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.

Steven Tait is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and four years of industry experience. Prior to joining Cornerstone and LPL Financial in 2022, he worked at Walmart for 21 years. Outside of his advisory role, he is associated with MMKA Solutions Inc. and MMKS Solutions, entities established for tax and investment purposes. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm manages $4.93 billion in discretionary assets and emphasizes continuous, tailored account supervision using a mix of fundamental, quantitative, and qualitative analysis, with services including financial planning and retirement consulting.

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.

Jason Mac Dowall is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and four years of industry experience. His work history includes roles at Exodus Financial Services, Asurea Insurance, Social Security Solutions, and other firms dating back to 2013. He has also been an insurance agent for Family Benefit Life Insurance Company, though he is not currently active in that capacity. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to portfolio construction and offers multiple account options, including a Biblically-Responsible Investing model.

Reese Roberts is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation. He has one year of industry experience and has worked at Arvest Wealth Management in various capacities since 2024. Prior to entering the financial services industry, he held positions at J.B. Hunt Inc. and Stevens Transport. 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 combination of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and customized strategies aligned with clients’ objectives and risk tolerance.

Allen Wagner is a Series 66-credentialed financial advisor at Arvest Wealth Management with 16 years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2016 and is dually employed by Arvest Bank's Trust Department, splitting his time between the two. Arvest Wealth Management serves individual investors, retirement plans, charitable organizations, and corporate clients, managing a mix of discretionary and non-discretionary assets totaling approximately $3.44 billion as of the end of 2025. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Ryan Roark is a financial advisor at Waterloo Capital with two years of industry experience. He holds a Series 65 designation and previously worked at Tyson Foods, Encore Bank, Chili's, and Harrison Energy Partners. Roark is also licensed in life and health insurance and serves as a paraplanner through Lighthouse Financial in Rogers, AR. Waterloo Capital is an SEC-registered multi-team advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 2,600 clients, employing a long-term, fundamental analysis-based investment approach with customized portfolios and access to third-party sub-advisers and a wide range of investment tools.

Tho Ho is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 65 designation and two years of industry experience. He is dually employed by Arvest Bank's Trust Department, splitting his time evenly between the bank and the wealth management firm. He has been with Arvest Wealth Management and Arvest Bank since 2022. 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’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis with an emphasis on customized asset allocation and strategies aligned with clients’ objectives and risk tolerances.

Christopher Golden is a financial advisor at Arvest Wealth Management with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and 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, tailoring recommendations based on client objectives and Investment Policy Statements.

John Gore is a financial advisor with Cornerstone Wealth Management, LLC in Rogers, AR, holding a Series 66 designation and 14 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2017, following six years at Edward Jones. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model and LPL platform programs to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Julie Donoho Elkins is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. She has been with SWS Financial Services since 2008. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and custody services, utilizing a platform model that integrates third-party managers and affiliates such as Hilltop and Franklin Templeton.