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128 advisors near
72761
within the area shown on the map
Out of 400,000+ nationwide
Jeannette T
Series 66
Farmington, AR
Hulsey Capital Management, Inc.
Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.
Johnathan K
CFA®, Series 65
Rogers, AR
Krueger Asset Management, LLC
Johnathan Krueger is a CFA® charterholder and Series 65 licensed advisor at Krueger Asset Management, LLC with one year of industry experience. His prior roles include positions at Jag Capital Management, Cornerstone Business Services, and KPMG, as well as academic appointments at the University of Arkansas. Krueger Asset Management, LLC is a fee-only registered investment adviser providing wealth management services that combine discretionary investment management and financial planning. The firm focuses on a “Select Value” equity strategy complemented by asset allocation and uses both active and passive investment vehicles across equities and fixed income while also offering specialized consulting and educational seminars.
Stephen C
Series 65
Rogers, AR
Steve Chastain Wealth Management LLC
Stephen Chastain is the principal of Steve Chastain Wealth Management LLC in Rogers, Arkansas, holding a Series 65 credential with four years of industry experience. He has managed his wealth management firm since 2017 and co-owns Chastain Financial, LLC, where he also works as an insurance agent. Steve Chastain Wealth Management LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses model portfolios and third-party managers on the AE Wealth Management platform, combining fundamental, technical, and cyclical analysis to align client portfolios with their investment objectives and risk tolerance.
Gerald D
Series 63, Series 65
Siloam Springs, AR
Auxarc Asset Management Company
Gerald Donner Jr. is an advisor at Auxarc Asset Management Company with 38 years of industry experience. He has held Series 63 and Series 65 designations and has been with Auxarc since 2010. Outside of his advisory work, he is involved in selling antiques and serves on a local housing authority board. Auxarc Asset Management is an independent firm that serves individual investors and manages trust and retirement plan accounts through discretionary portfolio management. The firm focuses on longer-term, multi-cycle investment strategies with attention to flexibility and risk management, conducting client consultations primarily through home visits and maintaining an exclusive custodial relationship with a national custodian.
Nicola C
CFP®, Series 65
Rogers, AR
Five8 Financial LLC
Nicola Cyr is a CFP® and Series 65-registered financial advisor with eight years of industry experience. She is currently with Five8 Financial LLC and previously worked at CGN Advisors, LLC, Navy Federal Credit Union, and Karl Kunz State Farm. Cyr is also an enrolled agent and owner of The Unicorn Collective LLC, a holding company for her ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, offering separate in-house tax preparation services. The firm uses a diverse set of analysis techniques and a long-term trading orientation to tailor portfolios, which may include a range of investment vehicles beyond traditional ETFs.
Tony H
Series 65
Bentonville, AR
Guardian Financial, Inc.
Tony Hansmann is a financial advisor at Guardian Financial, Inc. in Bentonville, Arkansas, holding a Series 65 credential with 16 years of industry experience. He has been with Guardian Financial since 2011 and previously ran PHIL413, LLC, a consulting business focused on internet marketing strategies. Hansmann also serves as an owner and insurance agent for related insurance services. Guardian Financial, Inc. provides discretionary asset management and insurance solutions primarily to individual and high-net-worth clients, utilizing third-party managers through the Envestnet network. The firm is notable for its solo-practitioner model serving a relatively large client base and integrates insurance offerings as part of its financial services.
Roxanne M
CFP®
Rogers, AR
Five8 Financial LLC
Roxanne Martens is a CFP® professional with five years of industry experience. She has worked at Five8 Financial LLC since 2025 and previously spent five years at CGN Advisors, LLC. Martens is also the owner of RM Capital LLC, a holding company with ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, supplementing its services with in-house tax preparation. The firm employs a range of analytical techniques and constructs portfolios mainly using ETFs, tailoring allocations to client restrictions and incorporating diverse investment vehicles as appropriate.
Kenneth P
Series 63
Bentonville, AR
Thrasher & Chambers Wealth Management, LLC
Kenneth Parrish is a financial advisor at Thrasher & Chambers Wealth Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Franklin Distributors, LLC and Franklin Templeton Financial Services Corp., including over two decades at Franklin Templeton Distributors, Inc. Thrasher & Chambers Wealth Management, LLC is an SEC-registered, fee-based adviser serving individuals, families, small businesses, trusts, estates, and institutional clients. The firm offers financial planning, pension consulting, and portfolio management with an investment approach that includes tactical asset allocation and tax-managed strategies.
