Michael Yawn is a financial advisor with Waterloo Capital, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Equitable Advisors and Arvest Wealth Management. Outside of his advisory work, he holds an insurance license. Waterloo Capital is a multi-team SEC-registered firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm emphasizes customized portfolios with a long-term, buy-and-hold investment approach and offers a broad range of investment tools and financial planning services.

Kassidy Joyner is a financial advisor at Cornerstone Wealth Management, LLC with four years of industry experience. She holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2021. Outside of her advisory work, she serves as an English instructor at Shimane University. 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 uses a combination of advisor-led discretionary management and LPL-sponsored programs to deliver tailored investment advice focused on continuous account supervision and diversified asset allocation.

Hunter Gehring is a financial advisor with New Edge Wealth in Rogers, AR, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Arvest Wealth Management and Cabela's. Gehring also engages in fixed insurance and annuity sales through a direct relationship with Pacific Life. New Edge Wealth primarily serves ultra-high-net-worth individuals and institutional clients, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm utilizes a blend of independent managers, model strategies, and proprietary solutions with technology-assisted analytics integrated into adviser decision-making.

John Naudo is a financial advisor with New Edge Wealth in Rogers, Arkansas, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at Arvest Wealth Management, Bank of America, Merrill, and several other firms. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary solutions, supported by AI-assisted analytics alongside adviser judgment.

James Compton is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stephens since 2006, including its predecessor entities. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm’s approach combines bottom-up security selection and top-down fixed-income management across multiple sponsored programs and investment committees.

Landon Lea is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked extensively with Arvest Wealth Management and its affiliates before joining First Citizens and SVB Wealth in 2025. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm employs a multi-team platform to manage global, multi-asset portfolios using a combination of quantitative and qualitative research and offers discretionary municipal advisory services.

Connor Reece is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Cornerstone, he worked at Dynastic Wealth Management, LLLP, and LPL Financial. 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 employs a multi-brand operating model and leverages LPL-sponsored programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Robert Carlson is a Series 66-credentialed advisor at Arvest Wealth Management with nine years of industry experience. He has worked extensively within the Arvest organization, including Arvest Bank, since 2008. Outside of his advisory role, Carlson serves as President of the Bentonville School Board and holds board positions with the NWA Scott Family Children's Museum and the NWA Foundation. 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 guided by Investment Policy Statements, managing a mix of discretionary and non-discretionary assets.

Benjamin Penix is a financial advisor with Stephens in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior experience includes roles at Raymond James & Associates, Morgan Keegan & Company, LLC, Raymond James Financial Services, and A. G. Edwards & Sons, Inc. 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 diversified services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research.

Fred Wood III is a financial advisor with Arvest Wealth Management, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Rivertree Wealth LLC and several advisory networks and firms. Wood has also worked in education and consulting roles outside the financial industry. 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 integrates fundamental, technical, quantitative, and qualitative analysis to tailor strategies to clients’ goals and risk profiles.

Taylor Crutchfield Henderson is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds a Series 66 designation and splits his time between Arvest Wealth Management and Arvest Bank's Trust Department in Lowell, Arkansas. Henderson has worked with various divisions of Arvest 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 assets managed on both discretionary and non-discretionary bases.

Lisa Latshaw is a financial advisor at Arvest Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has been with Arvest Wealth Management in various capacities since 2013. 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 with a range of advisory programs.

Townsend Wenzler is a financial advisor at Arvest Wealth Management with one year of industry experience. He holds the Series 66 designation. Prior to joining Arvest Wealth Management, his work history includes roles outside the financial industry. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Rupal Poltack is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Arvest Wealth Management since 2020 and is dually employed by Walton Enterprises LLC, where she spends a portion of her time. Additionally, she serves as an operating committee member for Light Hill Property Management LLC, providing oversight of management and operations. Arvest Wealth Management offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Chandler Luebbert is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2022. Prior to joining Stephens, he held roles at Black Diamond Mergers & Acquisitions, Office Depot, Honda Autoplex, Prison Brews, and the University of Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individual and high-net-worth investors, pension plans, foundations, corporations, and government entities. The firm employs multiple investment strategies and programs, combining bottom-up security selection and top-down fixed-income management, and is noted for its integrated broker-dealer and investment banking capabilities.

Hillman Jones is a financial advisor at Stephens with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stephens since 2016. His prior experience includes multiple roles at Arvest Wealth Management and Raymond James Financial Services. Jones serves on the board of Infinity Headwear & Apparel, a retail apparel company. 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 employs a variety of investment strategies and committees, combining bottom-up security selection with top-down fixed-income management, and offers services spanning financial planning, portfolio management, private equity, and institutional equity research.

Michael Shirley is a CFP® and holds a Series 66 license, serving as a financial advisor at Arvest Wealth Management with 21 years of industry experience. He has been with Arvest Asset Management since 2008. Outside of his advisory role, he serves as Elder Chairman at Covenant Church and is an adjunct professor in the College of Business at John Brown University. 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 and managing a mix of discretionary and non-discretionary assets.

Allen Johnson is a financial advisor with Arvest Wealth Management in Lowell, Arkansas. He holds a Series 66 designation and has been with Arvest since 2023. Prior to his advisory role, he worked at Mirabella's Table and WACO Title, and completed his education at the University of Arkansas. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies according to client objectives and risk tolerance.

William Oligher is a CFP® and ChFC® with nine years of experience, currently serving as a financial advisor at Arvest Wealth Management in Rogers, AR. He has been with Arvest since 2015, working in both the wealth management and bank trust departments, splitting his time evenly between the two. 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, with a focus on tailoring services to meet client and plan sponsor objectives.

Arthur Gibbs is a financial advisor at Arvest Wealth Management with 22 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Asset Management from 2003 to 2017. Gibbs holds Series 63 and Series 65 licenses. 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.