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Heath S

Series 66

Alva, OK

Edward Jones

Heath Shelite is a financial advisor with Edward Jones in Alva, Oklahoma, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at BancCentral N.A. and Noble Drilling Services Inc. He is co-owner of Gamik, LLC, a partnership that owns his shared office space with another financial advisor. 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 and investment strategies, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Cale L

Series 66

Alva, OK

Edward Jones

Cale Leeper is a financial advisor with Edward Jones in Alva, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and also operates Leeper Farms, an agricultural business active since 2002. Leeper serves as a board member of the Woods County Economic Development Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, affiliated trust and mutual fund services, and a fiduciary standard in its advisory operations.

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

Series 66

Alva, OK

Edward Jones

Grant Wilber is a financial advisor at Edward Jones in Alva, Oklahoma, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated Wilber Genetics, a livestock business focused on swine, and worked at Great Plains National Bank. Grant also has a background in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers various discretionary and non-discretionary strategies, alongside affiliated mutual funds and other financial services.

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