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Matthew C

Series 66

Lowell, AR

Arvest Wealth management

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.

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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Michael G

Series 66

Rogers, AR

Arvest Wealth management

Michael Gaffigan is a financial advisor with Arvest Wealth Management in Rogers, Arkansas, holding a Series 66 designation and eight years of industry experience. He has worked continuously with Arvest Wealth Management and Arvest Bank since 2016. Outside of his financial advisory role, he serves as a music minister at St. Stephens Catholic Church in Bentonville, Arkansas. 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 wide range of client needs 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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Pierce B

CFP®, Series 66

Lowell, AR

Arvest Wealth management

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.

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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Simon K

Series 66

Bentonville, AR

Continuum Advisory, LLC

Simon Keogh is a financial advisor at Continuum Advisory, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Triad Advisors, and Signator Investors, Inc. Keogh is also affiliated with Village Insurance, where he has served as an insurance agent since 2005. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and pension plans, providing financial planning, consulting, and portfolio management. The firm integrates professional specialties such as tax and legal services among its advisors and emphasizes a collaborative approach supported by centralized technology and sub-advisory platforms.

Wealth management Business sale tax planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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Cody B

CFP®, Series 66

Lowell, AR

Arvest Wealth management

Cody Bean is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds the CFP® designation and Series 66 license. Bean is dually employed by Arvest Bank’s Trust Department in Lowell, Arkansas, splitting his time evenly between the bank and wealth management sides. 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 combines fundamental, technical, quantitative, and qualitative analysis to offer tailored asset allocation and investment strategies that 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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Mac Kenzie W

Series 66

Lowell, AR

Arvest Wealth management

Mac Kenzie Wolf is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Arvest Wealth Management, he worked at Arvest Bank from 2020 to 2024 and has experience in retail and technical roles at Walmart and Red Wolf Technical. 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 client-focused approach guided by 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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Mary I

Series 66

Lowell, AR

Arvest Wealth management

Mary Ikenberry is a financial advisor at Arvest Wealth Management with four years of industry experience. She holds a Series 66 credential and has worked with Arvest in various roles since 2020. Outside of her advisory work, she owns two small businesses focused on event-based cotton candy sales and crafted goods. 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-disciplinary investment approach combining fundamental, technical, quantitative, and qualitative analysis 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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Odessa F

Series 66

Lowell, AR

Arvest Wealth management

Odessa Fowler is a financial advisor at Arvest Wealth Management with a Series 66 designation and two years of industry experience. She has worked at Arvest Wealth Management since 2021 and previously spent ten years at Arvest Bank. 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 client teams 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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Vickie W

CFP®, Series 63, Series 65

Rogers, AR

Hilltop Securities inc.

Vickie Wise is a CFP® professional with 36 years of industry experience, currently serving at Hilltop Securities Inc. since 2018. Prior to that, she spent 20 years with BOK Financial Securities, Inc. She is a board member of E3 Partners Ministry, a nonprofit organization based in Plano, TX. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform supported by Envestnet.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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Griffin W

Series 66

Lowell, AR

Arvest Wealth management

Griffin Wuensch is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation. He has been with Arvest since 2022, including his current role at the wealth management division since 2025. Wuensch previously worked at the University of Arkansas and Lakeside High School. He divides his time between Arvest Bank and Arvest 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, serving a broad 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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Cassie B

Series 66

Lowell, AR

Arvest Wealth management

Cassie Brisco is a financial advisor with Arvest Wealth Management in Lowell, Arkansas. She holds a Series 66 credential and has four years of industry experience. Prior to joining Arvest, she worked for the USDA Farm Service Agency. Outside of her advisory role, she provides bookkeeping services for family-owned agriculture businesses. 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 employs a comprehensive investment approach, incorporating fundamental, technical, quantitative, and qualitative analysis 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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Michael Y

Series 66

Rogers, AR

Waterloo Capital

Michael Yawn is a financial advisor with Waterloo Capital, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Equitable Advisors and Arvest Wealth Management. Outside of his advisory work, he holds an insurance license. Waterloo Capital is a multi-team SEC-registered firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm emphasizes customized portfolios with a long-term, buy-and-hold investment approach and offers a broad range of investment tools and financial planning services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Passive / index investing Founder/Business Owner Retired Executive
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Hunter G

Series 66

Rogers, AR

New Edge Wealth

Hunter Gehring is a financial advisor with New Edge Wealth in Rogers, AR, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Arvest Wealth Management and Cabela's. Gehring also engages in fixed insurance and annuity sales through a direct relationship with Pacific Life. New Edge Wealth primarily serves ultra-high-net-worth individuals and institutional clients, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm utilizes a blend of independent managers, model strategies, and proprietary solutions with technology-assisted analytics integrated into adviser decision-making.

Private / alternative investments Options & derivatives strategies Wealth management ESG / Sustainable investing Executive Founder/Business Owner
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Bradley C

Series 66

Bentonville, AR

Arvest Wealth management

Bradley Crain is a financial advisor at Arvest Wealth Management in Bentonville, AR, holding a Series 66 designation with 20 years of industry experience. He has worked within Arvest Bank and Arvest Wealth Management in various capacities since 2010, splitting his time primarily between the bank and wealth management. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm combines fundamental, technical, quantitative, and qualitative analysis with 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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Caleb V

CFP®, Series 65

Bentonville, AR

Root Financial Partners

Caleb Vering is a CFP® and Series 65 credentialed advisor at Root Financial Partners with two years of industry experience. His prior roles include positions at Montebello Avenue, Farnam Financial, and Nova R Wealth. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios using index funds and ETFs, with tailored strategies and specialized techniques available for clients with complex needs.

Long-term care insurance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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John N

Series 63, Series 65

Rogers, AR

New Edge Wealth

John Naudo is a financial advisor with New Edge Wealth in Rogers, Arkansas, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at Arvest Wealth Management, Bank of America, Merrill, and several other firms. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary solutions, supported by AI-assisted analytics alongside adviser judgment.

Private / alternative investments Options & derivatives strategies Wealth management ESG / Sustainable investing Executive Founder/Business Owner
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Robert C

Series 66

Lowell, AR

Arvest Wealth management

Robert Carlson is a Series 66-credentialed advisor at Arvest Wealth Management with nine years of industry experience. He has worked extensively within the Arvest organization, including Arvest Bank, since 2008. Outside of his advisory role, Carlson serves as President of the Bentonville School Board and holds board positions with the NWA Scott Family Children's Museum and the NWA Foundation. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a client team approach to recommend services and model allocations guided by Investment Policy Statements, 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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Fred W

Series 65, Series 63

Lowell, AR

Arvest Wealth management

Fred Wood III is a financial advisor with Arvest Wealth Management, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Rivertree Wealth LLC and several advisory networks and firms. Wood has also worked in education and consulting roles outside the financial industry. 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 integrates fundamental, technical, quantitative, and qualitative analysis to tailor strategies to clients’ goals and risk profiles.

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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Taylor C

Series 66

Lowell, AR

Arvest Wealth management

Taylor Crutchfield Henderson is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds a Series 66 designation and splits his time between Arvest Wealth Management and Arvest Bank's Trust Department in Lowell, Arkansas. Henderson has worked with various divisions of Arvest 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 assets managed on both discretionary and non-discretionary bases.

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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Lisa L

Series 66

Lowell, AR

Arvest Wealth management

Lisa Latshaw is a financial advisor at Arvest Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has been with Arvest Wealth Management in various capacities since 2013. 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 broad client base with a range of advisory programs.

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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