Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.

Jacqueline Rogers is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Elevated Wealth LLC and has previously worked at New Wave Wealth Advisors, Arvest Wealth Management, Parsec Financial Management, and Wells Fargo Advisors. Elevated Wealth LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a combination of fundamental and technical analysis, mutual fund and ETF evaluation, and tailored asset allocation across passive and active strategies, operating as a fiduciary and fee-only adviser.

Jessica Hillman is a CFP® and holds a Series 66 license with six years of industry experience. She currently leads Do Wealth Different, an independent advisory firm, and has previously worked at Echo Collaborative, Thrivent Investment Management Inc, Pure Charity, Inc., and Preston and Company, Inc. Outside of her advisory role, she serves as a substitute teacher, providing personal finance and math instruction at junior high and high school levels. Do Wealth Different is an independent, fee-only registered investment adviser serving individuals and employer plan sponsors with investment management, comprehensive financial planning, and retirement plan consulting. The firm combines passive and active strategies with a long-term, asset allocation-focused approach and offers distinctive services including retirement plan fiduciary consulting, charitable organization support, and public educational programming.

Clayton Astore is a financial advisor at Ironclad Income Strategies LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Craft Wealth Services, Centurion Growth LLC, and Northwestern Mutual. Ironclad Income Strategies LLC provides discretionary portfolio management to high-net-worth individuals and institutional clients, using a trading model that integrates charting, fundamental, and technical analysis across various equity and options strategies. The firm employs performance-based fee arrangements and requires client custody through Schwab Institutional.

Michael Karbouski is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Portico Financial Group, LLC since 2013. He holds Series 63 and Series 65 licenses and is also independently licensed as an insurance agent, dedicating minimal time to insurance sales. Portico Financial Group provides financial planning, portfolio management, and retirement-plan advisory services to individuals, corporations, small businesses, and employer-sponsored plans. The firm employs Modern Portfolio Theory and strategic asset allocation, offering services that include asset management, written financial plans, and ERISA Section 3(21) advisory support, with a focus on retirement planning and participant education.

Mark Chisenhall is a CFA® charterholder with six years of industry experience. He is the sole advisor at Taurus Financial Planning, an independent firm based in Bentonville, AR. His prior experience includes roles at Goldman Sachs Ayco Personal Financial Management, Mercer Allied Company, Charles Schwab, and Murphy Oil USA. Taurus Financial Planning offers comprehensive wealth management and project-based financial planning primarily for individual and high-net-worth clients, focusing on employees of large publicly listed companies. The firm emphasizes passive investment management combined with fundamental and technical analysis and provides flexible fee arrangements including discretionary management and fixed- or hourly-fee project work.

David Fields is a financial advisor with D.L. Fields Advisory Group, LLC in Bentonville, AR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at FMG Distributors since 2018 and Money Concepts Capital Corp from 2014 to 2016. Outside of advisory work, he serves as Regional Marketing Director at Financial Marketing Group, supporting marketing for fixed and variable annuity sales. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers discretionary and non-discretionary investment management along with written financial planning and uses a combination of fundamental and technical analysis in managing portfolios that may include stocks, bonds, mutual funds, ETFs, UITs, and insurance-linked products.

Jhojilyn Malicdan is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at TD Ameritrade from 2015 to 2022 before joining Quantum Financial Advisors in 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process using mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable investment strategies.

Jackson Larimer is a financial advisor at Dew Wealth Management with a Series 65 designation and one year of industry experience. He has prior experience with Larimer Consulting Group and Opti9, and has a background that includes time at Brigham Young University and service with The Church of Jesus Christ of Latter-Day Saints. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and operates across multiple offices while providing educational workshops and structured client programs.

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.

Randall Roebuck is a CFP® professional with 38 years of industry experience, currently serving at Uniting Wealth Partners. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over two decades. Randall is also a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners offers 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 low-cost mutual funds and ETFs alongside other asset types, and operates as part of the WAGN network with multiple office locations and substantial assets under management.

Simon Keogh is a financial advisor at Continuum Advisory, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Triad Advisors, and Signator Investors, Inc. Keogh is also affiliated with Village Insurance, where he has served as an insurance agent since 2005. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and pension plans, providing financial planning, consulting, and portfolio management. The firm integrates professional specialties such as tax and legal services among its advisors and emphasizes a collaborative approach supported by centralized technology and sub-advisory platforms.

Bradley Crain is a financial advisor at Arvest Wealth Management in Bentonville, AR, holding a Series 66 designation with 20 years of industry experience. He has worked within Arvest Bank and Arvest Wealth Management in various capacities since 2010, splitting his time primarily between the bank and wealth management. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm combines fundamental, technical, quantitative, and qualitative analysis with tailored strategies to align with clients’ objectives and risk tolerances.

Caleb Vering is a CFP® and Series 65 credentialed advisor at Root Financial Partners with two years of industry experience. His prior roles include positions at Montebello Avenue, Farnam Financial, and Nova R Wealth. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios using index funds and ETFs, with tailored strategies and specialized techniques available for clients with complex needs.

Nikifor Paunov is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Cornerstone Advisors LLC, Merrill, and Cabana Asset Management. Outside of advising, he is a partner in Bogatti LLC, a forensic accounting and fraud examination firm, and is involved with associated entities specializing in trading software development and tax services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and maintaining flexible engagement models.

Ian Weiner is a CFP® with six years of industry experience, currently affiliated with Fortis Capital Advisors, LLC in Bentonville, AR. He has held roles at multiple firms including Generations Wealth Partners, EXOS Wealth Strategies, and Quincy Wells Capital. Outside of advising, Weiner is involved in a wine and spirits distribution business and co-owns a marketing referral consultancy, Finlaw Consulting, LLC. He also hosts the Generations Legal Group podcast. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers by providing portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a mix of discretionary management with passive, active, tactical, and blended investment strategies, including ESG options, managing $1.615 billion in discretionary assets as of year-end 2025.

Zachery Otwell is a CFP® and Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at WealthKeel LLC and Edia, as well as experience in educational institutions such as Little Rock Christian Academy and Harding University. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combination of fundamental and technical analysis and offers a range of model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

Shantell Owen is a financial advisor at Arvest Wealth Management with 11 years of industry experience. She holds a Series 66 designation and has worked at Arvest Bank and Arvest Wealth Management since 2016, with prior experience at Arvest Bank dating back to 1995. Owen divides her time between Arvest Bank and Arvest Wealth Management. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, using client objectives and Investment Policy Statements to guide recommendations.

Raymond Goshert Jr. is a CFP® professional with one year of industry experience, currently serving as an advisor at Waterloo Capital. Prior to joining Waterloo Capital, he spent ten years at Walmart, Inc. Waterloo Capital is an SEC-registered multi-team adviser that serves entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term investment approach, offering customized portfolio management, access to third-party sub-advisers, comprehensive financial planning, and a range of investment tools.

Jason Mac Dowall is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and four years of industry experience. His work history includes roles at Exodus Financial Services, Asurea Insurance, Social Security Solutions, and other firms dating back to 2013. He has also been an insurance agent for Family Benefit Life Insurance Company, though he is not currently active in that capacity. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to portfolio construction and offers multiple account options, including a Biblically-Responsible Investing model.