Clifford Veach Jr. is a financial advisor at Veach Family Financial with 30 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to his current firm, he worked at Applied Capital LLC and has owned Independent Tax Services, Inc., a CPA firm providing tax planning and preparation for individuals and small businesses. Veach Family Financial serves individuals, including high-net-worth households, trusts, small businesses, and nonprofit organizations with personalized investment management and financial planning services. The firm employs a fee-only, discretionary management approach focused on strategic asset allocation and globally diversified, passively managed funds.

Jacob Duke is a CFP® with seven years of industry experience. He is currently an advisor at Rivertree Wealth LLC, having joined the firm in 2024. Prior to that, he worked at Applied Capital LLC for five years and Argent Financial Group, Inc. for three years. Rivertree Wealth LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm employs a passive, risk-based investment approach grounded in Modern Portfolio Theory, using diversified allocations across no-load mutual funds, ETFs, individual stocks, and bonds.

Charles Boling III is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Global Wealth Management, Inc. in Little Rock, AR since 2007. Global Wealth Management, Inc. provides personalized wealth management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on passive, asset-class investing and strategic asset allocation using institutional no-load mutual funds and ETFs, with most assets managed on a discretionary basis.

James Merriweather is a CFP® with seven years of industry experience, currently serving at Ipsen Advisor Group since 2022. His prior experience includes roles at Ameriprise Financial Services and Henderson State University. He is also an owner and manager of Ipsen Partners, LLC, where he participates in management and business planning activities. Ipsen Advisor Group provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional retirement plan sponsors. The firm employs fundamental analysis to construct tailored portfolios across various asset classes and offers both standalone financial planning and integrated managed accounts.

Jay Frederick is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He has been with Ethos Capital Group, LLC since 2009 and holds the Series 66 designation. The firm serves individuals, small businesses, trusts, estates, pooled investment vehicles, and charities, providing discretionary asset management, financial planning, and an ERISA/401(k) advisory subscription service. Ethos Capital Group manages approximately $75 million in client assets across about 134 client relationships, tailoring investment programs to client goals, time horizons, and risk tolerance.

Kelly Hitt is a financial advisor at Brown Capital Management, LLC in Little Rock, AR, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brown Capital Management since 2015. Brown Capital Management serves individuals, high-net-worth clients, foundations, and pension and profit-sharing plans with portfolio management and hourly financial planning. The firm manages approximately $216 million in assets and utilizes a combination of charting, fundamental, technical, and cyclical analysis, offering a range of investment strategies alongside comprehensive financial planning services.

Edward Mahaffy III is a CFP® and ChFC® with 24 years of industry experience, currently serving as an advisor at Clientfirst Wealth Management, LLC since 2007. He holds a 30% ownership interest in a separate registered investment adviser and is also the owner of a book publishing and distribution company. Clientfirst Wealth Management serves individual and high-net-worth clients, providing fee-only discretionary asset management and subscription-style financial planning. The firm constructs portfolios tailored to client goals and employs multiple analysis methods, including fundamental, technical, and cyclical approaches.

Robert Randolph Jr. is a financial advisor with Round Table Financial in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at R.M. Duncan Securities, Inc. for 25 years and has been involved with Heights Apothecary & Hemp, a retail business specializing in rigorously tested hemp and cannabidiol products, since 2020. Round Table Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, banks, corporations, and charitable organizations. The firm employs a variety of analytical methods and trading strategies while offering continuous monitoring and periodic rebalancing across its client accounts.

Theodore Hiegel is a CFA charterholder with 20 years of industry experience, currently serving as an advisor at Heritage Asset Managers, Inc. in Little Rock, Arkansas, where he has worked since 2005. His professional credentials include the CFA designation and Series 65 license. Heritage Asset Managers, Inc. is a state-registered investment adviser providing discretionary portfolio management and consult-only advice to a concentrated client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm manages approximately $77.8 million, focusing on customized equity, fixed-income, and blended portfolios with an emphasis on diversification and cost control.

Scott Horrell is the principal of Horrell Capital Management, Inc. in Little Rock, AR, with 26 years of industry experience. He has held his current role since 1999. He holds Series 63 and Series 65 designations. Horrell Capital Management provides discretionary investment supervisory services and portfolio management across equity and fixed-income securities for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and institutional clients. The firm employs a multi-strategy, customized approach integrating fundamental, technical, charting, and cyclical analysis, and manages accounts with frequent reviews through third-party custodians.

Donald Baker is a financial advisor at First Financial Services, LLC in Little Rock, AR, holding the ChFC® designation with over 50 years of industry experience. His prior work includes roles at M.S. Howells & Co., Sowell Financial Services, and Cambridge Investment Research Advisors. Outside of advisory services, he has been involved in the automotive wholesale industry through B Fair Auto Wholesalers LLC. First Financial Services is a supported firm with a small advisory team.

