub-advisers to implement and rebalance portfolios.
Michael W
Series 66
Rogers, AR
Providence Capital
Michael Wuest is a financial advisor at Providence Capital with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and 49 Wealth Management. Outside of his advisory role, Michael serves as vice president at WealthTech Strategy Partners and as a venture partner at First Rate Ventures, providing non-securities-related advisory and consulting services in technology and corporate strategy. Providence Capital is a multi-adviser team that provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach using fundamental analysis and modern portfolio theory, offering discretionary portfolio management supported by written Investment Policy Statements and utilizing AI-assisted research tools.
Matthew W
CFP®, Series 65
Rogers, AR
Mach-1 Financial Group, LLC
Matthew Walters is a CFP® professional with nine years of experience in the financial services industry. He has been with Mach-1 Financial Group, LLC since 2018 and has prior experience at firms including Fusion Capital Management and Chandler Advisors LLC. Walters also works as an insurance agent focusing on insurance planning for businesses and individuals. Mach-1 Financial Group serves individuals, high-net-worth clients, trusts, corporations, and partnerships with asset management and advisory services. The firm sponsors a discretionary Wrap Fee Asset Management Program and manages over $546 million in discretionary assets.
Scott S
Series 63, Series 65
Rogers, AR
Uniting Wealth Partners
Scott Shepherd is a financial advisor with Uniting Wealth Partners in Rogers, Arkansas, holding Series 63 and Series 65 licenses and having 35 years of industry experience. Prior to joining Uniting Wealth Partners in 2024, he worked with Raymond James in various capacities from 2005 to 2024. He is an owner of Pinnacle Wealth Management LLC and SHSPWM LLC and is also a licensed insurance agent, spending about 10% of his time on insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach including mutual funds, ETFs, individual securities, and alternative investments, often with a long-term focus and ongoing oversight by independent managers.
Seth M
Series 65
Rogers, AR
Heritage Oak Wealth Advisors
Seth Maier is a financial advisor at Heritage Oak Wealth Advisors in Rogers, AR, holding a Series 65 designation with one year of industry experience. Prior to joining Heritage Oak Wealth Advisors, he worked at Arvest Bank and operated Maier Mowing LLC for eight years. Heritage Oak Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management, financial planning, retirement plan advisory, and estate-planning services through a third-party partnership. The firm employs a combination of fundamental and technical analysis across various asset classes and offers access to non-traditional services, including structured option-based financing and private investment vehicles for accredited investors.
Ryan M
Series 65
Rogers, AR
Heritage Oak Wealth Advisors
Ryan Mendoza is a financial advisor at Heritage Oak Wealth Advisors in Rogers, Arkansas. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Heritage Oak, he worked at The Fishin' Co for five years and has held various roles in industries including food service and municipal government. Heritage Oak Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management, financial planning, and retirement plan advisory services. The firm employs a combination of fundamental and technical analysis across multiple asset classes and offers access to non-traditional services, including structured option-based financing and private investment vehicles for accredited investors.
Kristy H
Series 63, Series 66
Rogers, AR
Uniting Wealth Partners
Kristy Harrell is a financial advisor at Uniting Wealth Partners with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Raymond James Financial Services Advisors and Raymond James & Associates. Outside of finance, she is involved in raising and selling cattle through Harrell Ridge LLC. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm focuses on building diversified portfolios using low-cost mutual funds and ETFs, employing a mix of fundamental, technical, cyclical, and charting analysis.
David L
Series 65
Rogers, AR
Mach-1 Financial Group, LLC
David Lee is a financial advisor with Mach-1 Financial Group, LLC in Rogers, Arkansas, holding a Series 65 designation and 18 years of industry experience. He has worked at Mach-1 Financial Group since 2013 and previously was with Fusion Capital Management from 2016 to 2019. Outside of advisory work, Lee serves as president of an insurance agency and holds a board position in a holding company for a private aircraft. Mach-1 Financial Group provides asset management and advisory services to individuals, high-net-worth clients, and various entities. The firm sponsors a discretionary wrap fee asset management program with over $546 million in discretionary assets under management and offers estate planning and tax coordination through a licensed third-party platform.
Elijah F
CFP®, Series 63, Series 65
Rogers, AR
Mach-1 Financial Group, LLC
Elijah Freeman is a CFP® professional with four years of experience, currently serving at Mach-1 Financial Group, LLC since 2019. His prior work includes roles at KPMG, Phillips 66, and Oklahoma State University. Freeman is also a licensed insurance agent. Mach-1 Financial Group serves individuals and high-net-worth clients, as well as trusts, corporations, and partnerships, offering asset management and related advisory services through a discretionary wrap fee program. The firm manages over $546 million in assets and coordinates estate planning and tax services primarily via licensed third-party platforms.
Hunter G
Series 66
Rogers, AR
New Edge Wealth
Hunter Gehring is a financial advisor with New Edge Wealth in Rogers, AR, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Arvest Wealth Management and Cabela's. Gehring also engages in fixed insurance and annuity sales through a direct relationship with Pacific Life. New Edge Wealth primarily serves ultra-high-net-worth individuals and institutional clients, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm utilizes a blend of independent managers, model strategies, and proprietary solutions with technology-assisted analytics integrated into adviser decision-making.
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Finding advisors...
128 advisors near
72761
within the area shown on the map
Out of 400,000+ nationwide