Jacob Kerksieck

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.

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.

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.

Stephen Spicer is a CFP® with 11 years of experience in the financial services industry. He is the founder of Spicer Capital, LLC and has previously worked at API Financial Advisors, LLC and Symmetry Financial Group. He serves as a trustee for a non-marital family trust established for his son. Spicer Capital, LLC is an independent registered investment adviser managing approximately $5.86 million for 28 clients, including individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides investment management, financial planning, insurance placement, and employer retirement plan services, utilizing a network of SEC-registered portfolio managers and offering educational resources to clients and the public.

James Wheeler is a financial advisor with Sovereign Capital LLC in Fayetteville, Arkansas. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Arvest Wealth Management and Arvest Bank. Outside of finance, Wheeler owns and operates Adventure Lawn Care LLC, a lawn service business. Sovereign Capital LLC provides discretionary and non-discretionary portfolio management and IRA rollover advice to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading, with a focus on tailored allocations and the use of derivatives and complex instruments.

Richard Lafargue is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with Lafargue Financial Group, Inc. since 2002. Outside of his advisory role, he owns and operates an insurance agency. Lafargue Financial Group primarily serves individual retail clients, offering portfolio management and financial planning services. The firm integrates advisory and insurance brokerage activities and provides specialized special-needs planning and life-mapping services.