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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

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Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Summerhill & Co., LLC and previously worked at The Stephens Group, LLC for 11 years. In addition to his advisory role, Summerhill provides accounting, tax, consulting, and advisory services as a CPA under the same business name. Summerhill & Co., LLC serves individual investors and their retirement accounts, managing approximately $4.0 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment recommendations, utilizing up to 15 proprietary model portfolios focused on valuation-based analysis tailored to client goals and risk tolerance.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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Kevin D

Series 65

Little Rock, AR

Daniel Financial Group, Inc.

Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

General retirement planning
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Roy S

CFP®, Series 63, Series 66

Little Rock, AR

Crosscurrent Wealthmanagement, LLC

Roy Stephens is a CFP® with 23 years of industry experience and is the principal advisor at Crosscurrent Wealthmanagement, LLC in Little Rock, AR. He has led the firm since 2010. In addition to his advisory role, he works as a senior business broker and holds credentials as a Master Tax Advisor and Enrolled Agent, with prior experience in real estate and broker-dealer activities. Crosscurrent WealthManagement provides discretionary portfolio management and financial planning to individuals, trusts, corporations, and foundations. The firm emphasizes ETFs and individual equities for growth, and bonds or CDs for income, managing accounts on a discretionary basis with adjustments made according to market conditions.

General retirement planning Income planning
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Elijah C

Series 63, Series 65

Little Rock, AR

Valuepoint Partners, Inc.

Elijah Cunningham is a financial advisor at Valuepoint Partners, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Valuepoint Partners since 1994. Valuepoint Partners, Inc. is a small, state-registered, fee-only investment adviser managing approximately $15.4 million for a limited client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a value-driven, contrarian investment approach across multiple separate-account strategies, emphasizing mispriced or overlooked opportunities and often utilizing convertible securities and yield-oriented instruments as alternatives to traditional fixed income.

Active portfolio management
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Bradley S

CFP®, Series 63, Series 66

Little Rock, AR

Caprock Wealth Management

Bradley Smith is a CFP® with 14 years of industry experience and is the principal of CapRock Wealth Management. He has worked previously at Meridian Investment Advisors, LPL Financial, Farmers Bank and Trust, and Magnolia Banking Corporation, where he currently serves as a director. Outside of his advisory role, he manages timberland operations through a family business, BES Enterprises. CapRock Wealth Management provides investment management and financial planning services primarily to institutional clients such as retirement plans and charitable organizations, as well as individual clients. The firm employs a mix of passive and active strategies, emphasizes asset allocation and risk management, and offers fiduciary services including retirement plan consulting.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.)
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Jason R

Series 63, Series 66

Little Rock, AR

Advanced Retirement Solutions, Inc.

Jason Redditt is a financial advisor at Advanced Retirement Solutions, Inc. in Little Rock, Arkansas, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Advanced Retirement Solutions since 2011. Outside of his advisory role, Redditt owns Workplace Financial, Inc., which is involved in the sale of life insurance and fixed annuities, and he is a partner in James and Redditt, Inc., a property and casualty insurance business. Advanced Retirement Solutions, Inc. is a fee-based advisory firm that manages portfolios for individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial and retirement planning services and employs a model-based portfolio management approach that incorporates fundamental, technical, and cyclical analysis with quarterly rebalancing.

General retirement planning Wealth management Active portfolio management
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Luke C

Series 63, Series 66

Little Rock, AR

Brown Capital Management, LLC

Luke Coop is a financial advisor with Fidelity Investments and holds Series 63 and Series 66 credentials. He has experience working at Sowell Management Services, AmeriSave Mortgage, and Stephens Inc. prior to joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Options & derivatives strategies Annuities
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Matthew W

Series 63, Series 65

Little Rock, AR

White McGowan

Matthew White is a financial advisor with White McGowan in Little Rock, Arkansas, holding Series 63 and Series 65 designations and 16 years of industry experience. Prior to founding White McGowan in 2018, he worked at MML Investors Services and MassMutual Life Insurance Company from 2015 to 2018. Outside of his advisory role, White supervises business operations for OMS Consulting, an oral surgery management services firm. White McGowan serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial consulting. The firm advises on direct real estate opportunities and various insurance and market-linked products, managing assets primarily on a discretionary basis while incorporating third-party platforms and implementing comprehensive financial planning for clients.

Real estate investing Tax-loss harvesting Wealth management College savings (529s, UTMA, etc.) Doctor or Medical Professional Founder/Business Owner Established Professionals
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Johnny B

CFP®, Series 63, Series 65

Little Rock, AR

Brown Capital Management, LLC

Johnny Brown is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Brown Capital Management, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Little Rock, AR. Brown Capital Management serves individual and high-net-worth clients, foundations, and pension/profit-sharing plans, providing investment supervisory services and hourly financial planning. The firm employs multiple methods of analysis and a range of trading strategies, incorporating both traditional and insurance-related investment products within client portfolios.

