Whiterock Wealth Design, LLC

Davis Cain is a financial advisor at Whiterock Wealth Design, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Morgan Stanley. Outside of his advisory role, he owns Cain Financial, LLC, where he is involved in accounting. Whiterock Wealth Design provides portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, and corporate entities. The firm integrates fundamental, technical, quantitative, and Modern Portfolio Theory analysis, serving both individual investors and employer plan sponsors.

Andrew Whitbeck is a financial advisor with Whiterock Wealth Design, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including Arvest Wealth Management and Raymond James Financial Services. Whitbeck is also the owner of two LLCs that hold airplanes for personal use. Whiterock Wealth Design provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension and profit sharing plans, and corporations. The firm utilizes a range of investment strategies and serves employer plan sponsors and business clients with a combination of fiduciary advisory and corporate services.

Matthew Potter is a financial advisor with Whiterock Wealth Design, LLC in Fayetteville, AR, holding a Series 66 designation and eight years of industry experience. He previously worked at Raymond James Financial Services, Inc. and Arvest Bank. Potter is also president of OpenHand Finance, LLC, a business established to manage compensation-related accounting and taxes. WhiteRock Wealth Design provides portfolio management, financial planning, and retirement plan consulting services to individuals, high net worth clients, trusts, pension and profit sharing plans, and corporations. The firm employs a combination of fundamental, technical, quantitative, and modern portfolio theory techniques, serving both retail clients and employer plan sponsors with a range of fiduciary advisory and corporate services.

Robert Wilkinson is a financial advisor with Whiterock Wealth Design, LLC, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at ClearPath LLC and Arvest Wealth Management. He also serves as a trustee for his family trust. Whiterock Wealth Design provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension and profit sharing plans, and corporations. The firm employs a mix of fundamental, technical, quantitative, and Modern Portfolio Theory-informed analysis and serves both individual investors and employer plan sponsors with a range of investment and corporate services.

Abigail Rycraw is a financial advisor with Whiterock Wealth Design, LLC, holding a Series 66 designation and four years of industry experience. She has previously worked at Raymond James Financial Services Advisors, CTA Advisors, and has experience in both financial and legal environments. Abigail is also involved with Al LLC, an outside business activity. Whiterock Wealth Design serves a diverse client base including individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporations. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a variety of analytical approaches and investment tools tailored to client objectives.

Daniel Robards is a financial advisor at Whiterock Wealth Design, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he is a partner in Aquaponics AI, LLC, a company focused on farm management software and technology. Whiterock Wealth Design provides portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension plans, and corporations. The firm employs a blend of fundamental, technical, quantitative, and Modern Portfolio Theory-based analysis and serves both individual investors and employer plan sponsors with services that include estate and tax planning as well as corporate consulting.

Jeffrey Meekins is a financial advisor at Whiterock Wealth Design, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc and Arvest Wealth Management. Whiterock Wealth Design provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension and profit sharing plans, and corporations. The firm uses a combination of fundamental, technical, quantitative, and Modern Portfolio Theory-informed analysis to deliver individualized advice and regularly monitors and rebalances portfolios, serving a client base that includes significant work with employer plan sponsors and business clients.