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Hannah B
Series 66
Bartlesville, OK
Arvest Wealth management
Hannah Bode is a financial advisor at Arvest Wealth Management with 12 years of industry experience. She holds the Series 66 designation and has worked at Arvest Wealth Management since 2017, following four years at Edward Jones. 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.
Benjamin L
Series 66
Fayetteville, AR
Arvest Wealth management
Benjamin Laney is a Series 66 licensed financial advisor with Arvest Wealth Management in Lowell, Arkansas, where he has worked since 2008. He has 13 years of industry experience. 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.
Rina M
Series 66
Joplin, MO
Arvest Wealth management
Rina Mehta is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Arvest Wealth Management and Arvest Bank, having previously worked at Copper Financial Network, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Commerce Bank. Outside of her advisory role, Mehta is a co-founder and board member of Color the World, a nonprofit supporting parentless and low-income children and young adults. 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 that integrates fundamental, technical, quantitative, and qualitative analysis tailored to clients’ objectives and risk tolerances.
Clay N
Series 66
Overland Park, KS
Arvest Wealth management
Clay Nickel is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked with Arvest Bank and Arvest Wealth Management since 2014, splitting his time equally between the bank’s Trust Department and the wealth management firm. 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.
Matthew M
Series 66
Tulsa, OK
Arvest Wealth management
Matthew Mauldin is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation with seven years of industry experience. He has worked at Arvest Wealth Management since 2018 and was previously employed at Arvest Bank from 2016 to 2018. Arvest Wealth Management offers 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 manages approximately $3.44 billion in advisory assets and employs a diversified investment approach that includes fundamental, technical, quantitative, and qualitative analysis tailored to clients’ objectives and risk tolerances.
Krissi S
Series 66
Lowell, AR
Arvest Wealth management
Krissi Sutton is a financial advisor at Arvest Wealth Management with two years of industry experience. She holds a Series 66 designation and has worked at Arvest Bank and Mass Mutual Private Wealth & Trust. Sutton is dually employed by Arvest Bank's Trust Department in Lowell, Arkansas, splitting her time between the bank and the wealth management firm. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, corporate clients, and charitable organizations. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies based on client objectives and risk tolerance.
Ashley F
Series 66
Joplin, MO
Arvest Wealth management
Ashley Franco is a financial advisor with Arvest Wealth Management in Joplin, Missouri, holding a Series 66 designation and nine years of industry experience. Her career at Arvest includes roles at both Arvest Bank and Arvest Wealth Management since 2012. Outside of her advisory work, she is a member of Franco Holdings 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 uses a blend of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and customized strategies to meet clients’ objectives and risk tolerances.
Edwin A
Series 63, Series 65
Fayetteville, AR
Arvest Wealth management
Edwin Alas is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Arvest Wealth Management since 2005. Outside of his advisory role, he owns Ala Sea LLC, a residential real estate rental 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 client solutions guided by Investment Policy Statements and varying levels of discretionary management.
Colin C
Series 63, Series 66
Lowell, AR
Arvest Wealth management
Colin Cathey is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Arvest Wealth Management since 2019, with prior experience at TD Ameritrade and Scottrade. 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 an approach guided by Investment Policy Statements and tailored to client objectives.
Jerry S
Series 66
Fayetteville, AR
Arvest Wealth management
Jerry Suskind is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and eight years of industry experience. His career includes roles at Arvest Wealth Management and Arvest Bank, as well as Edward Jones and Bankers Life & Casualty. 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 service model guided by Investment Policy Statements.
Tianna P
Series 66
Fayetteville, AR
Arvest Wealth management
Tianna Piland is a Series 66 licensed financial advisor with 13 years of industry experience. She has been with Arvest Wealth Management since 2012, currently serving clients from the Mountain Home, Arkansas office. 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 based on Investment Policy Statements, managing a mix of discretionary and non-discretionary assets.
Christian C
Series 66
Lowell, AR
Arvest Wealth management
Christian Campbell is a financial advisor at Arvest Wealth Management in Little Rock, AR, holding a Series 66 license with 17 years of industry experience. He has spent his entire career with Arvest, working in both the bank and wealth management divisions since 2004. Campbell is dually employed by Arvest Bank's Trust Department, splitting his time between trust services and 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, tailoring recommendations based on Investment Policy Statements and client objectives.
Colby J
Series 66
Fayetteville, AR
Arvest Wealth management
Colby Jacobs is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked with Arvest in various capacities 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, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.
Heather Y
Series 66
Ft Smith, AR
Arvest Wealth management
Heather Yarbrough is a financial advisor at Arvest Wealth Management with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Arvest in 2024. 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, tailoring recommendations based on Investment Policy Statements and a mix of discretionary and non-discretionary asset management.
Ryan R
Series 66
Springfield, MO
Arvest Wealth management
Ryan Rodgers is a financial advisor with Arvest Wealth Management in Springfield, MO, holding a Series 66 designation and three years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2023. Outside of his advisory role, Rodgers serves as Vice President of the Mavs of Springfield Baseball Foundation and is a baseball coach and part owner of USA Prime Mavericks Baseball, a youth baseball 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 a client-centered approach guided by Investment Policy Statements.
Cassandra B
CFP®, Series 63, Series 65
Mission, KS
Arvest Wealth management
Cassandra Bartlett is a CFP® professional with 24 years of industry experience. She currently works at Arvest Wealth Management and previously held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Ameriprise Financial Services Inc., and Bartlett, Inc. 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 combines fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.
Mindy C
Series 66
Fayetteville, AR
Arvest Wealth management
Mindy Craig is a Series 66 licensed financial advisor with Arvest Wealth Management in Lowell, Arkansas, where she has worked since 2014, including eight years in advisory roles. Prior to her current position, she was employed at Arvest Bank. Outside of her advisory work, she manages a residential rental 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, tailoring recommendations based on client objectives and Investment Policy Statements.
Christine G
Series 66
Joplin, MO
Arvest Wealth management
Christine Gullett is a financial advisor at Arvest Wealth Management with six years of industry experience. She holds a Series 66 designation and previously worked at US Bank for 15 years. Outside of her advisory role, she owns a small online clothing business. 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 and retirement plan consulting with an emphasis on aligning recommendations with client objectives and Investment Policy Statements.
Adrienne J
CFP®, Series 66
Joplin, MO
Arvest Wealth management
Adrienne Jackson is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Arvest Asset Management since 2009. 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 with a combination of discretionary and non-discretionary asset management.
Kory A
Series 66
Tulsa, OK
Arvest Wealth management
Kory Allsop is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Arvest Wealth Management since 2020 and previously held roles at BOK Financial Securities, Inc. and BOKF, NA from 2015 to 2020. 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.
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