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David M

Series 66

Enid, OK

Cetera

David Morley is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has worked with firms including Avantax Advisory Services and Select Wealth Management, where he serves as president providing tax preparation and consulting services. Outside of advisory roles, Morley is the treasurer for First Baptist Church in Enid, OK, and serves as CFO of Champlin Exploration, Inc., an oil and gas production company. 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 multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, third-party managers, and customized strategies.

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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Kyle L

Series 66

Enid, OK

Cetera

Kyle Lillie is a financial professional with Cetera, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at VOYA Financial Advisors, Inc., Cetera Wealth Services, LLC, and Select Wealth Management LLC. He serves on the boards of Oklahoma Bible Academy and Oakwood Retirement Village and is a member of the National Association of Insurance and Financial Advisors (NAIFA) in Northwest Oklahoma. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and access to various program platforms with a multi-manager approach and oversees over $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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