Evan Miller is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Central Bank, Kruse Financial Group, and the University of Nebraska-Lincoln. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

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.

Grant Smith is a CFP® with 11 years of industry experience, currently affiliated with Waterloo Capital. His prior work includes roles at Equitable Advisors and Axa Advisors, and he is also a senior partner at Lighthouse Financial and owner of Smith Financial Consulting LLC. Waterloo Capital is a multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a long-term, buy-and-hold approach and access to a broad range of investment tools and third-party sub-advisers.

Larry Worden is a financial advisor with Vanderbilt Advisory Services in Rogers, Arkansas, holding a Series 66 designation and 21 years of industry experience. Prior to joining Vanderbilt Securities, LLC in 2016, he worked at Bfc Planning and Securities Management & Research, Inc. He is also president and 50% shareholder of WORDEN & WORDEN CPAs, PA, where he is a licensed certified public accountant in Arkansas. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

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.

Parker Teague is an advisor at 49 Financial with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Oakwood Capital Securities and Purshe Kaplan Sterling Investments, among other roles. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Kimberley Carter is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked at Stephens Inc. since 2013, following six years at Arvest Wealth Management. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management, offering services such as financial planning, portfolio management, private equity, and institutional equity research.

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.

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.

Dax Weindorf is a financial advisor with Waterloo Capital, holding a Series 66 designation and 18 years of industry experience. He has previously worked with Equitable Advisors and AXA Advisors, LLC. Outside of his advisory roles, he owns and operates 4W Consulting, a financial planning business based in Rogers, Arkansas. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 2,600 clients, offering customized portfolios with a long-term, buy-and-hold investment approach supplemented by access to third-party sub-advisers and a broad range of investment tools.

Steven Schultheis is a financial advisor at Waterloo Capital with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Lighthouse Financial, alongside a long tenure at Walmart Stores, Inc. Outside of his advisory work, Schultheis is involved in consulting for small businesses through his own company, SCHULTHEIS CONSULTING LLC. Waterloo Capital is an SEC-registered multi-team advisory firm that serves entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and offers a broad array of investment tools alongside financial planning and consulting services.

Michele Wostbrock is a CFP®-credentialed financial advisor with four years of industry experience. She currently works at Facet and has previously held roles at CapFinancial Partners LLC (CAPTRUST), PitchBook, Fluently Financial, Flourish Wealth Management, US Bank, and All Star Financial Inc. 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 processes, including machine-learning algorithms, and offers model-based asset allocations that emphasize exchange-traded funds alongside advanced strategies at higher service levels.

Jennifer Tichenor Turner is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation and 17 years of industry experience. She has worked within various divisions of Arvest, including Arvest Bank and Arvest Asset Management, since 2008. Turner splits her time evenly between Arvest Bank's Trust Department 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 emphasizes customized portfolio management and retirement plan consulting, serving a broad range of clients through a combination of discretionary and non-discretionary advisory services.

Grace Mc Casland is a financial advisor at 49 Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of her advisory role, she occasionally works as a nanny for a high-profile family. 49 Financial serves both individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and integrates behavioral coaching into its portfolio management.

Parker Crane is a financial advisor at 49 Financial based in Rogers, Arkansas. He holds a Series 65 designation and has recently started his career in the industry. Prior to joining 49 Financial, his work experience includes roles at Premier Pools and Spas, Auntie Annes, and Dairy Queen. 49 Financial serves a broad range of clients including individuals, trusts, estates, corporations, and retirement plans by providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach focused on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

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.

Neil Royston is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 license and nine years of industry experience. He has been with Arvest Wealth Management since 2016 and is also dually employed by Arvest Bank. Outside of his advisory role, he serves as the treasurer of Manor Investments, an investment club focused on collaborative stock research and reporting. 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 multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies based on clients’ objectives and risk tolerances.

Chad Kennedy is a financial advisor with Waterloo Capital, holding a Series 66 credential and seven years of industry experience. Prior to joining Waterloo Capital in 2023, he worked at Equitable Advisors and Axa Advisors. His background also includes roles outside finance, such as positions in physical therapy and education. Waterloo Capital is a multi-team SEC-registered advisory firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolio management using fundamental analysis and a long-term buy-and-hold strategy, with access to diverse investment tools and comprehensive financial planning services.

Krissi Sutton is a financial advisor at Arvest Wealth Management with two years of industry experience. She holds a Series 66 designation and has worked at Arvest Bank and Mass Mutual Private Wealth & Trust. Sutton is dually employed by Arvest Bank's Trust Department in Lowell, Arkansas, splitting her time between the bank and the wealth management firm. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, corporate clients, and charitable organizations. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies based on client objectives and risk tolerance.

Colin Cathey is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Arvest Wealth Management since 2019, with prior experience at TD Ameritrade and Scottrade. 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 an approach guided by Investment Policy Statements and tailored to client objectives.