Raymond Goshert Jr. is a CFP® professional with one year of industry experience, currently serving as an advisor at Waterloo Capital. Prior to joining Waterloo Capital, he spent ten years at Walmart, Inc. Waterloo Capital is an SEC-registered multi-team adviser that serves entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term investment approach, offering customized portfolio management, access to third-party sub-advisers, comprehensive financial planning, and a range of investment tools.

Scott Fiser is a financial advisor at Arvest Wealth Management in Springdale, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has been with Arvest Asset Management since 2006. 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, retirement plan consulting, and written financial plans, serving a broad client base with a mix of discretionary and non-discretionary asset management.

James Leech Jr. is a financial advisor at Arvest Wealth Management in Lowell, Arkansas. He holds the Series 66 designation and has been with Arvest since 2025. Prior to joining the firm, he was involved with various athletics organizations including the University of Arkansas Athletics and the Razorback Sports Network. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Luke Raiford is a financial advisor at Stephens with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Stephens Inc., BOK Financial, and the University of Arkansas. Stephens is a multi-team investment adviser with about 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and integrates bottom-up equity research with committee-driven asset allocation, while also providing brokerage, investment banking, custody, and municipal advisory services.

Kevin Betts is a financial advisor at Cornerstone Wealth Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Shark FX, LLC, HZ Foods, and Smitco Eateries, INC. Betts is also involved with Bean & Vine, LLC, a business entity for tax and investment purposes. 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 manages $4.93 billion in discretionary assets and employs a mix of fundamental, quantitative, and qualitative analysis with ongoing account supervision and periodic rebalancing.

Andrea Kennedy is a Series 66-licensed financial advisor with 16 years of industry experience. She has been with Arvest Wealth Management since 2020 and is also dually employed at Arvest Bank in Fayetteville, Arkansas. Outside of financial services, she is involved in marketing and selling cosmetic products through Monat Global on a limited basis. 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 asset management structured to accommodate both discretionary and non-discretionary mandates.

Reese Roberts is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation. He has one year of industry experience and has worked at Arvest Wealth Management in various capacities since 2024. Prior to entering the financial services industry, he held positions at J.B. Hunt Inc. and Stevens Transport. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and customized strategies aligned with clients’ objectives and risk tolerance.

Allen Wagner is a Series 66-credentialed financial advisor at Arvest Wealth Management with 16 years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2016 and is dually employed by Arvest Bank's Trust Department, splitting his time between the two. Arvest Wealth Management serves individual investors, retirement plans, charitable organizations, and corporate clients, managing a mix of discretionary and non-discretionary assets totaling approximately $3.44 billion as of the end of 2025. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Ryan Roark is a financial advisor at Waterloo Capital with two years of industry experience. He holds a Series 65 designation and previously worked at Tyson Foods, Encore Bank, Chili's, and Harrison Energy Partners. Roark is also licensed in life and health insurance and serves as a paraplanner through Lighthouse Financial in Rogers, AR. Waterloo Capital is an SEC-registered multi-team advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 2,600 clients, employing a long-term, fundamental analysis-based investment approach with customized portfolios and access to third-party sub-advisers and a wide range of investment tools.

Tho Ho is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 65 designation and two years of industry experience. He is dually employed by Arvest Bank's Trust Department, splitting his time evenly between the bank and the wealth management firm. He has been with Arvest Wealth Management and Arvest Bank since 2022. 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 with an emphasis on customized asset allocation and strategies aligned with clients’ objectives and risk tolerances.

Christopher Golden is a financial advisor at Arvest Wealth Management with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Arvest Wealth Management since 2014. 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 recommendations based on client objectives and Investment Policy Statements.

John Gore is a financial advisor with Cornerstone Wealth Management, LLC in Rogers, AR, holding a Series 66 designation and 14 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2017, following six years at Edward Jones. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model and LPL platform programs to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Julie Donoho Elkins is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. She has been with SWS Financial Services since 2008. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and custody services, utilizing a platform model that integrates third-party managers and affiliates such as Hilltop and Franklin Templeton.

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 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 Saumweber is a financial advisor at Continuum Advisory, LLC in Bentonville, AR, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group and Triad Advisors. Saumweber is also involved with American Financial Management as an investment advisor representative. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individual and institutional clients. The firm utilizes a variety of investment vehicles and offers retirement plan consulting with ERISA fiduciary services, emphasizing professional integration among its advisors.

Andrew Skinner is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 16 years of industry experience. His career includes roles at PNC Investments before joining Arvest Wealth Management in 2017. 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, with client teams tailoring recommendations based on Investment Policy Statements.

Rachel Harris is a financial advisor at Arvest Wealth Management with 25 years of industry experience. She has been with Arvest Asset Management since 2001 and holds Series 63 and Series 66 licenses. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a range of analytical approaches and emphasizes asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.

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.

Hunter Harrison is a Series 66-licensed financial advisor at Stephens with four years of industry experience. Prior to joining Stephens, he worked at Legacy National Bank and held positions at the University of Arkansas and Mississippi State University. His background also includes roles at the Country Club of Little Rock and Pulaski Academy. 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 discretionary and non-discretionary investment management services supported by comprehensive equity research and committee-driven asset allocation.