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James D

PFS™, Series 66

Edmond, OK

Cetera

James Denton is a financial advisor with Cetera and holds the PFS™ and Series 66 designations. He has seven years of industry experience and is also involved with Arledge & Associates, PC, a full-service CPA firm where he provides limited consulting services. Denton serves on the board of the Oklahoma Venture Forum as treasurer and is a board member and secretary of the Edmond Historical Society. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph H

Series 63, Series 65

Edmond, OK

Cetera

Joseph Hobbs is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, International Bank of Commerce OK, BOK Financial Securities, and Bokf, Na. He is also the owner of Financial Vision Consulting, LLC, where he provides insurance services. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and oversees over $256 billion in assets through a variety of program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nathan R

Series 65

Edmond, OK

Cetera

Nathan Redman is a Series 65 licensed financial advisor with Cetera, bringing four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services for three years. Outside of his advisory role, he owns Nathan L Redman, CPA, PLLC, where he provides tax services including federal and state return preparation and tax planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with diverse program options and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Terry M

Series 63, Series 65

Edmond, OK

Cetera

Terry Mclemore is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has held positions at multiple firms including Avantax and WFG, and has operated McLemore and Associates LLC since 2017, where he offers wealth management and financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and planning services, overseeing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Aaron W

Series 63, Series 65

Edmond, OK

Cetera

Aaron Waters is a financial advisor with Cetera in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Avantax Insurance Agency, Avantax Advisory Services, and Wymer Brownlee, where he is also a shareholder and serves as a Wealth Advisor. Outside of his advisory role, Waters serves as a non-compensated board member and volunteer for the Oklahoma Sports Hall of Fame and participates as a voting member for the Paycom Jim Thorpe Award in college football. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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