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Dustin C

Series 63, Series 65

Rogers, AR

Hexagon Capital Partners, LLC

Dustin Colebank is a financial advisor at Hexagon Capital Partners, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2012 to 2019. He has been with Hexagon Capital Partners since 2019. 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 offers portfolio management, financial planning, and investment consulting with a multi-disciplinary investment process that includes fundamental, technical, cyclical, and economic analysis, alongside strategic asset allocation and the use of third-party tools and sub-advisers.

Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Active portfolio management
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Randy K

Series 63, Series 65

Rogers, AR

Uniting Wealth Partners

Randy Koontz is a financial advisor at Uniting Wealth Partners with 37 years of industry experience. He previously worked at Raymond James in various capacities from 2006 to 2024. Koontz also holds Series 63 and Series 65 credentials and is a licensed insurance agent. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs diversified investment strategies using mutual funds, ETFs, and other securities, and operates as part of the WAGN network with multiple office locations and extensive consulting relationships.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
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Jacob K

Series 65

Fayetteville, AR

Oath Planning, LLC

Jacob Kerksieck is a financial advisor at Oath Planning, LLC with seven years of industry experience. He holds a Series 65 designation and also practices law at Oath Law, focusing on estate planning, trusts, and wills. His background includes work at the Henry Law Firm and serving four years at the University of Arkansas. Oath Planning provides investment management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, nonprofits, and small businesses. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and model portfolios and integrates legal and insurance services through its affiliated law practice.

Passive / index investing Tax-loss harvesting Retirement withdrawal strategies General estate planning guidance Founder/Business Owner
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Michael P

CFA®, Series 63, Series 65

Rogers, AR

Legacy Capital Wealth Partners, LLC

Michael Peebles is a CFA® charterholder with 21 years of experience in the financial services industry. He is a partner at Legacy Capital Wealth Partners, LLC, and has previously worked at Purshe Kaplan Sterling Investments, Arvest Wealth Management, and several other firms. His work history includes roles focused on wealth management and financial planning. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, trusts, charitable foundations, and retirement plans, offering holistic financial planning and a range of investment management services. The firm’s investment approach emphasizes fundamental analysis and long-term orientation, with ongoing account monitoring and formal annual reviews.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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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.

General estate planning guidance
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Avery J

Series 65

Fayetteville, AR

Greenwood Gearhart, LLC

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.

Private / alternative investments Tax-loss harvesting Active portfolio management
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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.

General estate planning guidance
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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.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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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.

Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Active portfolio management
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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.

Annuities College savings (529s, UTMA, etc.)
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Jon F

Series 65

Fayetteville, AR

Greenwood Gearhart, LLC

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.

Private / alternative investments Tax-loss harvesting Active portfolio management
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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.

Annuities College savings (529s, UTMA, etc.)
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Madison B

CFP®, Series 65

Fayetteville, AR

Greenwood Gearhart, LLC

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.

Private / alternative investments Tax-loss harvesting Active portfolio management
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Shawn A

CFA®, Series 63

Fayetteville, AR

Greenwood Gearhart, LLC

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.

Private / alternative investments Tax-loss harvesting Active portfolio management
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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.

General estate planning guidance
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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.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
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George G

CFA®, Series 66

Fayetteville, AR

Greenwood Gearhart, LLC

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.

Private / alternative investments Tax-loss harvesting Active portfolio management
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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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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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.

Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Active portfolio management
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