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Jerry S

Series 66

Fayetteville, AR

Arvest Wealth management

Jerry Suskind is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and eight years of industry experience. His career includes roles at Arvest Wealth Management and Arvest Bank, as well as Edward Jones and Bankers Life & Casualty. 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, with a client service model 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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Richard B

ChFC®, Series 63, Series 65

Rogers, AR

Waterloo Capital

Richard Belline is a financial advisor at Waterloo Capital with 30 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 65. His prior experience includes over two decades at Axa Advisors, LLC, and Equitable Advisors. Waterloo Capital is a multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing approximately $2.26 billion across about 2,600 clients with 51 advisor representatives. The firm emphasizes customized, long-term portfolio management supported by fundamental analysis and offers a range of investment tools alongside financial planning, tax service referrals, and educational seminars.

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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Tianna P

Series 66

Fayetteville, AR

Arvest Wealth management

Tianna Piland is a Series 66 licensed financial advisor with 13 years of industry experience. She has been with Arvest Wealth Management since 2012, currently serving clients from the Mountain Home, Arkansas office. 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, 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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Christian C

Series 66

Lowell, AR

Arvest Wealth management

Christian Campbell is a financial advisor at Arvest Wealth Management in Little Rock, AR, holding a Series 66 license with 17 years of industry experience. He has spent his entire career with Arvest, working in both the bank and wealth management divisions since 2004. Campbell is dually employed by Arvest Bank's Trust Department, splitting his time between trust services and wealth management. 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 Investment Policy Statements and client objectives.

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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Ruth N

Series 66

Fayetteville, AR

Stephens

Ruth Niehues is a financial advisor at Stephens with 11 years of industry experience. She holds a Series 66 designation and has been with Stephens since 2015. Outside of her advisory role, she owns a non-investment-related rental property in Fayetteville, Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and municipal entities. The firm employs both bottom-up security selection and top-down fixed-income strategies across multiple sponsored programs and maintains an integrated broker-dealer and investment banking presence.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Grayson G

Series 66

Rogers, AR

Waterloo Capital

Grayson Griffin is a Series 66-licensed financial advisor with three years of industry experience. He currently works at Waterloo Capital and has prior experience at Lighthouse Financial and Equitable Advisors. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm manages approximately $2.26 billion through a network of 51 advisors, offering customized portfolios based on fundamental analysis, with services that include investment management, financial planning, tax referral arrangements, and educational seminars.

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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Colby J

Series 66

Fayetteville, AR

Arvest Wealth management

Colby Jacobs is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked with Arvest in various capacities since 2015. 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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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 designation and two years of industry experience. Prior to joining Advisory Services Network, he worked at Cornerstone Advisors LLC and has been involved with Harris Insurance & Financial Services since 2022. He is also a member of several investment groups. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and implementation options tailored to client objectives.

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 credential and two years of industry experience. Before joining Stephens, he worked in education and retail, including roles at Footlocker and the Dan Kinney Family Center. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm employs multiple investment committees and programs that combine bottom-up security selection with top-down fixed-income strategies, supported by integrated broker-dealer and investment banking operations.

Private / alternative investments Wealth management Founder/Business Owner Executive
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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 66, Series 63

Lowell, AR

Arvest Wealth management

Hunter Brooks is a financial advisor with Arvest Wealth Management in Lowell, Arkansas. He holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining Arvest Wealth Management, he worked at Arvest Bank for three years. 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 combines fundamental, technical, quantitative, and qualitative analysis in its investment process, focusing on asset allocation and strategies tailored 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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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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