Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

William L

Series 63, Series 66

Tulsa, OK

Edward Jones

William Lee is a financial advisor at Edward Jones in Tulsa, OK, with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His career background includes roles at Raymond James Financial and the Swinehart Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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

Evan A

Series 66

Tulsa, OK

Edward Jones

Evan Antoshkiw Fulps is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and four years of industry experience. His career includes roles at Edward Jones since 2023, as well as prior positions at Securian Advisors MidAmerica and Minnesota Life Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management Inheritance planning Founder/Business Owner Executive
firm logo

Garryl K

Series 63, Series 65

Tulsa, OK

Edward Jones

Garryl Keel is a financial advisor at Edward Jones in Tulsa, Oklahoma, holding Series 63 and Series 65 designations with 30 years of industry experience. His prior work includes roles at LPL Financial, Central Bank of Oklahoma, INVEST Financial Corp, and The Oak Ridge Financial Services Group, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm’s investment approach includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Daniel F

Series 66

Tulsa, OK

Edward Jones

Daniel Fleet is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he spent 22 years at Eastland Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Charitable giving tax strategies Charitable giving & philanthropy Business ownership considerations Retirement income strategy ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")