Townsend Wenzler is a financial advisor at Arvest Wealth Management with one year of industry experience. He holds the Series 66 designation. Prior to joining Arvest Wealth Management, his work history includes roles outside the financial industry. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Rupal Poltack is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Arvest Wealth Management since 2020 and is dually employed by Walton Enterprises LLC, where she spends a portion of her time. Additionally, she serves as an operating committee member for Light Hill Property Management LLC, providing oversight of management and operations. Arvest Wealth Management offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Chandler Luebbert is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2022. Prior to joining Stephens, he held roles at Black Diamond Mergers & Acquisitions, Office Depot, Honda Autoplex, Prison Brews, and the University of Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individual and high-net-worth investors, pension plans, foundations, corporations, and government entities. The firm employs multiple investment strategies and programs, combining bottom-up security selection and top-down fixed-income management, and is noted for its integrated broker-dealer and investment banking capabilities.

Hillman Jones is a financial advisor at Stephens with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stephens since 2016. His prior experience includes multiple roles at Arvest Wealth Management and Raymond James Financial Services. Jones serves on the board of Infinity Headwear & Apparel, a retail apparel company. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm employs a variety of investment strategies and committees, combining bottom-up security selection with top-down fixed-income management, and offers services spanning financial planning, portfolio management, private equity, and institutional equity research.

Allen Johnson is a financial advisor with Arvest Wealth Management in Lowell, Arkansas. He holds a Series 66 designation and has been with Arvest since 2023. Prior to his advisory role, he worked at Mirabella's Table and WACO Title, and completed his education at the University of Arkansas. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies according to client objectives and risk tolerance.

William Oligher is a CFP® and ChFC® with nine years of experience, currently serving as a financial advisor at Arvest Wealth Management in Rogers, AR. He has been with Arvest since 2015, working in both the wealth management and bank trust departments, splitting his time evenly between the two. 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, with a focus on tailoring services to meet client and plan sponsor objectives.

David Morales is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation and six years of industry experience. His career has been exclusively with Arvest, including roles within Arvest Bank. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a multi-disciplinary investment process focused on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

Kevin Lacewell is a CFP® with 25 years of industry experience and is currently with Arvest Wealth Management. He has worked in various roles within Arvest Wealth Management and Arvest Bank since 2013 and is dually employed by Arvest Bank's Trust Department, splitting his time between the two entities. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor investment strategies according to clients' objectives and risk tolerances.

Kasey Cooper is a financial advisor at Waterloo Capital with six years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors LLC and Arvest Wealth Management. Outside of her advisory role, Cooper is involved with GIVE ME A SECOND LLC. Waterloo Capital is an SEC-registered multi-team firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm employs a primarily long-term, buy-and-hold investment approach with customized portfolios and offers a broad range of investment tools and integrated financial solutions.

Nicholas Tyburski is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2009 and joined Cornerstone Wealth Management in 2023. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice with continuous account supervision, integrating in-house advisors, third-party portfolio managers, and algorithm-driven models to support a high client load across its advisor team.

Nikifor Paunov is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Cornerstone Advisors LLC, Merrill, and Cabana Asset Management. Outside of advising, he is a partner in Bogatti LLC, a forensic accounting and fraud examination firm, and is involved with associated entities specializing in trading software development and tax services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and maintaining flexible engagement models.

Isaac Lee is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation with two years of industry experience. He is dually employed by Arvest Bank, dividing his time between the bank and wealth management. Arvest Wealth Management provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans with an investment approach guided by Investment Policy Statements.

Isaac Johnson is a financial advisor at Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he served in the United States Air Force for four years and owns a lawn care and landscaping business. 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, emphasizing asset allocation and strategies tailored to clients' objectives and risk tolerances.

Gretchen Brewer is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation with 18 years of industry experience. She 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, managing a mix of discretionary and non-discretionary assets.

Kelli Trahan is a Series 66-licensed financial advisor with three years of industry experience, currently with Arvest Wealth Management in Lowell, Arkansas. She has worked at Arvest Wealth Management since 2021 and previously held roles at Latter & Blum, Redd Properties, ReMax, and Stutes & Lavergne LLC. 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.

Christopher Cash is a financial advisor with Kovack Advisors, Inc. in Lowell, Arkansas, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Cambridge Investment Research and Arvest Wealth Management. Outside of advisory work, he is involved in selling and maintaining fixed insurance. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, high-net-worth clients, institutional plans, charitable organizations, banks, and government entities. The firm uses a risk-tolerance based investment process supported by Envestnet and offers both model-based and advisor-managed solutions across multiple custodians.

Jamie Alexander is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 21 years of industry experience. He has been with Arvest Wealth Management since 2012. 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, operating with a large advisor team and a branch-based distribution model.

Ian Weiner is a CFP® with six years of industry experience, currently affiliated with Fortis Capital Advisors, LLC in Bentonville, AR. He has held roles at multiple firms including Generations Wealth Partners, EXOS Wealth Strategies, and Quincy Wells Capital. Outside of advising, Weiner is involved in a wine and spirits distribution business and co-owns a marketing referral consultancy, Finlaw Consulting, LLC. He also hosts the Generations Legal Group podcast. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers by providing portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a mix of discretionary management with passive, active, tactical, and blended investment strategies, including ESG options, managing $1.615 billion in discretionary assets as of year-end 2025.

Joel Akers is a financial advisor at Stephens with 26 years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2013, with prior experience at Arvest Wealth Management and Raymond James Financial Services. Outside of his advisory role, he serves as a director of Infinity Headwear, an apparel sales company. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm offers a range of financial planning and portfolio management services, combining bottom-up security selection with top-down fixed-income strategies and leveraging an integrated broker-dealer and investment banking platform.

Zachery Otwell is a CFP® and Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at WealthKeel LLC and Edia, as well as experience in educational institutions such as Little Rock Christian Academy and Harding University. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combination of fundamental and technical analysis and offers a range of model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.