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William H
Series 63, Series 65
Ft Smith, AR
Arvest Wealth management
William Hines is a financial advisor with Arvest Wealth Management in Ft. Smith, Arkansas, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Arvest Wealth Management since 2006, following prior roles at Raymond James Financial Services and Merrill. 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 manages approximately $3.44 billion in regulatory advisory assets and employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with client objectives and risk tolerances.
Kevin L
CFP®, Series 63, Series 65
Lowell, AR
Arvest Wealth management
Kevin Lacewell is a CFP® with 25 years of industry experience and is currently with Arvest Wealth Management. He has worked in various roles within Arvest Wealth Management and Arvest Bank since 2013 and is dually employed by Arvest Bank's Trust Department, splitting his time between the two entities. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor investment strategies according to clients' objectives and risk tolerances.
Brandi S
Series 66
Fayetteville, AR
Arvest Wealth management
Brandi Springer is a financial advisor at Arvest Wealth Management with five years of industry experience. She holds a Series 66 designation and has worked at Arvest Bank since 2003, splitting her time between the bank and 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, with a focus on aligning recommendations with client objectives and Investment Policy Statements.
Timothy I
CFP®, Series 66
Tulsa, OK
Arvest Wealth management
Timothy Israel is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Arvest Wealth Management since 2013. He holds the Series 66 designation and is based in Shawnee, Oklahoma. Outside of his advisory role, he is a board member and part-owner of ZH Cattle, LLC and ZH Ranch Inc, a family ranch real estate business. 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.
Matthew B
Series 66
Ft Smith, AR
Arvest Wealth management
Matthew Barson is a financial advisor with Arvest Wealth Management in Ft Smith, AR, holding a Series 66 credential and five years of industry experience. He has worked primarily within the Arvest organization since 2019, splitting his time between Arvest Wealth Management and Arvest Bank. Outside of his advisory role, he manages a rental property that he leases to a family member. 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 includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.
Kristen C
Series 66
Ft Smith, AR
Arvest Wealth management
Kristen Carroll is a financial advisor at Arvest Wealth Management with 10 years of industry experience and a Series 66 designation. She has been with Arvest Wealth Management since 2015 and has worked at Arvest Bank in Fort Smith, Arkansas since 2001, splitting her time between the two entities. 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 clients through a combination of discretionary and non-discretionary asset management.
Chera M
Series 66
Ft Smith, AR
Arvest Wealth management
Chera Moore is a financial advisor at Arvest Wealth Management with four years of industry experience. She holds a Series 66 designation and has held previous roles in local school districts before joining Arvest. Outside of her financial advisory work, she owns and operates a commercial cleaning and consulting business serving local businesses and real estate agents. 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.
Michael H
Series 63, Series 65
Conway, AR
Arvest Wealth management
Michael Hazelwood is a financial advisor at Arvest Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Arvest Wealth Management since 2012. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs for 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, focusing on asset allocation and customized strategies aligned with client objectives and risk tolerances.
Isaac L
Series 66
Lowell, AR
Arvest Wealth management
Isaac Lee is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation with two years of industry experience. He is dually employed by Arvest Bank, dividing his time between the bank and wealth management. Arvest Wealth Management provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans with an investment approach guided by Investment Policy Statements.
Roger C
Series 63, Series 65
Fayetteville, AR
Arvest Wealth management
Roger Cunningham Jr. is a financial advisor at Arvest Wealth Management with 29 years of industry experience. He has been with Arvest and its related entities since 1996 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as immediate past president and board member of the Rotary Club of Fayetteville and participates on its foundation board. 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.
Lindsay L
Series 66
Ft Smith, AR
Arvest Wealth management
Lindsay Ledbetter is a financial advisor at Arvest Wealth Management in Fort Smith, Arkansas, holding a Series 66 designation with three years of industry experience. Prior to joining Arvest Wealth Management in 2021, Lindsay worked at Arvest Bank from 2018 to 2021 and has held various roles including positions at Maurices, Thompson Beauty Brands, and Arkansas State University. 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 employs a multi-disciplinary investment approach focusing on asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.
Isaac J
Series 66
Lowell, AR
Arvest Wealth management
Isaac Johnson is a financial advisor at Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he served in the United States Air Force for four years and owns a lawn care and landscaping business. 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 includes fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and strategies tailored to clients' objectives and risk tolerances.
Gretchen B
Series 66
Lowell, AR
Arvest Wealth management
Gretchen Brewer is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation with 18 years of industry experience. She 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, managing a mix of discretionary and non-discretionary assets.
Kendra V
Series 63, Series 65
Ft Smith, AR
Arvest Wealth management
Kendra Van Horn is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. She has been with Arvest Wealth Management since 2013. Outside of her advisory role, Van Horn is involved as an essential oils distributor and serves as an administrator for a local food pantry. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm employs a range of portfolio management and retirement consulting services tailored to client objectives, managing over $2.8 billion in regulatory advisory assets as of December 2024.
William W
Series 63, Series 65
Fayetteville, AR
Arvest Wealth management
William Walker is a financial advisor at Arvest Wealth Management in Lowell, AR, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arvest Wealth Management since 2008. 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.
Anne B
Series 63, Series 66
Tulsa, OK
Arvest Wealth management
Anne Boozer is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She worked at Nationwide Investment Services Corporation for 14 years before joining Arvest Wealth Management in 2021. Outside of her advisory role, she is a partner in Transmarinus Partners, LLC, a boat charter business based in Clearwater, FL. 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.
Kelli T
Series 66
Lowell, AR
Arvest Wealth management
Kelli Trahan is a Series 66-licensed financial advisor with three years of industry experience, currently with Arvest Wealth Management in Lowell, Arkansas. She has worked at Arvest Wealth Management since 2021 and previously held roles at Latter & Blum, Redd Properties, ReMax, and Stutes & Lavergne LLC. 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.
Jamie A
Series 66
Lowell, AR
Arvest Wealth management
Jamie Alexander is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 21 years of industry experience. He has been with Arvest Wealth Management since 2012. 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, operating with a large advisor team and a branch-based distribution model.
Elias L
Series 66
Springfield, MO
Arvest Wealth management
Elias Lairmore is a financial advisor at Arvest Wealth Management in Springfield, MO, holding a Series 66 designation. He joined Arvest Wealth Management in 2026 after working at Arvest Bank and has a background that includes positions at Evangel University, Herschend Family Entertainment - White Water, and Ozark High School. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor investment strategies that align with clients’ objectives and risk tolerances.
Garrett T
CFP®, Series 63, Series 65
Joplin, MO
Arvest Wealth management
Garrett Taylor is a CFP® with 19 years of experience in the financial services industry. He has been with Arvest Wealth Management since 2012, currently serving in Webb City, MO. 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 service and allocation recommendations, offering both discretionary and non-discretionary portfolio management.
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