Philip Gottsponer is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Arvest Wealth Management since 2023 and previously was with Edward Jones from 2018 to 2023. Prior to his financial services career, he was employed at Danny's Electronics for four years. 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.

Bee Cheah is a CFP® and Series 66 credentialed advisor at Arvest Wealth Management with 19 years of industry experience. She has been with Arvest Wealth Management since 2008. Outside of her advisory role, she works as a Zumba instructor at various athletic centers. 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 services to client objectives through model allocations guided by Investment Policy Statements.

Cody Johnson is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds Series 66 and Series 63 licenses and is dually employed by Arvest Bank in Broken Arrow, OK, splitting his time between the two roles. Prior to his current position, he worked at Farmers Financial Solutions and Farmers Insurance. Outside of finance, he operated Cody Photography for 16 years. 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 assets and employs a multi-disciplinary investment approach focused on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Dwight Adkins is a financial advisor at Arvest Wealth Management in Tulsa, OK, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Arvest Asset Management since 2003. 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 and retirement plan consulting, with a focus on aligning recommendations to client objectives and Investment Policy Statements.

Scott Fiser is a financial advisor at Arvest Wealth Management in Springdale, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has been with Arvest Asset Management since 2006. 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 broad client base with a mix of discretionary and non-discretionary asset management.

James Leech Jr. is a financial advisor at Arvest Wealth Management in Lowell, Arkansas. He holds the Series 66 designation and has been with Arvest since 2025. Prior to joining the firm, he was involved with various athletics organizations including the University of Arkansas Athletics and the Razorback Sports Network. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Jeffrey Shelton is a ChFC® credentialed financial advisor with 27 years of industry experience. He has been with Arvest Wealth Management and its related entities since 2004, currently serving at Arvest Wealth Management in Ft Smith, AR. 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.

Konnor Anawaty is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked at Arvest Wealth Management since 2021, with prior experience at DeWayne Trichell State Farm and the University of Arkansas. 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 advisory assets and employs a multi-disciplinary investment process that includes fundamental, technical, quantitative, and qualitative analysis.

Joel Amaro is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates and The Soccer Daily prior to joining 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, serving a broad client base with both discretionary and non-discretionary advisory services.

Johnathon Vermillion is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and four years of industry experience. He has worked in various roles within Arvest Wealth Management and Arvest Bank since 2019. 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, with an emphasis on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Ryan Nelson is a financial advisor with Arvest Wealth Management in Fayetteville, Arkansas, holding a Series 66 credential and eight years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2018, with prior experience at Jackson National Life Distributors LLC and TAE. Nelson is dually employed by Arvest Bank's Centralized Marketing Department, splitting his time between the bank 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, managing a mix of discretionary and non-discretionary assets.

David Kempfe is a financial advisor at Arvest Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Life Insurance Company and Transamerica. Outside of his advisory career, he co-owns a farm through an LLC, which is used for crop production and livestock grazing. Arvest Wealth Management serves individual investors, retirement plans, charitable organizations, and corporate clients, offering investment advisory, financial planning, and retirement consulting services. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation tailored to client objectives and risk tolerances.

Andrea Kennedy is a Series 66-licensed financial advisor with 16 years of industry experience. She has been with Arvest Wealth Management since 2020 and is also dually employed at Arvest Bank in Fayetteville, Arkansas. Outside of financial services, she is involved in marketing and selling cosmetic products through Monat Global on a limited basis. 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 asset management structured to accommodate both discretionary and non-discretionary mandates.

Reese Roberts is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation. He has one year of industry experience and has worked at Arvest Wealth Management in various capacities since 2024. Prior to entering the financial services industry, he held positions at J.B. Hunt Inc. and Stevens Transport. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and customized strategies aligned with clients’ objectives and risk tolerance.

Allen Wagner is a Series 66-credentialed financial advisor at Arvest Wealth Management with 16 years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2016 and is dually employed by Arvest Bank's Trust Department, splitting his time between the two. Arvest Wealth Management serves individual investors, retirement plans, charitable organizations, and corporate clients, managing a mix of discretionary and non-discretionary assets totaling approximately $3.44 billion as of the end of 2025. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Marquise Haliburton is a financial advisor at Arvest Wealth Management in Lawton, OK, with two years of industry experience. He holds a Series 66 credential and has worked at both Arvest Wealth Management and Arvest Bank since 2023. Prior to his financial services career, he was employed at Target and the Lawton Country Club. 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, utilizing Investment Policy Statements to guide service recommendations and model allocations.

Tho Ho is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 65 designation and two years of industry experience. He is dually employed by Arvest Bank's Trust Department, splitting his time evenly between the bank and the wealth management firm. He has been with Arvest Wealth Management and Arvest Bank since 2022. 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’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis with an emphasis on customized asset allocation and strategies aligned with clients’ objectives and risk tolerances.

Eric Shepard is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He joined Arvest in 2017 after previous roles at Mass Mutual Life Insurance Company, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of advisory work, Shepard is a co-owner of Shepley Holdings LLC, a rental real estate business. 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 process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with client objectives and risk tolerances.

Christopher Golden is a financial advisor at Arvest Wealth Management with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and 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, tailoring recommendations based on client objectives and Investment Policy Statements.

Dakota Mc Kinsey is a financial advisor at Arvest Wealth Management with the Series 66 designation and one year of industry experience. Prior to joining Arvest Wealth Management, Dakota held positions at Arvest Bank and several other organizations across different sectors. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, nonprofits, and corporations. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis in its investment process, managing approximately $3.44 billion in assets for over 6,600 clients.