Greenwood Gearhart, LLC

Austin Wagstaff is a financial advisor at Greenwood Gearhart, LLC with a Series 65 designation and one year of industry experience. He previously worked at Net Worth Advisory Group and has held roles in education and the restaurant industry. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable entities. The firm employs fundamental analysis for asset allocation and security selection, manages assets directly and through separately managed accounts, and is involved with private funds and pooled investment vehicles.

Jon Fagg is a financial advisor at Greenwood Gearhart, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Greenwood Gearhart since 2020. Prior to his advisory role, he was employed at the University of Arkansas and Fayetteville High School. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, charitable institutions, trusts, and other organizations. The firm employs fundamental analysis for asset allocation and security selection, offers separately managed accounts, and is involved with private funds and pooled vehicles for qualified clients.

Madison Blalock is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Greenwood Gearhart, LLC since 2019 and previously worked at the University of Arkansas. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, charitable institutions, trusts, and other entities. The firm employs fundamental analysis for asset allocation and security selection and manages assets through both direct management and separately managed accounts.

Shawn Alaniz is a CFA® charterholder with 19 years of industry experience, currently serving at Greenwood Gearhart, LLC since 2024. He previously worked for 17 years at Boston Mountain Money Management, Inc. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable organizations. The firm uses fundamental analysis to guide asset allocation and security selection, and it manages assets through fee-only arrangements without accepting commissions.

George Gearhart is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Greenwood Gearhart, LLC. He has been with Greenwood Gearhart since 2013. Gearhart is a partner and member of the investment committee at Natural Capital Management, LLC, a private investment fund. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable organizations. The firm uses fundamental analysis to guide asset allocation and security selection, and it is notable for its involvement with private funds and pooled investment vehicles.

Ellen Masters is a financial advisor at Greenwood Gearhart, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Mach-1 Financial Group, LLC and operates Masters Financial, LLC, where she provides bookkeeping and accounting services, including serving as Director of Finance for a non-profit organization. Greenwood Gearhart offers discretionary investment management, portfolio management, financial planning, and family office services to individuals, plans, and institutions. The firm employs fundamental analysis for asset allocation and security selection and is notable for its involvement with private funds and pooled investment vehicles.

Janet Anderson is a financial advisor at Greenwood Gearhart, LLC with 24 years of industry experience. She holds a Series 65 credential and has been with Greenwood Gearhart in various capacities since 2010. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, charitable institutions, trusts, and other institutions. The firm employs fundamental analysis for asset allocation and security selection and manages assets through fee-only arrangements, including separately managed accounts and private investment vehicles.

Jett Moore is a CFP® with 10 years of industry experience and is currently an advisor at Greenwood Gearhart, LLC in Fayetteville, AR. He has been with Greenwood Gearhart since 2015. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, charitable institutions, trusts, and other entities. The firm employs a fundamental analysis approach for asset allocation and security selection, manages assets directly and through separately managed accounts, and is involved with private funds and pooled vehicles.

Mason Lane is a financial advisor at Greenwood Gearhart, LLC in Fayetteville, Arkansas, holding a Series 65 designation with one year of industry experience. Prior to joining Greenwood Gearhart, he worked at Taylor Law Partners for one year and was a full-time student for ten years. Greenwood Gearhart provides discretionary investment management, portfolio management, financial planning, and family office services to individuals, defined contribution plans, charitable institutions, trusts, and other institutions. The firm uses fundamental analysis to guide asset allocation and security selection, offers separately managed accounts, and engages with private funds and pooled vehicles, often acting as manager or co-manager of private investments.

Lisa Brown is a CFP® professional with 19 years of experience in financial advising. She has worked at Greenwood Gearhart, LLC and its predecessor firms since 2016, and previously held roles at Northwestern Mutual Wealth Management and Mary Kay, Inc. She serves on the Advisory Council for DAFGiving360™, contributing to strategic planning and philanthropic solutions. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable entities. The firm uses fundamental analysis for asset allocation and security selection, manages assets directly and through separately managed accounts, and engages in private fund management and pooled vehicles for qualified clients.

Damon Akin is a financial advisor at Greenwood Gearhart, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Greenwood Gearhart since 2018. Outside of his advisory role, he engages in freelance graphic design, web design, and marketing work. Greenwood Gearhart provides discretionary investment management, portfolio management, financial planning, and family office services to individuals, institutions, and charitable organizations. The firm employs fundamental analysis in its investment process and manages assets through fee-only arrangements, including separately managed accounts and private investment vehicles.

William Stoddard is a financial advisor at Greenwood Gearhart, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities, Inc. Outside of his advisory role, he serves as a limited partner and trustee in a family-owned farm through Panther Burn, LLC. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable organizations. The firm employs fundamental analysis to guide asset allocation and security selection, offers separately managed accounts, and is involved with private funds and pooled investment vehicles.

Corbin Foster is a Series 65 licensed financial advisor at Greenwood Gearhart, LLC with 10 years of industry experience. He has been with Greenwood Gearhart since 2014, serving in various roles within the firm. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable organizations. The firm employs fundamental analysis to guide asset allocation and security selection, offers separately managed accounts, and is notable for its involvement with private funds and pooled investment vehicles.

Johann Komander is a financial advisor at Greenwood Gearhart, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman, Sachs & Co. from 2016 to 2018. Komander has been with Greenwood Gearhart since 2019. Greenwood Gearhart provides discretionary investment management, portfolio management, financial planning, and family office services to individuals, defined contribution plans, charitable institutions, trusts, and other institutions. The firm uses fundamental analysis to guide asset allocation and security selection, manages client assets directly and through separately managed accounts, and may recommend private investments and pooled vehicles for qualified clients.