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Mindy C

Series 66

Fayetteville, AR

Arvest Wealth management

Mindy Craig is a Series 66 licensed financial advisor with Arvest Wealth Management in Lowell, Arkansas, where she has worked since 2014, including eight years in advisory roles. Prior to her current position, she was employed at Arvest Bank. Outside of her advisory work, she manages a residential rental property. 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, tailoring recommendations based on client objectives and Investment Policy Statements.

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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Tyler H

Series 65

Springdale, AR

Advisory Services Network

Tyler Harris is a financial advisor with Advisory Services Network holding a Series 65 license and three years of industry experience. He has previously worked at Cornerstone Advisors LLC and Harris Insurance & Financial Services, where he is also a licensed insurance agent. Outside of advisory work, he holds membership interests in several investment groups. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives, offering a range of portfolio management and consulting services with flexible engagement options.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Carol R

Series 66

Lowell, AR

Arvest Wealth management

Carol Ross is a Series 66 licensed advisor with Arvest Wealth Management in Lowell, Arkansas, with three years of industry experience. She is dually employed by Arvest Bank's Trust Department, dividing her time equally between the bank and the wealth management firm. Ross has worked within the Arvest organization continuously since 2016. 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 process focused on asset allocation and customized strategies tailored to 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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Ray F

Series 66

Fayetteville, AR

Arvest Wealth management

Ray Ford is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked extensively within both Arvest Wealth Management and Arvest Bank in Lowell, Arkansas. Ford is dually employed by Arvest Bank, splitting his time primarily between the bank and the wealth management firm. 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 through wrap programs and retirement plan consulting, with services tailored to client objectives and governed by Investment Policy Statements.

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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Kevin Y

Series 63, Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Kevin Yingst is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He worked at Edward Jones from 2002 to 2017 before joining Cornerstone Wealth Management and LPL Financial in 2017. Outside of his advisory role, he is involved in several business entities, including a single-member LLC established for future property management purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm delivers advisory services through advisor-led discretionary management, wrap-fee programs, and various LPL-sponsored programs, combining fundamental, quantitative, and qualitative analysis with continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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Ifeoma I

Series 63, Series 65

Lowell, AR

Arvest Wealth management

Ifeoma Ibekwe is a financial advisor at Arvest Wealth Management in Rogers, AR, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Arvest, she operated Ibekwe Law PLLC and worked for the Texas Association of School Boards. She serves as a Planning Commissioner for the City of Bentonville, contributing to local development efforts. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm employs a client-focused approach guided by Investment Policy Statements and offers portfolio management, retirement plan consulting, and written financial plans.

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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Christel S

Series 66

Lowell, AR

Arvest Wealth management

Christel Subbert is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and 11 years of industry experience. She has been with Arvest Wealth Management in various capacities since 2016. Outside of her advisory role, she is a sales representative for Mary Kay, selling skin care and makeup. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a variety of analytical approaches and emphasizes asset allocation and customized 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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Ethan R

Series 66

Rogers, AR

Stephens

Ethan Roberts is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His background includes roles in education and a family center prior to joining Stephens. 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 provides a broad range of services including advisory, brokerage, investment banking, and research, utilizing both discretionary and non-discretionary management across various investment programs.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Audra W

Series 65

Fayetteville, AR

integrity Advisory Solutions

Audra Wilcox is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 credential and has a background in law, working as an attorney and owner of Wilcox Attorneys, PA since 1998. Outside of advising, she owns a small retail store in Prairie Grove, Arkansas. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing fundamental and technical analysis alongside diversified asset-allocation strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jon W

Series 63, Series 65

Rogers, AR

49 Financial

Jon Webb is a financial advisor with 49 Financial in Rogers, Arkansas, holding Series 63 and Series 65 designations and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, PKS Investments, Ameriprise, and 49 Wealth Management. Webb is also involved as a fixed insurance agent with the Financial Independence Group. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm focuses on a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Hunter B

Series 63, Series 66

Lowell, AR

Arvest Wealth management

Hunter Brooks is a financial advisor at Arvest Wealth Management with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Arvest Wealth Management and Arvest Bank since 2015. 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 combines fundamental, technical, quantitative, and qualitative analysis to offer 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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Shantell O

Series 66

Bentonville, AR

Arvest Wealth management

Shantell Owen is a financial advisor at Arvest Wealth Management with 11 years of industry experience. She holds a Series 66 designation and has worked at Arvest Bank and Arvest Wealth Management since 2016, with prior experience at Arvest Bank dating back to 1995. Owen divides her time between Arvest Bank and Arvest Wealth Management. 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, using client objectives and Investment Policy Statements to guide recommendations.

