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Hannah S
Series 66
Springdale, AR
New Wave Wealth Advisors
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 W
Series 66
Fayetteville, AR
Whiterock Wealth Design, LLC
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 R
Series 66
Fayetteville, AR
Whiterock Wealth Design, LLC
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 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.
Daniel R
Series 66
Fayetteville, AR
Whiterock Wealth Design, LLC
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 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.
Jeffrey M
Series 66
Fayetteville, AR
Whiterock Wealth Design, LLC
Jeffrey Meekins is a financial advisor with Whiterock Wealth Design, LLC in Fayetteville, Arkansas, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Arvest Wealth Management. He is also associated with Triple Divide LLC, a company established for managing his independent contractor income distributions. Whiterock Wealth Design provides portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension and profit sharing plans, and corporations. The firm utilizes a combination of fundamental, technical, quantitative, and Modern Portfolio Theory-based analysis, with services that include monitoring and rebalancing portfolios and corporate retirement plan consulting.
Tomek S
Series 66
Springdale, AR
New Wave Wealth Advisors
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 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.
Simon P
Series 66
Springdale, AR
Cornerstone Wealth Management, LLC
Simon Pockrus is a financial advisor with Cornerstone Wealth Management, LLC in Springdale, AR, holding a Series 66 credential and 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2017 before joining Cornerstone Wealth Management and LPL Financial in 2017. Outside of his advisory role, he is involved with AHK Solutions, a non-investment-related business entity. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice, continuous account supervision, and integrates in-house advisors with third-party managers and technology-driven models to support a high client load.
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.
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