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.

Christian Campbell is a financial advisor at Arvest Wealth Management in Little Rock, AR, holding a Series 66 license with 17 years of industry experience. He has spent his entire career with Arvest, working in both the bank and wealth management divisions since 2004. Campbell is dually employed by Arvest Bank's Trust Department, splitting his time between trust services and wealth management. 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, tailoring recommendations based on Investment Policy Statements and client objectives.

Grayson Griffin is a Series 66-licensed financial advisor with three years of industry experience. He currently works at Waterloo Capital and has prior experience at Lighthouse Financial and Equitable Advisors. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm manages approximately $2.26 billion through a network of 51 advisors, offering customized portfolios based on fundamental analysis, with services that include investment management, financial planning, tax referral arrangements, and educational seminars.

Carol Ross is a Series 66 licensed advisor with Arvest Wealth Management in Lowell, Arkansas, with three years of industry experience. She is dually employed by Arvest Bank's Trust Department, dividing her time equally between the bank and the wealth management firm. Ross has worked within the Arvest organization continuously since 2016. 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-disciplinary investment process focused on asset allocation and customized strategies tailored to client objectives and risk tolerance.

Ifeoma Ibekwe is a financial advisor at Arvest Wealth Management in Rogers, AR, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Arvest, she operated Ibekwe Law PLLC and worked for the Texas Association of School Boards. She serves as a Planning Commissioner for the City of Bentonville, contributing to local development efforts. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm employs a client-focused approach guided by Investment Policy Statements and offers portfolio management, retirement plan consulting, and written financial plans.

Christel Subbert is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and 11 years of industry experience. She has been with Arvest Wealth Management in various capacities since 2016. Outside of her advisory role, she is a sales representative for Mary Kay, selling skin care and makeup. 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 employs a variety of analytical approaches and emphasizes asset allocation and customized strategies to align with clients’ objectives and risk tolerances.

Ethan Roberts is a financial advisor at Stephens with a Series 66 credential and two years of industry experience. Before joining Stephens, he worked in education and retail, including roles at Footlocker and the Dan Kinney Family Center. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm employs multiple investment committees and programs that combine bottom-up security selection with top-down fixed-income strategies, supported by integrated broker-dealer and investment banking operations.

Jon Webb is a financial advisor with 49 Financial in Rogers, Arkansas, holding Series 63 and Series 65 designations and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, PKS Investments, Ameriprise, and 49 Wealth Management. Webb is also involved as a fixed insurance agent with the Financial Independence Group. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm focuses on a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Hunter Brooks is a financial advisor with Arvest Wealth Management in Lowell, Arkansas. He holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining Arvest Wealth Management, he worked at Arvest Bank for three years. 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 combines fundamental, technical, quantitative, and qualitative analysis in its investment process, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

Shantell Owen is a financial advisor at Arvest Wealth Management with 11 years of industry experience. She holds a Series 66 designation and has worked at Arvest Bank and Arvest Wealth Management since 2016, with prior experience at Arvest Bank dating back to 1995. Owen divides her time between Arvest Bank 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 offers portfolio management, retirement plan consulting, and written financial plans, using client objectives and Investment Policy Statements to guide recommendations.

Ryan Ritchie is a financial advisor at Arvest Wealth Management with 21 years of industry experience. He holds a Series 65 designation and is dually employed by Arvest Bank’s Trust Department, splitting his time evenly between the bank and the wealth management firm. His career has been entirely with Arvest, spanning roles at both Arvest Bank and Arvest Wealth Management since 2007. 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, serving a diverse client base through a combination of discretionary and non-discretionary services.

Victoria Patrie is a financial advisor with 5 years of industry experience, currently associated with 49 Financial in Rogers, AR. She holds Series 63 and Series 65 licenses and has previously worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of her advisory role, she works as a server and bartender at Bauhaus Biergarten. 49 Financial serves individual and institutional clients by offering financial planning, retirement-plan consulting, and investment management services. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services along with access to third-party managers.

Benjamin Fuller is a financial advisor with Waterloo Capital, holding a Series 66 designation and 23 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors LLC. Fuller is also a member of Masters Circle LLC, a real estate group, outside of his advisory role. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized investment management and financial planning, utilizing a long-term, buy-and-hold approach with access to a broad range of investment tools and third-party sub-advisers.

Don Kirn III is a financial advisor with Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and 12 years of industry experience. His tenure at Arvest spans multiple roles since 2015. Outside of his advisory work, Kirn serves as a youth soccer referee and is a partial owner of a house-building business. 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 investment approaches tailored to client objectives and governed by Investment Policy Statements.

Charles Holliday is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 66 and Series 63 licenses and six years of industry experience. He is dually employed by Arvest Bank's Trust Department, splitting his time equally between the bank and wealth management. His prior roles include various positions within Arvest Bank and Arvest Wealth Management, as well as work at the University of Arkansas and James & James. 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 utilizes a combination of fundamental, technical, quantitative, and qualitative analysis to deliver tailored investment strategies aligned with clients’ objectives and risk tolerances.

Raymond Goshert Jr. is a CFP® professional with one year of industry experience, currently serving as an advisor at Waterloo Capital. Prior to joining Waterloo Capital, he spent ten years at Walmart, Inc. Waterloo Capital is an SEC-registered multi-team adviser that serves entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a fundamental, long-term investment approach, offering customized portfolio management, access to third-party sub-advisers, comprehensive financial planning, and a range of investment tools.

Scott Fiser is a financial advisor at Arvest Wealth Management in Springdale, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has been with Arvest Asset Management since 2006. 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 through wrap programs, retirement plan consulting, and written financial plans, serving a broad client base with a mix of discretionary and non-discretionary asset management.

James Leech Jr. is a financial advisor at Arvest Wealth Management in Lowell, Arkansas. He holds the Series 66 designation and has been with Arvest since 2025. Prior to joining the firm, he was involved with various athletics organizations including the University of Arkansas Athletics and the Razorback Sports Network. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Luke Raiford is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His prior work includes roles at BOK Financial and various positions related to education and service industries. Stephens provides investment advisory and wealth management services to a broad range of clients, including individual investors, pension plans, foundations, and corporations. The firm offers a diverse set of investment programs, combining bottom-up equity selection and top-down fixed-income management, supported by in-house equity research and multiple sponsored advisory platforms.

Kevin Betts is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 license and four years of industry experience. His prior work includes roles at LPL Financial, Shark FX, LLC, HZ Foods, and Smitco Eateries, Inc. Outside of his advisory role, he has involvement with Bean & Vine, LLC, a business entity for tax and investment purposes. 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 integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice and manage a large client base across various LPL-sponsored programs.