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.

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.

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.

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.

David Mersky is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Advanced Retirement Solutions, Inc., First Affirmative Financial Network, and Cabana Asset Management. Outside of advising, he owns and operates 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 pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, utilizing third-party sub-advisers and model portfolios to implement client strategies.

Clint Morris is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Arvest Wealth Management. He has been with Arvest since 2016 in various roles. Outside of his advisory work, he teaches fitness classes at Fit.1. 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-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients' objectives and risk tolerances.

Megan Gray is a financial advisor at Stephens with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Stephens in 2023, she worked for Edward Jones from 2016 to 2023. 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 and top-down investment strategies across various programs and offers integrated broker-dealer and investment banking services.

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.

Logan Orr is a financial advisor at Stephens with two years of industry experience. He holds a Series 66 designation and previously worked at Taylor Farms, Strategic Financial Partners, Ben and Jerry's, and Stout Executive Search, LLC. 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’s approach combines bottom-up security selection with top-down fixed-income management across various programs and offers integrated broker-dealer and investment banking services.

Zachary Stively is a financial advisor at Wealth Watch Advisors, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at NJM Wealth Preservation Strategies and Walker Brothers. Wealth Watch Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical methods in managing portfolios, utilizing third-party model managers and offering access to approved alternative private placements for eligible investors.

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.

Benjamin Laney is a Series 66 licensed financial advisor with Arvest Wealth Management in Lowell, Arkansas, where he has worked since 2008. He has 13 years of industry experience. 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.

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.

Mark Dutton is a Certified Financial Planner® with 42 years of industry experience. He has been with Stephens since 2009 and has a longstanding role at Cenark Cable TV Limited Partnership that began in 1983. Outside of his advisory work, he is a 50% owner of R & B Aviation LLC, which owns a Cessna 182 aircraft. 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 such as financial planning, portfolio management, private equity, and institutional equity research, supported by multiple investment programs and an integrated broker-dealer and investment banking platform.

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.

Edwin Alas is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Arvest Wealth Management since 2005. Outside of his advisory role, he owns Ala Sea LLC, a residential real estate rental business. 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 solutions guided by Investment Policy Statements and varying levels of discretionary management.

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.

Jerry Suskind is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and eight years of industry experience. His career includes roles at Arvest Wealth Management and Arvest Bank, as well as Edward Jones and Bankers Life & Casualty. 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 service model guided by Investment Policy Statements.

Richard Belline is a financial advisor at Waterloo Capital with 30 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 65. His prior experience includes over two decades at Axa Advisors, LLC, and Equitable Advisors. Waterloo Capital is a multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing approximately $2.26 billion across about 2,600 clients with 51 advisor representatives. The firm emphasizes customized, long-term portfolio management supported by fundamental analysis and offers a range of investment tools alongside financial planning, tax service referrals, and educational seminars.

Tianna Piland is a Series 66 licensed financial advisor with 13 years of industry experience. She has been with Arvest Wealth Management since 2012, currently serving clients from the Mountain Home, Arkansas office. 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, managing a mix of discretionary and non-discretionary assets.