David Morales is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation and six years of industry experience. His career has been exclusively with Arvest, including roles within Arvest Bank. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a multi-disciplinary investment process focused on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

Kevin Lacewell is a CFP® with 25 years of industry experience and is currently with Arvest Wealth Management. He has worked in various roles within Arvest Wealth Management and Arvest Bank since 2013 and is dually employed by Arvest Bank's Trust Department, splitting his time between the two entities. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor investment strategies according to clients' objectives and risk tolerances.

Kasey Cooper is a financial advisor at Waterloo Capital with six years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors LLC and Arvest Wealth Management. Outside of her advisory role, Cooper is involved with GIVE ME A SECOND LLC. Waterloo Capital is an SEC-registered multi-team firm serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm employs a primarily long-term, buy-and-hold investment approach with customized portfolios and offers a broad range of investment tools and integrated financial solutions.

Nicholas Tyburski is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2009 and joined Cornerstone Wealth Management in 2023. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice with continuous account supervision, integrating in-house advisors, third-party portfolio managers, and algorithm-driven models to support a high client load across its advisor team.

Brandi Springer is a financial advisor at Arvest Wealth Management with five years of industry experience. She holds a Series 66 designation and has worked at Arvest Bank since 2003, splitting her time between the bank and 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 offers portfolio management, retirement plan consulting, and written financial plans, with a focus on aligning recommendations with client objectives and Investment Policy Statements.

Stuart Epley is a financial advisor with CL Wealth Management LLC in Springdale, AR, holding Series 65 and Series 66 licenses with 28 years of industry experience. His prior roles include positions at Ameriprise, Raymond James & Associates, Merrill, and founding Razorhog LLC d/b/a Epley Aquatic Farms. Outside of finance, he is involved in a locksmith business, Pop A Lock, based in Rogers, AR. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis, model portfolios, option strategies, and a range of mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.

Isaac Lee is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation with two years of industry experience. He is dually employed by Arvest Bank, dividing his time between the bank and wealth management. Arvest Wealth Management provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans with an investment approach guided by Investment Policy Statements.

Isaac Johnson is a financial advisor at Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he served in the United States Air Force for four years and owns a lawn care and landscaping business. 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 multifaceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and strategies tailored to clients' objectives and risk tolerances.

Gretchen Brewer is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation with 18 years of industry experience. She has been with Arvest Wealth Management 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, managing a mix of discretionary and non-discretionary assets.

William Walker is a financial advisor at Arvest Wealth Management in Lowell, AR, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arvest Wealth Management since 2008. 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.

Kelli Trahan is a Series 66-licensed financial advisor with three years of industry experience, currently with Arvest Wealth Management in Lowell, Arkansas. She has worked at Arvest Wealth Management since 2021 and previously held roles at Latter & Blum, Redd Properties, ReMax, and Stutes & Lavergne LLC. 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.

Christopher Cash is a financial advisor with Kovack Advisors, Inc. in Lowell, Arkansas, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Cambridge Investment Research and Arvest Wealth Management. Outside of advisory work, he is involved in selling and maintaining fixed insurance. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, high-net-worth clients, institutional plans, charitable organizations, banks, and government entities. The firm uses a risk-tolerance based investment process supported by Envestnet and offers both model-based and advisor-managed solutions across multiple custodians.

Jamie Alexander is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 21 years of industry experience. He has been with Arvest Wealth Management since 2012. 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, operating with a large advisor team and a branch-based distribution model.

Ian Weiner is a CFP® with six years of industry experience, currently affiliated with Fortis Capital Advisors, LLC in Bentonville, AR. He has held roles at multiple firms including Generations Wealth Partners, EXOS Wealth Strategies, and Quincy Wells Capital. Outside of advising, Weiner is involved in a wine and spirits distribution business and co-owns a marketing referral consultancy, Finlaw Consulting, LLC. He also hosts the Generations Legal Group podcast. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers by providing portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a mix of discretionary management with passive, active, tactical, and blended investment strategies, including ESG options, managing $1.615 billion in discretionary assets as of year-end 2025.

Joel Akers is a financial advisor at Stephens with 26 years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2013, with prior experience at Arvest Wealth Management and Raymond James Financial Services. Outside of his advisory role, he serves as a director of Infinity Headwear, an apparel sales company. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm offers a range of financial planning and portfolio management services, combining bottom-up security selection with top-down fixed-income strategies and leveraging an integrated broker-dealer and investment banking platform.

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.

Caleb Akers is a Series 66-licensed financial advisor with Arvest Wealth Management, bringing 10 years of industry experience. He has been with Arvest Wealth Management since 2014 in various capacities. 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 diverse client base through a combination of discretionary and non-discretionary asset management.

Evan Miller is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Central Bank, Kruse Financial Group, and the University of Nebraska-Lincoln. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Christon Newkirk is a financial advisor at Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation with six years of industry experience. He has been with Arvest Wealth Management since 2020 and previously worked at The Pack Shack. Outside of his advisory role, Newkirk owns and operates Obsidian Nest Properties, LLC, a real estate business. 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 comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis to develop tailored strategies aligned with clients’ objectives and risk tolerances.

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.