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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.

Charitable giving & philanthropy Founder/Business Owner Retired
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Andrew S

Series 66

Fayetteville, AR

Arvest Wealth management

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.

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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Rachel H

Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

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.

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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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.

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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Hunter H

Series 66

Fayetteville, AR

Stephens

Hunter Harrison is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. His prior roles include positions at Legacy National Bank and various educational institutions, including the University of Arkansas and Mississippi State University. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, and municipal entities. The firm employs both bottom-up security selection and top-down fixed-income strategies across multiple programs and maintains an integrated broker-dealer and investment banking platform.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Scott C

Series 66

Fayetteville, AR

Arvest Wealth management

Scott Cain is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Asset Management, Raymond James Financial, and Banc of America Investment Services. Cain serves as a board member of the nonprofit ministry Fellowship of Christian Athletes. 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 comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies according 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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Alan C

Series 63, Series 65

Fayetteville, AR

Simplicity wealth

Alan Cantrell is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Krueger & Catalano Capital Partners LLC and Retirement Strategies Group LLC. Outside of his advisory work, Cantrell manages a golf simulator business designed to help improve players' games. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, along with advisory support and operational technology solutions primarily for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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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.

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

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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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.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Maria O

Series 66

Fayetteville, AR

Arvest Wealth management

Maria Obispo is a financial advisor with Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and 10 years of industry experience. She has worked at Arvest Wealth Management and Arvest Bank since 2008. Outside of her advisory role, she serves as treasurer for the Washington County S.A.L.T. Council, a nonprofit organization. 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 client services 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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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.

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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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.

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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Jerry R

Series 63, Series 65

Fayetteville, AR

Arvest Wealth management

Jerry Roberts is a financial advisor at Arvest Wealth Management in Springdale, Arkansas, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Arvest Investments, Inc. since 1996. 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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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.

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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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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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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.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Molly S

Series 63, Series 65

Fayetteville, AR

&PARTNERS

Molly Saxon is a financial advisor at &Partners with 25 years of industry experience. She previously worked at Wells Fargo Clearing for three years and Stephens Inc for nineteen years. Outside of her advisory role, she serves as treasurer for the Ozark Society Highlands Chapter, where she manages reports and reconciles bank statements. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing a variety of analysis methods and both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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