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Justin B
Series 63, Series 66
Joplin, MO
Arvest Wealth management
Justin Boudreaux is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Arvest Asset Management since 2008. Outside of his advisory role, Boudreaux serves as a color commentator for MSSU football radio broadcasts during the season. 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 and retirement plan consulting, tailoring recommendations based on Investment Policy Statements.
Brayden M
Series 63, Series 65
Ft Smith, AR
Arvest Wealth management
Brayden Mallett is a financial advisor with Arvest Wealth Management in Maumelle, AR, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Centennial Bank, Ameriprise Financial Services, Small and Associates Financial, Buckle Inc., and Bank of the Ozarks. 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, managing over $2.8 billion in regulatory advisory assets as of December 31, 2024.
Caleb A
Series 66
Fayetteville, AR
Arvest Wealth management
Caleb Akers is a Series 66-licensed financial advisor with Arvest Wealth Management, bringing 10 years of industry experience. He has been with Arvest Wealth Management since 2014 in various capacities. 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 diverse client base through a combination of discretionary and non-discretionary asset management.
Christon N
Series 66
Fayetteville, AR
Arvest Wealth management
Christon Newkirk is a financial advisor at Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation with six years of industry experience. He has been with Arvest Wealth Management since 2020 and previously worked at The Pack Shack. Outside of his advisory role, Newkirk owns and operates Obsidian Nest Properties, LLC, a real estate 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 comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis to develop tailored strategies aligned with clients’ objectives and risk tolerances.
Aurora B
Series 66
Lowell, AR
Arvest Wealth management
Aurora Bailey is a financial advisor at Arvest Wealth Management with two years of industry experience. She has been with Arvest Wealth Management since 2021 and previously worked at Arvest Bank from 2011 to 2021. Bailey holds the Series 66 designation. 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.
Bret O
CFA®, Series 66
Lowell, AR
Arvest Wealth management
Bret O'meara is a financial advisor with Arvest Wealth Management, holding the CFA® designation and Series 66 license, and has 15 years of industry experience. He has worked primarily with Arvest Wealth Management and Arvest Bank since 2012, currently splitting his time evenly between both entities. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm utilizes a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies that align with clients’ objectives and risk tolerances.
Gatlin H
Series 66
Ft Smith, AR
Arvest Wealth management
Gatlin Hufstedler is a financial advisor with Arvest Wealth Management in Ft Smith, Arkansas, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Stephens Inc. and the State of Arkansas. 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, managing approximately $3.44 billion in assets as of the end of 2025. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analyses to tailor investment strategies to clients' objectives and risk tolerances.
Nancy L
Series 63, Series 65
Ft Smith, AR
Arvest Wealth management
Nancy Lewis is a financial advisor at Arvest Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Stephens Inc., Voya Financial Advisors, Inc., and Hilton Worldwide. Arvest Wealth Management provides investment advisory, 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 includes fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and customized strategies aligned with client objectives and risk tolerance.
Carol C
ChFC®, Series 66
Springdale, AR
Arvest Wealth management
Carol Caster Page is a financial advisor with Arvest Wealth Management in Springdale, AR, holding the ChFC® designation and Series 66 license. She has six years of industry experience and is dually employed by Arvest Bank's Trust Department, splitting her time evenly between the bank and wealth management. Her career has been entirely with Arvest, including roles at both 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 through wrap programs, retirement plan consulting, and written financial plans, with client teams tailoring recommendations based on Investment Policy Statements.
Mandy W
Series 66
Lockwood, MO
Arvest Wealth management
Mandy Winefeldt is a Series 66-licensed financial advisor with Arvest Wealth Management, where she has worked since 2018. She has a total of eight years of experience within the Arvest organization, including eight years at Arvest Bank prior to joining the wealth management team. Arvest Wealth Management provides investment advisory and financial planning services to a diverse client base, including 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 large team of advisors supporting a range of discretionary and non-discretionary asset management strategies.
Dennis W
CFA®, Series 63
Little Rock, AR
Arvest Wealth management
Dennis Whittaker is a CFA® charterholder with 25 years of industry experience, currently serving at Arvest Wealth Management in Little Rock, Arkansas. He has been with Arvest Bank and Arvest Wealth Management since 2016. Whittaker is Chair and a board member of the Southern Municipal Finance Society and also serves on the Board of Governors and as Co-Chair of the Disclosure Committee for the National Federation of Municipal Analysts. Arvest Wealth Management offers investment advisory services, financial planning, and retirement plan consulting to individual investors, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis, with strategies tailored to clients’ objectives and risk tolerances.
Ricky J
Series 63, Series 65
Fayetteville, AR
Arvest Wealth management
Ricky Jones is a financial advisor at Arvest Wealth Management with 26 years of industry experience. He has been with Arvest since 2012 and holds the Series 63 and Series 65 credentials. 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 emphasizing asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.
Edward Z
Series 63, Series 66
Fayetteville, AR
Arvest Wealth management
Edward Zimmermann is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Zimmermann also has experience with Ashford University-Online. 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.
Adrienne K
Series 63, Series 66
Fayetteville, AR
Arvest Wealth management
Adrienne Kersey is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Paychex, Inc. and Paychex Securities Corporation before joining Arvest Wealth Management in 2019. Adrienne is also a shareholder in a non-public family-owned bank. 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, focusing on asset allocation and strategies tailored to client objectives and risk tolerances.
Toy H
Series 66, Series 63
Broken Arrow, OK
Arvest Wealth management
Toy Hudson is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Arvest Wealth Management and Arvest Bank since 2025, splitting his time between the two entities. His prior experience includes roles at Simmons Bank, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of Oklahoma, Woodforest National Bank, and positions outside of finance at Home Depot and Lowe's. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individual investors, employer-sponsored 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 aligning with client objectives and risk tolerances.
Erik J
Series 66
Lowell, AR
Arvest Wealth management
Erik Juilfs is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation and 16 years of industry experience. He worked at Edward Jones from 2010 to 2012 before joining Arvest Wealth Management, where he has been since 2012 in various roles. 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 multifaceted investment process combining fundamental, technical, quantitative, and qualitative analysis to develop tailored strategies aligned with clients’ objectives and risk tolerances.
Andrew G
Series 63, Series 66
Overland Park, KS
Arvest Wealth management
Andrew Goos is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Bank. 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-faceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerances.
Brian S
Series 65, Series 63
Ft Smith, AR
Arvest Wealth management
Brian Smith is a financial advisor with Arvest Wealth Management in Fort Smith, Arkansas, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Arvest Wealth Management since 2016. Outside of his advisory role, he is joint owner and president of The Vintage Guys, a sports card and memorabilia business that organizes card shows quarterly in Arkansas and Oklahoma. 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 that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.
Terri T
Series 66
Bartlesville, OK
Arvest Wealth management
Terri Taylor is a Series 66 licensed financial advisor with Arvest Wealth Management in Bartlesville, Oklahoma, where she has worked since 2007. She has 16 years of industry experience. Outside of her advisory role, she is involved as an initial investor and advisor for Sessions, LLC Photography. 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.
Taylor A
Series 66
Lowell, AR
Arvest Wealth management
Taylor Armstrong is a financial advisor at Arvest Wealth Management with one year of experience in the role. Prior to this, Taylor worked at BoozmanHof Regional Eye Clinic for four years and held positions at Sunkissed Hair Studio and Evolution Salon. Taylor holds a Series 66 designation. 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 multifaceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, tailoring strategies to clients’ objectives and risk tolerances.
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