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124 advisors near
72753
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James S
Series 63, Series 66
Fayetteville, AR
Optivise Advisory Services LLC
James Skillings is a financial advisor with Optivise Advisory Services LLC in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Ramsey Solutions, 401k Wealth Management, and Redhawk Wealth Advisors. In addition to his advisory work, he is the sole owner of Easycorals.com, a business focused on propagating and selling saltwater corals. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and comprehensive reporting tools.
Jacob B
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Jacob Berta is a financial advisor at Greenwood Gearhart, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Garrison Financial Institute and Northwestern Mutual, as well as a four-year tenure at the University of Arkansas. He also has experience with Wildcat Windows and served with the Knights of Columbus. Greenwood Gearhart is a fee-only, SEC-registered investment adviser providing discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm follows a fundamental, long-term investment approach and offers a range of investment strategies and family office services.
Mason L
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Mason Lane is a Series 65-licensed financial advisor with Greenwood Gearhart, LLC, where he has worked since 2026. He has one year of industry experience, including prior roles at Greenwood Gearhart, Inc. and Taylor Law Partners, as well as extensive full-time student training. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm follows a fundamental, long-term investment approach with strategies such as options hedging, long-short separately managed accounts, and tax-loss harvesting.
Lindsey C
Fayetteville, AR
Greenwood Gearhart, LLC
Lindsey Charles is a financial advisor at Greenwood Gearhart, LLC with industry experience beginning in 2020. Prior to joining Greenwood Gearhart, Lindsey worked at Boston Mountain Money Management and Walmart. Lindsey is based in Fayetteville, Arkansas. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that serves individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment approach and offers discretionary investment management, financial planning, and family office services.
Corbin H
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Corbin Harris is a financial advisor at Greenwood Gearhart, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Greenwood Gearhart in 2025, he worked at Robert W. Baird for eight years and also spent three years at UW-Milwaukee. Greenwood Gearhart is a fee-only, SEC-registered investment adviser offering discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment process and provides a range of private investment and family office services.
Lisa B
CFP®, Series 66
Fayetteville, AR
Greenwood Gearhart, LLC
Lisa Brown is a Certified Financial Planner® with 19 years of industry experience currently serving as an advisor at Greenwood Gearhart, LLC. She has worked at various entities within the Greenwood Gearhart organization since 2016 and spent 13 years with Mary Kay, Inc. Brown is an advisory council member for DAFGiving360™, where she contributes to strategic planning and philanthropic initiatives. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, plans, trusts, and charitable organizations. The firm employs a fundamental, long-term investment process and offers specialized strategies such as options hedging and tax-loss harvesting.
Damon A
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Damon Akin is a financial advisor at Greenwood Gearhart, LLC with five years of industry experience. He holds a Series 65 designation and has worked with Greenwood Gearhart and its predecessor firms since 2018. Outside of his advisory role, he conducts freelance graphic design, web design, and marketing work. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, plans, trusts, and charitable institutions. The firm employs a fundamental, long-term investment process and offers specialized strategies such as options hedging, long-short SMA strategies, and tax-loss harvesting as part of its portfolio management.
William S
Series 63, Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
William Stoddard is a financial advisor at Greenwood Gearhart, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities, Inc. Outside of his advisory role, he serves as a limited partner and trustee in a family-owned farm through Panther Burn, LLC. Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, institutions, and charitable organizations. The firm employs fundamental analysis to guide asset allocation and security selection, offers separately managed accounts, and is involved with private funds and pooled investment vehicles.
Corbin F
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Corbin Foster is a financial advisor with Greenwood Gearhart, LLC in Fayetteville, Arkansas. He holds a Series 65 designation and has 11 years of industry experience, all with Greenwood Gearhart. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment process and offers a range of core and expanded family office services, including separately managed accounts and private investment fund involvement.
Johann K
Series 63, Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Johann Komander is a financial advisor with Greenwood Gearhart, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes two years at Goldman, Sachs & Co. before joining Greenwood Gearhart, where he has served since 2019. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm employs a fundamental, long-term investment approach and offers a range of strategies including separately managed accounts, options for hedging, and tax-loss harvesting.
Brete G
Series 63, Series 65
Fayetteville, AR
Stephens
Brete Garland is a financial advisor at Stephens with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Voya Financial Advisors and Voya Retirement Advisors. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm employs tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.
James M
Series 66
Fayetteville, AR
Arvest Wealth management
James Mazzanti is a financial advisor with Arvest Wealth Management in Fayetteville, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has been with Arvest Wealth Management and Arvest Bank since 2016, splitting his time primarily between the two. Arvest Wealth Management offers investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm applies a diverse investment approach incorporating fundamental, technical, quantitative, and qualitative analysis, with a focus on asset allocation and customized strategies aligned with clients’ goals and risk tolerances.
William C
Series 63, Series 65
Fayetteville, AR
Stephens
William Crawford is a financial advisor at Stephens with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at 49 Financial and Strategic Financial Partners. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.
Chad M
Series 66
Fayetteville, AR
Arvest Wealth management
Chad Meyer is a financial advisor at Arvest Wealth Management with seven years of industry experience. He holds the Series 66 designation and previously worked at FTB Advisors and Transact Futures. 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 tailored to client objectives.
Kyle J
Series 63, Series 65
Fayetteville, AR
Stephens
Kyle Jenner is a financial advisor at Stephens with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stephens since 2002. Outside of his advisory role, he serves as a board member of the local Arkansas Community Foundation chapter and is involved in livestock farming as a landowner. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.
William D
CFP®, Series 66
Fayetteville, AR
Arvest Wealth management
William Deweese is a CFP® and Series 66 credentialed advisor with 17 years of industry experience. He has been with Arvest Wealth Management since 2008. 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, serving a broad client base with a combination of discretionary and non-discretionary asset management.
Robert S
Series 66
Fayetteville, AR
Arvest Wealth management
Robert Still III is a Series 66-licensed advisor with five years of industry experience, currently serving at Arvest Wealth Management in Fayetteville, AR. His background includes roles at Arvest Bank and a prior tenure at Cabela's/Bass Pro Shops. 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 manages approximately $3.44 billion in regulatory advisory assets and employs over 200 advisors, using a multi-faceted investment approach tailored to clients’ objectives and risk tolerances.
Matthew C
Series 63, Series 66
Fayetteville, AR
Arvest Wealth management
Matthew Clinkscales is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He 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, with asset management guided by Investment Policy Statements and a mix of discretionary and non-discretionary oversight.
Tracy T
Series 66
Fayetteville, AR
Stephens
Tracy Tanner is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. Her background includes roles at Tyson Foods and Bank OZK RESG, as well as involvement in education-related positions. She also provides private ACT tutoring to high school students through her business, Insight Tutoring. Stephens offers investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines advisory services with broker-dealer and investment banking activities, providing a broad range of financial solutions.
Barbara M
CFP®, Series 63, Series 65
Fayetteville, AR
Arvest Wealth management
Barbara Mills is a CFP® with 27 years of industry experience, currently serving at Arvest Wealth Management in Fayetteville, AR. She has been with Arvest Wealth Management since 2011, totaling over 15 years at the firm. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, with a focus on asset allocation and strategies tailored to clients’ objectives and risk tolerances.
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Finding advisors...
124 advisors near
72753
within the area shown on the map
Out of 400,000+ nationwide