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Ellen M

Series 65

Fayetteville, AR

Greenwood Gearhart, LLC

Ellen Masters is a financial advisor at Greenwood Gearhart, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Mach-1 Financial Group, LLC and operated Masters Financial, LLC. Outside of advising, she serves as Director of Finance for a nonprofit organization and provides bookkeeping and accounting services for small businesses and nonprofits. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that offers discretionary investment management, financial planning, and family office services to individuals, plans, trusts, and charitable institutions. The firm employs a fundamental, long-term investment approach and manages portfolios using strategies such as options hedging, long-short accounts, and tax-loss harvesting where appropriate.

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

Series 65

Fayetteville, AR

Greenwood Gearhart, LLC

Janet Anderson is a financial advisor at Greenwood Gearhart, LLC with 24 years of industry experience. She holds a Series 65 credential and has been with Greenwood Gearhart in various capacities since 2010. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, charitable institutions, trusts, and other institutions. The firm employs fundamental analysis for asset allocation and security selection and manages assets through fee-only arrangements, including separately managed accounts and private investment vehicles.

Private / alternative investments Tax-loss harvesting Active portfolio management
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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
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Christopher H

Series 63, Series 65

Fayetteville, AR

Greenwood Gearhart, LLC

Christopher Hardy is a financial advisor at Greenwood Gearhart, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory role, Hardy is involved in non-investment related referrals for home security and automation products through Primerica Client Services, Inc. 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, and charitable institutions. The firm employs a fundamental, long-term investment approach and offers a range of strategies including separately managed accounts, private funds, and expanded family office services.

Private / alternative investments Tax-loss harvesting Active portfolio management
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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
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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
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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
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Jett M

CFP®, Series 65

Fayetteville, AR

Greenwood Gearhart, LLC

Jett Moore is a CFP® with 10 years of industry experience, currently serving as an advisor at Greenwood Gearhart, LLC. He has worked at Greenwood Gearhart and its predecessor entities continuously since 2015. 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 process and integrates separately managed accounts and private funds as part of client solutions.

Private / alternative investments Tax-loss harvesting Active portfolio management
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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
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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
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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
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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
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Jacob B

Series 65

Fayetteville, AR

Greenwood Gearhart, LLC

Jacob Berta is a financial advisor at Greenwood Gearhart, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Garrison Financial Institute and Northwestern Mutual, as well as a four-year tenure at the University of Arkansas. He also has experience with Wildcat Windows and served with the Knights of Columbus. 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 follows a fundamental, long-term investment approach and offers a range of investment strategies and family office services.

Private / alternative investments Tax-loss harvesting Active portfolio management
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Mason L

Series 65

Fayetteville, AR

Greenwood Gearhart, LLC

Mason Lane is a Series 65-licensed financial advisor with Greenwood Gearhart, LLC, where he has worked since 2026. He has one year of industry experience, including prior roles at Greenwood Gearhart, Inc. and Taylor Law Partners, as well as extensive full-time student training. 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 follows a fundamental, long-term investment approach with strategies such as options hedging, long-short separately managed accounts, and tax-loss harvesting.

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

Active portfolio management
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Joshua M

Series 66

Rogers, AR

Hexagon Capital Partners, LLC

Joshua Mccaslin is a financial advisor at Hexagon Capital Partners, LLC with 17 years of industry experience. He has been with Hexagon since 2019 and previously worked at Morgan Stanley from 2012 to 2019. Hexagon Capital Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities, providing portfolio management, financial planning, and investment consulting. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, cyclical, and economic analysis, as well as strategic asset allocation, using third-party tools and sub-advisers to implement and rebalance portfolios.

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

Series 63, Series 66

Rogers, AR

Q3 Asset Management Corporation

Mary Jones is a financial advisor with Q3 Asset Management Corporation in Rogers, AR, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Her prior experience includes roles at firms such as Flexible Plan Investments, Ceros Financial Services, John Hancock Investment Management, Woodbury Financial Services, and Capital One Advisors. In addition to her role at Q3, she serves as a Senior Advisor at Clifford Hubbs Wealth Care Services, where she focuses on retirement, estate, and tax planning. Q3 Asset Management provides fee-based investment management, financial planning, and consulting services to individual investors, retirement plans, trusts, charitable organizations, and other financial professionals. The firm follows a quantitative, statistics-driven approach with actively managed strategies and serves as manager of multiple affiliated funds and ETFs, distinguishing itself through its scale and range of specialized services.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Retired
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Andrew W

Series 66

Fayetteville, AR

Whiterock Wealth Design, LLC

Andrew Whitbeck is a financial advisor with Whiterock Wealth Design, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including Arvest Wealth Management and Raymond James Financial Services. Whitbeck is also the owner of two LLCs that hold airplanes for personal use. Whiterock Wealth Design provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension and profit sharing plans, and corporations. The firm utilizes a range of investment strategies and serves employer plan sponsors and business clients with a combination of fiduciary advisory and corporate services.

Options & derivatives strategies
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Michael W

Series 66

Rogers, AR

Providence Capital

Michael Wuest is a financial advisor at Providence Capital with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Thrivent Advisor Network, PKS Advisory Services, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as Vice President at WealthTech Strategy Partners and as a Venture Partner at First Rate Ventures, providing non-securities related advisory and corporate strategy consulting. Providence Capital offers investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach combining fundamental analysis and modern portfolio theory, utilizing mutual funds, ETFs, fixed income, and private placements, supported by AI-assisted tools and a team of licensed advisers.

Annuities College savings (529s, UTMA, etc.)
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Matthew W

CFP®, Series 65

Rogers, AR

Mach-1 Financial Group, LLC

Matthew Walters is a CFP® professional with nine years of experience in the financial services industry. He has been with Mach-1 Financial Group, LLC since 2018 and has prior experience at firms including Fusion Capital Management and Chandler Advisors LLC. Walters also works as an insurance agent focusing on insurance planning for businesses and individuals. Mach-1 Financial Group serves individuals, high-net-worth clients, trusts, corporations, and partnerships with asset management and 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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