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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.
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.
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 been with Stephens since 2009. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker-dealer and investment banking activities.
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.
Adrienne K
Series 63, Series 66
Fayetteville, AR
Arvest Wealth management
Adrienne Kersey is a financial advisor with Arvest Wealth Management in Ft Smith, AR, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Arvest Wealth Management since 2019 and previously was employed by Paychex, Inc. and Paychex Securities Corporation. Adrienne is a shareholder in a family-owned bank, The Bank of Salem. 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 to client objectives under varying levels of discretionary authority.
Brett S
Series 66
Fayetteville, AR
Capital Analysts
Brett Stockland is a financial advisor at Capital Analysts with eight years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Handy-Matt LLC. In addition to his advisory role, he is involved in fixed insurance sales, including life, health, and disability insurance. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary programs and emphasizes a fiduciary role, utilizing an in-house investment management team and proprietary screening processes.
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.
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.
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.
David M
Series 63, Series 65
Springdale, AR
Advisor Share Wealth Management, LLC
David Mersky is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Advanced Retirement Solutions, Inc., First Affirmative Financial Network, and Cabana Asset Management. Outside of advising, he owns and operates 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 pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, utilizing third-party sub-advisers and model portfolios to implement client strategies.
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.
Megan G
ChFC®, Series 66
Fayetteville, AR
Stephens
Megan Gray is a financial advisor at Stephens with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Stephens in 2023, she worked at Edward Jones for seven years. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.
Logan O
Series 66
Fayetteville, AR
Stephens
Logan Orr is a financial advisor at Stephens with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Taylor Farms, Strategic Financial Partners, and Stout Executive Search, LLC. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines broker-dealer, investment banking, and advisory services.
Zachary S
Series 65
Fayetteville, AR
Wealth Watch Advisors, INC
Zachary Stively is a financial advisor with Wealth Watch Advisors, INC in Fayetteville, AR. He holds a Series 65 designation and has one year of industry experience. Prior to joining his current firm, he worked at NJM Wealth Preservation Strategies and Walker Brothers. Wealth Watch Advisors serves a diverse client base including individual, high-net-worth, and institutional clients, offering portfolio management and financial planning. The firm employs a model-driven investment approach primarily using approved third-party sub-advisors and SAM programs, with a focus on mutual funds, ETFs, and select option strategies.
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.
Mark D
CFP®, Series 63, Series 65
Fayetteville, AR
Stephens
Mark Dutton is a CFP® with 42 years of industry experience, currently serving at Stephens since 2009. He has prior experience with Cenark Cable TV Limited Partnership dating back to 1983. Outside of his advisory work, he is a 50% owner of R & B Aviation LLC, which owns a Cessna 182 aircraft. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines its advisory services with substantial broker-dealer and investment banking activities.
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.
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.
Tianna P
Series 66
Fayetteville, AR
Arvest Wealth management
Tianna Piland is a Series 66 licensed financial advisor with 13 years of industry experience. She has been with Arvest Wealth Management since 2012, currently serving clients from the Mountain Home, Arkansas office. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a client-team approach to recommend services and model allocations based on Investment Policy Statements, managing a mix of discretionary and non-discretionary assets.
Ruth N
Series 66
Fayetteville, AR
Stephens
Ruth Niehues is a financial advisor at Stephens with 11 years of industry experience. She holds a Series 66 designation and has been with Stephens since 2015. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.
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