John Montgomery is a financial advisor at Invictus Investment Advisors in Lawton, OK, with six years of industry experience. He holds a Series 65 designation and has prior work history including roles with the State of Oklahoma and the University of Oklahoma. Montgomery is also a member of the Lawton Fort Sill Chamber of Commerce. Invictus Investment Advisors is a state-registered, single-advisor firm serving individual and institutional clients, including employer-sponsored retirement plans. The firm employs a primarily passive, Modern Portfolio Theory–based investment approach, emphasizing asset allocation, low turnover, and tax efficiency, while also incorporating fundamental and technical analysis when appropriate.

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.

Wade Myatt is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked at MSC Industrial Supply Co and Super Supplements. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements such as its Tailored Professional Services and Asset Management Solutions programs.

Anna Kay Hamilton is a Series 66-licensed financial advisor with First Command Advisory Services in Lawton, Oklahoma, where she has worked since 2019. She has six years of industry experience, including prior roles at Liberty Tax and Walmart. Hamilton serves as Treasurer on the board of the Air Defense Association, a position she has held since 2022. First Command serves a diverse client base through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes ongoing advisor-led planning relationships and offers a structured 12-month Tailored Professional Services engagement, supported by an in-house Investment Management Team that manages model portfolios on a discretionary basis.

Cassidy Ley Han is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. Han has no prior financial industry experience but served nine years in the United States Air Force before joining First Command in 2025. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching with a 12-month engagement cycle supported by an in-house investment management team.

Savannah Coltrain is a Series 66-licensed advisor at First Command Advisory Services with two years of industry experience. She has worked at various First Command entities since 2021 and has prior experience in investment and service roles at firms including New Oklahoma Investments and Backporch Drafthouse. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.

Henry Evans III is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with First Command in various capacities since 1993. Outside of his advisory role, he is president of Henry C Evans III, Enterprises, LLC, an entity used for financial and tax purposes related to his First Command business. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month planning engagements, supported by an in-house investment management team and a vertically integrated family of affiliated companies.

Lesli Niusulu is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Ross Hankins Insurance Agency. Outside of her advisory role, she provides bookkeeping services to Centenary United Methodist Church in Lawton, Oklahoma. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. Its approach combines research, modeling, and tax-efficiency analysis, delivering non-discretionary recommendations through a centralized consulting team in partnership with client advisors.

Lance Smith is a financial advisor with LPL Financial in Lawton, Oklahoma, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2006. Outside of his advisory role, he is involved in a fixed life insurance business focusing on long-term care and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that develops strategic and tactical investment models.

Brad Skuse is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He began his advisory career in 2025 and concurrently serves in the U.S. Army since 2017. He has prior experience at Horseshoe Bend Country Club and the University of North Georgia. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent professionals, offering financial planning, portfolio management, and retirement plan advisory services.

Roy Waugh is a ChFC®-designated financial advisor with Ameriprise, based in Lawton, OK, and has 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advisory work, he is involved in several business ventures including consulting through Professional Collaborative Consulting LLC and ownership interests in vehicle acquisition and real estate holding companies. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, with a focus on delivering structured retirement income recommendations using research-driven modeling and tax-efficient strategies.

Fred Fox is a financial advisor at Cetera with nine years of industry experience and holds the Series 66 designation. He previously worked at Avantax Advisory Services and Park Avenue Securities and is the managing member and franchisee of T & J Tax, LLC, where he operates multiple retail tax preparation offices. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients, offering a range of portfolio management, financial planning, and fiduciary services through a large network of independent advisors.

Rachel Powell is a financial advisor at Morgan Stanley in Lawton, Oklahoma, holding a Series 66 designation. She has one year of industry experience, with previous work at Southwest Sales, LLC and St. James Apartments LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytical models.

