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Gregory O

Series 63, Series 65

Greenbrier, AR

Financial Professionals Incorporated

Gregory Ostedgaard is a financial advisor with Financial Professionals Incorporated in Greenbrier, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Financial Professionals Incorporated since 2002 and has been self-employed in insurance sales and servicing since 1981. He is also a licensed insurance agent involved in insurance product sales. Financial Professionals Incorporated provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and corporate entities, including pension and profit-sharing plans. The firm employs defined model portfolios and utilizes the Envestnet third-party strategist network, with a focus on ERISA plan services including 3(21) fiduciary and 3(38) investment manager roles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

Michael Tyler is a CFA® charterholder and the sole advisor at Eagle Valley Wealth Management in Vilonia, Arkansas. He has experience at MetLife Investment Management and Ameri-Can International Academy prior to founding his independent advisory firm. Eagle Valley Wealth Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines Modern Portfolio Theory with third-party investment models to customize portfolios and offers fixed, project, and hourly fees rather than percentage-of-assets billing.

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Daniel A

Series 65

Conway, AR

Antoine Wealth Management

Daniel Antoine is the principal advisor at Antoine Wealth Management in Conway, AR. He holds a Series 65 designation and has three years of experience in financial advising. Prior to founding his firm, he worked in the energy sector, including roles at Enable Midstream Partners, LP and Energy Transfer LP, where he currently serves as a Senior DOT Compliance Specialist. Antoine Wealth Management serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning, retirement and education planning, and portfolio management. The firm’s investment approach integrates fundamental analysis with Modern Portfolio Theory, emphasizing tail-risk management through scenario analysis and stress testing, and employs both active and passive strategies tailored to client needs.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Lane C

Series 65, Series 63

Conway, AR

Asheri Grove Financial Planning

Lane Carter is a financial advisor at Asheri Grove Financial Planning with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with firms including Northwestern Mutual and MassMutual. Before entering financial advising, Carter worked in marketing and spent time as a student at the University of Central Arkansas. Asheri Grove Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build portfolios, offering both passive and active investment options with a fee-only structure.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Young Professionals
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Townsend P

Series 66

Conway, AR

Riverland Wealth Management

Townsend Phipps is a financial advisor at Riverland Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Riverland Wealth Management since 2022. Prior to this, he was employed at Trutoro and NEXT Financial Group. Outside of his advisory role, Phipps is the president and owner of Rhinestone Capital Investments, LLC, where he also holds a real estate broker license. Riverland Wealth Management serves individual clients, charitable organizations, and businesses with investment management, financial planning, and retirement plan consulting. The fee-only firm employs an asset-allocation approach based on Modern Portfolio Theory, combining active and passive investment vehicles and managing approximately $53.3 million in discretionary assets.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies
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Lindsay L

Series 63, Series 66

Greenbrier, AR

Planwiser Financial

Lindsay Lingo is a financial advisor at Planwiser Financial with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Signal Advisors, Mutual Advisors, LLC, and Sowell Management Services. Outside of her advisory role, Lingo owns Lingo Consulting, a firm that provides technology and operations consulting to businesses. PlanWiser Financial serves individual and high-net-worth clients, families, trusts, retirement plan sponsors, and charitable organizations. The firm employs a combination of strategic, dynamic, and tactical asset-allocation strategies supported by a proprietary quantitative optimization model, and offers integrated tax and accounting services through its affiliated entity, PlanWiser Tax, LLC.

General retirement planning Wealth management
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Elizabeth C

Series 65

Conway, AR

Riverland Wealth Management

Elizabeth Chapman is a financial advisor at Riverland Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm full-time, she held positions at Conway Women's Health Center, Quiznos, University of Arkansas Community College, Cold Stone Creamery, and a primary school. Riverland Wealth Management serves individual clients, charitable organizations, and businesses with investment management, financial planning, and retirement plan consulting. The fee-only firm manages approximately $53.3 million in discretionary assets for about 319 clients, employing an asset-allocation approach based on Modern Portfolio Theory that utilizes both passive and active investment vehicles.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies
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Wendy M

Series 63, Series 65

Conway, AR

Stephens

Wendy Martin is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Stephens since 1998. Outside of her advisory role, she is a co-owner of a family farm involved in livestock, farming, and timber operations. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, and corporations. The firm offers diversified financial planning and portfolio management services with an integrated approach combining broker-dealer and investment banking capabilities.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Austin C

