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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.

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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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.

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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Tracy T

Series 66

Fayetteville, AR

Stephens

Tracy Tanner is a financial advisor at Stephens with three years of industry experience and holds a Series 66 designation. Prior to joining Stephens, Tracy’s work experience includes roles at Tyson Foods, Bank OZK, and the University of Arkansas. Outside of finance, Tracy is involved in private tutoring, providing ACT preparation for high school students through Insight Tutoring. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, combining bottom-up equity research with committee-driven asset allocation and offering a range of advisory and brokerage services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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.

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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Jonny W

Series 63, Series 65

Fayetteville, AR

Stephens

Jonny Waddle Jr. is a financial advisor at Stephens with 38 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Stephens since 2004, following two years at Morgan Stanley DW Inc. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm provides a range of services including advisory, brokerage, investment banking, custody, and research, utilizing both discretionary and non-discretionary management approaches supported by committees and investment adviser representatives.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Kassidy J

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Kassidy Joyner is a financial advisor at Cornerstone Wealth Management, LLC with four years of industry experience. She holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2021. Outside of her advisory work, she serves as an English instructor at Shimane University. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management and LPL-sponsored programs to deliver tailored investment advice focused on continuous account supervision and diversified asset allocation.

Charitable giving & philanthropy Founder/Business Owner Retired
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James C

Series 63, Series 65

Fayetteville, AR

Stephens

James Compton is a financial advisor at Stephens with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stephens and its predecessor firms since 2006. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Landon L

Series 63, Series 65

Fayetteville, AR

First Citizens Asset Management, Inc

Landon Lea is a financial advisor at First Citizens Asset Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively within the First Citizens and Arvest organizations. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm offers multi-asset class model portfolios and emphasizes strategic asset allocation, manager research, and risk-controlled rebalancing.

Income planning Passive / index investing Active portfolio management Retired
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Connor R

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Connor Reece is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Cornerstone, he worked at Dynastic Wealth Management, LLLP, and LPL Financial. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and leverages LPL-sponsored programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
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Benjamin P

Series 63, Series 66

Fayetteville, AR

Stephens

Benjamin Penix is a financial advisor with Stephens in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and has 23 years of industry experience. His career includes positions at Raymond James, Morgan Keegan & Company, LLC, A.G. Edwards & Sons, Inc., and various roles within Stephens since 2015. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of discretionary and non-discretionary management programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management, and also provides brokerage, investment banking, custody, and municipal advisory services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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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Stuart E

Series 65, Series 66

Springdale, AR

CL Wealth Management LLC

Stuart Epley is a financial advisor with CL Wealth Management LLC in Springdale, AR, holding Series 65 and Series 66 licenses with 28 years of industry experience. His prior roles include positions at Ameriprise, Raymond James & Associates, Merrill, and founding Razorhog LLC d/b/a Epley Aquatic Farms. Outside of finance, he is involved in a locksmith business, Pop A Lock, based in Rogers, AR. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis, model portfolios, option strategies, and a range of mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.

Options & derivatives strategies Tax-loss harvesting Wealth management
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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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Robert W

Series 63, Series 66

Springdale, AR

CL Wealth Management LLC

Robert Waddell is a financial advisor with CL Wealth Management LLC in Springdale, AR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with CL Wealth Management since 2017 and operates Waddell Wealth Management as a DBA since 2008. Outside of finance, he is the owner of the Habitual Smokers Barbecue Team, a competition barbecue cooking team active since 1996. CL Wealth Management LLC provides portfolio advisory and financial planning services for individuals and various entities, offering both discretionary and non-discretionary management. The firm utilizes a range of strategies, including fundamental and technical analysis, model portfolios, and option strategies, with accounts monitored continuously to align with client objectives.

Options & derivatives strategies Tax-loss harvesting Wealth management
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Natalie Y

Series 65

Fayetteville, AR

Simplicity wealth

Natalie Yarbrough is a Series 65-licensed advisor at Simplicity Wealth with four years of industry experience. She has worked at Simplicity Wealth since 2023 and previously held roles at Retirement Strategies Group and Allstate Insurance. Outside of her advisory work, she is also active as an insurance agent, earning commissions from annuity and life insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, coupled with a managed account platform and technology solutions for advisers.

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