Mach-1 Financial Group, LLC

James Mackey is a financial advisor at Mach-1 Financial Group, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial, LLC and Morgan Stanley. In addition to his advisory role, he is a licensed insurance agent. Mach-1 Financial Group provides discretionary and non-discretionary asset management to individuals, trusts, and business entities, including high-net-worth clients. The firm offers automated advisory services and integrates multiple third-party platforms to support diverse investment and retirement plan solutions.

Nicholas Mc Kenney is a financial advisor at Mach-1 Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Mach-1, he worked in various roles within the healthcare sector and university operations. Outside of his advisory role, he is involved in insurance sales through David A. Lee, Inc. Mach-1 Financial Group provides discretionary and non-discretionary asset management services to individuals, trusts, and business entities, including high-net-worth clients. The firm offers automated advisory solutions and integrates multiple third-party platforms to support retirement and estate planning, managing diversified portfolios through both in-house and third-party managers.

John Martfeld is a financial advisor with Mach-1 Financial Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial LLC since 2013 and joined Mach-1 Financial Group in 2023. Mach-1 Financial Group provides discretionary and non-discretionary asset management services to individuals, trusts, and business entities, including high-net-worth clients. The firm offers both proprietary and third-party portfolio management solutions, integrating platforms such as Betterment’s Ascent and Pontera to support comprehensive advisory and retirement plan services.

Isaac Johnson is a financial advisor at Mach-1 Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Warburton Capital Management and Lincoln Consolidated Schools. Outside of advising, he is a licensed insurance agent and owns IJ Enterprises, LLC, a real estate business. Mach-1 Financial Group provides discretionary and non-discretionary asset management services to individuals, trusts, and business entities, including high-net-worth clients. The firm offers both automated and customized investment solutions, integrating multiple third-party platforms to support a range of advisory and retirement services.

Graham Funderburk is a financial advisor at Mach-1 Financial Group, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Arvest Wealth Management. Mach-1 Financial Group provides discretionary and non-discretionary asset management to individuals, trusts, business entities, and retirement plans. The firm offers automated advisory services and integrates multiple third-party platforms to support diversified portfolio management and plan services.

Matthew Walters is a CFP® with eight years of industry experience, currently serving at Mach-1 Financial Group, LLC since 2018. His prior roles include positions at Fusion Capital Management, Capital Markets IQ, Weise Capital Advisors, and Chandler Advisors. In addition to his advisory work, he is also an insurance agent providing planning services for businesses and individuals. Mach-1 Financial Group offers discretionary and non-discretionary asset management to individuals, trusts, and business entities, including high-net-worth clients. The firm utilizes a combination of proprietary portfolios and third-party Manager Wrap Programs, integrating multiple platforms such as Betterment’s Ascent, Wealth.com, Flourish Cash, and Pontera to support diverse advisory and retirement plan services.

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 Fusion Capital Management and has been with Mach-1 Financial Group since 2013. Outside of advising, he is president of an insurance agency and serves on the board of a holding company for a private plane he owns. Mach-1 Financial Group provides discretionary and non-discretionary asset management to individuals, trusts, business entities, and retirement plans. The firm employs diversified portfolios managed internally or through third-party Manager Wrap Programs and offers automated advisory services along with integrations for estate planning and cash management.

Elijah Freeman is a CFP® professional with four years of industry experience, currently serving at Mach-1 Financial Group, LLC. His prior work includes roles at 49 Financial, KPMG, Phillips 66, and Cintas, as well as a long tenure at Victory Christian School. He is also a licensed insurance agent. Mach-1 Financial Group provides discretionary and non-discretionary asset management services to individuals, trusts, and business entities, including high-net-worth clients. The firm offers both proprietary and third-party investment solutions, integrating technology platforms such as Betterment’s Ascent and Pontera to support diversified portfolios and retirement plan advisory services.