Financial Legacy Management   
Financial Planning, Portfolio Management,
Retirement Plan Management

"The only financial resource you'll ever need"

             Bios of FLM Leadership Team

John W. Kelley, CFP:

Educational and Professional Certifications:

B.A., Finance, University of Arkansas, Little Rock, 1998; Financial Planning Program,
College for Financial Planning, 2002; CFP, Certified Financial Planner Board of
Standards, 2003; Financial Life Planning Certification, Money Quotients, Inc., 2004

Business Background:

Planner/Portfolio Manager, Financial Legacy Management, Inc, 2005-present; Chief
Compliance Officer, Financial Legacy Management, Inc., 2005-present; President,
Academics First of Conway, Inc., 2004- present.

Alvin Rogers, II CFP®, MBA

Educational and Professional Certifications:

In 1992, Alvin obtained his Bachelors degree, majoring in Accounting from the University

of Arkansas at Little Rock.  In 1994, he received his Masters degree from Webster

Business Background

Alvin brings several years of experience in the fields of financial planning, tax, accounting
employee benefits and management.  He has been registered as an investment advisor
representative with the State of Arkansas since 1999.  In 1997, Alvin began his career in
financial planning with a major financial services firm.  In January of 1999 he became a
CERTIFIED FINANCIAL PLANNERTM practitioner.  In January 2001, Alvin was admitted to
membership in the National Association of Personal Financial Advisors (NAPFA). Alvin has
made guest appearances on several local television shows including, “Good Morning
Arkansas” and “Talk Business”.  Recently he was quoted in two financial industry

publications: Accounting Today and Financial Advisor.  Prior to joining FLM, Alvin has
served as Vice President of Finance for a national manufacturing firm, Employee Benefits

Specialist for a Fortune 500 company and Managing Planner a competing Investment
Advisory Firm.
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