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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

10 advisors near 73644

Out of 400,000+ nationwide

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Robert F

Series 66

Sayre, OK

Zelus Wealth Management

Robert Feller is a Series 66 credentialed advisor with seven years of industry experience. He has worked at Zelus Wealth Management since 2020 and previously held roles at HD Vest Investment Services and Doug Gray Auto Group. Zelus Wealth Management is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm provides discretionary investment management and financial planning, employing a diversified approach across various asset classes and strategies, including options and futures, and also manages held-away employer retirement accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Passive / index investing
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Kari P

Series 66

Elk City, OK

Sanctuary Advisors, LLC

Kari Payne is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having previously worked at Edward Jones for six years. Outside of her advisory role, Payne is the owner and investment advisor at CopperSky Wealth. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a range of sub-advisors and third-party model platforms to implement strategies.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Justin K

CFP®, Series 66

Elk City, OK

Sanctuary Advisors, LLC

Justin Koch is a CFP® professional with 17 years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2025, following a 17-year tenure at Edward Jones. Koch is also the owner of CopperSky Wealth, an investment advisory business. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a variety of account types and uses an integrated affiliate structure with multiple affiliated entities and strategic partnerships.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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John T

Series 63, Series 66

Elk City, OK

Edward Jones

John Thomas II is a financial advisor with Edward Jones in Elk City, OK, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Thomas is involved in cattle and land management through partnerships in Bull & Bear Ranch LLC and Bull & Bear Properties LLC, and he serves as a board member of Western Oklahoma Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Sandy B

Series 66

Elk City, OK

Edward Jones

Sandy Barr is a financial advisor at Edward Jones with over 25 years of experience at the firm. He holds the Series 66 designation and is based in Elk City, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joshua T

Series 63, Series 66

Elk City, OK

Edward Jones

Joshua Thomas is a financial advisor with Edward Jones in Elk City, Oklahoma, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he manages Bull & Bear Ranch LLC, an acreage business in Elk City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Emily S

Series 66

Elk City, OK

Edward Jones

Emily Smith is an Associate Financial Advisor at Edward Jones in Elk City, OK, with two years of industry experience. She holds a Series 66 designation and previously worked as a Sponsorship Coordinator for the Elk City Rodeo Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert S

CFP®, Series 66

Elk City, OK

Edward Jones

Robert Stephens is a CFP®-certified financial advisor with Edward Jones in Elk City, OK, where he has worked for eight years. He has prior experience with Leedey EMS and Roger Mills County EMS. Stephens's wife owns and operates a pharmacy business in Cheyenne, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S., offering a range of advisory programs and investment strategies under a fiduciary standard. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Founder/Business Owner
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Scott G

Series 63, Series 65

Elk City, OK

Cambridge Investment Research Advisors

Scott Garrison is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and 65 designations. He has seven years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. In addition to his advisory work, he is a partner and CFO of Auto Bath Inc., a business he has been involved with since 2007, and he owns Sooner Wealth. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Zachary A

Series 63, Series 65

Elk City, OK

Ameriprise

Zachary Archer is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Ameriprise in 2019, he worked at BOK Financial Securities and Bokf, Na for nine years. Outside of advising, he is involved in several business ventures including ownership in a mobile vending company and a car wash and storage facility. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, offering tailored recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory solutions and uses a centralized team to support financial advisors in delivering these services.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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