Rogers, AR W. Souther Hills Blvd. Office

Michael Yawn is a financial advisor at Waterloo Capital with nine years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Arvest Wealth Management. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes long-term, strategic buy-and-hold portfolios with customized solutions and offers both discretionary and non-discretionary management alongside referrals for tax and lending services.

Kasey Cooper is a financial advisor with Waterloo Capital in Rogers, AR, holding a Series 66 designation and seven years of industry experience. Prior to joining Waterloo Capital in 2023, Cooper worked at Equitable Advisors LLC and Arvest Wealth Management. Outside of advising, Cooper is involved with GIVE ME A SECOND LLC. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management and financial planning with an emphasis on long-term, strategic buy-and-hold investment approaches supported by ongoing monitoring and client-specific restrictions.

Grant Smith is a CFP® with 11 years of industry experience and is currently affiliated with Waterloo Capital in Rogers, Arkansas. He has worked at firms including Equitable Advisors and AXA Advisors, and he is also the owner of Smith Financial Consulting LLC and a senior partner at Lighthouse Financial. Waterloo Capital is a multi-advisor, SEC-registered firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients with customized portfolio management and financial planning, emphasizing long-term, strategic buy-and-hold investment strategies.

Dax Weindorf is a financial advisor at Waterloo Capital with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Equitable Advisors, and Axa Advisors. He is involved in 4W Consulting, a financial planning business he owns. Waterloo Capital is a multi-advisor SEC-registered firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management, financial planning, and consulting services, typically emphasizing long-term, strategic buy-and-hold investment approaches with ongoing monitoring and the option for client-imposed restrictions.

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, along with a long tenure at Walmart Stores, Inc. Outside of his advisory role, he operates Schultheis Consulting LLC, which provides rental food trailer consulting services for small businesses and retail suppliers. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers investment management and financial planning with a focus on customized, long-term, strategic portfolios combined with ongoing monitoring and client-specific restrictions.

Chad Kennedy is a financial advisor at Waterloo Capital with seven years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Prior to his advisory career, he held roles outside finance including positions in physical therapy and education. Waterloo Capital is an SEC-registered, multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized portfolio management and financial planning with a focus on long-term, strategic buy-and-hold investment approaches.

Grayson Griffin is a financial advisor at Waterloo Capital with a Series 66 designation and three years of industry experience. His prior roles include positions at Lighthouse Financial and Equitable Advisors. He holds life and health insurance licenses. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients with customized investment management and financial planning, typically emphasizing long-term, strategic buy-and-hold portfolios.

Benjamin Fuller is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Axa Advisors LLC, and LPL Financial. Outside of his advisory role, Fuller is a partner at Lighthouse Insurance Advisors and Lighthouse Financial Advisors, LLC, which focus on insurance sales and financial planning. Waterloo Capital is a multi-advisor firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients with investment management and financial planning. The firm emphasizes long-term, strategic buy-and-hold portfolio construction with ongoing monitoring and personalized investment restrictions.

Ryan Roark is a financial advisor at Waterloo Capital with a Series 65 license and two years of industry experience. Prior to joining Waterloo Capital in 2023, he held positions at Tyson Foods, Encore Bank, Chili's, and Harrison Energy Partners. He is also licensed in life and health insurance and serves as a paraplanner for Waterloo Capital. Waterloo Capital is a multi-advisor SEC-registered firm that provides investment management and financial planning services primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm constructs customized portfolios emphasizing long-term, strategic buy-and-hold investments with periodic rebalancing and offers discretionary and non-discretionary management, financial planning, and access to third-party sub-advisers.