Joel Akers is a financial advisor with Stephens in Rogers, Arkansas, holding a Series 66 designation and 26 years of industry experience. His career includes positions at Raymond James Financial Services, Arvest Wealth Management, and Stephens, where he has worked since 2013. Outside of financial advising, he serves as a director of Infinity Headwear, an apparel sales business. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers both discretionary and non-discretionary management across a range of advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Zachery Otwell is a CFP® and Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at WealthKeel LLC and Edia, as well as experience in educational institutions such as Little Rock Christian Academy and Harding University. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combination of fundamental and technical analysis and offers a range of model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

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.

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.

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 since 2013, previously spending six years with Arvest Wealth Management. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary management programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

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.

David Mersky is a financial advisor at Advisor Share Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Advanced Retirement Solutions, Inc., First Affirmative Financial Network, Cabana Asset Management, and The Change Agency, LLC. He is also the owner and producer of The Change Agency, LLC, an insurance agency specializing in life, long-term care, Medicare, and health insurance. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based practice platform, and typically implements client strategies through third-party sub-advisers and model portfolios.

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.

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.