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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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John L

CFP®, Series 63

Hot Springs Village, AR

JWL & Associates, Inc.

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.

Long-term care insurance
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Chad A

Series 66

Hot Springs, AR

New Horizon Asset Management

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.

General retirement planning General estate planning guidance
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David R

CFP®

Hot Springs National Park, AR

Minas Financial Planning

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.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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David A

Series 63, Series 65

Hot Springs Village, AR

Hot Springs Asset Management, Inc.

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.

Passive / index investing Active portfolio management Options & derivatives strategies
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Scott S

CFP®, CFA®, Series 66

Hot Springs, AR

Good Life Wealth Management LLC

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.

Passive / index investing Active portfolio management Wealth management
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Steven I

Series 63, Series 65

Hot Springs, AR

Foresight Investment Advisors, LLC

Steven Irwin is a financial advisor with Foresight Investment Advisors, LLC in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Foresight since 2010. Outside of advising, he is involved in several business activities including insurance sales through The Irwin Agency, Inc. and Arkansas Retirement and Wealth, LLC, as well as managing an aircraft rental company and an oil production entity. Foresight Investment Advisors, LLC serves primarily as a signal provider to other registered investment advisers, developing conservative investment strategies focused on clients approaching or in retirement. The firm combines fundamental, technical, and cyclical analysis to guide investment signals without taking custody or discretion of client accounts.

General retirement planning Income planning Approaching retirement
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Jared Z

Series 63, Series 65

Hot Springs, AR

Zeiser Wealth Management LLC

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.

Active portfolio management Options & derivatives strategies
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Thomas R

Series 65

Hot Springs, AR

Foresight Investment Advisors, LLC

Thomas Rizzo is a financial advisor at Foresight Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Foresight since 2010. He also oversees operations, compliance, and accounting for Arkansas Retirement Consultants, LLC, an insurance agency based in Hot Springs, Arkansas. Foresight Investment Advisors, LLC is an Arkansas-registered adviser that provides portfolio holdings and trade instructions as a signal provider to unaffiliated registered investment advisers. The firm focuses on conservative investment strategies for clients approaching or in retirement, using a combination of fundamental, technical, and cyclical analysis to guide its recommendations.

General retirement planning Income planning Approaching retirement
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Malissa M

Series 65

Hot Springs, AR

Black Knight Wealth Management, LLC

Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
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Daniel D

Series 63, Series 65

Hot Springs, AR

RCM Wealth Advisors

Daniel Dickerson is a financial advisor with RCM Wealth Advisors in Hot Springs, AR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Money Concepts Capital Corp., Veritas Independent Partners, and various insurance agencies. Outside of his advisory work, he is involved in Dickerson Insurance and Financial Services, a property and casualty business. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and financial planning with strategies that include ETF-driven allocations and options-based programs supported by fundamental and cyclical analysis.

Options & derivatives strategies Concentrated stock management
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Tony N

Series 65

Hot Springs, AR

Strongtower Wealth Management, Plc

Tony Nation is a financial advisor at StrongTower Wealth Management, Plc, holding a Series 65 credential with six years of prior experience at Keith Smith Company and other firms. He also engages in public speaking for churches, pastor conferences, and marriage retreats, teaching on Biblical and personal finances. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million across about 300 clients, offering discretionary portfolio management and financial planning with an investment approach that includes modified modern portfolio theory and optional faith-based screens.

Private / alternative investments
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Todd S

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Todd Sadowski is a financial advisor with StrongTower Wealth Management, Plc, holding a Series 66 designation and 27 years of industry experience. He previously worked at G A Repple & Company for 13 years before joining StrongTower in 2018. Outside of his advisory role, Sadowski is involved in landscape photography and public speaking on Biblical and personal finance topics. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million across about 300 clients, offering discretionary portfolio management, financial planning, and consultative services using a modified modern portfolio theory framework with options for value- or faith-based screens.

