The WealthPath Team

Clay Kendall, CFA

Managing Partner, Investment Advisor

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Specializing in portfolio management and advising clients, Clay holds a Chartered Financial Analyst (CFA) designation. He graduated from the University of Arkansas with a degree in Accounting and is from the Northwest Arkansas area. He has worked in the investment industry for over 16 years and is Series 7, 63, & 65 registered. Outside of work, Clay enjoys snow skiing, mountain biking, fishing, and camping with his family. He serves on the Rogers City Council and he is also on the board of the Rogers Cycling Festival, a non-profit that supports local bike programs.

Brent Harless

Partner, Investment Advisor

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Serving the Oklahoma City area, Brent has been in the investment industry for 9 years where he specializes in employer sponsored retirement plans, individual wealth management and advising university employee portfolios. Joining the WealthPath team in 2007, Brent is Series 6, 63, and 65 registered. Brent has a B.A. in Finance and is a member of the Global Leadership Council for Investment Stewards. Beyond work, Brent attends St. John’s Catholic Church with his wife Abby, son Brooks and daughter Sam and enjoys time on the golf course, playing tennis and fishing.

Tracie Karr

Investment Advisor

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Tracie graduated from the University of Southern California in Los Angeles, CA with a Bachelor of Arts degree in Psychology. Operating out of our Fayetteville office, she holds Series 7 & Series 66 registrations and is an Affordable Care Act Exchange Producer. She focuses on investments, health insurance, and retirement planning, as well as Medicare plans and long-term care insurance. Outside of work, Tracie enjoys spending time with her husband Larry and 3 children.

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Joy Sharp

Senior Investment Operations Specialist

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With 40 years of experience in administrative management roles, Joy brought her expertise to our team, joining WealthPath in 2014. She graduated from the University of Arkansas with a B.S.E in Human Resources and a M. Ed. in Workforce Development. She has been a Certified Administrative Professional since 1986, and focuses primarily on client services and retirement plan support. Joy's hobbies include various crafts and traveling.


William McLemore, AIF

Director of Insurance, Investment Advisor

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William has over 20 years of experience in the finance and insurance industry. He started in the employee benefits business in 1998 working with cities and counties in Arkansas. Since then, he has worked with many of the top agents and financial planners in the state as a product and point of sale specialist for their insurance needs. William is a Christian and has been married for 14 years to his wife Randi. They spend much of their free time with their son Bain either at the lake, the ball field, or hunting and fishing.

Erik Berry

Partner, Investment Advisor

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With over 6 years of experience in the investment industry, Erik brings technical skill to the WealthPath team. Erik has an undergraduate degree in computer science from Rhodes College and a master's degree in computer science from Washington University in St. Louis. Erik holds a Series 65 registration and his main areas of focus at the company are research, data analysis, portfolio management, financial planning, and software development. As a Rogers native, Erik enjoys bicycling and hiking with his wife Karin and two children, Karl and Kaden.

Jim Edmiaston

Partner, Investment Advisor

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With a focus on client development and portfolio management, Jim is one of the founding partners at WealthPath Investment Advisors. A native to the Northwest Arkansas region, he graduated from Northeastern State University with Bachelor's Degrees in Finance and Marketing. Jim holds Series 6, 7,  65, and 66 registrations and works with a wide range of clients and provides individualized investment strategies. Outside of work, Jim enjoys spending time with his family and coaching youth sports in Northwest Arkansas area, as well as kayaking, golfing, and camping.

Rick Lorence, JD

Investment Advisor

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Rick brings a strong skill set to our Little Rock office with 16 years of experience as a financial advisor. He attended the University of Arkansas in Fayetteville for both his undergraduate and law degrees. He holds Series 7 & 65 registrations, and his areas of focus are retirement plans & individual wealth management. Rick likes spending time with family, volunteering at church & non-profits, watching and coaching his children’s and grandchildren’s sports, and biking & traveling when he can.

Matt Cooper

Investment Advisor

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Matt joined the WealthPath team in October of 2014 where he focuses on providing research support for the company. Recently graduated from the University of Arkansas in Fayetteville, Matt completed degrees in both Economics and Spanish and has a Series 65 registration. In his free time, Matt plays has in a nationally-touring folk band based in Fayetteville, AR and enjoys hiking, camping and traveling.


Mark Wagstaff

Investment Advisor

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Mark Wagstaff graduated from Brigham Young University and Rice University with degrees in Electrical Engineering and an MBA. Prior to joining WealthPath, Mark helped start up several companies. He purchased, operated, and sold a business. He also taught classes at the Sam M. Walton College of Business, University of Arkansas. Based in Fayetteville, Mark holds a series 65 registration and focuses on individual wealth management and retirement plans. Mark likes to spend his free time with his wife, Heather, and their 5 children, Austin, Braden, Chad, Hadley, and Harper.

Jim Mote

Partner, Investment Advisor

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Having worked in the investment industry for over 30 years, Jim has seen markets move in every direction and brings extensive experience as a WealthPath partner. He graduated from the University of Arkansas in Fayetteville where he was a point guard on the men's basketball team. Jim is a financial advisor where his focus at the company is consulting with retirement plans and managing individual and family financial portfolios. In his free time, Jim enjoys spending time with his wife Alice, golfing, reading, and watching the Razorbacks in any sport.


Scott Daniel, AIF

Partner, Investment Advisor


Scott brings unique experience to WealthPath's Little Rock office, advising a wide range of clients with personalized strategies. Starting his career as a financial consultant with PaineWebber Private Client Group, Scott went on to open his own firm before joining WealthPath. Scott is Series 7, 63 & 65 registered and holds life & health insurance licenses. Graduating from Lyon College with a Bachelor of Science degree, Scott brings nearly two decades of financial advisory experience to the team. He enjoys spending time with family, hunting & volunteering at various Little Rock civic organizations.

Ashley Key

Director of Operations

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Ashley is an integral part of the WealthPath team, serving as the Director of Operations. Ashley has over 20 years of banking and investment experience. She holds both the series 7 and 66 registrations. After working for UBS Financial Services in Corpus Christi and San Antonio, Texas she returned to Northwest Arkansas and began working for WealthPath. Ashley enjoys traveling and camping with her husband and two young children.


Jessica Serrano

Client Relations Manager

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With 17 years of experience in client services, Jessica brought her experience to our team in 2017. She is currently attending Arkansas Tech University pursuing a Bachelor’s Degree in Management and Marketing. She comes to us with a background in banking and finance, and focuses primarily on operations and administrative support. Away from work, Jessica enjoys being mom to an active 4-year-old and traveling.