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.

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.

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.

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.

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.

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.

Matthew Potter is a financial advisor with Whiterock Wealth Design, LLC in Fayetteville, AR, holding a Series 66 designation and eight years of industry experience. He previously worked at Raymond James Financial Services, Inc. and Arvest Bank. Potter is also president of OpenHand Finance, LLC, a business established to manage compensation-related accounting and taxes. WhiteRock Wealth Design provides portfolio management, financial planning, and retirement plan consulting services to individuals, high net worth clients, trusts, pension and profit sharing plans, and corporations. The firm employs a combination of fundamental, technical, quantitative, and modern portfolio theory techniques, serving both retail clients and employer plan sponsors with a range of fiduciary advisory and corporate services.

Hannah Stanley is a financial advisor at New Wave Wealth Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and Arvest Wealth Management. Outside of advisory work, she is a 50% owner and manager of New Wave Ventures, LLC, a holding company related to her firm's operations. 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 offers financial planning and retirement plan consulting services.

Robert Wilkinson is a financial advisor with Whiterock Wealth Design, LLC, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at ClearPath LLC and Arvest Wealth Management. He also serves as a trustee for his family trust. 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 employs a mix of fundamental, technical, quantitative, and Modern Portfolio Theory-informed analysis and serves both individual investors and employer plan sponsors with a range of investment and corporate services.

Abigail Rycraw is a financial advisor with Whiterock Wealth Design, LLC, holding a Series 66 designation and four years of industry experience. She has previously worked at Raymond James Financial Services Advisors, CTA Advisors, and has experience in both financial and legal environments. Abigail is also involved with Al LLC, an outside business activity. Whiterock Wealth Design serves a diverse client base including individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporations. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a variety of analytical approaches and investment tools tailored to client objectives.

Scott Shepherd is a financial advisor with Uniting Wealth Partners in Rogers, Arkansas, holding Series 63 and Series 65 licenses and having 35 years of industry experience. Prior to joining Uniting Wealth Partners in 2024, he worked with Raymond James in various capacities from 2005 to 2024. He is an owner of Pinnacle Wealth Management LLC and SHSPWM LLC and is also a licensed insurance agent, spending about 10% of his time on insurance sales and implementation. 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 including mutual funds, ETFs, individual securities, and alternative investments, often with a long-term focus and ongoing oversight by independent managers.

Daniel Robards is a financial advisor at Whiterock Wealth Design, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he is a partner in Aquaponics AI, LLC, a company focused on farm management software and technology. Whiterock Wealth Design provides portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension plans, and corporations. The firm employs a blend of fundamental, technical, quantitative, and Modern Portfolio Theory-based analysis and serves both individual investors and employer plan sponsors with services that include estate and tax planning as well as corporate consulting.

Seth Maier is a financial advisor at Heritage Oak Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Arvest Bank and operated Maier Mowing LLC for eight years. 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 combines fundamental and technical analysis in its investment decisions and offers access to non-traditional services such as structured option-based financing and private investment vehicles for accredited investors.

Ryan Mendoza is a financial advisor at Heritage Oak Wealth Advisors in Rogers, Arkansas. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Heritage Oak, he worked at The Fishin' Co for five years and has held various roles in industries including food service and municipal government. Heritage Oak Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management, financial planning, and retirement plan advisory services. The firm employs a combination of fundamental and technical analysis across multiple asset classes and offers access to non-traditional services, including structured option-based financing and private investment vehicles for accredited investors.

Kristy Harrell is a financial advisor at Uniting Wealth Partners with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Raymond James Financial Services Advisors and Raymond James & Associates. Outside of finance, she is involved in raising and selling cattle through Harrell Ridge LLC. 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 focuses on building diversified portfolios using low-cost mutual funds and ETFs, employing a mix of fundamental, technical, cyclical, and charting analysis.

Jeffrey Meekins is a financial advisor at Whiterock Wealth Design, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc and Arvest Wealth Management. 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 uses a combination of fundamental, technical, quantitative, and Modern Portfolio Theory-informed analysis to deliver individualized advice and regularly monitors and rebalances portfolios, serving a client base that includes significant work with employer plan sponsors and business clients.

David Lee is a financial advisor with Mach-1 Financial Group, LLC in Rogers, Arkansas, holding a Series 65 designation and 18 years of industry experience. He has worked at Mach-1 Financial Group since 2013 and previously was with Fusion Capital Management from 2016 to 2019. Outside of advisory work, Lee serves as president of an insurance agency and holds a board position in a holding company for a private aircraft. Mach-1 Financial Group provides asset management and advisory services to individuals, high-net-worth clients, and various entities. The firm sponsors a discretionary wrap fee asset management program with over $546 million in discretionary assets under management and offers estate planning and tax coordination through a licensed third-party platform.

Tomek Siwiec is a financial advisor at New Wave Wealth Advisors in Bentonville, AR, with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Sowell Management and Arvest Asset Management. Outside of advising, he is a licensed insurance agent. New Wave Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with modern portfolio theory and offers financial planning on a complimentary basis.

Elijah Freeman is a CFP® professional with four years of experience, currently serving at Mach-1 Financial Group, LLC since 2019. His prior work includes roles at KPMG, Phillips 66, and Oklahoma State University. Freeman is also a licensed insurance agent. Mach-1 Financial Group serves individuals and high-net-worth clients, as well as trusts, corporations, and partnerships, offering asset management and related advisory services through a discretionary wrap fee program. The firm manages over $546 million in assets and coordinates estate planning and tax services primarily via licensed third-party platforms.

James Mazzanti is a financial advisor with Arvest Wealth Management in Fayetteville, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has been with Arvest Wealth Management and Arvest Bank since 2016, splitting his time primarily between the two. Arvest Wealth Management offers investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm applies a diverse investment approach incorporating fundamental, technical, quantitative, and qualitative analysis, with a focus on asset allocation and customized strategies aligned with clients’ goals and risk tolerances.