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Jamie A

Series 66

Lowell, AR

Arvest Wealth management

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.

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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Caleb A

Series 66

Fayetteville, AR

Arvest Wealth management

Caleb Akers is a Series 66-licensed financial advisor with Arvest Wealth Management, bringing 10 years of industry experience. He has been with Arvest Wealth Management since 2014 in various capacities. 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 diverse 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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Christon N

Series 66

Fayetteville, AR

Arvest Wealth management

Christon Newkirk is a financial advisor at Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation with six years of industry experience. He has been with Arvest Wealth Management since 2020 and previously worked at The Pack Shack. Outside of his advisory role, Newkirk owns and operates Obsidian Nest Properties, LLC, a real estate 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 comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis to develop tailored 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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Aurora B

Series 66

Lowell, AR

Arvest Wealth management

Aurora Bailey is a financial advisor at Arvest Wealth Management with two years of industry experience. She has been with Arvest Wealth Management since 2021 and previously worked at Arvest Bank from 2011 to 2021. Bailey holds the Series 66 designation. 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 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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Robert W

Series 63, Series 66

Springdale, AR

CL Wealth Management LLC

Robert Waddell is a financial advisor with CL Wealth Management LLC in Springdale, AR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with CL Wealth Management since 2017 and operates Waddell Wealth Management as a DBA since 2008. Outside of finance, he is the owner of the Habitual Smokers Barbecue Team, a competition barbecue cooking team active since 1996. CL Wealth Management LLC provides portfolio advisory and financial planning services for individuals and various entities, offering both discretionary and non-discretionary management. The firm utilizes a range of strategies, including fundamental and technical analysis, model portfolios, and option strategies, with accounts monitored continuously to align with client objectives.

Options & derivatives strategies Tax-loss harvesting Wealth management
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Bret O

CFA®, Series 66

Lowell, AR

Arvest Wealth management

Bret O'meara is a financial advisor with Arvest Wealth Management, holding the CFA® designation and Series 66 license, and has 15 years of industry experience. He has worked primarily with Arvest Wealth Management and Arvest Bank since 2012, currently splitting his time evenly between both entities. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm utilizes a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor 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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Natalie Y

Series 65

Fayetteville, AR

Simplicity wealth

Natalie Yarbrough is a Series 65-licensed advisor at Simplicity Wealth with four years of industry experience. She has worked at Simplicity Wealth since 2023 and previously held roles at Retirement Strategies Group and Allstate Insurance. Outside of her advisory work, she is also active as an insurance agent, earning commissions from annuity and life insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, coupled with a managed account platform and technology solutions for advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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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 credentials. His prior work includes four years at Merrill before joining Stephens in 2009. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and municipal entities. The firm utilizes multiple investment committees and programs, combining bottom-up and top-down strategies with integrated broker-dealer and investment banking capabilities.

Private / alternative investments Wealth management Founder/Business Owner Executive
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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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Erik J

Series 66

Lowell, AR

Arvest Wealth management

Erik Juilfs is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation and 16 years of industry experience. He worked at Edward Jones from 2010 to 2012 before joining Arvest Wealth Management, where he has been since 2012 in various roles. 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 uses a multifaceted investment process combining fundamental, technical, quantitative, and qualitative analysis to develop tailored 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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Brett S

Series 66

Fayetteville, AR

Capital Analysts

Brett Stockland is a financial advisor with Capital Analysts in Fayetteville, AR, holding the Series 66 designation and having nine years of industry experience. His prior work includes roles at Lincoln Investment and Thrivent Financial. In addition to his advisory work, he is involved in fixed insurance sales, covering life, health, and disability insurance. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Taylor A

Series 66

Lowell, AR

Arvest Wealth management

Taylor Armstrong is a financial advisor at Arvest Wealth Management with one year of experience in the role. Prior to this, Taylor worked at BoozmanHof Regional Eye Clinic for four years and held positions at Sunkissed Hair Studio and Evolution Salon. Taylor holds a Series 66 designation. 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 multifaceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, tailoring strategies 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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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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