Nicholas Bates is a financial advisor at Edward Jones in Lawton, OK, holding a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in football officiating at various schools in the Lawton area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Kathleen Hayden is a financial advisor with Ameriprise in Lawton, OK, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Ameriprise since 2017 and prior experience with Waddell & Reed, Inc. from 2005 to 2017. Outside of finance, she has served as a guardian in fiduciary activities. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendation reports in partnership with advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Denham is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Denham serves on the board of the Comanche County Memorial Hospital Foundation and is chairman of the Funds Distribution Committee at Arts for All, a nonprofit organization promoting the arts. Stifel provides brokerage and investment advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Howard Styron is a financial advisor at LPL Financial with 30 years of industry experience. He previously worked at T. S. Phillips Investments, Inc. for 15 years before joining LPL Financial in 2019. Styron holds Series 63 and Series 65 designations and is also a notary in Lawton, Oklahoma. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and investment management options supported by an in-house research team and a broad network of investment adviser representatives.

Adam Perry is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and its affiliates since 2025 and has been involved with Barnes Welsh & Perry PC, an accounting and tax preparation firm, since 2014. Perry also serves as treasurer/comptroller for the Southwestern Oklahoma Home Builders Association. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed programs.

William Caudill is a financial advisor at Primerica Advisors with nine years of industry experience. He has been with Primerica Advisors since 2016 and also works with Primerica Financial Services. Caudill is involved in the sale of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and employs a tiered wrap fee structure.

John Wolverton is a financial advisor at Stifel with 36 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co. Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a board member for the Christian Family Counseling Center in Lawton, OK. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kara Goodknight is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and FBL Financial Group. Outside of her advisory role, she assists with farming activities related to Goodknight Farms, a family-owned agricultural operation. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Brandon Ingerson is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, National Asset Management, National Securities Corp, and WFG Investments. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive advisory and brokerage services through a large network of financial advisers and utilizes a variety of investment tools and programs to support client portfolios.

Matthew Brown is a Series 66 licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and previously served in the US Army from 1992 to 2016. Brown worked briefly at First Command Financial Planning, Inc. before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Yenoanh Pham is a financial advisor with Primerica Advisors in Lawton, Oklahoma, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at PFS Investments Inc. since 2014 and Primerica Financial Services since 2010. Outside of her advisory role, she is a partner in SKY of Hope LLC, a real estate investing venture focused on rehabilitating and renting properties. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure for its investment solutions.

Lori Waugh is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she is involved in several business ventures including consulting, cosmetology spa suite rentals, and ownership of a collection of special interest automobiles. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven recommendations with a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Justin Phelps is a financial advisor with Edward Jones in Lawton, OK, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a voting board member of the Waurika Lake Master Conservancy District and is on the Board of Governors at Oklahoma State University, where he is involved in fundraising and investment oversight. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert Morales is a financial advisor at Edward Jones in Lawton, Oklahoma, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed by Goodwill Industries of Southwest Oklahoma and North Texas from 2015 to 2018. Outside of his advisory role, Morales officiates high school varsity football games in Oklahoma alongside his father. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Tisha Rother is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2018 and is currently with Morgan Stanley Private Bank, N.A. Prior to her financial services career, she spent eight years working with Lawton Public Schools. Rother serves as a successor trustee in a trust arrangement in Lawton, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Donald Smith is a financial advisor with Cetera in Lawton, Oklahoma, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior experience includes extensive work with Avantax Insurance Services and Avantax Investment Services. Outside of his advisory role, he is actively involved in community organizations such as Lawton Ambucs, where he serves as Vice-President, and the Lawton Boat Club, where he is President. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining retirement and institutional services with multiple program structures and model portfolios.

Lacey Barger is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has worked with Avantax Advisory Services and Cameron University and is currently affiliated with Cetera Wealth Services. Outside of her advisory role, she is a member of the Cameron University Department of Business Advisory Board and participates in an advisory committee for Great Plains Technology Center’s Accounting Services program. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.

Jessica Crow is a financial advisor with Edward Jones in Lawton, OK, holding CFP® and Series 66 credentials and having five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Chris Caldwell CPA PLLC and has additional experience in floral design and small business ownership. She owns Southwest Floral Studio, a floral design business operated as a personal hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory services and investment options through a large network of financial advisors and branch offices.

Amy Shelby is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cetera for 10 years. She is also involved with International Bank of Commerce OK, related to her LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Max Sasseen is a financial advisor at Stifel with three years of industry experience. He previously worked at Arvest Wealth Management and has held roles outside finance, including theater production at McMahon Auditorium, where he plans events and manages technical operations. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.