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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Kimby O
Series 63, Series 65
Conway, AR
Stephens
Kimby O'briant is a financial advisor with Stephens in Conway, AR, holding Series 63 and Series 65 licenses and 30 years of industry experience. O'briant has been with Stephens Inc since 2002. 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 other institutional clients, offering a range of advisory services, brokerage, investment banking, and research, with investment approaches that include both discretionary and non-discretionary management across various strategies.
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 Stephens and Merrill during his career. 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 other institutional clients. The firm offers a broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.
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.
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 licenses and has worked at Stephens since 2016, following a 17-year tenure at Merrill. Outside of his advisory role, he owns and operates Cook Family Farms, which produces registered Polled Hereford cattle. 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 offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation, and provides access to private equity and alternative investments.
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.
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.
John W
CFP®, Series 63, Series 65
Conway, AR
Benjamin F. Edwards & Company, Inc.
John Weir is a CFP® professional with over 42 years of experience in the financial services industry. He has worked with Benjamin F. Edwards & Company, Inc. since 2014 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is a member of a family farming LLC that manages rice and soybean cultivation. Benjamin F. Edwards & Company, Inc. is a large integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, combining proprietary and third-party investment strategies across multiple asset classes.
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