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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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