Benjamin Penix is a financial advisor with Stephens in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior experience includes roles at Raymond James & Associates, Morgan Keegan & Company, LLC, Raymond James Financial Services, and A. G. Edwards & Sons, Inc. 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 offers diversified services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research.

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.

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.

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.

Townsend Wenzler is a financial advisor at Arvest Wealth Management with one year of industry experience. He holds the Series 66 designation. Prior to joining Arvest Wealth Management, his work history includes 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Rupal Poltack is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Arvest Wealth Management since 2020 and is dually employed by Walton Enterprises LLC, where she spends a portion of her time. Additionally, she serves as an operating committee member for Light Hill Property Management LLC, providing oversight of management and operations. Arvest Wealth Management offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

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.

Allen Johnson is a financial advisor with Arvest Wealth Management in Lowell, Arkansas. He holds a Series 66 designation and has been with Arvest since 2023. Prior to his advisory role, he worked at Mirabella's Table and WACO Title, and completed his education at the University of Arkansas. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies according to client objectives and risk tolerance.

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.

David Morales is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation and six years of industry experience. His career has been exclusively with Arvest, including roles within Arvest Bank. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a multi-disciplinary investment process focused on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

Kevin Lacewell is a CFP® with 25 years of industry experience and is currently with Arvest Wealth Management. He has worked in various roles within Arvest Wealth Management and Arvest Bank since 2013 and is dually employed by Arvest Bank's Trust Department, splitting his time between the two entities. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor investment strategies according to clients' objectives and risk tolerances.

Kasey Cooper is a financial advisor at Waterloo Capital with six years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors LLC and Arvest Wealth Management. Outside of her advisory role, Cooper is involved with GIVE ME A SECOND LLC. Waterloo Capital is an SEC-registered multi-team firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm employs a primarily long-term, buy-and-hold investment approach with customized portfolios and offers a broad range of investment tools and integrated financial solutions.

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.

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.

Isaac Lee is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation with two years of industry experience. He is dually employed by Arvest Bank, dividing his time between the bank and wealth management. Arvest Wealth Management provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans with an investment approach guided by Investment Policy Statements.

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.

Isaac Johnson is a financial advisor at Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he served in the United States Air Force for four years and owns a lawn care and landscaping 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 multifaceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and strategies tailored to clients' objectives and risk tolerances.

Gretchen Brewer is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation with 18 years of industry experience. She 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, managing a mix of discretionary and non-discretionary assets.

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.

Kelli Trahan is a Series 66-licensed financial advisor with three years of industry experience, currently with Arvest Wealth Management in Lowell, Arkansas. She has worked at Arvest Wealth Management since 2021 and previously held roles at Latter & Blum, Redd Properties, ReMax, and Stutes & Lavergne LLC. 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.