Springdale, AR Office

Stuart Epley is a financial advisor with CL Wealth Management LLC, holding Series 65 and Series 66 licenses and 27 years of industry experience. He has worked with firms including SB Advisory, LLC and IFS Securities, and currently manages roles at CL Wealth Management LLC, Cabot Lodge Securities LLC, and Pop A Lock, a locksmith business. Outside of finance, he is involved in operating Pop A Lock, providing locksmith services. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies that combine fundamental and technical analysis with custom model portfolios.

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.