Michele Wostbrock is a CFP®-credentialed financial advisor with four years of industry experience. She currently works at Facet and has previously held roles at CapFinancial Partners LLC (CAPTRUST), PitchBook, Fluently Financial, Flourish Wealth Management, US Bank, and All Star Financial Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes, including machine-learning algorithms, and offers model-based asset allocations that emphasize exchange-traded funds alongside advanced strategies at higher service levels.

David Mersky is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Advanced Retirement Solutions, Inc., First Affirmative Financial Network, and Cabana Asset Management. Outside of advising, he owns and operates The Change Agency, LLC, an insurance agency specializing in life, long-term care, Medicare, and health insurance. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, utilizing third-party sub-advisers and model portfolios to implement client strategies.

Clint Morris is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Arvest Wealth Management. He has been with Arvest since 2016 in various roles. Outside of his advisory work, he teaches fitness classes at Fit.1. 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-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients' objectives and risk tolerances.

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.

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.

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.

Logan Orr is a financial advisor at Stephens with two years of industry experience. He holds a Series 66 designation and previously worked at Taylor Farms, Strategic Financial Partners, Ben and Jerry's, and Stout Executive Search, LLC. 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’s approach combines bottom-up security selection with top-down fixed-income management across various programs and offers integrated broker-dealer and investment banking services.

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.

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.

Benjamin Laney is a Series 66 licensed financial advisor with Arvest Wealth Management in Lowell, Arkansas, where he has worked since 2008. He has 13 years of industry experience. 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.

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.

Mark Dutton is a Certified Financial Planner® with 42 years of industry experience. He has been with Stephens since 2009 and has a longstanding role at Cenark Cable TV Limited Partnership that began in 1983. Outside of his advisory work, he is a 50% owner of R & B Aviation LLC, which owns a Cessna 182 aircraft. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, supported by multiple investment programs and an integrated broker-dealer and investment banking platform.

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.

Edwin Alas is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Arvest Wealth Management since 2005. Outside of his advisory role, he owns Ala Sea LLC, a residential real estate rental business. 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 client solutions guided by Investment Policy Statements and varying levels of discretionary 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.

Jerry Suskind is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and eight years of industry experience. His career includes roles at Arvest Wealth Management and Arvest Bank, as well as Edward Jones and Bankers Life & Casualty. 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 client service model guided by Investment Policy Statements.

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.

Tianna Piland is a Series 66 licensed financial advisor with 13 years of industry experience. She has been with Arvest Wealth Management since 2012, currently serving clients from the Mountain Home, Arkansas office. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a client-team approach to recommend services and model allocations based on Investment Policy Statements, managing a mix of discretionary and non-discretionary assets.

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.

Ruth Niehues is a financial advisor at Stephens with 11 years of industry experience. She holds a Series 66 designation and has been with Stephens since 2015. Outside of her advisory role, she owns a non-investment-related rental property in Fayetteville, Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and municipal entities. The firm employs both bottom-up security selection and top-down fixed-income strategies across multiple sponsored programs and maintains an integrated broker-dealer and investment banking presence.