Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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.)
user avatar
firm logo

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.)
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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.

Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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.

Business Financial Management Private / alternative investments Founder/Business Owner
user avatar
firm logo

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.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
user avatar
firm logo

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.

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

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.

Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

James S

Series 63, Series 66

Fayetteville, AR

Optivise Advisory Services LLC

James Skillings is a financial advisor with Optivise Advisory Services LLC in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Ramsey Solutions, 401k Wealth Management, and Redhawk Wealth Advisors. In addition to his advisory work, he is the sole owner of Easycorals.com, a business focused on propagating and selling saltwater corals. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and comprehensive reporting tools.

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar
firm logo

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.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
user avatar
firm logo

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.

Business Financial Management Private / alternative investments Founder/Business Owner
user avatar
firm logo

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.

Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")