Options & derivatives strategies Annuities
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Jennifer S

CFP®

Maumelle, AR

Legacy Consulting Group

Jennifer Schmitt is a CFP® professional with three years of industry experience, currently serving at Legacy Consulting Group in Maumelle, Arkansas. She has worked at Legacy Consulting Group since 2022. Legacy Consulting Group advises individuals, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial life planning, and special-project consulting. The firm employs a combined quantitative and qualitative investment process and utilizes a range of investment vehicles, including mutual funds, ETFs, and alternative instruments.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy Charitable giving & philanthropy
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Thomas M

Series 63, Series 65

Little Rock, AR

Round Table Financial

Thomas Mccain is a financial advisor at Round Table Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Millennium Capital Advisors LLC. Since 2020, he has been associated with Round Table Services, LLC. Round Table Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, banks, corporations, and charitable organizations. The firm employs a mix of fundamental, technical, cyclical, and relative strength analysis and offers discretionary portfolio management, financial planning, and third-party sub-adviser selection across approximately $42.6 million in assets under management.

Wealth management Real estate investing Active portfolio management
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Scott S

Series 63, Series 65

North Little Rock, AR

Lukas Total Wealth

Scott Starkel is a financial advisor at Lukas Total Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at David Lukas Financial since 2019. His prior experience includes roles at Northwestern Mutual Investment Services LLC, Todd Boswell, FIS Global, Teletech, and the USDA. Lukas Total Wealth provides investment advisory and financial planning services primarily to individuals and high-net-worth clients near retirement. The firm emphasizes tactical asset management to manage sequence-of-returns risk, utilizing a combination of tactical, dynamic, and strategic equity styles implemented mainly through third-party model portfolios.

Annuities Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Approaching retirement Retired
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Joe K

Series 66

North Little Rock, AR

EGP Wealth Management, LLC

Joe Kersey is a financial advisor at EGP Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Edward Jones, Infinidat, and IBM. In addition to his advisory role, he is an independent licensed insurance agent in multiple states, focusing on life, health, annuities, and mutual fund business. EGP Wealth Management serves individuals, pension and profit-sharing plans, and businesses by providing portfolio management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary management with an investment approach that includes model portfolios, rebalancing, and long-term strategies based on diversification principles.

Wealth management Retired Founder/Business Owner
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John K

CFP®

Little Rock, AR

Financial Legacy Management, NC.

John Kelley is a CFP® professional with 24 years of experience in financial advising, currently serving at Financial Legacy Management, Inc. in Little Rock, AR, where he has worked since 2005. In addition to his advisory role, he is involved in payroll services. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index and exchange-traded funds as core holdings, supplemented by active managers when appropriate, and operates strictly on a fee-only basis without selling financial products or accepting commissions.

General retirement planning General tax planning Cash flow / budgeting
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Leighann A

Series 63, Series 65

Little Rock, AR

Gutierrez Wealth Advisory, LLC

Leighann Arthur is a financial advisor at Gutierrez Wealth Advisory, LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 28 years and Purshe Kaplan Sterling Investments for three years. Gutierrez Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, investment management, and wealth management services. The firm uses a strategic asset-allocation framework tailored to client risk profiles and incorporates a range of investment instruments, including ETFs, mutual funds, alternatives, and digital assets.

Retirement income strategy Cash flow / budgeting Debt management Charitable giving & philanthropy
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Justin D

Series 63, Series 65

Little Rock, AR

Millennium Capital Advisors, LLC

Justin Deckard is an investment adviser representative and president of Millennium Capital Advisors, LLC, with 29 years of industry experience. He has worked at Millennium Capital Advisors and its affiliated entities since 2001, and also maintains a role at St. Bernard Financial Services. His professional activities include a minor involvement in insurance and annuity services. Millennium Capital Advisors serves individual and high net worth clients, as well as trusts, estates, and retirement plans, providing discretionary portfolio management and advisory consulting. The firm employs strategic asset allocation and uses SEI asset-allocation models alongside in-house analysis, offering a range of investment options and acting as a fiduciary for retirement rollovers.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Loren I

CFP®, Series 66

Little Rock, AR

Ipsen Advisor Group

Loren Ipsen is a CFP® with 24 years of industry experience and currently serves as a financial advisor at Ipsen Advisor Group. His background includes 15 years at Ameriprise Financial Services and roles at Purshe Kaplan Sterling Investments and SOWELL MANAGEMENT. He is also president and owner of Ipsen Partners, LLC, a business support services firm. Ipsen Advisor Group provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a fundamental analysis approach to create customized portfolios and operates under a fiduciary standard.

General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Alvin R

CFP®, Series 66

Little Rock, AR

Financial Legacy Management, NC.

Alvin Rogers is a CFP® professional with 23 years of industry experience, currently serving at Financial Legacy Management, Inc. in Little Rock, AR. He holds a Series 66 license and works alongside one other advisor at the firm. Financial Legacy Management provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach combining passive index and exchange-traded funds with selective active management, operating on a strictly fee-only basis without selling financial products or accepting commissions.

General retirement planning General tax planning Cash flow / budgeting
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