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Colton N
Series 66
Lowell, AR
Arvest Wealth management
Colton Nix is a financial advisor with Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and seven years of industry experience. He has worked extensively within Arvest Wealth Management and Arvest Bank throughout his career, splitting his time evenly between both entities. 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’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and customized strategies to align with clients’ objectives and risk tolerance.
Nikola K
Series 66
Springdale, AR
Cornerstone Wealth Management, LLC
Nikola Krickovic is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Cornerstone Wealth Management since 2018 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis across various investment types and offers services through multiple advisory programs and operational DBAs.
Adam S
Series 65, Series 63
Bentonville, AR
Continuum Advisory, LLC
Adam Saumweber is a financial advisor with Continuum Advisory, LLC in Bentonville, AR, holding Series 65 and Series 63 designations and five years of industry experience. His background includes roles at The Vanguard Group, Inc., Triad Advisors, and American Financial Management. Outside of advisory work, he is involved with American Financial Management, where he performs investment research and client support activities. Continuum Advisory serves individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans, providing financial planning, consulting, and discretionary portfolio management. The firm uses a variety of investment vehicles and offers retirement plan consulting and fiduciary services for plan sponsors.
Hunter A
Series 66
Lowell, AR
Arvest Wealth management
Hunter Alexander is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds the Series 66 designation and has worked in various roles at Arvest Wealth Management and Arvest Bank since 2023. Outside of his advisory role, he instructs swim lessons and provides aquatic personal training. Arvest Wealth Management offers investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm combines fundamental, technical, quantitative, and qualitative analysis to provide customized investment strategies aligned with clients’ objectives and risk tolerances.
Ellie G
Series 65
Rogers, AR
49 Financial
Ellie Gaunt is a Series 65 credentialed advisor with 1 year of experience, currently with 49 Financial in Rogers, Arkansas. Her prior work includes roles in athletics and corporate environments, such as LSU Athletics and Exxon Mobil. She also has an ongoing side activity involved in fixed insurance sales through Financial Independence Group. 49 Financial serves individual and institutional clients with financial planning, advanced planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers and legacy position implementation.
Destin J
Series 66
Springdale, AR
Arvest Wealth management
Destin Johnson is a financial advisor with Arvest Wealth Management in Springdale, Arkansas, holding a Series 66 designation and seven years of industry experience. His career includes roles at Cetera, Regions Bank, Infinex Investments, and Northwestern Mutual. He is dually employed by Arvest Bank, dividing his time between the bank and wealth management. Arvest Wealth Management provides investment advisory, financial planning, retirement plan consulting, and wrap fee programs to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop asset allocation and investment strategies tailored to client objectives and risk tolerances.
James B
Series 63, Series 66
Rogers, AR
Stephens
James Brain Jr. is a financial advisor at Stephens with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stephens since 2009, including a prior six-year tenure at Merrill. Outside of his advisory role, he serves as a commissioner for the Arkansas Department of Aeronautics. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, and government entities. The firm offers a range of financial planning and portfolio management strategies, supported by integrated broker-dealer and investment banking capabilities.
Steven E
Series 66
Bentonville, AR
Momentum Independent Network Inc.
Steven Elkins is a Series 66-licensed financial advisor with Momentum Independent Network Inc. in Bentonville, AR, bringing 21 years of industry experience. He has been with SWS Financial Services since 2008. Outside of his advisory role, he creates realistic 3D graphics as a part-time commercial artist and volunteers as a tournament director for the NWA Chess Club. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model leveraging third-party managers and Envestnet for investment advice, account management, and offers a range of customizable investment and overlay strategies.
Chad T
Series 63, Series 65
Lowell, AR
Arvest Wealth management
Chad Townsend is a financial advisor at Arvest Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arvest Wealth Management since 2005. 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, tailoring recommendations based on Investment Policy Statements.
Tommy K
CFP®, Series 66
Lowell, AR
Arvest Wealth management
Tommy Karr is a CFP® and holds a Series 66 license, with 23 years of experience at Arvest Wealth Management and 36 years at Arvest Bank. He is based in Lowell, AR, and divides his time between Arvest Wealth Management and the bank’s Trust Department in Fayetteville. 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.
