Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Direct booking

firm logo

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Robert S

Series 63, Series 65

Skiatook, OK

Parsonex Advisory Services, Inc.

Robert Sutton is a financial advisor at Parsonex Advisory Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parsonex since 2012. Outside of his advisory role, Sutton is involved in consulting for living trusts and owns Robert Sutton Financial Services, LLC. Parsonex Advisory Services is an SEC-registered investment adviser that serves individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, utilizing third-party advisers and sub-advisors to provide discretionary managed accounts with ongoing monitoring and annual reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations College savings (529s, UTMA, etc.)
user avatar
firm logo

Nicholas S

Series 66

Bartlesville, OK

Arvest Wealth management

Nicholas Slavin is a financial advisor at Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation with two years of industry experience. He is dually employed by Arvest Bank, splitting his time between the bank and the wealth management division. 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 broad client base with a combination of discretionary and non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Joshua P

Series 65

Ramona, OK

Edelman Financial Engines

Joshua Pool is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds the Series 65 designation and has worked at Edelman Financial Engines since 2025, following prior roles at Financial Engines Advisors L.L.C. and Walmart. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages a large asset base through model-based and customized portfolios, offering both advisor-led and online investment programs.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
user avatar
firm logo

Stacy B

Series 63, Series 66

Collinsville, OK

Raymond James Financial

Stacy Brown is a financial advisor at Raymond James Financial Services Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and is the owner and CEO of both S. R. Brown LLC and CastleRock Financial Advisors. Brown also worked with the Collinsville Police Department from 2019 to 2023 and serves as an insurance agent for Midland Insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations, with a notable emphasis on non-discretionary advisory services.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Brian C

PFS™, Series 63, Series 66

Skiatook, OK

Cetera

Brian Connally is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 66 licenses, and has 29 years of industry experience. His background includes ownership and management roles in tax preparation and accounting firms as well as involvement in oil and gas exploration and agriculture through Snow Creek Energy, Inc. and Snow Creek Ranch, LLC. 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 services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Darrell S

CFP®, Series 63, Series 66

Bartlesville, OK

Edward Jones

Darrell Surface Jr. is a CFP® professional with 24 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing rental properties in Tulsa, Oklahoma. Edward Jones is a full-service wealth management firm with over 23,700 advisors and $1.01 trillion in assets under management. The firm serves individual and institutional clients with a range of discretionary and non-discretionary investment strategies and offers affiliated capabilities such as a trust company and proprietary mutual funds.

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

Kent J

Series 66

Collinsville, OK

Edward Jones

Kent Jensen is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Optavia from 2017 to 2020. Jensen also serves as a pastor at Oologah Assembly of God, a role he has held since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy ESG / Sustainable investing Real estate investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
firm logo

Jeffrey F

Series 66

Collinsville, OK

Edward Jones

Jeffrey Fousel is a financial advisor with Edward Jones in Collinsville, OK, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Vincent G

Series 66

Collinsville, OK

Raymond James Financial

Vincent Gregory is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2024. Outside of his advisory role, Vincent is also employed as a financial advisor with CastleRock Financial Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, with a significant portion of its advisory business conducted on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Angela D

Series 66

Skiatook, OK

Edward Jones

Angela Denny is a financial advisor at Edward Jones in Skiatook, OK, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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

Scott H

Series 66

Skiatook, OK

Edward Jones

Scott Hutto is a financial advisor with Edward Jones in Skiatook, Oklahoma, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2017, with a brief tenure at Helmerich & Payne in 2018 and prior experience at Qpse. Outside of finance, Hutto has acted as an extra in the film "Killers of the Flower Moon." Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of more than 23,000 financial advisors nationwide.

Retirement income strategy General retirement planning Wealth management Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")