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Colby J

Series 66

Fayetteville, AR

Arvest Wealth management

Colby Jacobs is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked with Arvest in various capacities since 2015. 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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Mindy C

Series 66

Fayetteville, AR

Arvest Wealth management

Mindy Craig is a Series 66 licensed financial advisor with Arvest Wealth Management in Lowell, Arkansas, where she has worked since 2014, including eight years in advisory roles. Prior to her current position, she was employed at Arvest Bank. Outside of her advisory work, she manages a residential rental 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, tailoring recommendations based on client objectives and 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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Tyler H

Series 65

Springdale, AR

Advisory Services Network

Tyler Harris is a financial advisor with Advisory Services Network, holding a Series 65 designation and two years of industry experience. Prior to joining Advisory Services Network, he worked at Cornerstone Advisors LLC and has been involved with Harris Insurance & Financial Services since 2022. He is also a member of several investment groups. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and implementation options tailored to client objectives.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Ray F

Series 66

Fayetteville, AR

Arvest Wealth management

Ray Ford is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked extensively within both Arvest Wealth Management and Arvest Bank in Lowell, Arkansas. Ford is dually employed by Arvest Bank, splitting his time primarily between the bank and the wealth management firm. 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 and retirement plan consulting, with services tailored to client objectives and governed 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
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Kevin Y

Series 63, Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Kevin Yingst is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He worked at Edward Jones from 2002 to 2017 before joining Cornerstone Wealth Management and LPL Financial in 2017. Outside of his advisory role, he is involved in several business entities, including a single-member LLC established for future property management 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 delivers advisory services through advisor-led discretionary management, wrap-fee programs, and various LPL-sponsored programs, combining fundamental, quantitative, and qualitative analysis with continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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Audra W

Series 65

Fayetteville, AR

integrity Advisory Solutions

Audra Wilcox is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. She has a background in law, serving as an attorney and owner of Wilcox Attorneys, PA since 1998, and previously worked with Sexton Bailey Attorneys, PA and A Bailey Attorney, PA. Outside of her advisory and legal work, she owns a small retail store, Aud's & En's in The Grove, LLC. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and managers to construct individualized or model portfolios that may include equities, fixed income, ETFs, mutual funds, and alternative investments.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Steven T

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Steven Tait is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and four years of industry experience. Prior to joining Cornerstone and LPL Financial in 2022, he worked at Walmart for 21 years. Outside of his advisory role, he is associated with MMKA Solutions Inc. and MMKS Solutions, entities established for tax and investment purposes. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm manages $4.93 billion in discretionary assets and emphasizes continuous, tailored account supervision using a mix of fundamental, quantitative, and qualitative analysis, with services including financial planning and retirement consulting.

Charitable giving & philanthropy Founder/Business Owner Retired
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Elizabeth H

Series 66

Fayetteville, AR

Arvest Wealth management

Elizabeth Hutcheson is a financial advisor at Arvest Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked exclusively within the Arvest organization since 2015, including roles at both Arvest Bank and Arvest Wealth Management. Hutcheson splits her time between the bank and wealth management, with a 90% focus on banking activities. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a client-team approach to recommend services and model allocations based on Investment Policy Statements and manages over $2.8 billion in regulatory advisory 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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Bee C

CFP®, Series 66

Fayetteville, AR

Arvest Wealth management

Bee Cheah is a CFP® and Series 66 credentialed advisor at Arvest Wealth Management with 19 years of industry experience. She has been with Arvest Wealth Management since 2008. Outside of her advisory role, she works as a Zumba instructor at various athletic centers. 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 services to client objectives through model allocations 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
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Amy K

Series 63, Series 65

Fayetteville, AR

Stephens

Amy Knight is a financial advisor at Stephens with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 2002. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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Ryan N

Series 66

Fayetteville, AR

Arvest Wealth management

Ryan Nelson is a financial advisor with Arvest Wealth Management in Fayetteville, Arkansas, holding a Series 66 credential and eight years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2018, with prior experience at Jackson National Life Distributors LLC and TAE. Nelson is dually employed by Arvest Bank's Centralized Marketing Department, splitting his time between the bank and the wealth management firm. 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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Andrea K

Series 66

Fayetteville, AR

Arvest Wealth management

Andrea Kennedy is a Series 66-licensed financial advisor with 16 years of industry experience. She has been with Arvest Wealth Management since 2020 and is also dually employed at Arvest Bank in Fayetteville, Arkansas. Outside of financial services, she is involved in marketing and selling cosmetic products through Monat Global on a limited basis. 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 structured to accommodate both discretionary and non-discretionary mandates.

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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John B

Series 63, Series 66

Springdale, AR

Crews & Associates, inc.

John Bailey Jr. is a financial advisor at Crews & Associates, Inc. in Springdale, AR, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Crews & Associates since 2007. Crews & Associates provides investment advisory and wrap-fee portfolio services to individual, institutional, and charitable clients, offering primarily non-discretionary account management using a quantified risk-tolerance process to guide client allocations and rebalancing.

Wealth management Passive / index investing Active portfolio management
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Nikola K

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Nikola Krickovic is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Cornerstone Wealth Management since 2018 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis across various investment types and offers services through multiple advisory programs and operational DBAs.

Charitable giving & philanthropy Founder/Business Owner Retired
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Andrew S

Series 66

Fayetteville, AR

Arvest Wealth management

Andrew Skinner is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 16 years of industry experience. His career includes roles at PNC Investments before joining Arvest Wealth Management in 2017. 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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Rachel H

Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

Rachel Harris is a financial advisor at Arvest Wealth Management with 25 years of industry experience. She has been with Arvest Asset Management since 2001 and holds Series 63 and Series 66 licenses. 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 range of analytical approaches and emphasizes 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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Hunter H

Series 66

Fayetteville, AR

Stephens

Hunter Harrison is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. His work history includes roles at Legacy National Bank and academic positions at the University of Arkansas and Mississippi State University. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs and committee-based oversight. The firm combines advisory services with broker-dealer and investment banking activities and operates an institutional equity research platform.

Wealth management Private / alternative investments Tax-loss harvesting
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Scott C

Series 66

Fayetteville, AR

Arvest Wealth management

Scott Cain is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Asset Management from 2015 to 2017. He serves as a board member for the Fellowship of Christian Athletes. 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, tailoring recommendations based on client objectives and 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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Alan C

Series 63, Series 65

Fayetteville, AR

Simplicity wealth

Alan Cantrell is a financial advisor with Simplicity Wealth in Fayetteville, AR, holding Series 63 and Series 65 designations and bringing eight years of industry experience. He previously worked at Krueger & Catalano Capital Partners LLC and has been involved with Retirement Strategies Group LLC since 2012. Outside of advisory work, Cantrell manages a golf simulator business aimed at helping people improve their golf game. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, providing portfolio management and retirement plan services alongside technology and operational support for advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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Destin J

Series 66

Springdale, AR

Arvest Wealth management

Destin Johnson is a financial advisor with Arvest Wealth Management in Springdale, Arkansas, holding a Series 66 designation and seven years of industry experience. His career includes roles at Cetera, Regions Bank, Infinex Investments, and Northwestern Mutual. He is dually employed by Arvest Bank, dividing his time between the bank and wealth management. Arvest Wealth Management provides investment advisory, financial planning, retirement plan consulting, and wrap fee programs to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop asset allocation and investment 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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