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Nicholas S
Series 66
Bartlesville, OK
Arvest Wealth management
Nicholas Slavin is a financial advisor with Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation and three years of industry experience. He is dually employed by Arvest Bank, splitting his time between the bank and wealth management services. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and strategies aligned to clients’ objectives and risk tolerances.
Aaron T
CFP®, Series 63
Bartlesville, OK
Arvest Wealth management
Aaron Tesavis is a CFP® with three years of industry experience, currently serving at Arvest Wealth Management in Bartlesville, OK. He has worked previously at JP Morgan and has held roles within Arvest Bank and The Huntington Investment Company. In addition to his advisory work, he serves as Treasurer and Board Member of the Lighthouse Outreach Center, a nonprofit supporting homeless individuals. 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 tailored to client objectives and risk tolerances.
Carol R
Series 66
Lowell, AR
Arvest Wealth management
Carol Ross is a Series 66 licensed advisor with Arvest Wealth Management in Lowell, Arkansas, with three years of industry experience. She is dually employed by Arvest Bank's Trust Department, dividing her time equally between the bank and the wealth management firm. Ross has worked within the Arvest organization continuously since 2016. 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 process focused on asset allocation and customized strategies tailored to client objectives and risk tolerance.
Ray F
Series 66
Fayetteville, AR
Arvest Wealth management
Ray Ford is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked extensively within both Arvest Wealth Management and Arvest Bank in Lowell, Arkansas. Ford is dually employed by Arvest Bank, splitting his time primarily between the bank and the wealth management firm. 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 and retirement plan consulting, with services tailored to client objectives and governed by Investment Policy Statements.
Kenneth W
Series 66
Ft Smith, AR
Arvest Wealth management
Kenneth Wasson is a financial advisor at Arvest Wealth Management with 20 years of industry experience. He has been with Arvest Wealth Management since 2008 and holds a Series 66 designation. Outside of his advisory role, he manages a short-term rental business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients, utilizing a range of portfolio management and retirement consulting solutions.
Ifeoma I
Series 63, Series 65
Lowell, AR
Arvest Wealth management
Ifeoma Ibekwe is a financial advisor at Arvest Wealth Management in Rogers, AR, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Arvest, she operated Ibekwe Law PLLC and worked for the Texas Association of School Boards. She serves as a Planning Commissioner for the City of Bentonville, contributing to local development efforts. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm employs a client-focused approach guided by Investment Policy Statements and offers portfolio management, retirement plan consulting, and written financial plans.
Roberto A
Series 66
Ft Smith, AR
Arvest Wealth management
Roberto Aguilar is a financial advisor at Arvest Wealth Management with one year of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones, Southern Bancorp Bank, and The Ramirez Law Firm. Before entering the financial industry, he worked for six years at Chick-fil-A FSU. 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.
Christel S
Series 66
Lowell, AR
Arvest Wealth management
Christel Subbert is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and 11 years of industry experience. She has been with Arvest Wealth Management in various capacities since 2016. Outside of her advisory role, she is a sales representative for Mary Kay, selling skin care and makeup. 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 employs a variety of analytical approaches and emphasizes asset allocation and customized strategies to align with clients’ objectives and risk tolerances.
Cody P
Series 66
Ft Smith, AR
Arvest Wealth management
Cody Pugh is a financial advisor at Arvest Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management since 2010. The firm provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. Arvest manages assets through various portfolio management and retirement plan consulting services, with a client-focused approach guided by Investment Policy Statements.
Joseph L
Series 66
Jenks, OK
Arvest Wealth management
Joseph Lienhard is a Series 66-licensed financial advisor at Arvest Wealth Management with four years of industry experience. He has been with Arvest Wealth Management since 2021 and also works at Arvest Bank. Outside of his advisory role, Lienhard provides pitching instruction to youth baseball players through MVP Sports. 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, utilizing client-specific Investment Policy Statements to guide recommendations.
