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Thomas C
Series 63, Series 65
Oklahoma City, OK
STIFEL
Thomas Cotrone is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes positions at Stifel Nicolaus & Co., Wells Fargo Clearing, A. G. Edwards & Sons, UBS Financial Services, and Prudential Equity Group. He also serves as a FINRA arbitrator. Stifel serves a diverse client base ranging from individuals to institutional investors, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Jack R
Series 63, Series 65
Oklahoma City, OK
STIFEL
Jack Ransom is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior firms include Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he serves as a basketball referee for the Oklahoma Secondary School Association and is a board member of the Oklahoma City Town Hall, a nonprofit organization focused on education and entertainment. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis intended to inform client decisions.
Johnson N
Series 63, Series 65
Oklahoma City, OK
STIFEL
Johnson Noerdlinger is a financial advisor at Stifel with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Melissa H
Series 63
Oklahoma City, OK
STIFEL
Melissa Hines is a financial advisor with Stifel in Oklahoma City, holding a Series 63 designation and bringing 22 years of industry experience. She has worked at Stifel Nicolaus & Co. Inc. since 2018 and previously spent six years at Wells Fargo Clearing. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services with a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.
Joshua W
Series 66
Oklahoma City, OK
STIFEL
Joshua Wolverton is a financial advisor with Stifel in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent two years at Wells Fargo Clearing. Outside of his advisory role, he is a member of a family LLC that manages accounts in the absence of his father. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Mark P
Series 63, Series 65
Oklahoma City, OK
STIFEL
Mark Province is a financial advisor with Stifel in Oklahoma City, OK, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior firms include Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.
James L
Series 66
Oklahoma City, OK
STIFEL
James Lathrop is a financial advisor at Stifel in Oklahoma City, holding a Series 66 designation with 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he spent a combined 14 years. Outside of his advisory work, he owns a ranch in Oklahoma that he leases for cattle management. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance for financial planning.
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