Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.

Johnathan Krueger is a CFA charterholder and Series 65 licensee with experience at firms including Jag Capital Management and Cornerstone Business Services. He is the sole advisor at Krueger Asset Management, LLC, a firm he founded in 2025. Krueger Asset Management provides investment management and financial planning services to pooled vehicles, institutional clients, and individuals. The firm employs a bottom-up value investment approach focused on identifying securities trading below intrinsic value and offers both discretionary portfolio management and educational seminars.

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.

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.

Jacqueline Rogers is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Elevated Wealth LLC and has previously worked at New Wave Wealth Advisors, Arvest Wealth Management, Parsec Financial Management, and Wells Fargo Advisors. Elevated Wealth LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a combination of fundamental and technical analysis, mutual fund and ETF evaluation, and tailored asset allocation across passive and active strategies, operating as a fiduciary and fee-only adviser.

Jessica Hillman is a CFP® and holds a Series 66 license with six years of industry experience. She currently leads Do Wealth Different, an independent advisory firm, and has previously worked at Echo Collaborative, Thrivent Investment Management Inc, Pure Charity, Inc., and Preston and Company, Inc. Outside of her advisory role, she serves as a substitute teacher, providing personal finance and math instruction at junior high and high school levels. Do Wealth Different is an independent, fee-only registered investment adviser serving individuals and employer plan sponsors with investment management, comprehensive financial planning, and retirement plan consulting. The firm combines passive and active strategies with a long-term, asset allocation-focused approach and offers distinctive services including retirement plan fiduciary consulting, charitable organization support, and public educational programming.

Jack Parks is a CFP® with 24 years of industry experience and has been the sole advisor at Forty Three Eighteen Advisors, LLC since 2011. He holds Series 63 and Series 65 licenses and operates out of Bentonville, Arkansas. Forty Three Eighteen Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporate clients, and pension or profit-sharing plans. The firm uses a combination of charting, fundamental and technical analysis, and both long-term and short-term trading strategies, typically acting with discretionary authority and preparing Investment Policy Statements for each client.

Michael Karbouski is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Portico Financial Group, LLC since 2013. He holds Series 63 and Series 65 licenses and is also independently licensed as an insurance agent, dedicating minimal time to insurance sales. Portico Financial Group provides financial planning, portfolio management, and retirement-plan advisory services to individuals, corporations, small businesses, and employer-sponsored plans. The firm employs Modern Portfolio Theory and strategic asset allocation, offering services that include asset management, written financial plans, and ERISA Section 3(21) advisory support, with a focus on retirement planning and participant education.

Mark Chisenhall is a CFA® charterholder with six years of industry experience. He is the sole advisor at Taurus Financial Planning, an independent firm based in Bentonville, AR. His prior experience includes roles at Goldman Sachs Ayco Personal Financial Management, Mercer Allied Company, Charles Schwab, and Murphy Oil USA. Taurus Financial Planning offers comprehensive wealth management and project-based financial planning primarily for individual and high-net-worth clients, focusing on employees of large publicly listed companies. The firm emphasizes passive investment management combined with fundamental and technical analysis and provides flexible fee arrangements including discretionary management and fixed- or hourly-fee project work.

Paul Schuder Jr. is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Crystal Oak Wealth Management, LLC in Rogers, Arkansas. His prior experience includes roles at Hightower Advisors and Raymond James Financial Services. He is also a board member of the Fort Worth Texas A&M Club. Crystal Oak Wealth Management provides discretionary asset management, financial planning, and retirement plan advisory services primarily for pooled and institutional clients, while also offering individual planning. The firm utilizes fundamental, technical, and charting analyses and offers ERISA 3(21) retirement plan consulting and fiduciary services, with an emphasis on selecting and delegating to other advisers.

Philip Kapler is a financial advisor at Willow with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and Thrivent Investment Management. Willow serves individual and high-net-worth clients, as well as trusts and estates, providing wealth management and financial planning with an emphasis on fundamental analysis and a long-term investment approach. The firm offers discretionary portfolio management and comprehensive planning advice, operating as a fiduciary and combining internal management with third-party tools.

