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William E

Series 63, Series 65

Fort Smith, AR

Vertis Wealth, LLC

William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and offering 19 years of industry experience. He has worked at several firms, including TriFound Advisory LLC and Ae Wealth Management LLC, and has operated Eden Financial Group, Inc. since 1983, where he also serves as president and is involved in insurance sales. Vertis Wealth, LLC provides asset management and financial consulting to individuals, charitable organizations, and corporations, emphasizing fundamental analysis and a long-term, value-oriented investment approach combined with strategic asset allocation and regular portfolio reviews.

Options & derivatives strategies
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Eric E

Series 66

Ft Smith, AR

Arvest Wealth management

Eric Eidson is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management and its related entities since 2015. Outside of advising, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring solutions based on Investment Policy Statements and managing a mix of discretionary and non-discretionary assets.

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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Edgar P

Series 66

Ft Smith, AR

Arvest Wealth management

Edgar Pacheco is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked in various roles within Arvest Bank and Arvest Wealth Management since 2022. In addition to his financial services career, he has served in the Arkansas National Guard since 2018. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach focused on asset allocation and tailored strategies to meet clients’ 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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Elton R

Series 63, Series 66

Greenwood, AR

Momentum Independent Network Inc.

Elton Rambin is a financial advisor at Momentum Independent Network Inc. with 47 years of industry experience. He holds Series 63 and Series 66 designations and has been with SWS Financial Services since 2008. Outside of his advisory work, Rambin is involved as a sales associate in a safari and fishing trip business and serves as a consultant on tribal activities for the Winnabago Tribe, in addition to occasionally hosting a radio show on outdoor sports. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers both discretionary and non-discretionary solutions through various managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Joshua N

Series 66

Ft Smith, AR

Arvest Wealth management

Joshua Neal is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Arvest Bank before joining Arvest Wealth Management, where he has been since 2019. Neal is dually employed by Arvest Bank, splitting his time primarily between the bank and the wealth management division. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

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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James S

Series 66

Ft Smith, AR

Arvest Wealth management

James Southerland is a financial advisor with Arvest Wealth Management in North Little Rock, Arkansas, holding a Series 66 designation and nine years of industry experience. He has been with Arvest Wealth Management since 2016 and has worked at Arvest Bank since 2010. Southerland serves as a board member for the North Little Rock Chamber of Commerce and the Arkansas Aerospace & Defense Alliance. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving clients through a mix of discretionary and non-discretionary advisory services.

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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Donny R

CFP®, Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Donny Rogers Jr. is a CFP® with 28 years of industry experience, currently serving at Arvest Wealth Management in Fort Smith, AR. He has worked at Arvest Wealth Management and Arvest Bank since 2015, splitting his time between the firm’s wealth management services and the bank’s Trust Department. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis, emphasizing tailored strategies to meet clients’ 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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Ronnie B

Series 66

Ft Smith, AR

Arvest Wealth management

Ronnie Backus is a Series 66-licensed financial advisor with eight years of industry experience. He has worked primarily at Arvest Wealth Management since 2018, with prior experience at First Command Advisory Services and as a self-employed advisor. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a significant portion of assets on a non-discretionary basis.

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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William G

Series 66

Ft Smith, AR

Arvest Wealth management

William Gossett is a financial advisor with Arvest Wealth Management in Clarksville, Arkansas, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Arvest Wealth Management and Arvest Bank, as well as prior experience at Regions and the James Mallory Law Office. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving a diverse client base with both discretionary and non-discretionary asset management.

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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Travis B

Series 66

Ft Smith, AR

Arvest Wealth management

Travis Beckerdite is a Series 66 licensed financial advisor with over six years of industry experience, currently serving at Arvest Wealth Management in Lowell, Arkansas. He has been with Arvest Wealth Management since 2013. Outside of his advisory role, he is a member of Southwind Investments LLC, a short-term vacation rental business, though he does not actively participate in its operations. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, retirement plan consulting, and written financial plans. The firm’s client teams tailor recommendations based on Investment Policy Statements, managing a substantial asset base through both discretionary and non-discretionary arrangements.

