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407 advisors near
72758
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Out of 400,000+ nationwide
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.
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.
Chad M
Series 66
Bentonville, AR
Bull Harbor Capital LLC.
Chad Mcmains is a financial advisor at Bull Harbor Capital LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved with CM Legacy Planning LLC, a business focused on taxation support. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a variety of investment vehicles, including mutual funds, ETFs, individual equity, fixed income, and covered options.
Matthew K
CFP®
Rogers, AR
Legacy Capital Wealth Partners, LLC
Matthew Koll is a CFP® professional with two years of industry experience, currently serving at Legacy Capital Wealth Partners, LLC. His prior experience includes roles at Arvest Bank and First Community Trust, along with 18 years of service in the United States Navy. Outside of his advisory work, Koll serves as president of the school board for St. Vincent de Paul Catholic School and holds board and committee positions with local nonprofit organizations Big Brother Big Sister NWA and the Mercy Foundation. Legacy Capital Wealth Partners serves individuals and high-net-worth clients, families, trusts, and nonprofit organizations, providing holistic financial planning and investment management. The firm’s investment approach is based on fundamental analysis with a long-term orientation, and it offers comprehensive client reviews supported by technology and multi-advisor collaboration.
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, and has previously worked at Arvest Wealth Management, Purshe Kaplan Sterling Investments, A. G. Edwards & Sons, Inc., and FSW Partners, L.P. Wood serves as finance chair for the Single Parent Scholarship Fund of Northwest Arkansas and holds board member positions at Pathway to Freedom, a prison ministry nonprofit, and Christ for the City International, a mission outreach organization. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofits, and retirement plans. The firm provides comprehensive financial planning and discretionary and non-discretionary investment management, emphasizing fundamental analysis and long-term orientation while offering ongoing account monitoring and tailored asset allocation.
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, with six years of industry experience. He holds a Series 65 designation and previously worked at Allstone Group and Sowell Management. 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 a combination of fundamental and technical analysis across a range of investment vehicles and provides access to non-traditional services such as structured option-based financing and private investment vehicles for accredited investors.
Dustin S
Series 63, Series 66
Springdale, AR
New Wave Wealth Advisors
Dustin Stanley is a financial advisor at New Wave Wealth Advisors with 19 years of industry experience. He has held positions at Purshes Kaplan Sterling Investments, Arvest Wealth Management, and Arvest Bank. Outside of finance, he is a managing member and owner in a Papa John's franchise and is involved in other entrepreneurial ventures including ownership in ReModern Homez, LLC. New Wave Wealth Advisors is a six-advisor firm managing approximately $386.8 million on a discretionary basis for individuals, retirement plans, trusts, estates, and businesses. The firm offers tailored asset management, financial planning, and retirement plan advisory services using fundamental and technical analysis alongside modern portfolio theory.
Kelly P
Series 66
Springdale, AR
New Wave Wealth Advisors
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.
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Finding advisors...
407 advisors near
72758
within the area shown on the map
Out of 400,000+ nationwide