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Nicholas N

Series 66

Edmond, OK

LPL Financial

Nicholas Niver is a Series 66-licensed financial advisor with LPL Financial, based in Edmond, Oklahoma, and has eight years of industry experience. Prior to joining LPL Financial in 2022, he worked at Raymond James from 2018 to 2022 and spent three years at Integris Health. He is associated with NivCord LLC, a non-investment-related business venture expected to begin operations in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, combining strategic and tactical investment options with technology-supported research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Codie T

Series 63, Series 66

Edmond, OK

LPL Financial

Codie Tiffin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on building trust-based relationships with clients to provide high-quality, transparent, and reliable financial advice. Codie’s approach emphasizes clear communication and a deep understanding of each client’s individual financial goals and values. She guides clients through solutions tailored to various needs, including retirement income planning, family wealth management, tax minimization, legacy planning, college education funding, and special needs planning strategies. Codie holds a Bachelor's Degree from the University of Phoenix and professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Through one-on-one conversations and personalized strategies, she helps clients pursue their life goals while planning their legacy. Outside her professional role, Codie dedicates time to her family, serves in her church, volunteers with nonprofit organizations, and enjoys activities such as playing billiards, chess, cooking, gardening, music, reading, and running.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive Parents
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David W

Series 63, Series 65

Edmond, OK

LPL Financial

David Wray Jr. is a financial advisor with LPL Financial in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Securities America Advisor, Inc. and Securities America, Inc. for over 25 years and has operated his own advisory business since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice implemented through a broad network of investment adviser representatives using a variety of portfolio strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Richard P

Series 63, Series 65

Edmond, OK

LPL Financial

Richard Pistulka is a financial advisor with LPL Financial in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with LPL Financial since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions including model portfolios, third-party subadvisors, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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