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Cale S

Series 66

Woodward, OK

Edward Jones

Cale Steadman is a financial advisor with Edward Jones in Woodward, OK, holding a Series 66 designation. He has industry experience dating from 2026 and previously worked at Bank7 for six years. Outside of his advisory roles, he has been involved with Christopher Steadman since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Family Business Inheritance planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Kathryn M

Series 66

Woodward, OK

Edward Jones

Kathryn Mc Kinney is a financial advisor at Edward Jones in Woodward, OK, holding the Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she managed McKinney Group LLC and worked in real estate marketing and the Payne County District Attorney's Office. She also manages a retail business focused on Native American art and jewelry. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

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