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 six years of industry experience. He holds a Series 65 designation and has worked with Oath Planning since 2024. In addition to his advisory role, he practices law at OATH Law, where he focuses on estate planning, trusts, and wills. Oath Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses. The firm manages approximately $285 million for about 500 clients and integrates estate-planning legal work and insurance product implementation within its service offerings.

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.

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 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Arvest Wealth Management. Outside of his advisory role, he is a managing member and owner in the restaurant franchise NWA Pizza LLC (Papa John's). 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.

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.

Lindsey Charles is a financial advisor at Greenwood Gearhart, LLC with industry experience beginning in 2020. Prior to joining Greenwood Gearhart, Lindsey worked at Boston Mountain Money Management and Walmart. Lindsey is based in Fayetteville, Arkansas. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that serves individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment approach and offers discretionary investment management, financial planning, and family office services.

Corbin Harris is a financial advisor at Greenwood Gearhart, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Greenwood Gearhart in 2025, he worked at Robert W. Baird for eight years and also spent three years at UW-Milwaukee. Greenwood Gearhart is a fee-only, SEC-registered investment adviser offering 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 provides a range of private investment and family office services.