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David Mersky

Advisor at Advisor Share Wealth Management, LLC

Updated today

Location

Springdale, AR

Credentials

Series 63, Series 65

Industry experience

13 years

About

David Mersky is a financial advisor at Advisor Share Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Advanced Retirement Solutions, First Affirmative Financial Network, and Cabana Asset Management. He is also the owner and producer of The Change Agency, LLC, an insurance agency specializing in life, long-term care, Medicare, and health insurance. Advisor Share Wealth Management serves individuals, professional investment advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm uses a platform that offers access to third-party managers and model portfolios, implementing client strategies through both discretionary and non-discretionary management based on risk profiles and suitability.

Client services

Based on Advisor Share Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Comprehensive asset management platform provider

Expertise

Based on Advisor Share Wealth Management, LLC

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Advisor Share Wealth Management, LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees generally range from $500 to $25,000

Percentage

$0+: Negotiable, generally 0.50% to 1.90% Not specified - Not specified: Platform asset-based fee ranging from 0.40% to 0.60% Not specified - Not specified: Retirement Plan Asset Management Services fees generally range from 0.50% to 1.75%, negotiable

Commissions

Insurance commissions earned by firm representatives for insurance products

Project-based

$250 per hour for financial planning and consulting engagements

Other

Account minimum: $25,000 Fee-only: Financial planning fixed fees generally range from $500 to $25,000; hourly rate $250 per hour

Location

Springdale, AR

Most active in

Arkansas

Work history

Advisor Share Wealth Management

2024 - Present (2 years)

Advanced Retirement Solutions, Inc.

2019 - 2022 (3 years)

First Affirmative Financial Network

2018 - 2019 (1 year)

Cabana Asset Management

2015 - 2017 (2 years)

The Change Agency, LLC

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Darren V

Series 63, Series 65

Lowell, AR

Tekton Wealth Advisors

Darren Vilardo Sr. is a financial advisor with Tekton Wealth Advisors in Lowell, AR, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior experience includes roles at DaVinci Wealth and Delta Investment Management, among others. He is also involved with Tekton Wealth Insurance Services, LLC, where he provides insurance solutions as a licensed agent. Tekton Wealth Advisors offers investment management, financial planning, and consulting services, focusing on allocating assets to independent investment managers for individuals, trusts, and estates. The firm utilizes a blend of fundamental, technical, and cyclical analysis and integrates estate-planning technology to support legacy execution alongside portfolio monitoring.

General retirement planning Income planning Medicare planning General tax planning
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Steven H

Series 65

Centerton, AR

Hoffman Capital Management, LLC

Steven Hoffman is the sole advisor at Hoffman Capital Management, LLC, an independent firm based in Centerton, Arkansas. He holds a Series 65 designation and has seven years of industry experience, including nine years at Walmart prior to founding his firm in 2017. Hoffman Capital Management provides discretionary portfolio management and customized investment portfolios primarily to individual investors, as well as a range of institutional and organizational clients. The firm employs a value-oriented, long-term investment approach based on fundamental analysis and utilizes options strategies to generate additional income.

Active portfolio management Options & derivatives strategies
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Christian F

CFA®, Series 66

Fayetteville, AR

Duck State Financial

Christian Fiser is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at Crews & Associates, Inc., Due Diligence, and Forest Hill Capital, LLC prior to joining Duck State Financial, where he is currently the sole advisor. Duck State Financial is an investment manager serving pooled or institutional mandates, high-net-worth individuals, charities, corporations, and insurance companies. The firm employs a blend of bottom-up fundamental research and top-down macro analysis, focusing on concentrated portfolios typically holding 20 to 30 risk-asset positions with ongoing risk management and long-term investment horizons.

Active portfolio management Concentrated stock management Founder/Business Owner
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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.

Wealth management
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James S

Series 63, Series 65, Series 66

Fayetteville, AR

SignalUp Wealth, LLC

James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at SignalPoint Asset Management, Ameriprise Financial Services, and Investment Professionals, Inc. Outside of his advisory role, he is a partner in Oooweee, LLC, an entity involved in commercial real estate. SignalUp Wealth, LLC is a small independent firm providing discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm also offers consulting and planning services for qualified retirement plans and serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning Cash flow / budgeting Founder/Business Owner
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John C

Series 66

Fayetteville, AR

Holy City Prosperity, LLC

John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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