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Taking You HigheR

Arkansas SHRM 2022 HR Conference & Expo • October 24-26 • Hot Springs, Arkansas

Conference Presented By:
Mobile app sponsored by: Thank you to BCBS for sponsoring HR2022

Program Details

The Modern-Day Fiduciary

What is the right formula for being a great Fiduciary in 2022? How can being a great Fiduciary in 2022 make a positive impact on a company's culture and its employees lives? Brennan McCutchen and Jonnathan Davis, Managing Partners of Prime Capital Investment Advisors in Little Rock, will lead attendees through a conversation focused on how to Think Like a Modern-Day Fiduciary.

Key Objectives:

  • discuss the evolution of the role of the retirement plan fiduciary, 
  • provide an overview of the current challenges those individuals face, and 
  • discuss how to effectively provide leadership to employees in today's retirement plan landscape

Brennan McCutchen

Brennan McCutchen, AIF® serves as Managing Partner for the Little Rock Market. He is also a member of the firm’s Investment Advisory Committee, and holds FINRA series 7, 63, and 65 securities registrations, and is an Accredited Investment Fiduciary (AIF®).

Brennan has more than 20 years of equity markets experience focusing exclusively on financial planning and  investing for retirement. Further, Brennan works with companies and their trustees/committees to design and implement retirement plans that focus on participants. Financial wellness education and high-level fiduciary investment consulting ensure that employers are providing innovative and practical solutions that drive real results for their employees.

Brennan graduated from the University of Central Arkansas (B.B.S. Finance), then worked 6 years as a Senior Stockbroker with Scottrade, Inc. In 2006, Brennan joined Hagan Newkirk Financial as an investment advisor and was one of three partners to purchase Hagan Newkirk and transition the company to Prime Capital. His wife, Shelly, and he are involved in their local church, as well as Downline Ministries, and enjoy spending time chasing their two kids. Coaching sports teams, fishing, golfing and pretending to count those as exercise are the things that tend to fill the weekends.

Jonnathan Davis, AIF

Managing Partner, Little Rock Office at Prime Capital Investment Advisors

Jonnathan Davis is a Managing Partner for Prime Capital Investment Advisors’ Little Rock, Arkansas office.  He joined the firm (formerly Hagan Newkirk) in 2008 and was one of three advisors who purchased it from the founding partners in 2019 – shortly thereafter changing the name to Prime Capital Investment Advisors.  On his 15th year in the business, Jonnathan brings a consultative and team-oriented approach to his corporate clients both to better steward company assets, and to focus on constantly improving the financial health and retirement readiness of their employees by utilizing the retirement plan in the context of personalized financial planning. Working with corporate leadership to connect with their employees, Jonnathan leads an excellent and experienced team of advisors whose shared passion is to help employees prepare as well as possible for their financial futures. He is an Accredited Investment Fiduciary (AIF®) while also holding his Series 7 and 66 securities registrations.

In his free time, Jonnathan enjoys spending time with his wife, Kristen, their four children and the family dog. He loves coaching his two boys’ baseball and basketball teams, watching his daughters dance, family campouts, and serving in their local church…and, when the schedule allows, fly fishing for trout along the Little Red River.

Please Note: Speakers and topics are subject to change without notice.

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