Michael Yawn is a financial advisor at Waterloo Capital with eight years of industry experience. He holds the Series 66 designation and has worked at Arvest Wealth Management and Equitable Advisors before joining Waterloo Capital. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities, managing approximately $2.26 billion across 2,600 clients. The firm offers customized portfolios primarily using fundamental analysis and a long-term, buy-and-hold approach, complemented by access to third-party sub-advisers and an integrated cash and lending solution.

Kasey Cooper is a financial advisor at Waterloo Capital with six years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors LLC and Arvest Wealth Management. Outside of her advisory role, Cooper is involved with GIVE ME A SECOND LLC. Waterloo Capital is an SEC-registered multi-team firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm employs a primarily long-term, buy-and-hold investment approach with customized portfolios and offers a broad range of investment tools and integrated financial solutions.

Grant Smith is a CFP® with 11 years of industry experience, currently affiliated with Waterloo Capital. His prior work includes roles at Equitable Advisors and Axa Advisors, and he is also a senior partner at Lighthouse Financial and owner of Smith Financial Consulting LLC. Waterloo Capital is a multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a long-term, buy-and-hold approach and access to a broad range of investment tools and third-party sub-advisers.

Dax Weindorf is a financial advisor with Waterloo Capital, holding a Series 66 designation and 18 years of industry experience. He has previously worked with Equitable Advisors and AXA Advisors, LLC. Outside of his advisory roles, he owns and operates 4W Consulting, a financial planning business based in Rogers, Arkansas. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 2,600 clients, offering customized portfolios with a long-term, buy-and-hold investment approach supplemented by access to third-party sub-advisers and a broad range of investment tools.

Steven Schultheis is a financial advisor at Waterloo Capital with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Lighthouse Financial, alongside a long tenure at Walmart Stores, Inc. Outside of his advisory work, Schultheis is involved in consulting for small businesses through his own company, SCHULTHEIS CONSULTING LLC. Waterloo Capital is an SEC-registered multi-team advisory firm that serves entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and offers a broad array of investment tools alongside financial planning and consulting services.

Chad Kennedy is a financial advisor with Waterloo Capital, holding a Series 66 credential and seven years of industry experience. Prior to joining Waterloo Capital in 2023, he worked at Equitable Advisors and Axa Advisors. His background also includes roles outside finance, such as positions in physical therapy and education. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolio management using fundamental analysis and a long-term buy-and-hold strategy, with access to diverse investment tools and comprehensive financial planning services.

Grayson Griffin is a Series 66-licensed financial advisor with three years of industry experience. He currently works at Waterloo Capital and has prior experience at Lighthouse Financial and Equitable Advisors. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm manages approximately $2.26 billion through a network of 51 advisors, offering customized portfolios based on fundamental analysis, with services that include investment management, financial planning, tax referral arrangements, and educational seminars.

Benjamin Fuller is a financial advisor with Waterloo Capital, holding a Series 66 designation and 23 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors LLC. Fuller is also a member of Masters Circle LLC, a real estate group, outside of his advisory role. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized investment management and financial planning, utilizing a long-term, buy-and-hold approach with access to a broad range of investment tools and third-party sub-advisers.

Ryan Roark is a financial advisor at Waterloo Capital with two years of industry experience. He holds a Series 65 designation and previously worked at Tyson Foods, Encore Bank, Chili's, and Harrison Energy Partners. Roark is also licensed in life and health insurance and serves as a paraplanner through Lighthouse Financial in Rogers, AR. Waterloo Capital is an SEC-registered multi-team advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 2,600 clients, employing a long-term, fundamental analysis-based investment approach with customized portfolios and access to third-party sub-advisers and a wide range of investment tools.