Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

407 advisors near
72758

Out of 400,000+ nationwide

user avatar
firm logo

Jennifer T

Series 66

Lowell, AR

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Grace M

Series 63, Series 65

Rogers, AR

49 Financial

Grace Mc Casland is a financial advisor at 49 Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of her advisory role, she occasionally works as a nanny for a high-profile family. 49 Financial serves both individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and integrates behavioral coaching into its portfolio management.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
user avatar
firm logo

Parker C

Series 65

Rogers, AR

49 Financial

Parker Crane is a financial advisor at 49 Financial based in Rogers, Arkansas. He holds a Series 65 designation and has recently started his career in the industry. Prior to joining 49 Financial, his work experience includes roles at Premier Pools and Spas, Auntie Annes, and Dairy Queen. 49 Financial serves a broad range of clients including individuals, trusts, estates, corporations, and retirement plans by providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach focused on diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
user avatar
firm logo

Josiah F

Series 63, Series 65

Bentonville, AR

Foundations Investment Advisors LLC

Josiah Fricke is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Foundations since 2019 and concurrently at Compass Financial since 2018, where he also operates as an independent insurance agent providing insurance and annuity solutions, as well as assisting clients with tax preparation on a limited basis. Prior to these roles, he held positions at McLane Inc., Mass Mutual Investors Services, and Waddell & Reed. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and offers services through a wide network of affiliated offices and investment adviser representatives.

ESG / Sustainable investing
user avatar
firm logo

Neil R

Series 66

Lowell, AR

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Chad K

Series 66

Rogers, AR

Waterloo Capital

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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Passive / index investing Founder/Business Owner Retired Executive
user avatar
firm logo

Krissi S

Series 66

Lowell, AR

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Colin C

Series 63, Series 66

Lowell, AR

Arvest Wealth 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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Richard B

ChFC®, Series 63, Series 65

Rogers, AR

Waterloo Capital

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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Passive / index investing Founder/Business Owner Retired Executive
user avatar
firm logo

Christian C

Series 66

Lowell, AR

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Grayson G

Series 66

Rogers, AR

Waterloo Capital

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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Passive / index investing Founder/Business Owner Retired Executive
user avatar
firm logo

Tyler H

Series 65

Springdale, AR

Advisory Services Network

Tyler Harris is a financial advisor with Advisory Services Network, holding a Series 65 designation and two years of industry experience. Prior to joining Advisory Services Network, he worked at Cornerstone Advisors LLC and has been involved with Harris Insurance & Financial Services since 2022. He is also a member of several investment groups. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and implementation options tailored to client objectives.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Carol R

Series 66

Lowell, AR

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Kevin Y

Series 63, Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Kevin Yingst is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He worked at Edward Jones from 2002 to 2017 before joining Cornerstone Wealth Management and LPL Financial in 2017. Outside of his advisory role, he is involved in several business entities, including a single-member LLC established for future property management 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 delivers advisory services through advisor-led discretionary management, wrap-fee programs, and various LPL-sponsored programs, combining fundamental, quantitative, and qualitative analysis with continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar
firm logo

Ifeoma I

Series 63, Series 65

Lowell, AR

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Christel S

Series 66

Lowell, AR

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Ethan R

Series 66

Rogers, AR

Stephens

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.

Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar
firm logo

Audra W

Series 65

Fayetteville, AR

integrity Advisory Solutions

Audra Wilcox is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 credential and has a background in law, working as an attorney and owner of Wilcox Attorneys, PA since 1998. Outside of advising, she owns a small retail store in Prairie Grove, Arkansas. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing fundamental and technical analysis alongside diversified asset-allocation strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Jon W

Series 63, Series 65

Rogers, AR

49 Financial

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.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
user avatar
firm logo

Hunter B

Series 66, Series 63

Lowell, AR

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")