Madison Derden is a financial advisor at Willow with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Thrivent Financial and Thrivent Investment Management Inc. Madison is based in Rogers, Arkansas. Willow serves individual and high-net-worth clients, as well as trusts and estates, providing wealth management and financial planning with an emphasis on fundamental analysis and long-term portfolio management. The firm operates as a fiduciary and offers discretionary portfolio management alongside comprehensive planning services.

Steven Schmitt is a CFP® professional with 18 years of industry experience. He is currently with Willow, where he has worked since 2023, following a 16-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Willow serves individual and high-net-worth clients, as well as trusts and estates, providing wealth management and financial planning services. The firm emphasizes fundamental analysis and a long-term investment approach, typically using ETFs and mutual funds, and offers discretionary portfolio management along with comprehensive planning advice.

Nicola Cyr is a CFP® and Series 65-registered financial advisor with eight years of industry experience. She is currently with Five8 Financial LLC and previously worked at CGN Advisors, LLC, Navy Federal Credit Union, and Karl Kunz State Farm. Cyr is also an enrolled agent and owner of The Unicorn Collective LLC, a holding company for her ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, offering separate in-house tax preparation services. The firm uses a diverse set of analysis techniques and a long-term trading orientation to tailor portfolios, which may include a range of investment vehicles beyond traditional ETFs.

David Welborn is a financial advisor at Family Legacy Planning with nine years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC. Outside of advising, he manages a farm through BWS Farm, LLC, where he oversees crop production. Family Legacy Planning serves individual investors, retirement plan sponsors, and business entities, providing portfolio management, financial planning, and fiduciary services. The firm employs a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, tailoring advice to clients’ objectives and risk tolerance.

Scott Bennington is a financial advisor at Heritage Oak Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at Sowell Management and Maximum Performance. Heritage Oak Wealth Advisors is a four-advisor team managing approximately $290 million for individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a combination of fundamental and technical analysis with both long- and short-term investment strategies, offering discretionary portfolio management alongside specialized services such as private investment vehicles and option-based financing.

David Fields is a financial advisor with D.L. Fields Advisory Group, LLC in Bentonville, AR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at FMG Distributors since 2018 and Money Concepts Capital Corp from 2014 to 2016. Outside of advisory work, he serves as Regional Marketing Director at Financial Marketing Group, supporting marketing for fixed and variable annuity sales. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers discretionary and non-discretionary investment management along with written financial planning and uses a combination of fundamental and technical analysis in managing portfolios that may include stocks, bonds, mutual funds, ETFs, UITs, and insurance-linked products.

Colin Leighton is a Series 65 licensed advisor with Heritage Oak Wealth Advisors in Rogers, AR, where he has worked since 2019. He has five years of industry experience, including prior roles at Sowell Management and Allstone Group. Heritage Oak Wealth Advisors is a four-advisor team managing approximately $290 million for individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers discretionary portfolio management using both fundamental and technical analysis and employs a range of investment strategies, along with financial planning, retirement plan consulting, and estate-planning support through a partnership with Estately.

Tony Hansmann is a financial advisor with Guardian Financial, Inc. in Bentonville, Arkansas. He holds a Series 65 designation and has 15 years of industry experience. Prior to his current role, he was involved with PHIL413, LLC, a consulting business focused on internet marketing strategies. Hansmann also owns and operates an affiliated insurance services business. Guardian Financial provides discretionary asset and portfolio management to individual and high-net-worth clients, utilizing third-party manager programs sourced through the Envestnet strategist network. The firm manages approximately $55.4 million in assets across more than 200 client relationships and employs fundamental, technical, and cyclical analysis methods.

Joseph Chowansky is a financial advisor at Willow with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. from 2020 to 2025. Willow serves individual and high-net-worth clients, as well as trusts and estates, offering wealth management and financial planning with an emphasis on fundamental analysis and a long-term investment approach. The firm provides discretionary portfolio management and comprehensive planning advice covering retirement, estate, and related financial matters.