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Janoah G

Series 66

Joplin, MO

Arvest Wealth management

Janoah Goldsberry is a financial advisor with Arvest Wealth Management in Joplin, MO, holding a Series 66 designation and three years of industry experience. She is dually employed by Arvest Bank’s Trust Department, splitting her time evenly between the bank and the wealth management firm. Prior to joining Arvest, her work history includes positions at Victra, Verizon, and Spring Mobile/Prime Communications. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses Investment Policy Statements to guide portfolio management and retirement plan consulting, serving a diverse client base through both discretionary and non-discretionary advisory services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Colton N

Series 66

Lowell, AR

Arvest Wealth management

Colton Nix is a financial advisor with Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and seven years of industry experience. He has worked extensively within Arvest Wealth Management and Arvest Bank throughout his career, splitting his time evenly between both entities. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and customized strategies to align with clients’ objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Andrew S

Series 66

Fayetteville, AR

Arvest Wealth management

Andrew Skinner is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 16 years of industry experience. His career includes roles at PNC Investments before joining Arvest Wealth Management in 2017. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, with client teams tailoring recommendations based on Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Rachel H

Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

Rachel Harris is a financial advisor at Arvest Wealth Management with 25 years of industry experience. She has been with Arvest Asset Management since 2001 and holds Series 63 and Series 66 licenses. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a range of analytical approaches and emphasizes asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Hunter A

Series 66

Lowell, AR

Arvest Wealth management

Hunter Alexander is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds the Series 66 designation and has worked in various roles at Arvest Wealth Management and Arvest Bank since 2023. Outside of his advisory role, he instructs swim lessons and provides aquatic personal training. Arvest Wealth Management offers investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm combines fundamental, technical, quantitative, and qualitative analysis to provide customized investment strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Randall H

Series 66

Bartlesville, OK

Arvest Wealth management

Randall Hopson is a financial advisor at Arvest Wealth Management with 12 years of industry experience. He holds the Series 66 designation and has been with Arvest in various capacities since 2014, including roles at Arvest Bank and Arvest Asset Management. He splits his time evenly between Arvest Bank's Trust Department and Arvest Wealth Management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor strategies that align with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Jacob L

Series 66

Tulsa, OK

Arvest Wealth management

Jacob Lopez is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and seven years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2017 and previously held roles at BOK Financial Securities, Inc. and Bokf, Na. Lopez serves as a voting board member of the Owasso Chamber of Commerce. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a mix of discretionary and non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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James M

Series 63, Series 66

Overland Park, KS

Arvest Wealth management

James Mcneill is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC before joining Arvest in 2017. Mcneill serves as a board member for Kymel Inc., a nonprofit focused on supporting children with childhood cancer and their siblings, where he helps organize fundraising and community outreach. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individuals, employer-sponsored plans, nonprofits, and corporate clients. The firm employs a multifaceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Scott C

Series 66

Fayetteville, AR

Arvest Wealth management

Scott Cain is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Asset Management, Raymond James Financial, and Banc of America Investment Services. Cain serves as a board member of the nonprofit ministry Fellowship of Christian Athletes. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies according to clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Marcus C

Series 66

Broken Arrow, OK

Arvest Wealth management

Marcus Carr is a financial advisor with Arvest Wealth Management in Broken Arrow, Oklahoma. He holds the Series 66 designation and has four years of industry experience. Marcus is dually employed by Arvest Bank and Arvest Wealth Management, splitting his time between the two roles. Prior to joining Arvest, he held various positions including a role at Bass Pro Shops. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Daniel R

Series 65, Series 63

Little Rock, AR

Arvest Wealth management

Daniel Robinson is a financial advisor with Arvest Wealth Management in Little Rock, AR, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Arvest Wealth Management and Arvest Bank since 2013, splitting his time evenly between the firm’s wealth management and trust departments. Outside of his advisory role, Robinson is connected to a women’s retail boutique business that he and his wife purchased, although he has no official duties there. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, quantitative, and qualitative analysis with emphasis on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Janet W

Series 63, Series 65

Tulsa, OK

Arvest Wealth management

Janet Wedman is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Arvest Bank and Arvest Wealth Management since 2008 and is dually employed by Arvest Bank's Trust Department in Oklahoma City, dividing her time between the two roles. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis to tailor strategies to client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Rhonda S

Series 66

Springfield, MO

Arvest Wealth management

Rhonda Sorensen is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Arvest Wealth Management and Arvest Bank in Springfield, MO, for the past 10 years, dividing her time primarily between the two roles. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Samantha D

CFP®, Series 66

Bartlesville, OK

Arvest Wealth management

Samantha Dodson is a CFP® and Series 66 licensed advisor with Arvest Wealth Management, bringing two years of industry experience. Prior to joining Arvest, she worked at Ameriprise and Sabatka & Co. Outside of her financial advisory role, she works part-time in concessions at Caney Golf Course. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Jessie Z

Series 66

Ft Smith, AR

Arvest Wealth management

Jessie Zamaripas is a financial advisor with Arvest Wealth Management in Ft. Smith, AR, holding a Series 66 designation and nine years of industry experience. She has worked exclusively within the Arvest organization since 2012, including roles at Arvest Bank and Arvest Wealth Management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Destin J

Series 66

Springdale, AR

Arvest Wealth management

Destin Johnson is a financial advisor with Arvest Wealth Management in Springdale, Arkansas, holding a Series 66 designation and seven years of industry experience. His career includes roles at Cetera, Regions Bank, Infinex Investments, and Northwestern Mutual. He is dually employed by Arvest Bank, dividing his time between the bank and wealth management. Arvest Wealth Management provides investment advisory, financial planning, retirement plan consulting, and wrap fee programs to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop asset allocation and investment strategies tailored to client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Maria O

Series 66

Fayetteville, AR

Arvest Wealth management

Maria Obispo is a financial advisor with Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and 10 years of industry experience. She has worked at Arvest Wealth Management and Arvest Bank since 2008. Outside of her advisory role, she serves as treasurer for the Washington County S.A.L.T. Council, a nonprofit organization. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with client services guided by Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Chad T

Series 63, Series 65

Lowell, AR

Arvest Wealth management

Chad Townsend is a financial advisor at Arvest Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arvest Wealth Management since 2005. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, tailoring recommendations based on Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Tommy K

CFP®, Series 66

Lowell, AR

Arvest Wealth management

Tommy Karr is a CFP® and holds a Series 66 license, with 23 years of experience at Arvest Wealth Management and 36 years at Arvest Bank. He is based in Lowell, AR, and divides his time between Arvest Wealth Management and the bank’s Trust Department in Fayetteville. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Anne R

CFP®, Series 63

Millington, TN

Arvest Wealth management

Anne Reed is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Arvest Wealth Management since 2025. Prior to joining Arvest, she worked for First Horizon Advisors, Inc. (formerly FTB Advisors, Inc.) for 29 years. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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