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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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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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Chandler L

Series 66

Rogers, AR

Stephens

Chandler Luebbert is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2022. Prior to joining Stephens, he held roles at Black Diamond Mergers & Acquisitions, Office Depot, Honda Autoplex, Prison Brews, and the University of Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individual and high-net-worth investors, pension plans, foundations, corporations, and government entities. The firm employs multiple investment strategies and programs, combining bottom-up security selection and top-down fixed-income management, and is noted for its integrated broker-dealer and investment banking capabilities.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Hillman J

Series 63, Series 65

Rogers, AR

Stephens

Hillman Jones is a financial advisor at Stephens with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stephens since 2016. His prior experience includes multiple roles at Arvest Wealth Management and Raymond James Financial Services. Jones serves on the board of Infinity Headwear & Apparel, a retail apparel company. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm employs a variety of investment strategies and committees, combining bottom-up security selection with top-down fixed-income management, and offers services spanning financial planning, portfolio management, private equity, and institutional equity research.

Private / alternative investments Wealth management Founder/Business Owner Executive
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William O

CFP®, ChFC®, Series 66

Rogers, AR

Arvest Wealth management

William Oligher is a CFP® and ChFC® with nine years of experience, currently serving as a financial advisor at Arvest Wealth Management in Rogers, AR. He has been with Arvest since 2015, working in both the wealth management and bank trust departments, splitting his time evenly between the two. 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, with a focus on tailoring services to meet client and plan sponsor objectives.

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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Nicholas T

Series 66

Rogers, AR

Cornerstone Wealth Management, LLC

Nicholas Tyburski is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2009 and joined Cornerstone Wealth Management in 2023. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice with continuous account supervision, integrating in-house advisors, third-party portfolio managers, and algorithm-driven models to support a high client load across its advisor team.

Charitable giving & philanthropy Founder/Business Owner Retired
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Nikifor P

Series 66, Series 63

Bella Vista, AR

Advisory Services Network

Nikifor Paunov is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Cornerstone Advisors LLC, Merrill, and Cabana Asset Management. Outside of advising, he is a partner in Bogatti LLC, a forensic accounting and fraud examination firm, and is involved with associated entities specializing in trading software development and tax services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and maintaining flexible engagement models.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Ian W

CFP®, Series 63, Series 65

Bentonville, AR

Fortis Capital Advisors, LLC

Ian Weiner is a CFP® with six years of industry experience, currently affiliated with Fortis Capital Advisors, LLC in Bentonville, AR. He has held roles at multiple firms including Generations Wealth Partners, EXOS Wealth Strategies, and Quincy Wells Capital. Outside of advising, Weiner is involved in a wine and spirits distribution business and co-owns a marketing referral consultancy, Finlaw Consulting, LLC. He also hosts the Generations Legal Group podcast. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers by providing portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a mix of discretionary management with passive, active, tactical, and blended investment strategies, including ESG options, managing $1.615 billion in discretionary assets as of year-end 2025.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Executive
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Joel A

Series 66

Rogers, AR

Stephens

Joel Akers is a financial advisor at Stephens with 26 years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2013, with prior experience at Arvest Wealth Management and Raymond James Financial Services. Outside of his advisory role, he serves as a director of Infinity Headwear, an apparel sales company. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm offers a range of financial planning and portfolio management services, combining bottom-up security selection with top-down fixed-income strategies and leveraging an integrated broker-dealer and investment banking platform.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Zachery O

CFP®, Series 65

Bentonville, AR

Vicus Capital, Inc.

Zachery Otwell is a CFP® and Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at WealthKeel LLC and Edia, as well as experience in educational institutions such as Little Rock Christian Academy and Harding University. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combination of fundamental and technical analysis and offers a range of model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Evan M

Series 65

Rodgers, AR

49 Financial

Evan Miller is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Central Bank, Kruse Financial Group, and the University of Nebraska-Lincoln. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Larry W

Series 66

Rogers, AR

Vanderbilt Advisory Services

Larry Worden is a financial advisor with Vanderbilt Advisory Services in Rogers, Arkansas, holding a Series 66 designation and 21 years of industry experience. Prior to joining Vanderbilt Securities, LLC in 2016, he worked at Bfc Planning and Securities Management & Research, Inc. He is also president and 50% shareholder of WORDEN & WORDEN CPAs, PA, where he is a licensed certified public accountant in Arkansas. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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Parker T

Series 63, Series 65

Rogers, AR

49 Financial

Parker Teague is an advisor at 49 Financial with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Oakwood Capital Securities and Purshe Kaplan Sterling Investments, among other roles. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Kimberley C

Series 66

Rogers, AR

Stephens

Kimberley Carter is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked at Stephens Inc. since 2013, following six years at Arvest Wealth Management. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management, offering services such as financial planning, portfolio management, private equity, and institutional equity research.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Michele W

CFP®, Series 65

Centerton, AR

Facet

Michele Wostbrock is a CFP®-credentialed financial advisor with four years of industry experience. She currently works at Facet and has previously held roles at CapFinancial Partners LLC (CAPTRUST), PitchBook, Fluently Financial, Flourish Wealth Management, US Bank, and All Star Financial Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes, including machine-learning algorithms, and offers model-based asset allocations that emphasize exchange-traded funds alongside advanced strategies at higher service levels.

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning
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Grace M

Series 63, Series 65

Rogers, AR

49 Financial

Grace Mc Casland is a financial advisor at 49 Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of her advisory role, she occasionally works as a nanny for a high-profile family. 49 Financial serves both individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and integrates behavioral coaching into its portfolio management.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Parker C

Series 65

Rogers, AR

49 Financial

Parker Crane is a financial advisor at 49 Financial based in Rogers, Arkansas. He holds a Series 65 designation and has recently started his career in the industry. Prior to joining 49 Financial, his work experience includes roles at Premier Pools and Spas, Auntie Annes, and Dairy Queen. 49 Financial serves a broad range of clients including individuals, trusts, estates, corporations, and retirement plans by providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach focused on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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