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Gary H

Series 65

Springdale, AR

Advisory Services Network

Gary Harris is a Series 65 licensed financial advisor with Advisory Services Network and Harris Wealth Management, bringing five years of industry experience. He previously worked at Cornerstone Advisors LLC and Performance Improvement Link, LLC. Harris is involved in several private investment groups and holds leadership roles in related ventures. Advisory Services Network supports individuals, families, corporations, charitable organizations, and retirement plans through a network of independent advisers, offering portfolio management, financial planning, and investment consulting across various asset types. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies and multiple implementation options.

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

Series 63, Series 65

Fayetteville, AR

International Assets Investment Management, LLC

Ronald Cameron is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and with 31 years of industry experience. His prior roles include positions at LPL Financial, LLC and Raymond James Financial Services. He serves on the boards of poultry production companies in Mozambique and is involved in an online floral subscription business and a rideshare service using Uber and Tesla. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Carol C

ChFC®, Series 66

Springdale, AR

Arvest Wealth management

Carol Caster Page is a financial advisor with Arvest Wealth Management in Springdale, AR, holding the ChFC® designation and Series 66 license. She has six years of industry experience and is dually employed by Arvest Bank's Trust Department, splitting her time evenly between the bank and wealth management. Her career has been entirely with Arvest, including roles at both 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 through wrap programs, 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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Ricky J

Series 63, Series 65

Fayetteville, AR

Arvest Wealth management

Ricky Jones is a financial advisor at Arvest Wealth Management with 26 years of industry experience. He has been with Arvest since 2012 and holds the Series 63 and Series 65 credentials. 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 employs a multi-disciplinary investment process emphasizing asset allocation and tailored strategies to meet 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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Keith W

Series 63, Series 65

Fayetteville, AR

Stephens

Keith Westmoreland is a financial advisor at Stephens with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2009, with prior experience at Merrill from 2005 to 2009. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Edward Z

Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

Edward Zimmermann is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Zimmermann also has experience with Ashford University-Online. 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.

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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Adrienne K

Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

Adrienne Kersey is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Paychex, Inc. and Paychex Securities Corporation before joining Arvest Wealth Management in 2019. Adrienne is also a shareholder in a non-public family-owned bank. 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, focusing on asset allocation and strategies 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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Brett S

Series 66

Fayetteville, AR

Capital Analysts

Brett Stockland is a financial advisor with Capital Analysts in Fayetteville, Arkansas, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Lincoln Investment and Thrivent Financial. In addition to advisory work, he is engaged in fixed insurance sales involving life, health, and disability products. Capital Analysts serves a broad range of clients, including individual investors, trusts, foundations, and institutions, providing portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm combines discretionary management by its in-house Investment Management & Research team with non-discretionary solutions via advisors and third-party managers, supported by its proprietary mutual fund screening process.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Joshua C

Series 66

Fayetteville, AR

Arvest Wealth management

Joshua Coody is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 12 years of industry experience. His career has been exclusively with Arvest entities since 2015. Outside of his advisory role, he is a manager of AKJ Holdings, LLC, a non-investment business involved in real property. 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, serving a broad client base 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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Byron G

Series 66

Fayetteville, AR

Arvest Wealth management

Byron Galloway is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015, including roles at both Arvest Wealth Management and Arvest Bank. He is dually employed by Arvest Bank and divides his time primarily there. 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 employs a comprehensive investment process that incorporates multiple analytical approaches and emphasizes asset allocation tailored to 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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Ryan T

Series 66

Fayetteville, AR

Arvest Wealth management

Ryan Thomas is a financial advisor at Arvest Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management since 2015. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and 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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David M

Series 63, Series 65

Springdale, AR

Advisor Share Wealth Management, LLC

David Mersky is a financial advisor at Advisor Share Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Advanced Retirement Solutions, Inc., First Affirmative Financial Network, Cabana Asset Management, and The Change Agency, LLC. He is also the owner and producer of The Change Agency, LLC, an insurance agency specializing in life, long-term care, Medicare, and health insurance. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based practice platform, and typically implements client strategies through third-party sub-advisers and model portfolios.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Clint M

CFP®, Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

Clint Morris is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Arvest Wealth Management. He has been with Arvest since 2016 in various roles. Outside of his advisory work, he teaches fitness classes at Fit.1. 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 includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned 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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Megan G

ChFC®, Series 66

Fayetteville, AR

Stephens

Megan Gray is a financial advisor with Stephens in Fayetteville, AR, holding the ChFC® designation and Series 66 license. She has 10 years of industry experience, including seven years at Edward Jones prior to joining Stephens in 2023. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of discretionary and non-discretionary management programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Logan O

Series 66

Fayetteville, AR

Stephens

Logan Orr is a financial advisor at Stephens in Fayetteville, AR, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked at Taylor Farms, Strategic Financial Partners, Ben and Jerry's, Stout Executive Search, LLC, National MedTest Inc., and spent four years at the University of Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a broad range of services including discretionary and non-discretionary management, brokerage, investment banking, custody, and publishes research through its Equity Research group.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Zachary S

Series 65

Fayetteville, AR

Wealth Watch Advisors, Inc

Zachary Stively is a financial advisor at Wealth Watch Advisors, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at NJM Wealth Preservation Strategies and Walker Brothers. Wealth Watch Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical methods in managing portfolios, utilizing third-party model managers and offering access to approved alternative private placements for eligible investors.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Benjamin L

Series 66

Fayetteville, AR

Arvest Wealth management

Benjamin Laney is a Series 66 licensed financial advisor with Arvest Wealth Management in Lowell, Arkansas, where he has worked since 2008. He has 13 years of industry experience. 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 through wrap programs, retirement plan consulting, and written financial plans.

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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Mark D

CFP®, Series 63, Series 65

Fayetteville, AR

Stephens

Mark Dutton is a CFP® professional with 42 years of experience in the financial industry. He currently serves as an advisor at Stephens, where he has worked since 2009. Outside of his advisory role, he is a 50% owner of R & B Aviation LLC, which holds a Cessna 182 aircraft. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering advisory, brokerage, investment banking, and custody services supported by equity research and committee-driven portfolio management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Edwin A

Series 63, Series 65

Fayetteville, AR

Arvest Wealth management

Edwin Alas is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Arvest Wealth Management since 2005. Outside of his advisory role, he owns Ala Sea LLC, a residential real estate rental business. 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 solutions guided by Investment Policy Statements and varying levels of discretionary 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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Jerry S

Series 66

Fayetteville, AR

Arvest Wealth management

Jerry Suskind is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and eight years of industry experience. His career includes roles at Arvest Wealth Management and Arvest Bank, as well as Edward Jones and Bankers Life & Casualty. 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 service model 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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