Elijah Freeman is a CFP® professional with four years of experience, currently serving at Mach-1 Financial Group, LLC since 2019. His prior work includes roles at KPMG, Phillips 66, and Oklahoma State University. Freeman is also a licensed insurance agent. Mach-1 Financial Group serves individuals and high-net-worth clients, as well as trusts, corporations, and partnerships, offering asset management and related advisory services through a discretionary wrap fee program. The firm manages over $546 million in assets and coordinates estate planning and tax services primarily via licensed third-party platforms.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.