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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 63, Series 65

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 63 and Series 65 credentials and has worked at several firms including Jordan Carriers and Northwestern Mutual. Prior to his current role, he was involved in marketing through Carter Measured Marketing, LLC. 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, incorporating both passive and active investments along with socially responsible options when requested.

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

Series 66

Cabot, AR

Paladin Investment Advisors

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Justin K

Series 66

Cabot, AR

Paladin Investment Advisors

Justin Kaminski is a financial advisor at Paladin Investment Advisors with one year of industry experience. He holds the Series 66 designation and has prior experience at Pinnacle Advisors, LPL Enterprise LLC, Walton Enterprises Inc., and Walmart Inc. Outside of his advisory role, Kaminski is a business owner of a tanning salon and serves on the board of a nonprofit organization. Paladin Investment Advisors provides investment advisory and portfolio management services to individuals, business owners, charities, and foundations while supporting sponsors of ERISA-qualified retirement plans. The firm manages discretionary accounts through its Paladin Wrap Fee Program, integrating third-party sub-advisers and employing a customized, holistic wealth management process.

Real estate investing Annuities Options & derivatives strategies
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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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Kenneth K

Series 65

Cabot, AR

Paladin Investment Advisors

Kenneth Kincade is a financial advisor at Paladin Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Veritas Independent Partners and World Trend Financial Planning Services. Outside of his advisory role, Kincade serves as the mayor of Cabot, Arkansas, and is the managing partner of an accounting firm specializing in tax preparation, business consulting, and valuation. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit organizations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and offers a customized, holistic wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Seth H

Series 65

Cabot, AR

Paladin Investment Advisors

Seth Haile is a financial advisor at Paladin Investment Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Edward Jones and Strategic Financial Partners. Outside of finance, he has been involved with First Baptist Church since 2022. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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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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Caleb F

Series 66

Cabot, AR

Capital Analysts

Caleb Fite is a financial advisor at Capital Analysts with four years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Lincoln Investment. In addition to his advisory role, he provides insurance services through Anchorpoint Financial. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers discretionary and non-discretionary investment management supported by an in-house research team, as well as access to third-party managers and retirement-plan advice, operating through a nationwide network of independent advisors.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Wendy M

Series 63, Series 65

Conway, AR

Stephens

Wendy Martin is a financial advisor at Stephens with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 1998. Outside of her advisory work, she is co-owner of a family farm involved in livestock, farming, and timber. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients through a range of advisory, brokerage, investment banking, and research services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Austin C

Series 66

Conway, AR

Stephens

Austin Cook is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2021. Prior to his advisory career, Cook was involved with Willow Springs Cattle Co. and Arkansas Earthworks. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, custody, and wrap program services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Samuel D

Series 66

Conway, AR

Stephens

Samuel Dunkum is a financial advisor with Stephens based in Conway, Arkansas. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Harris Ford and several academic institutions before joining Stephens, where he has worked since 2022. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals—including high-net-worth clients—retirement plans, foundations, corporations, and other institutional clients through a range of advisory, brokerage, investment banking, and research services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 the Series 63 and Series 65 designations and has been with Stephens since 1998. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm provides a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and offering both discretionary and non-discretionary management across multiple investment programs.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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., holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He has been with B. Riley Wealth Management since 2012 and also has a long-standing involvement with Buffalo River Real Estate since 1993. In addition to his advisory role, he serves as a caregiver with Easterseals Arkansas, supporting individuals with special needs. B. Riley Wealth Advisors provides portfolio management and investment advice to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs varied investment programs and manages over $4 billion in client assets through a multi-advisor platform.

Wealth management Retirement income strategy Executive Founder/Business Owner Retired
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Dustin P

Series 66

Cabot, AR

Savvy

Dustin Parsons is a Series 66-licensed financial advisor at Savvy with nine years of industry experience. His prior roles include positions at Kingswood Capital Partners and Arvest Wealth Management. Outside of finance, he owns and operates Blind Tiger Chandlery, LLC, a business that manufactures and sells bespoke home fragrance products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based cores with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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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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Michael F

Series 65

Cabot, AR

Dynamic

Michael Freeman is a financial advisor at Dynamic with one year of industry experience. He holds a Series 65 designation and has prior experience at Centennial Bank and the Arkansas Securities Department. Dynamic serves a broad range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support services, emphasizing technology and operational support for other advisers.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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