Heritage Oak Wealth Advisors

Micah Gibson is a financial advisor at Heritage Oak Wealth Advisors with 22 years of industry experience. He holds the Series 66 designation and has worked at Heritage Oak since 2019, following prior roles at Sowell Management Services and Arvest Asset Management. Heritage Oak Wealth Advisors is a four-advisor team managing approximately $290 million for individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides discretionary portfolio management across various asset classes, ongoing financial planning, and specialized services including estate-planning support and access to third-party money managers, utilizing a combination of fundamental and technical analysis with both long- and short-term strategies.

Scott Bennington is a Series 65-registered advisor at Heritage Oak Wealth Advisors in Rogers, AR, with five years of industry experience. He has worked at Heritage Oak since 2021 and previously spent two years with Sowell Management and twelve years at Maximum Performance. Heritage Oak Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management, financial planning, retirement plan advisory, and estate-planning services. The firm employs a combination of fundamental and technical analysis across various asset types and offers access to non-traditional services and private investment vehicles limited to accredited investors.

Colin Leighton is a financial advisor at Heritage Oak Wealth Advisors in Rogers, Arkansas, with six years of industry experience. He holds a Series 65 designation and previously worked at Allstone Group and Sowell Management. Heritage Oak Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary asset management, financial planning, and retirement plan advisory services. The firm employs a combination of fundamental and technical analysis across a range of investment vehicles and provides access to non-traditional services such as structured option-based financing and private investment vehicles for accredited investors.

Seth Maier is a financial advisor at Heritage Oak Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Arvest Bank and operated Maier Mowing LLC for eight years. Heritage Oak Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management, financial planning, retirement plan advisory, and estate-planning services. The firm combines fundamental and technical analysis in its investment decisions and offers access to non-traditional services such as structured option-based financing and private investment vehicles for accredited investors.

Ryan Mendoza is a financial advisor at Heritage Oak Wealth Advisors in Rogers, Arkansas. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Heritage Oak, he worked at The Fishin' Co for five years and has held various roles in industries including food service and municipal government. Heritage Oak Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management, financial planning, and retirement plan advisory services. The firm employs a combination of fundamental and technical analysis across multiple asset classes and offers access to non-traditional services, including structured option-based financing and private investment vehicles for accredited investors.