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Jonny W

Series 63, Series 65

Fayetteville, AR

Stephens

Jonny Waddle Jr. is a financial advisor with Stephens in Fayetteville, AR, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stephens since 2004. 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.

Wealth management Private / alternative investments Tax-loss harvesting
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James C

Series 63, Series 65

Fayetteville, AR

Stephens

James Compton is a financial advisor with Stephens in Fayetteville, Arkansas, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Stephens and Stephens Inc. continuously since 2006. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio management, financial planning, retirement-plan advisory, and institutional equity research, combining advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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Landon L

Series 63, Series 65

Fayetteville, AR

First Citizens Asset Management, Inc

Landon Lea is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked extensively with Arvest Wealth Management and its affiliates before joining First Citizens and SVB Wealth in 2025. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm employs a multi-team platform to manage global, multi-asset portfolios using a combination of quantitative and qualitative research and offers discretionary municipal advisory services.

Income planning Passive / index investing Active portfolio management Retired
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Benjamin P

Series 63, Series 66

Fayetteville, AR

Stephens

Benjamin Penix is a financial advisor at Stephens in Fayetteville, AR, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stephens since 2015. Stephens provides 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, including underwriting, IPO allocations, and municipal advisory services.

Wealth management Private / alternative investments Tax-loss harvesting
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Michael S

CFP®, Series 66

Fayetteville, AR

Arvest Wealth management

Michael Shirley is a CFP® and holds a Series 66 license, serving as a financial advisor at Arvest Wealth Management with 21 years of industry experience. He has been with Arvest Asset Management since 2008. Outside of his advisory role, he serves as Elder Chairman at Covenant Church and is an adjunct professor in the College of Business at John Brown University. 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 Investment Policy Statements and 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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Arthur G

Series 63, Series 65

Fayetteville, AR

Arvest Wealth management

Arthur Gibbs is a financial advisor at Arvest Wealth Management with 22 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Asset Management from 2003 to 2017. Gibbs holds Series 63 and Series 65 licenses. 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 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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Brandi S

Series 66

Fayetteville, AR

Arvest Wealth management

Brandi Springer is a financial advisor at Arvest Wealth Management with five years of industry experience. She holds a Series 66 designation and has worked at Arvest Bank since 2003, splitting her time between the bank and wealth management. 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 focus on aligning recommendations with client objectives and 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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Roger C

Series 63, Series 65

Fayetteville, AR

Arvest Wealth management

Roger Cunningham Jr. is a financial advisor at Arvest Wealth Management with 29 years of industry experience. He has been with Arvest and its related entities since 1996 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as immediate past president and board member of the Rotary Club of Fayetteville and participates on its foundation board. 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 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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William W

Series 63, Series 65

Fayetteville, AR

Arvest Wealth management

William Walker is a financial advisor at Arvest Wealth Management in Lowell, AR, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and 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, 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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Caleb A

Series 66

Fayetteville, AR

Arvest Wealth management

Caleb Akers is a Series 66-licensed financial advisor with Arvest Wealth Management, bringing 10 years of industry experience. He has been with Arvest Wealth Management since 2014 in various capacities. 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, serving a diverse client base through a combination of discretionary and non-discretionary asset management.

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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Christon N

Series 66

Fayetteville, AR

Arvest Wealth management

Christon Newkirk is a financial advisor at Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation with six years of industry experience. He has been with Arvest Wealth Management since 2020 and previously worked at The Pack Shack. Outside of his advisory role, Newkirk owns and operates Obsidian Nest Properties, LLC, a real estate business. 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 comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis to develop tailored 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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Ricky J

Series 63, Series 65

Fayetteville, AR

Arvest Wealth management

Ricky Jones is a financial advisor at Arvest Wealth Management with 26 years of industry experience. He has been with Arvest since 2012 and holds the Series 63 and Series 65 credentials. 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 emphasizing 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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Keith W

Series 63, Series 65

Fayetteville, AR

Stephens

Keith Westmoreland is a financial advisor at Stephens with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2009. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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Edward Z

Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

Edward Zimmermann is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Zimmermann also has experience with Ashford University-Online. 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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Adrienne K

Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

Adrienne Kersey is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Paychex, Inc. and Paychex Securities Corporation before joining Arvest Wealth Management in 2019. Adrienne is also a shareholder in a non-public family-owned bank. 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 multifaceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and 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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Joshua C

Series 66

Fayetteville, AR

Arvest Wealth management

Joshua Coody is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 12 years of industry experience. His career has been exclusively with Arvest entities since 2015. Outside of his advisory role, he is a manager of AKJ Holdings, LLC, a non-investment business involved in real 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, serving a broad client base through a mix of discretionary and non-discretionary asset management.

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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Byron G

Series 66

Fayetteville, AR

Arvest Wealth management

Byron Galloway is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015, including roles at both Arvest Wealth Management and Arvest Bank. He is dually employed by Arvest Bank and divides his time primarily there. 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 incorporates multiple analytical approaches and emphasizes asset allocation tailored 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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Ryan T

Series 66

Fayetteville, AR

Arvest Wealth management

Ryan Thomas is a financial advisor at Arvest Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management since 2015. 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 uses a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies to align 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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Clint M

CFP®, Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

Clint Morris is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Arvest Wealth Management. He has been with Arvest since 2016 in various roles. Outside of his advisory work, he teaches fitness classes at Fit.1. 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-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor 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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Megan G

ChFC®, Series 66

Fayetteville, AR

Stephens

Megan Gray is a financial advisor at Stephens with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Stephens in 2023, she worked at Edward Jones for seven years. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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