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 financial advisor at Heritage Oak Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at Sowell Management and Maximum Performance. 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 employs a combination of fundamental and technical analysis with both long- and short-term investment strategies, offering discretionary portfolio management alongside specialized services such as private investment vehicles and option-based financing.

Colin Leighton is a Series 65 licensed advisor with Heritage Oak Wealth Advisors in Rogers, AR, where he has worked since 2019. He has five years of industry experience, including prior roles at Sowell Management and Allstone Group. 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 offers discretionary portfolio management using both fundamental and technical analysis and employs a range of investment strategies, along with financial planning, retirement plan consulting, and estate-planning support through a partnership with Estately.

Seth Maier is a financial advisor at Heritage Oak Wealth Advisors in Rogers, AR, holding a Series 65 designation. He has one year of experience in the financial industry, previously working at Arvest Bank and operating Maier Mowing LLC for eight years. 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 offers discretionary portfolio management using both fundamental and technical analysis, alongside financial planning, retirement plan consulting, and estate-planning support through a partnership with Estately. Heritage Oak also sponsors private investment vehicles and facilitates specialized financing arrangements, distinguishing its services from traditional advisory firms.