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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.

Private / alternative investments Options & derivatives strategies Wealth management ESG / Sustainable investing Executive Founder/Business Owner
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John N

Series 63, Series 65

Rogers, AR

New Edge Wealth

John Naudo is a financial advisor with New Edge Wealth in Rogers, Arkansas, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at Arvest Wealth Management, Bank of America, Merrill, and several other firms. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary solutions, supported by AI-assisted analytics alongside adviser judgment.

Private / alternative investments Options & derivatives strategies Wealth management ESG / Sustainable investing Executive Founder/Business Owner
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Chandler L

Series 66

Rogers, AR

Stephens

Chandler Luebbert is a financial advisor with Stephens in Rogers, AR, holding a Series 66 designation and three years of industry experience. Prior to joining Stephens in 2022, he worked at Black Diamond Mergers & Acquisitions and has held various roles including positions at Office Depot, Honda Autoplex, and as a student at the University of Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, and research services. Its investment approach combines bottom-up equity research with committee-driven asset allocation and provides a variety of discretionary and non-discretionary management programs.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Hillman J

Series 63, Series 65

Rogers, AR

Stephens

Hillman Jones is a financial advisor with Stephens in Rogers, Arkansas, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include multiple tenures at Arvest Wealth Management and Raymond James Financial Services. Outside of advising, he serves on the board of Infinity Headwear & Apparel, a company that sells apparel to mass retailers. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers discretionary and non-discretionary management across various programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Nicholas T

Series 66

Rogers, AR

Cornerstone Wealth Management, LLC

Nicholas Tyburski is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2009 and joined Cornerstone Wealth Management in 2023. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice with continuous account supervision, integrating in-house advisors, third-party portfolio managers, and algorithm-driven models to support a high client load across its advisor team.

Charitable giving & philanthropy Founder/Business Owner Retired
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Joel A

Series 66

Rogers, AR

Stephens

Joel Akers is a financial advisor with Stephens in Rogers, Arkansas, holding a Series 66 designation and 26 years of industry experience. His career includes positions at Raymond James Financial Services, Arvest Wealth Management, and Stephens, where he has worked since 2013. Outside of financial advising, he serves as a director of Infinity Headwear, an apparel sales business. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers both discretionary and non-discretionary management across a range of advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Parker T

Series 63, Series 65

Rogers, AR

49 Financial

Parker Teague is an advisor at 49 Financial with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Oakwood Capital Securities and Purshe Kaplan Sterling Investments, among other roles. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Kimberley C

Series 66

Rogers, AR

Stephens

Kimberley Carter is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2013, previously spending six years with Arvest Wealth Management. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary management programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Grace M

Series 63, Series 65

Rogers, AR

49 Financial

Grace Mc Casland is a financial advisor at 49 Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of her advisory role, she occasionally works as a nanny for a high-profile family. 49 Financial serves both individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and integrates behavioral coaching into its portfolio management.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Parker C

Series 65

Rogers, AR

49 Financial

Parker Crane is a financial advisor at 49 Financial based in Rogers, Arkansas. He holds a Series 65 designation and has recently started his career in the industry. Prior to joining 49 Financial, his work experience includes roles at Premier Pools and Spas, Auntie Annes, and Dairy Queen. 49 Financial serves a broad range of clients including individuals, trusts, estates, corporations, and retirement plans by providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach focused on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Ethan R

Series 66

Rogers, AR

Stephens

Ethan Roberts is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His background includes roles in education and a family center prior to joining Stephens. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm provides a broad range of services including advisory, brokerage, investment banking, and research, utilizing both discretionary and non-discretionary management across various investment programs.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Jon W

Series 63, Series 65

Rogers, AR

49 Financial

Jon Webb is a financial advisor with 49 Financial in Rogers, Arkansas, holding Series 63 and Series 65 designations and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, PKS Investments, Ameriprise, and 49 Wealth Management. Webb is also involved as a fixed insurance agent with the Financial Independence Group. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm focuses on a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Victoria P

Series 63, Series 65

Rogers, AR

49 Financial

Victoria Patrie is a financial advisor with 5 years of industry experience, currently associated with 49 Financial in Rogers, AR. She holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of her advisory role, she works as a server and bartender at Bauhaus Biergarten. 49 Financial serves individual and institutional clients by offering financial planning, retirement-plan consulting, and investment management services. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services along with access to third-party managers.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Luke R

Series 66

Rogers, AR

Stephens

Luke Raiford is a financial advisor at Stephens with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Stephens Inc., BOK Financial, and the University of Arkansas. Stephens is a multi-team investment adviser with about 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and integrates bottom-up equity research with committee-driven asset allocation, while also providing brokerage, investment banking, custody, and municipal advisory services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Kevin B

Series 66

Rogers, AR

Cornerstone Wealth Management, LLC

Kevin Betts is a financial advisor at Cornerstone Wealth Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Shark FX, LLC, HZ Foods, and Smitco Eateries, INC. Betts is also involved with Bean & Vine, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and employs a mix of fundamental, quantitative, and qualitative analysis with ongoing account supervision and periodic rebalancing.

Charitable giving & philanthropy Founder/Business Owner Retired
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John G

Series 66

Rogers, AR

Cornerstone Wealth Management, LLC

John Gore is a financial advisor with Cornerstone Wealth Management, LLC in Rogers, AR, holding a Series 66 designation and 14 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2017, following six years at Edward Jones. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model and LPL platform programs to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
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Ellie G

Series 65

Rogers, AR

49 Financial

Ellie Gaunt is a Series 65 credentialed advisor with 1 year of experience, currently with 49 Financial in Rogers, Arkansas. Her prior work includes roles in athletics and corporate environments, such as LSU Athletics and Exxon Mobil. She also has an ongoing side activity involved in fixed insurance sales through Financial Independence Group. 49 Financial serves individual and institutional clients with financial planning, advanced planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers and legacy position implementation.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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James B

Series 63, Series 66

Rogers, AR

Stephens

James Brain Jr. is a financial advisor at Stephens with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stephens since 2009, as well as at Merrill from 2003 to 2009. Outside of his advisory role, he serves as a commissioner on the Arkansas Department of Aeronautics Commission. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering advisory, brokerage, investment banking, and research services with both discretionary and non-discretionary management across various strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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John G

Series 65

Rogers, AR

Independent Advisor Alliance, LLC

John Gibson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and two years of industry experience. His prior roles include positions at RMP LLP and Forvis, as well as five years at Mississippi State University. He is also the owner of Fivestone Financial, an investment-related business operating as a DBA for his RIA activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with technology-driven solutions and a unique governance model involving supervised investment adviser representatives, sub-advisors, and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Samuel P

Series 66

Cave Spring, AR

Money Concepts Capital Corp

Samuel Perry is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Money Concepts Capital Corp since 2021 and previously spent nearly a decade with Phoenix Capital Reality Advisors, LLC and Phoenix Capital Partners, Ltd. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to guide investment decisions.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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