Luke Taggart is a financial advisor with Arvest Wealth Management holding a Series 66 designation and two years of industry experience. Prior to joining Arvest, he was affiliated with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He has held various roles outside the industry including positions at Schaeffler Group and Leggett & Platt. 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 employs a diversified investment approach incorporating fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

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.