Josiah Fricke is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Foundations since 2019 and concurrently at Compass Financial since 2018, where he also operates as an independent insurance agent providing insurance and annuity solutions, as well as assisting clients with tax preparation on a limited basis. Prior to these roles, he held positions at McLane Inc., Mass Mutual Investors Services, and Waddell & Reed. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and offers services through a wide network of affiliated offices and investment adviser representatives.

Ethan Roberts is a financial advisor at Stephens with a Series 66 credential and two years of industry experience. Before joining Stephens, he worked in education and retail, including roles at Footlocker and the Dan Kinney Family Center. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm employs multiple investment committees and programs that combine bottom-up security selection with top-down fixed-income strategies, supported by integrated broker-dealer and investment banking operations.

Jon Webb is a financial advisor with 49 Financial in Rogers, Arkansas, holding Series 63 and Series 65 designations and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, PKS Investments, Ameriprise, and 49 Wealth Management. Webb is also involved as a fixed insurance agent with the Financial Independence Group. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm focuses on a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Shantell Owen is a financial advisor at Arvest Wealth Management with 11 years of industry experience. She holds a Series 66 designation and has worked at Arvest Bank and Arvest Wealth Management since 2016, with prior experience at Arvest Bank dating back to 1995. Owen divides her 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, using client objectives and Investment Policy Statements to guide recommendations.

Victoria Patrie is a financial advisor with 5 years of industry experience, currently associated with 49 Financial in Rogers, AR. She holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of her advisory role, she works as a server and bartender at Bauhaus Biergarten. 49 Financial serves individual and institutional clients by offering financial planning, retirement-plan consulting, and investment management services. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services along with access to third-party managers.

Raymond Goshert Jr. is a CFP® professional with one year of industry experience, currently serving as an advisor at Waterloo Capital. Prior to joining Waterloo Capital, he spent ten years at Walmart, Inc. Waterloo Capital is an SEC-registered multi-team adviser that serves entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term investment approach, offering customized portfolio management, access to third-party sub-advisers, comprehensive financial planning, and a range of investment tools.

Luke Raiford is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His prior work includes roles at BOK Financial and various positions related to education and service industries. Stephens provides investment advisory and wealth management services to a broad range of clients, including individual investors, pension plans, foundations, and corporations. The firm offers a diverse set of investment programs, combining bottom-up equity selection and top-down fixed-income management, supported by in-house equity research and multiple sponsored advisory platforms.

Kevin Betts is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 license and four years of industry experience. His prior work includes roles at LPL Financial, Shark FX, LLC, HZ Foods, and Smitco Eateries, Inc. Outside of his advisory role, he has involvement with Bean & Vine, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice and manage a large client base across various LPL-sponsored programs.

Jason Mac Dowall is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and four years of industry experience. His work history includes roles at Exodus Financial Services, Asurea Insurance, Social Security Solutions, and other firms dating back to 2013. He has also been an insurance agent for Family Benefit Life Insurance Company, though he is not currently active in that capacity. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to portfolio construction and offers multiple account options, including a Biblically-Responsible Investing model.

John Gore is a financial advisor with Cornerstone Wealth Management, LLC in Rogers, AR, holding a Series 66 designation and 14 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2017, following six years at Edward Jones. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model and LPL platform programs to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Julie Donoho Elkins is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. She has been with SWS Financial Services since 2008. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and custody services, utilizing a platform model that integrates third-party managers and affiliates such as Hilltop and Franklin Templeton.

Adam Saumweber is a financial advisor with Continuum Advisory, LLC in Bentonville, AR, holding Series 65 and Series 63 designations and five years of industry experience. His background includes roles at The Vanguard Group, Inc., Triad Advisors, and American Financial Management. Outside of advisory work, he is involved with American Financial Management, where he performs investment research and client support activities. Continuum Advisory serves individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans, providing financial planning, consulting, and discretionary portfolio management. The firm uses a variety of investment vehicles and offers retirement plan consulting and fiduciary services for plan sponsors.

Ellie Gaunt is a Series 65 credentialed advisor with 1 year of experience, currently with 49 Financial in Rogers, Arkansas. Her prior work includes roles in athletics and corporate environments, such as LSU Athletics and Exxon Mobil. She also has an ongoing side activity involved in fixed insurance sales through Financial Independence Group. 49 Financial serves individual and institutional clients with financial planning, advanced planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers and legacy position implementation.

James Brain Jr. is a financial advisor at Stephens with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stephens since 2009, including a prior six-year tenure at Merrill. Outside of his advisory role, he serves as a commissioner for the Arkansas Department of Aeronautics. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, and government entities. The firm offers a range of financial planning and portfolio management strategies, supported by integrated broker-dealer and investment banking capabilities.

Steven Elkins is a Series 66-licensed financial advisor with Momentum Independent Network Inc. in Bentonville, AR, bringing 21 years of industry experience. He has been with SWS Financial Services since 2008. Outside of his advisory role, he creates realistic 3D graphics as a part-time commercial artist and volunteers as a tournament director for the NWA Chess Club. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model leveraging third-party managers and Envestnet for investment advice, account management, and offers a range of customizable investment and overlay strategies.

Kevin Stevens is a CFP® with 14 years of industry experience and is currently an advisor at Facet. His prior roles include positions at Dew Wealth Management, ZenPilot, AVID Planning, Merrill, and Edward Jones. He is the founder of Not Very Good Golf, a golf products and entertainment business that includes sales and a blog focused on golf improvement. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven, model-based asset allocations and a flat subscription planning model rather than percentage-of-assets fees.

John Gibson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and two years of industry experience. His prior roles include positions at RMP LLP and Forvis, as well as five years at Mississippi State University. He is also the owner of Fivestone Financial, an investment-related business operating as a DBA for his RIA activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with technology-driven solutions and a unique governance model involving supervised investment adviser representatives, sub-advisors, and third-party managers.

Jeremiah Brodeur is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc., having previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and savings rates.

Spencer Oliver is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Fidelity and its affiliates for over 25 years before joining TIAA-CREF in 2023. Outside of his advisory role, he serves as a counselor in the bishopric of his local ward for the Church of Jesus Christ of Latter-Day Saints. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio approaches.

Conor De La Rosa is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Riggs & Associates. He also provides tax advice and preparation services and operates an independent insurance business separate from his advisory role. Private Advisor Group serves a broad range of clients, including individuals, trusts, estates, and businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines direct portfolio management with access to third-party strategists and proprietary technology platforms.