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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Ryan R

Series 65

Lowell, AR

Arvest Wealth management

Ryan Ritchie is a financial advisor at Arvest Wealth Management with 21 years of industry experience. He holds a Series 65 designation and is dually employed by Arvest Bank’s Trust Department, splitting his time evenly between the bank and the wealth management firm. His career has been entirely with Arvest, spanning roles at both Arvest Bank and Arvest Wealth Management since 2007. 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 through a combination of discretionary and non-discretionary 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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Steven T

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Steven Tait is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and four years of industry experience. Prior to joining Cornerstone and LPL Financial in 2022, he worked at Walmart for 21 years. Outside of his advisory role, he is associated with MMKA Solutions Inc. and MMKS Solutions, entities established for tax and investment purposes. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm manages $4.93 billion in discretionary assets and emphasizes continuous, tailored account supervision using a mix of fundamental, quantitative, and qualitative analysis, with services including financial planning and retirement consulting.

Charitable giving & philanthropy Founder/Business Owner Retired
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Victoria P

Series 63, Series 65

Rogers, AR

49 Financial

Victoria Patrie is a financial advisor with 5 years of industry experience, currently associated with 49 Financial in Rogers, AR. She holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of her advisory role, she works as a server and bartender at Bauhaus Biergarten. 49 Financial serves individual and institutional clients by offering financial planning, retirement-plan consulting, and investment management services. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services along with access to third-party managers.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Benjamin F

Series 66

Rogers, AR

Waterloo Capital

Benjamin Fuller is a financial advisor at Waterloo Capital with 24 years of industry experience and holds the Series 66 designation. His prior work includes roles at Equitable Advisors, Axa Advisors LLC, and LPL Financial. Outside of his advisory work, he is a partner at Lighthouse Insurance Advisors and Lighthouse Financial Advisors, LLC. Waterloo Capital is a multi-team SEC-registered firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm builds customized portfolios using fundamental analysis with a long-term, buy-and-hold approach, and offers a broad range of investment tools alongside financial planning and consulting services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Passive / index investing Founder/Business Owner Retired Executive
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Don K

Series 66

Lowell, AR

Arvest Wealth management

Don Kirn III is a financial advisor with Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and 12 years of industry experience. His tenure at Arvest spans multiple roles since 2015. Outside of his advisory work, Kirn serves as a youth soccer referee and is a partial owner of a house-building business. 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, with investment approaches tailored to client objectives and governed by Investment Policy Statements.

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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Charles H

Series 63, Series 66

Lowell, AR

Arvest Wealth management

Charles Holliday is a financial advisor at Arvest Wealth Management with six years of industry experience. He holds the Series 63 and Series 66 licenses and divides his time equally between Arvest Wealth Management and Arvest Bank's Trust Department in Lowell, Arkansas. His prior experience includes roles at Arvest Bank and positions at the University of Arkansas and James & James. 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 multifaceted investment approach incorporating 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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Elizabeth H

Series 66

Fayetteville, AR

Arvest Wealth management

Elizabeth Hutcheson is a financial advisor at Arvest Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked exclusively within the Arvest organization since 2015, including roles at both Arvest Bank and Arvest Wealth Management. Hutcheson splits her time between the bank and wealth management, with a 90% focus on banking activities. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a client-team approach to recommend services and model allocations based on Investment Policy Statements and manages over $2.8 billion in regulatory advisory 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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Bee C

CFP®, Series 66

Fayetteville, AR

Arvest Wealth management

Bee Cheah is a CFP® and Series 66 credentialed advisor at Arvest Wealth Management with 19 years of industry experience. She has been with Arvest Wealth Management since 2008. Outside of her advisory role, she works as a Zumba instructor at various athletic centers. 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, tailoring services to client objectives through model allocations guided by Investment Policy Statements.

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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