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Lee M

Series 65

Overland Park, KS

Arvest Wealth management

Lee Musser is a Series 65-licensed financial advisor with Arvest Wealth Management in Overland Park, KS, bringing four years of industry experience. He previously worked at State Street Bank from 2016 to 2022. Musser also holds a dual role at Arvest Bank’s Trust Department. 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 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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Timothy W

CFP®, Series 63, Series 66

Tulsa, OK

Arvest Wealth management

Timothy Wyatt is a CFP® with 29 years of experience in the financial industry, currently serving at Arvest Wealth Management in Tulsa, OK. He has been with Arvest Wealth Management since 2015. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process combining 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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Joshua C

Series 66

Fayetteville, AR

Arvest Wealth management

Joshua Coody is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 12 years of industry experience. His career has been exclusively with Arvest entities since 2015. Outside of his advisory role, he is a manager of AKJ Holdings, LLC, a non-investment business involved in real property. 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 broad client base through 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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Byron G

Series 66

Fayetteville, AR

Arvest Wealth management

Byron Galloway is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015, including roles at both Arvest Wealth Management and Arvest Bank. He is dually employed by Arvest Bank and divides his time primarily there. 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 incorporates multiple analytical approaches and emphasizes asset allocation 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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Barry R

Series 63, Series 66

Tulsa, OK

Arvest Wealth management

Barry Rooker is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Arvest Wealth Management since 2020, following prior roles at Arvest Bank and Bank of Oklahoma. Outside of his advisory role, he is involved as a manager in several family-owned commercial real estate entities in Oklahoma. 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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Carrie C

CFP®, Series 63, Series 65

Tulsa, OK

Arvest Wealth management

Carrie Coles is a CFP®-certified financial advisor with 24 years of industry experience. She has been with Arvest Wealth Management in Tulsa, OK, since 2008. Outside of her advisory role, she serves as the treasurer for the Cascia Hall Parent Faculty Association, managing budgets and financial tracking for the 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 strategies 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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Ryan T

Series 66

Fayetteville, AR

Arvest Wealth management

Ryan Thomas is a financial advisor at Arvest Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management since 2015. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on 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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Darin D

Series 66

Ft Smith, AR

Arvest Wealth management

Darin Drennan is a financial advisor at Arvest Wealth Management in Fayetteville, AR, with 24 years of industry experience. He holds the Series 66 designation and has spent his career primarily with Arvest Wealth Management and Arvest Bank. Outside of his advisory role, he is involved in managing several private businesses unrelated to investments, including property management and self-storage operations. 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 through wrap programs, 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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Britton N

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Britton Nowell is a financial advisor with Arvest Wealth Management in Little Rock, AR, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Arvest Wealth Management since 2009. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients, offering portfolio management, retirement plan consulting, and written financial plans.

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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Nefthaniil P

Series 66, Series 63

Overland Park, KS

Arvest Wealth management

Nefthaniil Perez is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual and State Farm. 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 combining fundamental, technical, quantitative, and qualitative analysis to deliver tailored 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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Clint M

CFP®, Series 63, Series 66

Fayetteville, AR

Arvest Wealth management

Clint Morris is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Arvest Wealth Management. He has been with Arvest since 2016 in various roles. Outside of his advisory work, he teaches fitness classes at Fit.1. 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 to tailor 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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Jaysa C

Series 66

Ft Smith, AR

Arvest Wealth management

Jaysa Carnal is a financial advisor at Arvest Wealth Management with three years of industry experience. She holds the Series 66 designation and previously worked at Arvest Bank and Arkansas State University. Outside of her advisory role, she creates product showcase videos as an Amazon and TikTok content influencer. 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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Connor Z

Series 66

Ft Smith, AR

Arvest Wealth management

Connor Zimmerman is a financial advisor with Arvest Wealth Management in Ft Smith, AR. He holds a Series 66 designation and has recently transitioned into the advisory field after previous roles at Arvest Bank and earlier experience outside finance. 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 utilizes a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored 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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Robin C

Series 66

Springfield, MO

Arvest Wealth management

Robin Cole is a financial advisor with Arvest Wealth Management in Springfield, MO, holding a Series 66 designation and seven 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, managing a combination 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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Ryan B

Series 66

Tulsa, OK

Arvest Wealth management

Ryan Bates is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at The Pioneer Woman Merchandise and Chilli's Bar and Grill. 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, 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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Jennifer T

Series 66

Lowell, AR

Arvest Wealth management

Jennifer Tichenor Turner is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation and 17 years of industry experience. She has worked within various divisions of Arvest, including Arvest Bank and Arvest Asset Management, since 2008. Turner splits her time evenly between Arvest Bank's Trust Department 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 emphasizes customized portfolio management and retirement plan consulting, serving a broad range of clients through a combination of 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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Jazz S

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Jazz Scott is a financial advisor with Arvest Wealth Management in Ft Smith, AR, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Arvest Wealth Management, Jazz worked at Arkansas Federal Credit Union, Stifel, Crews & Associates, Inc., and Stephens Inc. 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 tailor investment 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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Darius R

Series 66, Series 63

Overland Park, KS

Arvest Wealth management

Darius Rawlings is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Arvest, he worked at Northwestern Mutual in various roles from 2021 to 2025. Outside of his advisory work, Rawlings has experience working part-time as a weekend server at the Nicklaus Golf Club. 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 utilizes a combination of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and tailored strategies to meet client objectives.

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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Neil R

Series 66

Lowell, AR

Arvest Wealth management

Neil Royston is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 license and nine years of industry experience. He has been with Arvest Wealth Management since 2016 and is also dually employed by Arvest Bank. Outside of his advisory role, he serves as the treasurer of Manor Investments, an investment club focused on collaborative stock research and reporting. 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 multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies based on 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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Landon A

Series 66

Tulsa, OK

Arvest Wealth management

Landon Anderson is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation with five years of industry experience. His prior roles include positions within Arvest Bank and prior work outside finance in construction and distribution. Arvest Wealth Management offers 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 emphasizing asset allocation and tailored 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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