Joshua W
Series 65
Overland Park, KS
Arvest Wealth management
Joshua Warner is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 65 credential and six years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2019 and previously at American Century Investments and Demarche Associates. Warner splits his 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 offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.
Abigail N
Series 66
Ft Smith, AR
Arvest Wealth management
Abigail Nowell is a Series 66 licensed financial advisor with Arvest Wealth Management in Ft. Smith, Arkansas, bringing four years of industry experience. Prior to joining Arvest in 2020, she worked at Nebraska Book Company and also had a role at Yaya's Euro Bistro. Abigail has a background that includes time at the University of Arkansas. 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 in its investment process and manages approximately $3.44 billion in regulatory advisory assets.
Hunter B
Series 66, Series 63
Lowell, AR
Arvest Wealth management
Hunter Brooks is a financial advisor with Arvest Wealth Management in Lowell, Arkansas. He holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining Arvest Wealth Management, he worked at Arvest Bank for three years. 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 combines fundamental, technical, quantitative, and qualitative analysis in its investment process, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerances.
Shantell O
Series 66
Bentonville, AR
Arvest Wealth management
Shantell Owen is a financial advisor at Arvest Wealth Management with 11 years of industry experience. She holds a Series 66 designation and has worked at Arvest Bank and Arvest Wealth Management since 2016, with prior experience at Arvest Bank dating back to 1995. Owen divides her time between 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, retirement plan consulting, and written financial plans, using client objectives and Investment Policy Statements to guide recommendations.
Ryan R
Series 65
Lowell, AR
Arvest Wealth management
Ryan Ritchie is a financial advisor at Arvest Wealth Management with 21 years of industry experience. He holds a Series 65 designation and is dually employed by Arvest Bank’s Trust Department, splitting his time evenly between the bank and the wealth management firm. His career has been entirely with Arvest, spanning roles at both Arvest Bank and Arvest Wealth Management since 2007. 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 diverse client base through a combination of discretionary and non-discretionary services.
Timothy M
Series 63, Series 66
Tulsa, OK
Arvest Wealth management
Timothy Murphy is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Arvest Wealth Management and its affiliated entities since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. He is dually employed by Arvest Bank’s Trust Department, splitting his time evenly between the bank and wealth management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored plans, charitable organizations, and corporate clients. The firm utilizes a multi-disciplinary investment process focused on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.
Don K
Series 66
Lowell, AR
Arvest Wealth management
Don Kirn III is a financial advisor with Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and 12 years of industry experience. His tenure at Arvest spans multiple roles since 2015. Outside of his advisory work, Kirn serves as a youth soccer referee and is a partial owner of a house-building 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, retirement plan consulting, and written financial plans, with investment approaches tailored to client objectives and governed by Investment Policy Statements.
Charles H
Series 66, Series 63
Lowell, AR
Arvest Wealth management
Charles Holliday is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 66 and Series 63 licenses and six years of industry experience. He is dually employed by Arvest Bank's Trust Department, splitting his time equally between the bank and wealth management. His prior roles include various positions within Arvest Bank and Arvest Wealth Management, as well as work at the University of Arkansas and James & James. 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 utilizes a combination of fundamental, technical, quantitative, and qualitative analysis to deliver tailored investment strategies aligned with clients’ objectives and risk tolerances.
Victor W
Series 66
Tulsa, OK
Arvest Wealth management
Victor Wheeler is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and two years of industry experience. He has worked at Arvest Bank and First National Bank since 2006. Outside of his advisory role, Wheeler serves as Board President of Oklahoma Warriors Honor Flight, a nonprofit that organizes trips for veterans to Washington, DC. 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 services based on Investment Policy Statements.
Elizabeth H
Series 66
Fayetteville, AR
Arvest Wealth management
Elizabeth Hutcheson is a financial advisor at Arvest Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked exclusively within the Arvest organization since 2015, including roles at both Arvest Bank and Arvest Wealth Management. Hutcheson splits her time between the bank and wealth management, with a 90% focus on banking activities. 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 and manages over $2.8 billion in regulatory advisory assets.
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