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Matthew C

Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

Matthew Clinkscales is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Arvest Wealth Management since 2014. 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 asset management guided by Investment Policy Statements and a mix of discretionary and non-discretionary oversight.

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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Mary I

Series 66

Lowell, AR

Arvest Wealth management

Mary Ikenberry is a financial advisor at Arvest Wealth Management with four years of industry experience. She holds a Series 66 credential and has worked with Arvest in various roles since 2020. Outside of her advisory work, she owns two small businesses focused on event-based cotton candy sales and crafted goods. 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 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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Odessa F

Series 66

Lowell, AR

Arvest Wealth management

Odessa Fowler is a financial advisor at Arvest Wealth Management with a Series 66 designation and two years of industry experience. She has worked at Arvest Wealth Management since 2021 and previously spent ten years at Arvest Bank. 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 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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Matthew F

Series 65

Little Rock, AR

Arvest Wealth management

Matthew Freed is a financial advisor at Arvest Wealth Management in Little Rock, AR, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Carlson Funds Enterprise and PCL Construction, as well as academic positions at the University of Minnesota and teaching roles at Byron Nelson High School and Medlin Middle School. Arvest Wealth Management serves individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients by providing investment advisory and financial planning services. 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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Griffin W

Series 66

Lowell, AR

Arvest Wealth management

Griffin Wuensch is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation. He has been with Arvest since 2022, including his current role at the wealth management division since 2025. Wuensch previously worked at the University of Arkansas and Lakeside High School. He divides his time between Arvest Bank and Arvest Wealth Management. 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, serving a broad client base through a combination 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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Cale C

Series 66

Broken Arrow, OK

Arvest Wealth management

Cale Cabbiness is a financial advisor with Arvest Wealth Management in Broken Arrow, OK. He holds the Series 66 designation and has been with Arvest Wealth Management and Arvest Bank since 2025. Prior to his advisory role, Cale’s background includes education at Oklahoma State University and employment outside the financial industry. He splits his time between Arvest Bank and Arvest Wealth Management. 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 client strategies 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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Barbara M

CFP®, Series 63, Series 65

Fayetteville, AR

Arvest Wealth management

Barbara Mills is a CFP® with 27 years of industry experience, currently serving at Arvest Wealth Management in Fayetteville, AR. She has been with Arvest Wealth Management since 2011, totaling over 15 years at the firm. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, with a focus 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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Cassie B

Series 66

Lowell, AR

Arvest Wealth management

Cassie Brisco is a financial advisor with Arvest Wealth Management in Lowell, Arkansas. She holds a Series 66 credential and has four years of industry experience. Prior to joining Arvest, she worked for the USDA Farm Service Agency. Outside of her advisory role, she provides bookkeeping services for family-owned agriculture businesses. Arvest Wealth Management offers investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment approach, incorporating fundamental, technical, quantitative, and qualitative analysis 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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Ronnie B

Series 66

Ft Smith, AR

Arvest Wealth management

Ronnie Backus is a Series 66-licensed financial advisor with eight years of industry experience. He has worked primarily at Arvest Wealth Management since 2018, with prior experience at First Command Advisory Services and as a self-employed advisor. 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 significant portion of assets on a non-discretionary basis.

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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Bradley C

Series 66

Bentonville, AR

Arvest Wealth management

Bradley Crain is a financial advisor at Arvest Wealth Management in Bentonville, AR, holding a Series 66 designation with 20 years of industry experience. He has worked within Arvest Bank and Arvest Wealth Management in various capacities since 2010, splitting his time primarily between the bank and wealth management. 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 combines fundamental, technical, quantitative, and qualitative analysis with 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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William G

Series 66

Ft Smith, AR

Arvest Wealth management

William Gossett is a financial advisor with Arvest Wealth Management in Clarksville, Arkansas, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Arvest Wealth Management and Arvest Bank, as well as prior experience at Regions and the James Mallory Law Office. 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, serving a diverse client base with both 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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Travis B

Series 66

Ft Smith, AR

Arvest Wealth management

Travis Beckerdite is a Series 66 licensed financial advisor with over six years of industry experience, currently serving at Arvest Wealth Management in Lowell, Arkansas. He has been with Arvest Wealth Management since 2013. Outside of his advisory role, he is a member of Southwind Investments LLC, a short-term vacation rental business, though he does not actively participate in its operations. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, retirement plan consulting, and written financial plans. The firm’s client teams tailor recommendations based on Investment Policy Statements, managing a substantial asset base through both discretionary and non-discretionary arrangements.

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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Randal L

Series 66

Springfield, MO

Arvest Wealth management

Randal Lyons is a financial advisor at Arvest Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management since 2012. Outside of his advisory role, Lyons is a partner in LyonsBarrels LLC, a hobby business focused on refinishing and reselling used whiskey barrels. 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 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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Asa C

CFP®, Series 63, Series 65

Little Rock, AR

Arvest Wealth management

Asa Cottrell is a CFP® professional with 31 years of industry experience, currently serving at Arvest Wealth Management in Little Rock, AR. He has worked at Arvest Wealth Management and Arvest Bank since 2009. Cottrell serves as an advisory board member for the Arkansas Bankers Association, focusing on bank-related legislation. 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 client service model guided by Investment Policy Statements and 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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Blake K

CFP®, Series 66

Tulsa, OK

Arvest Wealth management

Blake Keeley is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Arvest Wealth Management since 2010. Keeley serves on the board of Goodwill Tulsa, contributing to organizational decision-making. 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 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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Luke T

Series 66

Lockwood, MO

Arvest Wealth management

Luke Taggart is a financial advisor with Arvest Wealth Management holding a Series 66 designation and two years of industry experience. Prior to joining Arvest, he was affiliated with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He has held various roles outside the industry including positions at Schaeffler Group and Leggett & Platt. Arvest Wealth Management provides 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 employs a diversified investment approach incorporating fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and customized 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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Robert C

Series 66

Lowell, AR

Arvest Wealth management

Robert Carlson is a Series 66-credentialed advisor at Arvest Wealth Management with nine years of industry experience. He has worked extensively within the Arvest organization, including Arvest Bank, since 2008. Outside of his advisory role, Carlson serves as President of the Bentonville School Board and holds board positions with the NWA Scott Family Children's Museum and the NWA Foundation. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a client team approach to recommend services and model allocations guided by Investment Policy Statements, 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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Fred W

Series 65, Series 63

Lowell, AR

Arvest Wealth management

Fred Wood III is a financial advisor with Arvest Wealth Management, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Rivertree Wealth LLC and several advisory networks and firms. Wood has also worked in education and consulting roles outside the financial industry. 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 integrates fundamental, technical, quantitative, and qualitative analysis to tailor strategies to clients’ goals and risk profiles.

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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Taylor C

Series 66

Lowell, AR

Arvest Wealth management

Taylor Crutchfield Henderson is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds a Series 66 designation and splits his time between Arvest Wealth Management and Arvest Bank's Trust Department in Lowell, Arkansas. Henderson has worked with various divisions of Arvest since 2014. 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 assets managed on both discretionary and non-discretionary bases.

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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Lisa L

Series 66

Lowell, AR

Arvest Wealth management

Lisa Latshaw is a financial advisor at Arvest Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has been with Arvest Wealth Management in various capacities since 2013. 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, serving a broad client base with a range of advisory programs.

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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