David Welborn is a financial advisor at Family Legacy Planning with nine years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC. Outside of advising, he manages a farm through BWS Farm, LLC, where he oversees crop production. Family Legacy Planning serves individual investors, retirement plan sponsors, and business entities, providing portfolio management, financial planning, and fiduciary services. The firm employs a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, tailoring advice to clients’ objectives and risk tolerance.

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.

Sarah Harris is a financial advisor at Ajax Capital Advisors, Inc. with seven years of industry experience. She holds a Series 65 designation and has worked at various firms including Avantax Advisory Services and Cornerstone Wealth Management. Outside of investment advisory, she serves as CEO of Agate CPA and manages SE Harris Holdings, LLC, which provides tax and wealth management services. Ajax Capital Advisors is a small, team-based firm that provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as insurance company clients. The firm uses a combination of fundamental and technical analysis, employing ETFs, mutual funds, equities, and fixed-income instruments, with investment decisions guided by an internal Investment Strategy Committee and a proprietary algorithm.

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 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 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 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 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 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.

Don Gilbert is a financial advisor with Miller Wealth Advisors, LLC in Fayetteville, Arkansas, holding Series 63 and Series 65 designations and having 34 years of industry experience. He has been with Miller Wealth Advisors since 2017 and also manages Gilbert Financial Consulting, LLC, a Texas-based entity that does not provide services to the public. Prior to joining his current firm, he worked at Rhame & Gorrell Wealth Management, LLC. Miller Wealth Advisors provides fee-only investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a tailored, balanced approach combining fundamental, technical, and cyclical analysis to develop asset allocations aligned with client objectives, emphasizing client participation and annual updates.

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.

Austin Wagstaff is a financial advisor at Greenwood Gearhart, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Net Worth Advisory Group and served in various roles at Utah Valley University and Brigham Young University. 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 uses a fundamental, long-term investment process and offers a mix of separately managed accounts, private funds, and expanded family office services.

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.

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.

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 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 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 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.

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.