Series 66

Conway, AR

Stephens

Austin Cook is a financial advisor at Stephens with two years of industry experience. He holds a Series 66 designation and has previously worked in roles outside the financial sector, including positions at Willow Springs Cattle Co. and Arkansas Earthworks. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, and institutional entities. The firm uses both bottom-up security selection and top-down fixed-income management strategies and offers access to an integrated broker-dealer and investment banking platform.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Samuel D

Series 66

Conway, AR

Stephens

Samuel Dunkum is a financial advisor at Stephens with four years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2022, following prior roles at Harris Ford and several educational institutions. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, and governmental entities. The firm offers a range of investment strategies and financial planning services, supported by integrated broker-dealer and investment banking capabilities.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Debbie L

Series 63, Series 65

Conway, AR

Stephens

Debbie Lilley is a financial advisor at Stephens with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 1998. Stephens provides investment advisory and wealth management services to a diverse client base including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and alternative investments, supported by in-house equity research and multiple investment committees.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Ian F

Series 63, Series 65

Greenbrier, AR

B. Riley Wealth Advisors, Inc.

Ian French is a financial advisor with B. Riley Wealth Advisors, Inc. in Greenbrier, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with B. Riley Wealth Management since 2012 and has been involved with Buffalo River Real Estate since 1993. French is also a caregiver volunteer with Easterseals Arkansas, supporting families and individuals with special needs. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Wealth management Retirement income strategy Executive Founder/Business Owner Retired
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Michael H

Series 63, Series 65

Conway, AR

Arvest Wealth management

Michael Hazelwood is a financial advisor at Arvest Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Arvest Wealth Management since 2012. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs for individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and customized strategies aligned with client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Kimby O

Series 63, Series 65

Conway, AR

Stephens

Kimby O'briant is a financial advisor with Stephens in Conway, Arkansas, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. O'briant has been with Stephens since 2002. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities, using a range of discretionary and non-discretionary portfolio management strategies alongside internal equity research.

Private / alternative investments Wealth management Founder/Business Owner Executive
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William C

Series 66

Conway, AR

Stephens

William Cole is a financial advisor at Stephens with 26 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Stephens Inc. throughout his career. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a range of strategies, combining bottom-up security selection and top-down fixed-income duration management, supported by an integrated broker-dealer and investment banking platform.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Judah D

Series 65

Conway, AR

Gradient Advisors, LLC

Judah Day is a financial advisor at Gradient Advisors, LLC with three years of industry experience. He has held roles at Gradient Financial Group since 2007 and has owned Judah Day & Associates Inc. since 2004, where he provides sales and business coaching. Outside of his advisory work, Day is involved in insurance sales and financial planning through related businesses. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a mostly non-discretionary model that incorporates various analytical approaches and risk assessment tools.

Retirement income strategy General tax planning
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Bryan C

Series 63, Series 65

Conway, AR

Stephens

Bryan Cook is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stephens since 2016 after 17 years at Merrill. Outside of advising, he owns and operates Cook Family Farms, a registered Polled Hereford cattle production business in Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, institutions, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, supported by integrated broker-dealer and investment banking capabilities.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Georgia S

Series 66

Conway, AR

Independent Advisor Alliance, LLC

Georgia Stuart is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. Her prior work background includes roles at LPL Financial, Dillard's Corporate Office, Cracker Barrel, and Target. Outside of advising, she is involved in social media activities under the name Georgia Wilder. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary portfolio management strategies along with technology platforms to support client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Rebecca M

CFP®, Series 63

Conway, AR

Money Concepts Capital Corp

Rebecca Murdoch is a CFP®-certified financial advisor with 19 years of industry experience. She is currently affiliated with Trutoro and has held roles at Money Concepts Capital Corp, Veritas Independent Partners, LLC, and Murdoch Financial Services Inc. She is also involved in managing Murdoch Financial Services, which operates as Cardinal Investment Group, providing advisory and insurance services. Trutoro manages approximately $130 million in client assets, serving individuals, families, foundations, endowments, charitable organizations, and corporations. The firm employs a proactive, risk-aware investment strategy using a variety of asset classes and analytical methods, while also offering discretionary portfolio management and financial planning services.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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John W

CFP®, Series 63, Series 65

Conway, AR

Benjamin F. Edwards & Company, Inc.

John Weir is a CFP® with 42 years of industry experience and has been with Benjamin F. Edwards & Company, Inc. since 2014. Based in Conway, AR, he serves as a trustee of two family trusts and holds a membership interest in a family farming LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base through fee-based wrap programs, financial planning, retirement consulting, and investment management, employing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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