Robert Waddell is a financial advisor with CL Wealth Management LLC in Springdale, AR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with CL Wealth Management since 2017 and operates Waddell Wealth Management as a DBA since 2008. Outside of finance, he is the owner of the Habitual Smokers Barbecue Team, a competition barbecue cooking team active since 1996. CL Wealth Management LLC provides portfolio advisory and financial planning services for individuals and various entities, offering both discretionary and non-discretionary management. The firm utilizes a range of strategies, including fundamental and technical analysis, model portfolios, and option strategies, with accounts monitored continuously to align with client objectives.

Grant Smith is a CFP® with 11 years of industry experience, currently affiliated with Waterloo Capital. His prior work includes roles at Equitable Advisors and Axa Advisors, and he is also a senior partner at Lighthouse Financial and owner of Smith Financial Consulting LLC. Waterloo Capital is a multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm offers customized portfolios with a long-term, buy-and-hold approach and access to a broad range of investment tools and third-party sub-advisers.

Larry Worden is a financial advisor with Vanderbilt Advisory Services in Rogers, Arkansas, holding a Series 66 designation and 21 years of industry experience. Prior to joining Vanderbilt Securities, LLC in 2016, he worked at Bfc Planning and Securities Management & Research, Inc. He is also president and 50% shareholder of WORDEN & WORDEN CPAs, PA, where he is a licensed certified public accountant in Arkansas. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

Bret O'meara is a financial advisor with Arvest Wealth Management, holding the CFA® designation and Series 66 license, and has 15 years of industry experience. He has worked primarily with Arvest Wealth Management and Arvest Bank since 2012, currently splitting his time evenly between both entities. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm utilizes a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies that align with clients’ objectives and risk tolerances.

Natalie Yarbrough is a Series 65-licensed advisor at Simplicity Wealth with four years of industry experience. She has worked at Simplicity Wealth since 2023 and previously held roles at Retirement Strategies Group and Allstate Insurance. Outside of her advisory work, she is also active as an insurance agent, earning commissions from annuity and life insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, coupled with a managed account platform and technology solutions for advisers.

Parker Teague is an advisor at 49 Financial with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Oakwood Capital Securities and Purshe Kaplan Sterling Investments, among other roles. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Gary Harris is a Series 65 licensed financial advisor with Advisory Services Network and Harris Wealth Management, bringing five years of industry experience. He previously worked at Cornerstone Advisors LLC and Performance Improvement Link, LLC. Harris is involved in several private investment groups and holds leadership roles in related ventures. Advisory Services Network supports individuals, families, corporations, charitable organizations, and retirement plans through a network of independent advisers, offering portfolio management, financial planning, and investment consulting across various asset types. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies and multiple implementation options.

Ronald Cameron is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and with 31 years of industry experience. His prior roles include positions at LPL Financial, LLC and Raymond James Financial Services. He serves on the boards of poultry production companies in Mozambique and is involved in an online floral subscription business and a rideshare service using Uber and Tesla. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Kimberley Carter is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked at Stephens Inc. since 2013, following six years at Arvest Wealth Management. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management, offering services such as financial planning, portfolio management, private equity, and institutional equity research.

Carol Caster Page is a financial advisor with Arvest Wealth Management in Springdale, AR, holding the ChFC® designation and Series 66 license. She has six years of industry experience and is dually employed by Arvest Bank's Trust Department, splitting her time evenly between the bank and wealth management. Her career has been entirely with Arvest, including roles at both 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 through wrap programs, retirement plan consulting, and written financial plans, with client teams tailoring recommendations based on Investment Policy Statements.

Ricky Jones is a financial advisor at Arvest Wealth Management with 26 years of industry experience. He has been with Arvest since 2012 and holds the Series 63 and Series 65 credentials. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment process emphasizing asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.

Edward Zimmermann is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Zimmermann also has experience with Ashford University-Online. 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.

Erik Juilfs is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation and 16 years of industry experience. He worked at Edward Jones from 2010 to 2012 before joining Arvest Wealth Management, where he has been since 2012 in various roles. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a multifaceted investment process combining fundamental, technical, quantitative, and qualitative analysis to develop tailored strategies aligned with clients’ objectives and risk tolerances.

Brett Stockland is a financial advisor with Capital Analysts in Fayetteville, AR, holding the Series 66 designation and having nine years of industry experience. His prior work includes roles at Lincoln Investment and Thrivent Financial. In addition to his advisory work, he is involved in fixed insurance sales, covering life, health, and disability insurance. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Taylor Armstrong is a financial advisor at Arvest Wealth Management with one year of experience in the role. Prior to this, Taylor worked at BoozmanHof Regional Eye Clinic for four years and held positions at Sunkissed Hair Studio and Evolution Salon. Taylor holds a Series 66 designation. 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 multifaceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, tailoring strategies to clients’ objectives and risk tolerances.

Joshua Coody is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 12 years of industry experience. His career has been exclusively with Arvest entities since 2015. Outside of his advisory role, he is a manager of AKJ Holdings, LLC, a non-investment business involved in real property. 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 broad client base through a mix of discretionary and non-discretionary asset management.

Dax Weindorf is a financial advisor with Waterloo Capital, holding a Series 66 designation and 18 years of industry experience. He has previously worked with Equitable Advisors and AXA Advisors, LLC. Outside of his advisory roles, he owns and operates 4W Consulting, a financial planning business based in Rogers, Arkansas. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 2,600 clients, offering customized portfolios with a long-term, buy-and-hold investment approach supplemented by access to third-party sub-advisers and a broad range of investment tools.

Byron Galloway is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015, including roles at both Arvest Wealth Management and Arvest Bank. He is dually employed by Arvest Bank and divides his time primarily there. 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 comprehensive investment process that incorporates multiple analytical approaches and emphasizes asset allocation tailored to clients’ objectives and risk tolerances.

Steven Schultheis is a financial advisor at Waterloo Capital with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Lighthouse Financial, alongside a long tenure at Walmart Stores, Inc. Outside of his advisory work, Schultheis is involved in consulting for small businesses through his own company, SCHULTHEIS CONSULTING LLC. Waterloo Capital is an SEC-registered multi-team advisory firm that serves entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and offers a broad array of investment tools alongside financial planning and consulting services.

Ryan Thomas is a financial advisor at Arvest Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management since 2015. 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 uses a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.