Maria Obispo is a financial advisor with Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and 10 years of industry experience. She has worked at Arvest Wealth Management and Arvest Bank since 2008. Outside of her advisory role, she serves as treasurer for the Washington County S.A.L.T. Council, a nonprofit organization. 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 services guided by Investment Policy Statements.

Jerry Roberts is a financial advisor at Arvest Wealth Management in Springdale, Arkansas, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Arvest Investments, Inc. since 1996. 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.

Tina Lamb is a financial advisor at Prime Capital Financial with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Prime Capital Investment Advisors, LLC since 2019, following a 20-year tenure at Longer Investments. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing diverse investment strategies and tax-efficient portfolio management.

Finley Robinson is a financial advisor with Prime Capital Financial in Fayetteville, Arkansas, holding a Series 65 designation and having two years of industry experience. Prior to his advisory role, he has been involved for five years as a brand manager with B Tribe Fit and spent 20 years with Fellowship Bible Church of NWA. He also freelances as a newsletter writer, creating and designing content unrelated to investment activities. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing both discretionary and non-discretionary strategies tailored to client needs.

Molly Saxon is a financial advisor with \u0026Partners in Fayetteville, AR, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Stephens Inc. She serves as treasurer for the Ozark Society Highlands Chapter, managing reporting and financial reconciliation for the nonprofit. \u0026Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of portfolio management strategies that combine proprietary models and third‑party managers.

Benjamin Shaddox is a CFP® with 28 years of experience in financial services. He has been with Kestra Advisory since 2016 and also holds roles at Kestra Investment Services, LLC and Arvest Asset Management. In addition to his advisory work, Shaddox is involved in insurance product sales through Lion Street and owns Eastern Gate Financial LLC, where he manages both client relationships and business operations. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers a range of services including plan design, fiduciary consulting, and employee education, supporting recommendations with due diligence and serving large institutional investors alongside retail clients.

Ethan Workman is a financial advisor at Prime Capital Financial with six years of industry experience. He holds a Series 65 designation and has worked at Prime Capital Investment Advisors LLC since 2020. Outside of advising, he is involved with CHHSZ Holdings, LLC, the owner of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a diverse client base, including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services such as asset management, financial planning, family office offerings, and retirement plan participant allocations, utilizing various investment strategies and affiliated tax advisory services.

Adam Wheeler is a financial advisor with Eagle Strategies (NY Life) based in Fayetteville, AR, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. His career includes roles at Parity Financial Group, TSG Financial, Nylife Securities, and New York Life Insurance Company. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Quinn Semler is a financial advisor at Corient with a Series 65 designation and 14 years of industry experience. Prior to joining Corient in 2026, he worked for JPMorgan Asset Management from 2013 to 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates proprietary and third-party strategies while using risk management tools and stress testing to align portfolios with client objectives.

Jeremy Webb is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Independent Financial Group, LLC since 2017 and previously worked at SII Investments from 2013 to 2017. In addition to his advisory role, Webb operates Webb & Associates, through which he offers insurance products and financial services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs via its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Louis Newman is a CFP® with nine years of industry experience. He currently works at Empower Advisory Group and has previously held roles at Personal Capital Advisors Corporation and United Capital Financial Advisers, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jeffery Coffman is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Independent Advisor Alliance, he worked at Equitable Advisors and has experience with organizations such as Sports & Story and Student Mobilization. He is also the owner of Coffman Capital LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with discretionary and non-discretionary management, utilizing technology platforms and third-party resources to deliver comprehensive advisory services.

Harrison Heffley is an advisor at Kestra Advisory with Series 65 and Series 63 credentials and no prior industry experience. His work history includes roles at Kestra Investment Services, Harding University, and various positions outside the financial industry. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Megan Varoz is a Series 66-licensed financial advisor at &PARTNERS with 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Stephens Inc., and Raymond James Financial Services. Outside of her advisory work, she is involved in administrative and operational tasks at Hatch Farm, a family-owned farm. &PARTNERS serves a diverse client base ranging from individual investors to sovereign wealth funds, offering investment advisory and brokerage services alongside financial planning and retirement consulting. The firm employs a combination of proprietary and third-party investment strategies through platforms like Envestnet and operates as both a broker-dealer and registered investment advisor.

Max Mahler is a CFP® professional with 14 years of industry experience. He is currently an advisor at &PARTNERS, having joined in 2024 after eight years at Wells Fargo Clearing and five years at Wells Fargo Advisors, LLC. Outside of advisory work, he manages an operating company that handles local expenses for his practice. &PARTNERS serves a diverse client base including individual, institutional, and sovereign wealth fund clients, offering a range of services such as investment advisory, brokerage, financial planning, and retirement plan consulting. The firm employs a combination of discretionary and non-discretionary portfolio management solutions using proprietary models and third-party managers, while operating as both a broker-dealer and registered investment advisor.

Keith Lea is a financial advisor at Prime Capital Financial with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including Prime Capital Investment Advisors, Sphere, LLC, Cetera, and Bank of Fayetteville. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and provides comprehensive tax and financial administration services through an affiliated accounting subsidiary.

Jonathan Boldebuck is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as a Level 1 CrossFit coach and is the treasurer of The Hearts Project Foundation, a memorial dedicated to lives lost to the COVID-19 pandemic. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management, applying a fiduciary standard and utilizing a combination of model and customized portfolios.

Mark Gilbert is a financial advisor with &PARTNERS, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 13 years. Gilbert serves as a board member of the Summersby Homeowners Association in Fayetteville, Arkansas. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services with a range of portfolio management options and employs fundamental, technical, and quantitative analysis in its investment approach.

Matthew Bruton is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing a combination of proprietary and third-party portfolio management strategies through the Envestnet platform.

Angela Cothren is a financial advisor at Prime Capital Financial with five years of industry experience. She holds a Series 65 designation and has previously worked at Longer Financial and Longer Investments. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a variety of investment strategies and also offers family office services, tax planning through an affiliated accounting subsidiary, and consolidated reporting across custodians and private investments.