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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Benjamin F
Series 66
Rogers, AR
Waterloo Capital
Benjamin Fuller is a financial advisor with Waterloo Capital, holding a Series 66 designation and 23 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors LLC. Fuller is also a member of Masters Circle LLC, a real estate group, outside of his advisory role. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized investment management and financial planning, utilizing a long-term, buy-and-hold approach with access to a broad range of investment tools and third-party sub-advisers.
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.
Charles H
Series 66, Series 63
Lowell, AR
Arvest Wealth management
Charles Holliday is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 66 and Series 63 licenses and six years of industry experience. He is dually employed by Arvest Bank's Trust Department, splitting his time equally between the bank and wealth management. His prior roles include various positions within Arvest Bank and Arvest Wealth Management, as well as work at the University of Arkansas and James & James. 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 utilizes a combination of fundamental, technical, quantitative, and qualitative analysis to deliver tailored investment strategies aligned with clients’ objectives and risk tolerances.
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