Kevin S
CFP®, Series 66
Bella Vista, AR
Facet
Kevin Stevens is a CFP® with 14 years of industry experience and is currently an advisor at Facet. His prior roles include positions at Dew Wealth Management, ZenPilot, AVID Planning, Merrill, and Edward Jones. He is the founder of Not Very Good Golf, a golf products and entertainment business that includes sales and a blog focused on golf improvement. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven, model-based asset allocations and a flat subscription planning model rather than percentage-of-assets fees.
Connor C
Series 66
Lowell, AR
Arvest Wealth management
Connor Court is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds a Series 66 designation and is dually employed by Arvest Bank, splitting his time between the bank and wealth management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm combines fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with client objectives and risk tolerances.
John G
Series 65
Rogers, AR
Independent Advisor Alliance, LLC
John Gibson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and two years of industry experience. His prior roles include positions at RMP LLP and Forvis, as well as five years at Mississippi State University. He is also the owner of Fivestone Financial, an investment-related business operating as a DBA for his RIA activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with technology-driven solutions and a unique governance model involving supervised investment adviser representatives, sub-advisors, and third-party managers.
Jeremiah B
CFP®, Series 63, Series 66
Rogers, AR
Empower Advisory Group
Jeremiah Brodeur is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc., having previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and savings rates.
Spencer O
Series 63, Series 66
Bentonville, AR
TIAA-CREF
Spencer Oliver is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Fidelity and its affiliates for over 25 years before joining TIAA-CREF in 2023. Outside of his advisory role, he serves as a counselor in the bishopric of his local ward for the Church of Jesus Christ of Latter-Day Saints. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio approaches.
Tina L
Series 63, Series 66
Fayetteville, AR
Prime Capital Financial
Tina Lamb is a financial advisor at Prime Capital Financial with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Prime Capital Investment Advisors, LLC since 2019, following a 20-year tenure at Longer Investments. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing diverse investment strategies and tax-efficient portfolio management.
Finley R
CFP®, Series 65
Fayetteville, AR
Prime Capital Financial
Finley Robinson is a CFP® with two years of industry experience, currently advising at Prime Capital Financial. Prior to his advisory role, he has been involved with B Tribe Fit as a brand manager since 2021 and served for 20 years with the Fellowship Bible Church of NWA. He also contributes as a freelance writer for a newsletter service. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and provides tax planning and consolidated reporting through its affiliated subsidiaries.
Conor D
Series 66
Bentonville, AR
Private Advisor Group, LLC
Conor De La Rosa is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Riggs & Associates. He also provides tax advice and preparation services and operates an independent insurance business separate from his advisory role. Private Advisor Group serves a broad range of clients, including individuals, trusts, estates, and businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines direct portfolio management with access to third-party strategists and proprietary technology platforms.
Benjamin S
CFP®, Series 63, Series 65
Springdale, AR
Kestra Advisory
Benjamin Shaddox is a CFP® with 28 years of experience in financial services. He has been with Kestra Advisory since 2016 and also holds roles at Kestra Investment Services, LLC and Arvest Asset Management. In addition to his advisory work, Shaddox is involved in insurance product sales through Lion Street and owns Eastern Gate Financial LLC, where he manages both client relationships and business operations. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers a range of services including plan design, fiduciary consulting, and employee education, supporting recommendations with due diligence and serving large institutional investors alongside retail clients.
Ethan W
Series 65
Fayetteville, AR
Prime Capital Financial
Ethan Workman is a financial advisor at Prime Capital Financial with six years of industry experience. He holds a Series 65 designation and has worked at Prime Capital Investment Advisors LLC since 2020. Outside of advising, he is involved with CHHSZ Holdings, LLC, the owner of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a diverse client base, including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services such as asset management, financial planning, family office offerings, and retirement plan participant allocations, utilizing various investment strategies and affiliated tax advisory services.
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Finding advisors...
407 advisors near
72758
within the area shown on the map
Out of 400,000+ nationwide