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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Kelley H

Series 66

Ft Smith, AR

Arvest Wealth management

Kelley Hunt is a financial advisor at Arvest Wealth Management in Hot Springs, AR, holding a Series 66 designation with 13 years of industry experience. She has worked at Arvest Wealth Management since 2017 and previously at Edward Jones from 2012 to 2017. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

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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William H

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

William Hines is a financial advisor with Arvest Wealth Management in Ft. Smith, Arkansas, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Arvest Wealth Management since 2006, following prior roles at Raymond James Financial Services and Merrill. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm manages approximately $3.44 billion in regulatory advisory assets and employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align 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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Matthew B

Series 66

Ft Smith, AR

Arvest Wealth management

Matthew Barson is a financial advisor with Arvest Wealth Management in Ft Smith, AR, holding a Series 66 credential and five years of industry experience. He has worked primarily within the Arvest organization since 2019, splitting his time between Arvest Wealth Management and Arvest Bank. Outside of his advisory role, he manages a rental property that he leases to a family member. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ 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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Kristen C

Series 66

Ft Smith, AR

Arvest Wealth management

Kristen Carroll is a financial advisor at Arvest Wealth Management with 10 years of industry experience and a Series 66 designation. She has been with Arvest Wealth Management since 2015 and has worked at Arvest Bank in Fort Smith, Arkansas since 2001, splitting her time between the two entities. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving clients through a combination of discretionary and non-discretionary asset management.

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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Chera M

Series 66

Ft Smith, AR

Arvest Wealth management

Chera Moore is a financial advisor at Arvest Wealth Management with four years of industry experience. She holds a Series 66 designation and has held previous roles in local school districts before joining Arvest. Outside of her financial advisory work, she owns and operates a commercial cleaning and consulting business serving local businesses and real estate agents. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ 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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Lindsay L

Series 66

Ft Smith, AR

Arvest Wealth management

Lindsay Ledbetter is a financial advisor at Arvest Wealth Management in Fort Smith, Arkansas, holding a Series 66 designation with three years of industry experience. Prior to joining Arvest Wealth Management in 2021, Lindsay worked at Arvest Bank from 2018 to 2021 and has held various roles including positions at Maurices, Thompson Beauty Brands, and Arkansas State University. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach focusing on asset allocation and tailored strategies to align with clients’ 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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Kendra V

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Kendra Van Horn is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. She has been with Arvest Wealth Management since 2013. Outside of her advisory role, Van Horn is involved as an essential oils distributor and serves as an administrator for a local food pantry. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm employs a range of portfolio management and retirement consulting services tailored to client objectives, managing over $2.8 billion in regulatory advisory assets as of December 2024.

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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Brayden M

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Brayden Mallett is a financial advisor with Arvest Wealth Management in Maumelle, AR, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Centennial Bank, Ameriprise Financial Services, Small and Associates Financial, Buckle Inc., and Bank of the Ozarks. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, managing over $2.8 billion in regulatory advisory assets as of December 31, 2024.

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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Gatlin H

Series 66

Ft Smith, AR

Arvest Wealth management

Gatlin Hufstedler is a financial advisor with Arvest Wealth Management in Ft Smith, Arkansas, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Stephens Inc. and the State of Arkansas. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients, managing approximately $3.44 billion in assets as of the end of 2025. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analyses to tailor investment strategies to clients' 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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Nancy L

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Nancy Lewis is a financial advisor at Arvest Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Stephens Inc., Voya Financial Advisors, Inc., and Hilton Worldwide. Arvest Wealth Management provides investment advisory, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm’s investment approach includes fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and customized strategies aligned with client objectives and risk tolerance.

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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