Janiece Saunders

John Lauer is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is the principal of JWL & Associates, Inc. and also operates Hot Springs Financial Services, a financial planning business. JWL & Associates provides discretionary and non-discretionary portfolio management and personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and other registered investment advisers. The firm employs a strategic asset-allocation, core-and-satellite approach using passive index and exchange-traded funds combined with active funds and selected individual securities, and it typically serves a small client roster with frequent, personalized account reviews.

Chad Amerson is a financial advisor at New Horizon Asset Management in Hot Springs, Arkansas, with 23 years of industry experience. He holds a Series 66 designation and has been with Capital Financial Advisors, Inc. since 2006. In addition to his advisory role, he is also licensed as an insurance agent. New Horizon Asset Management is an independent firm offering portfolio management, retirement and estate planning, and insurance-related advice to individuals, institutions, and business entities. The firm uses a combination of long- and short-term investment strategies, including fundamental and technical analysis, with discretionary trading authority and regular account reviews.

David Rodriguez is a CFP® professional with five years of experience, currently serving as the sole advisor at Minas Financial Planning. He has been a finance professor and CFP® program director at Henderson State University since 2014. Outside of financial advising, he is the founder of ROC Realty, a real estate brokerage based in Chicago, where he holds managing broker licenses in Illinois and Indiana. Minas Financial Planning provides project-based and ongoing financial planning, third-party manager selection and oversight, and directly held real estate analyses to a diverse client base, including institutions and individual households. The firm employs a primarily passive investment approach informed by Modern Portfolio Theory and offers educational seminars while facilitating implementation through outside managers and client-selected custodians.

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.

Scott Stratton is a CFP® and CFA® credentialed advisor with 17 years of industry experience. He has been the sole advisor at Good Life Wealth Management LLC since 2014. Outside of his financial advisory role, Stratton is a freelance musician and author, as well as an independent insurance agent. Good Life Wealth Management serves individuals and high-net-worth clients with financial planning and portfolio management, employing a Core+Satellite investment approach that emphasizes tax efficiency and low-cost indexed core holdings. The firm offers tailored plans through ongoing client reviews and manages accounts on either a discretionary or non-discretionary basis.

Jared Zeiser is a financial advisor at Zeiser Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial Services and Triad Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent. Zeiser Wealth Management LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios and offers both discretionary management and stand-alone consulting.