Homer Giles is a financial advisor at Arvest Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Arvest since 2017. Prior to that, he was employed at Bank of America and Merrill. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored investment strategies aligned with clients’ objectives and risk tolerances.

Christopher Endres is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Arvest Wealth Management in Tulsa, OK, where he has held various roles since 2018. His prior experience includes positions at Central Bank, AACE Capital, Bank of Oklahoma, and Paycom Software. 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 multifaceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.

Samuel Wier is a CFP® certificant and Series 66 license holder with five years of industry experience. He has worked at Arvest Wealth Management since 2021, following roles at Arvest Bank, Cox Communications, and Crest Foods. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, retirement plans, charitable organizations, and corporate clients. The firm manages over $3 billion in assets and employs a multi-disciplinary investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis.

Kendra Cain is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Arvest Wealth Management and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and iBeria Financial Services. Outside of her advisory role, she is an owner and member of BOBBYO, LLC. 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 tailored to client objectives.

Rebecca Foster is a financial advisor with Arvest Wealth Management in Oklahoma City, holding Series 63, 65, and 66 credentials and 24 years of industry experience. Her prior roles include positions at The Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, and various other financial firms. 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 corporations. The firm employs a multi-faceted investment process combining fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Townsend Wenzler is a financial advisor at Arvest Wealth Management with one year of industry experience. He holds the Series 66 designation. Prior to joining Arvest Wealth Management, his work history includes 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Tanya Wilson is a CFP® with eight years of industry experience currently serving at Arvest Wealth Management and Arvest Bank in Tulsa, OK. She previously worked at J.P. Morgan Chase and Bank of America, among other firms. Wilson is a board member of the University of Tulsa Friends of Finance, where she contributes to event planning and student mentoring. 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 aligned with clients’ objectives and risk tolerances.

Rupal Poltack is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Arvest Wealth Management since 2020 and is dually employed by Walton Enterprises LLC, where she spends a portion of her time. Additionally, she serves as an operating committee member for Light Hill Property Management LLC, providing oversight of management and operations. Arvest Wealth Management offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Jimmy Rodriguez Quiroz is a Series 66 licensed financial advisor with five years of industry experience, currently with Arvest Wealth Management in Tulsa, OK. He has worked across different roles within Arvest Wealth Management and Arvest Bank since 2016. Outside of his advisory work, he is involved in several community organizations, serving on boards for the Tulsa Area United Way, Morton Comprehensive Health Services, Tulsa Global District, and Tulsa Honors Academy. He also owns a scented candle business, Melting Moments Candle Co. 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 incorporates fundamental, technical, quantitative, and qualitative analyses, emphasizing tailored strategies aligned with clients’ risk tolerances and objectives.

Michael Shirley is a CFP® and holds a Series 66 license, serving as a financial advisor at Arvest Wealth Management with 21 years of industry experience. He has been with Arvest Asset Management since 2008. Outside of his advisory role, he serves as Elder Chairman at Covenant Church and is an adjunct professor in the College of Business at John Brown University. 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 and managing a mix of discretionary and non-discretionary assets.

Kelley Hunt is a financial advisor at Arvest Wealth Management in Hot Springs, AR, holding a Series 66 designation with 13 years of industry experience. She has worked at Arvest Wealth Management since 2017 and previously at Edward Jones from 2012 to 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, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Stephanie Mason is a financial advisor with Arvest Wealth Management in Joplin, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Arvest Asset Management since 2007. 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’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies aligned with clients’ objectives and risk tolerances.

Suzanne Duhon is a financial advisor with Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation and 17 years of industry experience. She has been with Arvest Wealth Management since 2008. Outside of her advisory role, she works as a makeup presenter for Younique, a non-investment-related activity. 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 tailored to client objectives.

Allen Johnson is a financial advisor with Arvest Wealth Management in Lowell, Arkansas. He holds a Series 66 designation and has been with Arvest since 2023. Prior to his advisory role, he worked at Mirabella's Table and WACO Title, and completed his education at the University of Arkansas. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies according to client objectives and risk tolerance.

Seth Covey is a financial advisor with Arvest Wealth Management in Lawton, Oklahoma, holding a Series 66 designation and six years of industry experience. He has been with Arvest Wealth Management since 2019, following two years at Arvest Bank and prior work experience including Harps Food Stores. Outside of his advisory role, he is involved in property acquisition and management through several privately held companies. Arvest Wealth Management provides investment advisory and financial planning services to individuals, 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.

William Oligher is a CFP® and ChFC® with nine years of experience, currently serving as a financial advisor at Arvest Wealth Management in Rogers, AR. He has been with Arvest since 2015, working in both the wealth management and bank trust departments, splitting his time evenly between the two. 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 focus on tailoring services to meet client and plan sponsor objectives.

Tammy Blair is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding Series 63, 65, and 66 licenses with 29 years of industry experience. She has been with Arvest Wealth Management since 2015. 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 a client-focused approach guided by Investment Policy Statements.

Arthur Gibbs is a financial advisor at Arvest Wealth Management with 22 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Asset Management from 2003 to 2017. Gibbs holds Series 63 and Series 65 licenses. 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.

David Morales is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation and six years of industry experience. His career has been exclusively with Arvest, including roles within Arvest Bank. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a multi-disciplinary investment process focused on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

Christopher Schroeder is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 license and 15 years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2018 and previously at BOK Financial Securities, Inc. Schroeder is also dually employed by Arvest Bank's Trust Department and is involved in several private LLCs holding land and hunting property. 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 combining fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.