Seth Haile is a financial advisor at Paladin Investment Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Edward Jones and Strategic Financial Partners. Outside of finance, he has been involved with First Baptist Church since 2022. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Mark George is a financial advisor at Heritage Asset Managers, Inc. with 30 years of industry experience. He has been with Heritage Asset Managers since 2005 and holds a Series 63 designation. Heritage Asset Managers, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $77.8 million across about 43 accounts, focusing on customized equity, fixed-income, and blended portfolios with an emphasis on diversification and cost control.

Geoffrey Niebaum is a financial advisor at Mendel Capital Management, LLC in Little Rock, AR, with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Integra Capital Advisors for 13 years before joining Mendel Capital Management. Mendel Capital Management serves individual and high-net-worth clients as well as pension plans, charitable organizations, and businesses. The firm combines fundamental and technical analysis with modern portfolio theory to manage discretionary portfolios and also offers financial planning, bookkeeping, and small-business consulting services.

Frank Hiegel is a financial advisor with Heritage Asset Managers, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. Prior to joining Heritage in 2018, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also the owner of K & F Hiegel LLC, an investment-related business. Heritage Asset Managers, Inc. provides discretionary portfolio management and consult-only investment advice to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes customized portfolios with a focus on diversification and cost control, utilizing a mix of individual securities and pooled investment vehicles.

I'm Brad Smith, and I founded Capital Rock Wealth Management because I believed the people I wanted to serve deserved something the industry too rarely delivers: honest, personalized advice from someone who is genuinely on their side. Not a product. Not a pitch. A plan built around their life. I'm a CERTIFIED FINANCIAL PLANNER™ professional based in Little Rock, Arkansas, and I work primarily with families and business owners who want to retire well — and tax-efficiently — without feeling like they're being sold something along the way. If you've ever sat across from an advisor and walked away wondering whether the advice was really about you or really about their commission, you already understand why Capital Rock exists. Capital Rock Wealth Management was born from a simple idea: everyone has different goals in life, and everyone deserves a plan tailored to actually accomplish them. Life doesn't follow a template, and your financial plan shouldn't either. The family preparing to send kids to college while caring for aging parents has different needs than the business owner weighing whether to sell, and both have different needs than the couple five years from retirement trying to figure out how to turn a lifetime of savings into a paycheck that lasts. Treating all of those people the same — same questionnaire, same model portfolio, same script — does them a disservice. As a fiduciary, I'm obligated to put your interests first, and I built the firm so that obligation isn't just a legal box to check but the way we actually operate. The advice I give is unbiased. The planning is comprehensive. And the relationship is ongoing, not a once-or-twice-a-year check-in. What can you expect from me? Plain language, not jargon. Advice that makes sense to you, because a plan you don't understand isn't one you'll stick with. A fiduciary who is paid to advise you well, not to move product. And a steady, ongoing relationship — someone who picks up the phone, knows your situation, and is thinking about your future even when you're not in the room. I started Capital Rock to be the kind of advisor I'd want for my own family: competent, trustworthy, and genuinely invested in the people I serve. If that's the kind of partnership you've been looking for, I'd be glad to talk. Bring your questions and what you're working toward. The rest of my story I'll happily share when we sit down together.

Robin Show is a financial advisor at Financial Legacy Management, Inc. in Little Rock, AR, holding a Series 65 designation. Prior to joining the firm in 2024, Show worked for ten years at the Department of Finance and Administration. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach focused on passively managed index and exchange-traded funds, supplemented by active managers when appropriate, and operates on a strictly fee-only basis without accepting commissions or selling financial products.

Charles Boling Jr. is a financial advisor at Global Wealth Management, Inc. in Little Rock, AR, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global Wealth Management since 2000. Boling is also a licensed insurance agent in Arkansas, spending less than 10% of his time on insurance-related activities separate from his advisory work. Global Wealth Management provides personalized wealth management and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm employs a passive, asset-class investing approach based on Modern Portfolio Theory, using institutional no-load mutual funds and ETFs, and offers discretionary management with regular reviews and rebalancing.

Matthew Harris is a financial advisor at Argenta Wealth Management in North Little Rock, Arkansas, holding a Series 65 designation with 22 years of industry experience. He has been with Argenta Wealth Management since 2003. Argenta Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $83.6 million for about 82 clients. The firm offers tailored portfolio management and advisory consulting, utilizing a broad mix of securities and multiple analytical approaches to meet client objectives.

Richard Giffin is a financial advisor with Amuni Financial, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with American Municipal Securities, Inc. since 1993. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and manages approximately $159.7 million in regulatory assets through a team of 11 advisors.