Maria Obispo is a financial advisor with Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and 10 years of industry experience. She has worked at Arvest Wealth Management and Arvest Bank since 2008. Outside of her advisory role, she serves as treasurer for the Washington County S.A.L.T. Council, a nonprofit organization. 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 services guided by Investment Policy Statements.

Jerry Roberts is a financial advisor at Arvest Wealth Management in Springdale, Arkansas, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Arvest Investments, Inc. since 1996. 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.

Molly Saxon is a financial advisor with \u0026Partners in Fayetteville, AR, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Stephens Inc. She serves as treasurer for the Ozark Society Highlands Chapter, managing reporting and financial reconciliation for the nonprofit. \u0026Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of portfolio management strategies that combine proprietary models and third‑party managers.

Quinn Semler is a financial advisor at Corient with a Series 65 designation and 14 years of industry experience. Prior to joining Corient in 2026, he worked for JPMorgan Asset Management from 2013 to 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates proprietary and third-party strategies while using risk management tools and stress testing to align portfolios with client objectives.

Jeremy Webb is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Independent Financial Group, LLC since 2017 and previously worked at SII Investments from 2013 to 2017. In addition to his advisory role, Webb operates Webb & Associates, through which he offers insurance products and financial services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs via its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Jeffery Coffman is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Independent Advisor Alliance, he worked at Equitable Advisors and has experience with organizations such as Sports & Story and Student Mobilization. He is also the owner of Coffman Capital LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with discretionary and non-discretionary management, utilizing technology platforms and third-party resources to deliver comprehensive advisory services.

Megan Varoz is a Series 66-licensed financial advisor at &PARTNERS with 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Stephens Inc., and Raymond James Financial Services. Outside of her advisory work, she is involved in administrative and operational tasks at Hatch Farm, a family-owned farm. &PARTNERS serves a diverse client base ranging from individual investors to sovereign wealth funds, offering investment advisory and brokerage services alongside financial planning and retirement consulting. The firm employs a combination of proprietary and third-party investment strategies through platforms like Envestnet and operates as both a broker-dealer and registered investment advisor.

Max Mahler is a CFP® professional with 14 years of industry experience. He is currently an advisor at &PARTNERS, having joined in 2024 after eight years at Wells Fargo Clearing and five years at Wells Fargo Advisors, LLC. Outside of advisory work, he manages an operating company that handles local expenses for his practice. &PARTNERS serves a diverse client base including individual, institutional, and sovereign wealth fund clients, offering a range of services such as investment advisory, brokerage, financial planning, and retirement plan consulting. The firm employs a combination of discretionary and non-discretionary portfolio management solutions using proprietary models and third-party managers, while operating as both a broker-dealer and registered investment advisor.

Mark Gilbert is a financial advisor with &PARTNERS, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 13 years. Gilbert serves as a board member of the Summersby Homeowners Association in Fayetteville, Arkansas. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services with a range of portfolio management options and employs fundamental, technical, and quantitative analysis in its investment approach.

Matthew Bruton is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing a combination of proprietary and third-party portfolio management strategies through the Envestnet platform.

Edward Prewitt is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at &PARTNERS and previously spent 15 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a co-founder of 1828 Capital LLC and serves on the advisory committee for a local juvenile judge campaign. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a range of proprietary and third-party investment strategies supported by fundamental, technical, and quantitative analysis.

James Bell is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at MAI Capital Management, LLC and previously spent 19 years at Garrison Asset Management, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and trust services as part of its comprehensive approach.

Cory Gelvin is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America, Arvest Wealth Management, and LPL Enterprise. Empower Advisory Group provides financial planning and investment management services primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within integrated recordkeeping and administrative platforms.

Jackie Hils is a financial advisor at SPC with one year of industry experience. She holds a Series 66 designation and has worked at Sigma Planning Corporation and Parkland Securities LLC since 2023. In addition to her advisory role, she is a licensed insurance agent selling health, life, and ancillary insurance products through BFS Independent Insurance. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Kerry Bradley is a CFA® charterholder with 26 years of industry experience. He is currently with MAI Capital Management, LLC, having joined the firm in 2024 after 25 years at Garrison Asset Management LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across multiple strategies and also offers trust and insurance administration through affiliated entities.

George Mason is a Series 65-licensed financial advisor at Corient with 17 years of industry experience. He has been with Corient and Corient Services LLC since 2025. In addition to his advisory role, Mason is CEO of The Cabana Group, LLC, and is involved in several legal and business ventures through entities such as Cabana Law Group LLC and Cabana Realty, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Christopher Boushelle is a financial advisor at &PARTNERS with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, employing both proprietary and third-party strategies across discretionary and non-discretionary portfolio management.

Eric Crawford is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Kestra Investment Services since 2016. Outside of his advisory role, he works part-time as an event parking attendant. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice, serving large institutional investors including sovereign wealth funds.

Ruth Miller is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining &PARTNERS in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory work, Miller is involved with JM Auto & Diesel Repair, where she provides bookkeeping services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing both proprietary and third-party investment strategies supported by platforms like Envestnet and NFS.

Lisa Scheile is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James Financial since 2022 and previously was with Wells Fargo Advisors from 2012 to 2022. Outside of finance, she has been involved with Allied Universal Event Services and Landmark Event Staffing since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.