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

Renda R

Series 63, Series 65

Tahlequah, OK

OSAIC

Renda Reese Davis is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at several firms including VOYA Financial Advisors and Securities America Advisors before joining OSAIC in 2024. Davis serves as a board member of the Oklahoma Law Enforcement Retirement System and is involved with the Tahlequah Stockyards as Secretary. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios featuring a range of investment types and offers both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Renita D

Series 63, Series 65

Tahlequah, OK

OSAIC

Renita Dick is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes prior roles at Securities America Advisors and Voya Financial Advisors. Outside of her advisory work, she is the owner of Green Country Funeral Home and participates in the Northeastern Health System Foundation, assisting with event planning. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and access to third-party managers to construct portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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")