Private / alternative investments
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Allen H

Series 66

Hot Springs Village, AR

Optivise Advisory Services LLC

Allen Hargis is a financial advisor with Optivise Advisory Services LLC and holds a Series 66 designation. He has 21 years of industry experience and has been involved with several firms, including HARGIS & STEVENS PA, where he serves as president overseeing tax preparation and accounting functions since 1986. He is also a member of Optivise Advisory Services. Optivise Advisory Services provides discretionary and non-discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other investment advisers. The firm uses internally developed model portfolios and third-party sub-advisors, integrating technology and reporting tools to support both discretionary and client-approved solutions.

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
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James T

Series 63, Series 66

Hot Springs, AR

William Joseph Capital Management, Inc.

James Tuohey is a financial advisor with William Joseph Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior roles include positions at Garland & Greenwood Wealth Advisors, Prince & Tuohey, and Bolmgren RetirePlan Inc. He is also a partner at William Joseph Tax Strategies, LLC, an affiliated accounting and tax services firm. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, using customized portfolio construction alongside third-party sub-advisors through the AssetMark platform.

Concentrated stock management Annuities
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Amanda L

Series 65

Hot Springs, AR

Cheviot Value Management, LLC

Amanda Leger is a financial advisor at Cheviot Value Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Cheviot, she held roles at Christian Assembly and Calcasieu Eagles. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis and diversification, offering additional services such as financial planning, budget coaching, and access to an insurer-consultation platform.

Concentrated stock management Cash flow / budgeting College savings (529s, UTMA, etc.) Educators, Teachers, and Academics Established Professionals
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Terry B

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Terry Bewley is a financial advisor at StrongTower Wealth Management, Plc with eight years of industry experience. He holds a Series 66 designation and has worked at StrongTower since 2018, following prior roles at G. A. Repple & Company and New Life Church. In addition to his advisory work, he serves as a chaplain in the US Navy Reserves and engages in public speaking on Biblical and personal finances. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million across about 300 clients, offering discretionary portfolio management and financial planning services with an investment approach that incorporates modified modern portfolio theory and optional faith-based screens.

Private / alternative investments
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Dennis B

Series 63, Series 65

Pearcy, AR

Black Knight Wealth Management, LLC

Dennis Berry is a financial advisor with Black Knight Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley in various capacities since 2004 and joined Black Knight Wealth Management in 2020. Outside of his advisory work, he owns a bushogging business and serves as a volunteer board member for the nonprofit organizations The CALL and Sunshine Therapy Riding Center. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm employs a disciplined investment process that integrates multiple analytical approaches and offers tailored strategies, managing accounts primarily on a discretionary basis.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
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Austin S

Series 65

Hot Springs, AR

Strongtower Wealth Management, Plc

Austin Sowerbutts is a financial advisor at StrongTower Wealth Management, Plc with two years of industry experience. He holds a Series 65 designation and has prior experience at Better Mortgage and Arvest Bank. Outside of his advisory role, he owns Strategy Consulting LLC, focusing on financial analysis for small private business acquisitions, and is active as a public speaker on Biblical and personal finance topics for churches and related events. StrongTower Wealth Management, Plc is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million and offers discretionary portfolio management, financial planning, and consultative services, employing a modified modern portfolio theory framework with options for value- or faith-based screens.

Private / alternative investments
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Mitzie S

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Mitzie Stevens is a financial advisor at StrongTower Wealth Management, Plc with 18 years of industry experience. She holds a Series 66 designation and has worked at StrongTower since 2018. Prior to that, she was with G.A. Repple & Company for 10 years and has maintained accounting-related businesses since 1990, including serving as president of Mitzie Stevens, CPA, Inc. Outside of financial advising, she owns and manages Idlenook Horsecamp, a campground for campers and horses. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million through discretionary portfolio management and financial planning, using a modified modern portfolio theory framework with periodic rebalancing and optional value- or faith-based screens.

Private / alternative investments
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Daniel B

Series 63, Series 65

Hot Springs, AR

Stephens

Daniel Belz is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 designations with 45 years of industry experience. He has been with Stephens since 2006. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a centralized investment process with affiliated sub-advisors and offers specialized strategies alongside research-driven portfolio management.

Wealth management Founder/Business Owner Retired
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