Ledly Jennings is an advisor at CapRock Wealth Management in Little Rock, Arkansas. He joined the firm alongside its founder, having previously worked at Stephens Inc. and the Stan Miller Law Group. He also maintains his own law practice at L. Jennings Law, PLLC. CapRock Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals and generational families. The firm combines passive and active investment strategies — applying fundamental analysis and modern portfolio theory tailored to each client’s objectives — and offers discretionary portfolio management.

Allen Harris Sr. is a financial advisor with Wealth Ready, holding a Series 66 license and bringing nine years of industry experience. He has worked at firms including Arvest Wealth Management, Merrill, Bank of America, and currently Health Equity, where he is employed full time as a Service Delivery Manager. Outside of his advisory role, Mr. Harris serves as President of the Board of Directors for the Arkansas Employment Career Center, a nonprofit organization. Wealth Ready is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning and discretionary portfolio management with no account minimums, using a risk-based approach that incorporates diversified portfolios primarily through passive strategies, while allowing short-term trading and options where appropriate.

Eric Summerhill is a CFA® charterholder and principal of Summerhill & Co., LLC, with eight years of experience in investment advisory services. He previously worked for The Stephens Group, LLC for eleven years. In addition to investment advisory, Summerhill provides accounting, tax, consulting, and advisory services as a licensed CPA. Summerhill & Co. offers discretionary and non-discretionary investment advisory services to individual clients and their retirement accounts, utilizing proprietary model portfolios primarily comprised of exchange-traded funds, supplemented as appropriate with mutual funds, stocks, bonds, or MLPs. The firm integrates ongoing CPA-style accounting and tax services alongside investment management, a combination that is rare among independent advisors.

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

David Adams is a financial advisor with Hot Springs Asset Management, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Hot Springs Asset Management since 2007 and also operates an affiliated accounting practice as a Certified Public Accountant. Hot Springs Asset Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using a core-and-satellite framework with a combination of passive and active investments and operates on a fee-only basis.

Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

David Campbell is the principal of Campbell Financial Advisory, LLC in Benton, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Uber and Arkansas Retirement Institute. In addition to his advisory role, he owns and operates Campbell Insurance Services, LLC, offering insurance products. Campbell Financial Advisory, LLC is an independent registered investment adviser serving individual clients and retirement plans with asset management, financial planning, and consulting services. The firm provides tailored strategies incorporating fundamental, technical, and cyclical analysis, and offers additional services such as limited-scope ERISA 3(21) retirement-plan advisory and public educational seminars.

Luke Coop is a financial advisor at Brown Capital Management, LLC with 17 years of industry experience. His prior roles include positions at Fidelity Investments, Sowell Management Services, AmeriSave Mortgage, and Stephens Inc. Brown Capital Management serves individuals, high-net-worth clients, foundations, and pension and profit-sharing plans with portfolio management and hourly financial planning. The firm uses a variety of investment strategies and provides services that include investment oversight, retirement planning, tax considerations, and life insurance advisory.

Johnny Brown is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Brown Capital Management, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Little Rock, AR. Brown Capital Management serves individuals, high-net-worth individuals, foundations, and pension and profit-sharing plans by providing ongoing portfolio management and hourly financial planning. The firm manages approximately $216 million in client assets and employs a discretionary investment approach that includes fundamental, technical, and cyclical analysis alongside various trading strategies.

John Kelley is a CFP® with 25 years of industry experience. He has been with Financial Legacy Management, Inc. since 2005 and previously worked at The Arkansas Financial Group, Inc. from 2000 to 2005. In addition to his advisory role, he is involved in payroll services. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach using a core-and-satellite structure with passive and active investments, and integrates planning with portfolio management through tailored objectives and regular account reviews.

Loren Ipsen is a CFP® with 25 years of industry experience, currently serving at Ipsen Advisor Group since 2022. His prior experience includes 15 years at Ameriprise Financial Services and other roles at Purshe Kaplan Sterling Investments and SOWELL MANAGEMENT. Outside of advisory work, he is president and owner of Ipsen Partners, LLC, a business support services firm. Ipsen Advisor Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, and institutional sponsors. The firm employs fundamental analysis to construct tailored portfolios using equities, bonds, mutual funds, ETFs, and alternative investments.

Alvin Rogers II is a CFP® professional with 23 years of industry experience. He has been with Financial Legacy Management, Inc. since 2006 and worked previously at Financial Decisions, Inc. from 2002 to 2005. Financial Legacy Management, Inc. offers personalized financial planning and discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach using a core-and-satellite structure with passive and active investments, integrating planning and portfolio management through net worth statements and tailored objectives.

