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Shamiah E

CFP®, Series 66

Oklahoma City, OK

Kestra Advisory

Shamiah Evans is a CFP® with three years of experience, currently serving as an Investment Advisor Representative at Kestra Advisory. Prior to joining Kestra, she worked at Glenn Harris Associates & Insurance and has held various roles including mentorship program director and instructor for community organizations. She also owns a travel agency and holds leadership positions with the Oklahoma City Young Professionals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and employs a supervisory framework that supports complex investment products and discretionary trading.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Sharyl M

CFP®, Series 66

Oklahoma City, OK

Kestra Advisory

Sharyl Morris is a CFP® and Series 66-licensed financial advisor with six years of industry experience. She began her career with Raymond James Financial Advisors and Tinker Federal Credit Union before joining Kestra Advisory. Outside of advising, Morris owns a micro farm where she grows vegetables and manages small livestock. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and investment advice, supporting a client base that includes large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Emilia B

Series 66

Oklahoma City, OK

Kestra Advisory

Emilia Bailey is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and two years of industry experience. Before joining Kestra, she held roles at SSM Health and Hobby Lobby Inc. She serves as Vice Chair of the Plate Collective board, where she supports community and advocacy initiatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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David B

CFP®, Series 63

Oklahoma City, OK

Kestra Advisory

David Bugos is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2016. Based in Oklahoma City, OK, he also manages care of acreage and livestock outside of his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, employee education, and advisor-managed accounts, with a focus on due diligence-supported investment recommendations and serving large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Karen C

ChFC®, Series 63

Oklahoma City, OK

Kestra Advisory

Karen Cunningham is a financial advisor with Kestra Advisory who holds the ChFC® designation and a Series 63 license. She has 43 years of industry experience and has worked with Kestra Investment Services, LLC since 2001 and Kestra Advisory since 2016. Cunningham serves as president and financial planner at Oklahoma Financial Center, Inc., a registered representative business. She is also a board member of First National Bank of Oklahoma. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including plan design and compliance testing, fiduciary consulting, employee education, and advisor-managed accounts, serving large institutional investors and maintaining extensive third-party relationships.

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