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 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 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.

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 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.

Graham Funderburk is a financial advisor at Mach-1 Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Arvest Wealth Management and the University of Arkansas. Funderburk is also a licensed insurance agent. Mach-1 Financial Group serves individuals, high-net-worth clients, trusts, corporations, partnerships, and other entities, providing asset management and advisory services. The firm manages over $546 million in discretionary assets and offers a discretionary Wrap Fee Asset Management Program with active management strategies.

Matthew Walters is a CFP® professional with nine years of experience in the financial services industry. He has been with Mach-1 Financial Group, LLC since 2018 and has prior experience at firms including Fusion Capital Management and Chandler Advisors LLC. Walters also works as an insurance agent focusing on insurance planning for businesses and individuals. Mach-1 Financial Group serves individuals, high-net-worth clients, trusts, corporations, and partnerships with asset management and advisory services. The firm sponsors a discretionary Wrap Fee Asset Management Program and manages over $546 million in discretionary assets.

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.

Elijah Freeman is a CFP® professional with four years of experience, currently serving at Mach-1 Financial Group, LLC since 2019. His prior work includes roles at KPMG, Phillips 66, and Oklahoma State University. Freeman is also a licensed insurance agent. Mach-1 Financial Group serves individuals and high-net-worth clients, as well as trusts, corporations, and partnerships, offering asset management and related advisory services through a discretionary wrap fee program. The firm manages over $546 million in assets and coordinates estate planning and tax services primarily via licensed third-party platforms.