James George is a financial advisor at Brown Capital Management, LLC in Little Rock, AR, holding Series 65 and Series 66 licenses with seven years of industry experience. He has worked at Brown Capital Management since 2019 and also provides life insurance consulting through JDJ Advisors, assisting clients in central Arkansas with term, fixed, and indexed insurance products. Brown Capital Management serves individuals, high-net-worth clients, foundations, and pension plans with portfolio management and hourly financial planning, incorporating diverse investment strategies and including insurance products as part of its advisory services.

Margaret Logue is a financial advisor at Financial Legacy Management, Inc. in Little Rock, Arkansas, with 28 years of industry experience. She previously worked at LPL Financial, LLC for 18 years and Citigroup Global Markets for 9 years. Logue holds Series 63 and Series 65 designations. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach combining passive index and ETF investments with selective active management, along with global diversification and documented investment policies.

Amy Ipsen is a financial advisor with Ipsen Advisor Group in Little Rock, AR, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes nearly two decades at Ameriprise Financial Services before founding Ipsen Advisor Group. Ipsen is also involved in managing business operations through Ipsen Partners, LLC. Ipsen Advisor Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm’s investment approach emphasizes fundamental analysis and tailored portfolios that include equities, bonds, mutual funds, ETFs, and other instruments.

James Merriweather is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of experience in the industry. He currently serves at Ipsen Advisor Group and has prior experience at Ameriprise Financial Services and Henderson State University. Merriweather is also an owner and manager of Ipsen Partners, LLC, where he participates in management meetings and business planning. Ipsen Advisor Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses fundamental analysis to construct tailored portfolios and offers both standalone financial planning and integrated managed accounts.

Kelly Hitt is a financial advisor at Brown Capital Management, LLC in Little Rock, AR, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brown Capital Management since 2015. Brown Capital Management serves individuals, high-net-worth clients, foundations, and pension and profit-sharing plans with portfolio management and hourly financial planning. The firm manages approximately $216 million in assets and utilizes a combination of charting, fundamental, technical, and cyclical analysis, offering a range of investment strategies alongside comprehensive financial planning services.

I'm Brad Smith, and I founded Capital Rock Wealth Management because I believed the people I wanted to serve deserved something the industry too rarely delivers: honest, personalized advice from someone who is genuinely on their side. Not a product. Not a pitch. A plan built around their life. I'm a CERTIFIED FINANCIAL PLANNER™ professional based in Little Rock, Arkansas, and I work primarily with families and business owners who want to retire well — and tax-efficiently — without feeling like they're being sold something along the way. If you've ever sat across from an advisor and walked away wondering whether the advice was really about you or really about their commission, you already understand why Capital Rock exists. Capital Rock Wealth Management was born from a simple idea: everyone has different goals in life, and everyone deserves a plan tailored to actually accomplish them. Life doesn't follow a template, and your financial plan shouldn't either. The family preparing to send kids to college while caring for aging parents has different needs than the business owner weighing whether to sell, and both have different needs than the couple five years from retirement trying to figure out how to turn a lifetime of savings into a paycheck that lasts. Treating all of those people the same — same questionnaire, same model portfolio, same script — does them a disservice. As a fiduciary, I'm obligated to put your interests first, and I built the firm so that obligation isn't just a legal box to check but the way we actually operate. The advice I give is unbiased. The planning is comprehensive. And the relationship is ongoing, not a once-or-twice-a-year check-in. What can you expect from me? Plain language, not jargon. Advice that makes sense to you, because a plan you don't understand isn't one you'll stick with. A fiduciary who is paid to advise you well, not to move product. And a steady, ongoing relationship — someone who picks up the phone, knows your situation, and is thinking about your future even when you're not in the room. I started Capital Rock to be the kind of advisor I'd want for my own family: competent, trustworthy, and genuinely invested in the people I serve. If that's the kind of partnership you've been looking for, I'd be glad to talk. Bring your questions and what you're working toward. The rest of my story I'll happily share when we sit down together.

Robin Show is a financial advisor at Financial Legacy Management, Inc. in Little Rock, Arkansas, holding a Series 65 designation. Robin has two years of experience with Financial Legacy Management and previously worked for ten years at the Department of Finance and Administration. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite structure, combining passive index and ETF investments with selective active management, and offers various engagement models including ongoing advisory relationships and standalone financial plans.

Leighann Arthur is a financial advisor at Gutierrez Wealth Advisory, LLC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 28 years before joining Gutierrez Wealth Advisory in 2022. Gutierrez Wealth Advisory is a small team that provides financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on strategic asset allocation tailored to each client's risk profile and objectives, managing accounts on a discretionary or non-discretionary basis with annual reviews.