Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

471 advisors near
72762

Out of 400,000+ nationwide

user avatar
firm logo

Elijah F

CFP®, Series 63, Series 65

Rogers, AR

Mach-1 Financial Group, LLC

Elijah Freeman is a CFP® professional with four years of experience, currently serving at Mach-1 Financial Group, LLC since 2019. His prior work includes roles at KPMG, Phillips 66, and Oklahoma State University. Freeman is also a licensed insurance agent. Mach-1 Financial Group serves individuals and high-net-worth clients, as well as trusts, corporations, and partnerships, offering asset management and related advisory services through a discretionary wrap fee program. The firm manages over $546 million in assets and coordinates estate planning and tax services primarily via licensed third-party platforms.

General estate planning guidance
user avatar
firm logo

Brete G

Series 63, Series 65

Fayetteville, AR

Stephens

Brete Garland is a financial advisor at Stephens with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, Voya Financial, and Morgan Keegan prior to joining Stephens. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, corporations, and government entities. The firm’s investment approach incorporates both bottom-up security selection and top-down fixed-income management across multiple sponsored programs and investment committees.

Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar
firm logo

James M

Series 66

Fayetteville, AR

Arvest Wealth management

James Mazzanti is a financial advisor with Arvest Wealth Management in Fayetteville, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has been with Arvest Wealth Management and Arvest Bank since 2016, splitting his time primarily between the two. 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 applies a diverse investment approach incorporating fundamental, technical, quantitative, and qualitative analysis, with a focus on asset allocation and customized strategies aligned with clients’ goals and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

William C

Series 63, Series 65

Fayetteville, AR

Stephens

William Crawford is a financial advisor at Stephens with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at 49 Financial and Strategic Financial Partners. He also has a background that includes work at ChemServe Sustainability LLC and involvement with the Little Rock Racquet Club. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services from financial planning to portfolio management and private equity, utilizing both bottom-up security selection and top-down fixed-income strategies.

Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar
firm logo

Chad M

Series 66

Fayetteville, AR

Arvest Wealth management

Chad Meyer is a financial advisor at Arvest Wealth Management with seven years of industry experience. He holds the Series 66 designation and previously worked at FTB Advisors and Transact Futures. 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 through wrap programs, retirement plan consulting, and written financial plans tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

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
user avatar
firm logo

Kyle J

Series 63, Series 65

Fayetteville, AR

Stephens

Kyle Jenner is a financial advisor at Stephens with 40 years of industry experience. He has been with Stephens Inc since 2002. Outside of his advisory role, he serves as a board member for the Arkansas Community Foundation and is involved in a livestock feed business, Lincoln Land Livestock Co, as secretary. 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 offers services across financial planning, portfolio management, private equity, alternative investments, and institutional equity research.

Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Tracy T

Series 66

Fayetteville, AR

Stephens

Tracy Tanner is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. Prior to joining Stephens, Tanner worked at Tyson Foods and Bank OZK RESG. Outside of advisory work, Tanner provides private ACT tutoring for high school students through Insight Tutoring. Stephens offers investment advisory and wealth management services to a diverse client base including individual investors, pension plans, foundations, and governmental entities. The firm employs a range of strategies across discretionary and non-discretionary programs, emphasizing both bottom-up security selection and top-down fixed-income management.

Private / alternative investments Wealth management Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")