Lindsey Charles is a financial advisor at Greenwood Gearhart, LLC with one year of industry experience. Prior to joining Greenwood Gearhart, LLC, Lindsey worked at Greenwood Gearhart, Inc. and Boston Mountain Money Management, and has six years of experience at Walmart. 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 process and offers a range of services including separately managed accounts, private investment fund oversight, and expanded family office solutions.

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.

Hannah Stanley is a financial advisor at New Wave Wealth Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and Arvest Wealth Management. Outside of advisory work, she is a 50% owner and manager of New Wave Ventures, LLC, a holding company related to her firm's operations. New Wave Wealth Advisors provides discretionary asset management and portfolio supervision for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis with modern portfolio theory and offers financial planning and retirement plan consulting services.

Robert Wilkinson is a financial advisor with Whiterock Wealth Design, LLC, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at ClearPath LLC and Arvest Wealth Management. He also serves as a trustee for his family trust. Whiterock Wealth Design provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension and profit sharing plans, and corporations. The firm employs a mix of fundamental, technical, quantitative, and Modern Portfolio Theory-informed analysis and serves both individual investors and employer plan sponsors with a range of investment and corporate services.

Abigail Rycraw is a financial advisor with Whiterock Wealth Design, LLC, holding a Series 66 designation and four years of industry experience. She has previously worked at Raymond James Financial Services Advisors, CTA Advisors, and has experience in both financial and legal environments. Abigail is also involved with Al LLC, an outside business activity. Whiterock Wealth Design serves a diverse client base including individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporations. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a variety of analytical approaches and investment tools tailored to client objectives.

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.

Daniel Robards is a financial advisor at Whiterock Wealth Design, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he is a partner in Aquaponics AI, LLC, a company focused on farm management software and technology. Whiterock Wealth Design provides portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension plans, and corporations. The firm employs a blend of fundamental, technical, quantitative, and Modern Portfolio Theory-based analysis and serves both individual investors and employer plan sponsors with services that include estate and tax planning as well as corporate consulting.

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.

Heather Kuester is a financial advisor at Greenwood Gearhart, LLC with Series 63 and Series 65 registrations. She has one year of industry experience, including four years self-employed prior to joining Greenwood Gearhart. Greenwood Gearhart is a fee-only, SEC-registered investment adviser serving individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm provides discretionary investment management, financial planning, and family office services using a fundamental, long-term investment approach that includes asset allocation, security selection, and strategies such as options hedging and tax-loss harvesting.

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 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 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.

Jeffrey Meekins is a financial advisor at Whiterock Wealth Design, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc and Arvest Wealth Management. Whiterock Wealth Design provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension and profit sharing plans, and corporations. The firm uses a combination of fundamental, technical, quantitative, and Modern Portfolio Theory-informed analysis to deliver individualized advice and regularly monitors and rebalances portfolios, serving a client base that includes significant work with employer plan sponsors and business clients.

Tomek Siwiec is a financial advisor at New Wave Wealth Advisors in Bentonville, AR, with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Sowell Management and Arvest Asset Management. Outside of advising, he is a licensed insurance agent. New Wave Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with modern portfolio theory and offers financial planning on a complimentary basis.

Brete Garland is a financial advisor at Stephens with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, Voya Financial, and Morgan Keegan prior to joining Stephens. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, corporations, and government entities. The firm’s investment approach incorporates both bottom-up security selection and top-down fixed-income management across multiple sponsored programs and investment committees.

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.

Matthew Campbell is a financial advisor at Arvest Wealth Management in Lowell, Arkansas, with 17 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management in various capacities since 2011. 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 large advisor team supporting a broad client base.

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. He also has a background that includes work at ChemServe Sustainability LLC and involvement with the Little Rock Racquet Club. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services from financial planning to portfolio management and private equity, utilizing both bottom-up security selection and top-down fixed-income strategies.

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.

Pierce Baker is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has worked at Arvest Wealth Management since 2017 and was previously with Arvest Asset Management from 2014 to 2017. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients, offering portfolio management, retirement plan consulting, and written financial plans. The firm’s client teams tailor recommendations based on Investment Policy Statements, managing a mix of discretionary and non-discretionary assets.