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.

Lindsey Charles is a financial advisor at Greenwood Gearhart, LLC with one year of industry experience. Prior to joining Greenwood Gearhart, LLC, Lindsey worked at Greenwood Gearhart, Inc. and Boston Mountain Money Management, and has six years of experience at Walmart. 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 process and offers a range of services including separately managed accounts, private investment fund oversight, and expanded family office solutions.

Corbin Harris is a financial advisor at Greenwood Gearhart, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Greenwood Gearhart in 2025, he worked at Robert W. Baird for eight years and also spent three years at UW-Milwaukee. Greenwood Gearhart is a fee-only, SEC-registered investment adviser offering 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 provides a range of private investment and family office 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.

Lisa Brown is a Certified Financial Planner® with 19 years of industry experience currently serving as an advisor at Greenwood Gearhart, LLC. She has worked at various entities within the Greenwood Gearhart organization since 2016 and spent 13 years with Mary Kay, Inc. Brown is an advisory council member for DAFGiving360™, where she contributes to strategic planning and philanthropic initiatives. 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, and charitable organizations. The firm employs a fundamental, long-term investment process and offers specialized strategies such as options hedging and tax-loss harvesting.

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.

Damon Akin is a financial advisor at Greenwood Gearhart, LLC with five years of industry experience. He holds a Series 65 designation and has worked with Greenwood Gearhart and its predecessor firms since 2018. Outside of his advisory role, he conducts freelance graphic design, web design, and marketing work. 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, and charitable institutions. The firm employs a fundamental, long-term investment process and offers specialized strategies such as options hedging, long-short SMA strategies, and tax-loss harvesting as part of its portfolio management.

Heather Kuester is a financial advisor at Greenwood Gearhart, LLC with Series 63 and Series 65 registrations. She has one year of industry experience, including four years self-employed prior to joining Greenwood Gearhart. Greenwood Gearhart is a fee-only, SEC-registered investment adviser serving individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm provides discretionary investment management, financial planning, and family office services using a fundamental, long-term investment approach that includes asset allocation, security selection, and strategies such as options hedging and tax-loss harvesting.

William Stoddard is a financial advisor at Greenwood Gearhart, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities, Inc. Outside of his advisory role, he serves as a limited partner and trustee in a family-owned farm through Panther Burn, LLC. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable organizations. The firm employs fundamental analysis to guide asset allocation and security selection, offers separately managed accounts, and is involved with private funds and pooled investment vehicles.

Corbin Foster is a financial advisor with Greenwood Gearhart, LLC in Fayetteville, Arkansas. He holds a Series 65 designation and has 11 years of industry experience, all with Greenwood Gearhart. 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 core and expanded family office services, including separately managed accounts and private investment fund involvement.

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.

Johann Komander is a financial advisor with Greenwood Gearhart, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes two years at Goldman, Sachs & Co. before joining Greenwood Gearhart, where he has served since 2019. 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 approach and offers a range of strategies including separately managed accounts, options for hedging, and tax-loss harvesting.

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.