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Matthew C

Series 66

Lowell, AR

Arvest Wealth management

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.

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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Michael G

Series 66

Rogers, AR

Arvest Wealth management

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.

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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William C

Series 63, Series 65

Fayetteville, AR

Stephens

William Crawford is a financial advisor at Stephens in Fayetteville, AR, holding Series 63 and Series 65 designations with one year of industry experience. His prior roles include positions at 49 Financial and Strategic Financial Partners. 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 advisory services, brokerage, investment banking, and research, employing a combination of bottom-up equity research and committee-driven asset allocation across diverse investment strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Pierce B

CFP®, Series 66

Lowell, AR

Arvest Wealth 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.

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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Kyle J

Series 63, Series 65

Fayetteville, AR

Stephens

Kyle Jenner is a financial advisor with Stephens in Fayetteville, Arkansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stephens Inc. since 2002, totaling 24 years at the firm. Outside of his advisory role, Jenner serves as a local chapter board member of the Arkansas Community Foundation and is involved with livestock operations as a landowner. Stephens is a multi-team investment adviser with approximately 243 advisors and about $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering both discretionary and non-discretionary management across a range of advisory programs while also providing brokerage, investment banking, custody, and research services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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William D

CFP®, Series 66

Fayetteville, AR

Arvest Wealth management

William Deweese is a CFP® and Series 66 credentialed advisor with 17 years of industry experience. He 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 through wrap programs, retirement plan consulting, and written financial plans, serving a broad client base with a combination 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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Simon K

Series 66

Bentonville, AR

Continuum Advisory, LLC

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.

Wealth management Business sale tax planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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Simon P

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

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.

Charitable giving & philanthropy Founder/Business Owner Retired
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Robert S

Series 66

Fayetteville, AR

Arvest Wealth management

Robert Still III is a Series 66-licensed advisor with five years of industry experience, currently serving at Arvest Wealth Management in Fayetteville, AR. His background includes roles at Arvest Bank and a prior tenure at Cabela's/Bass Pro Shops. 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 manages approximately $3.44 billion in regulatory advisory assets and employs over 200 advisors, using a multi-faceted investment approach 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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Cody B

CFP®, Series 66

Lowell, AR

Arvest Wealth management

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.

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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Mac Kenzie W

Series 66

Lowell, AR

Arvest Wealth management

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.

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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Matthew C

Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

Matthew Clinkscales is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He 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, with asset management guided by Investment Policy Statements and a mix of discretionary and non-discretionary oversight.

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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Mary I

Series 66

Lowell, AR

Arvest Wealth management

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.

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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Odessa F

Series 66

Lowell, AR

Arvest Wealth management

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.

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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Vickie W

CFP®, Series 63, Series 65

Rogers, AR

Hilltop Securities inc.

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.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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Griffin W

Series 66

Lowell, AR

Arvest Wealth management

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.

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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Tracy T

Series 66

Fayetteville, AR

Stephens

Tracy Tanner is a financial advisor at Stephens with three years of industry experience and holds a Series 66 designation. Prior to joining Stephens, Tracy’s work experience includes roles at Tyson Foods, Bank OZK, and the University of Arkansas. Outside of finance, Tracy is involved in private tutoring, providing ACT preparation for high school students through Insight Tutoring. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, combining bottom-up equity research with committee-driven asset allocation and offering a range of advisory and brokerage services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Cassie B

Series 66

Lowell, AR

Arvest Wealth 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.

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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Jonny W

Series 63, Series 65

Fayetteville, AR

Stephens

Jonny Waddle Jr. is a financial advisor at Stephens with 38 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Stephens since 2004, following two years at Morgan Stanley DW Inc. 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 provides a range of services including advisory, brokerage, investment banking, custody, and research, utilizing both discretionary and non-discretionary management approaches supported by committees and investment adviser representatives.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Michael Y

Series 66

Rogers, AR

Waterloo Capital

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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Passive / index investing Founder/Business Owner Retired Executive
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