Mark C
Series 63, Series 65
Bentonville, AR
Thrasher & Chambers Wealth Management, LLC
Mark Chambers is a financial advisor with Thrasher & Chambers Wealth Management, LLC in Bentonville, AR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Thrasher & Chambers, Inc. since 1999 and co-founded Thrasher & Chambers Wealth Management, LLC in 2017. Outside of his advisory role, he serves on the Mercy Health Planned Giving Committee and is involved in managing local business ventures, including interests in a development LLC and a construction company. Thrasher & Chambers Wealth Management, LLC is an SEC-registered, fee-based advisory firm providing financial planning, pension consulting, and portfolio management services to individuals, families, small businesses, trusts, estates, and institutional clients. The firm employs a tactical asset allocation approach based on Modern Portfolio Theory and long-term growth strategies, with an emphasis on tax efficiency, managing approximately $151 million primarily on a non-discretionary basis.
James M
Series 63, Series 65
Rogers, AR
Mach-1 Financial Group, LLC
James Mackey is a financial advisor at Mach-1 Financial Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, LLC and Morgan Stanley. Mackey is also a licensed insurance agent. Mach-1 Financial Group serves individuals, high-net-worth clients, and various entities, providing asset management and advisory services. The firm manages a discretionary Wrap Fee Asset Management Program and offers estate planning and tax-coordination services through third-party platforms.
Nicholas M
Series 65
Rogers, AR
Mach-1 Financial Group, LLC
Nicholas Mc Kenney is a financial advisor with Mach-1 Financial Group, LLC and holds a Series 65 designation. He has one year of experience in the financial industry, having joined Mach-1 Financial Group in 2025. Prior to this, he worked in the healthcare sector and facilities operations. Outside of advising, he is involved in insurance sales through David A. Lee, Inc. Mach-1 Financial Group serves individuals, high-net-worth clients, and various entities by providing asset management and related advisory services. The firm sponsors a discretionary Wrap Fee Asset Management Program with over $546 million in assets under management, emphasizing a more active management style and coordination of estate planning and tax services through third-party platforms.
William M
Series 65
Rogers, AR
Mach-1 Financial Group, LLC
William Martens is a financial advisor at Mach-1 Financial Group, LLC, holding a Series 65 credential with one year of industry experience. He previously worked at PwC for six years and was employed by the University of Arkansas for five years. Mach-1 Financial Group serves individuals, high-net-worth clients, and various entities, offering asset management and advisory services. The firm manages a discretionary Wrap Fee Asset Management Program with over $546 million in assets under management.
Dustin C
Series 63, Series 65
Rogers, AR
Hexagon Capital Partners, LLC
Dustin Colebank is a financial advisor at Hexagon Capital Partners, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2012 to 2019. He has been with Hexagon Capital Partners since 2019. 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 offers portfolio management, financial planning, and investment consulting with a multi-disciplinary investment process that includes fundamental, technical, cyclical, and economic analysis, alongside strategic asset allocation and the use of third-party tools and sub-advisers.
Randy K
Series 63, Series 65
Rogers, AR
Uniting Wealth Partners
Randy Koontz is a financial advisor at Uniting Wealth Partners with 37 years of industry experience. He previously worked at Raymond James in various capacities from 2006 to 2024. Koontz also holds Series 63 and Series 65 credentials and is a licensed insurance agent. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs diversified investment strategies using mutual funds, ETFs, and other securities, and operates as part of the WAGN network with multiple office locations and extensive consulting relationships.
Michael P
CFA®, Series 63, Series 65
Rogers, AR
Legacy Capital Wealth Partners, LLC
Michael Peebles is a CFA® charterholder and a financial advisor with 21 years of industry experience. He is currently with Legacy Capital Wealth Partners, LLC in Rogers, AR, and has previously worked at Purshe Kaplan Sterling Investments, Arvest Wealth Management, and several other firms. Legacy Capital Wealth Partners serves high-net-worth individuals, families, trusts, foundations, and retirement plans, providing comprehensive financial planning and investment management through a multi-advisor team approach with a focus on fundamental analysis and long-term strategy.
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.
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.
Howard W
Series 65
Bentonville, AR
Sollinda Capital Management LLC
Howard Whatley is a financial advisor at Sollinda Capital Management LLC and holds a Series 65 license. He also owns and operates a legal practice, Generations Legal Group DBA Todd Whatley, PA, where he provides and supervises legal services. Additionally, he runs The Elder Law Coach, LLC, offering legal coaching and mentoring to attorneys in elder law. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, combining systematic rules-based and discretionary investment strategies. The firm also offers sub-advisory services and manages a private investment fund for eligible investors.
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.
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.
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Finding advisors...
128 advisors near
72761
within the area shown on the map
Out of 400,000+ nationwide