Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

337 advisors near
73170

Out of 400,000+ nationwide

firm logo

Seth P

Series 66

Yukon, OK

Edward Jones

Seth Park is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he was employed with Sterling Public Schools from 2015 to 2017. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, investment strategies, and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar
firm logo

Christopher A

Series 66

Norman, OK

LPL Financial

Christopher Abernethy is a financial advisor at LPL Financial with two years of industry experience. He previously worked at MidFirst Bank for four years and has held roles at Cornerstone Financial Advisers and Sky Ranch. Abernethy also has experience working at the University of Oklahoma and Wildwood Community Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Hunter S

Series 66

Oklahoma City, OK

J.P. Morgan Securities

Hunter Stringfellow is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Michael S

CFP®, ChFC®, Series 63, Series 65

Norman, OK

LPL Financial

Michael Sigmon is a financial advisor with LPL Financial in Norman, OK, holding CFP® and ChFC® designations and over 43 years of industry experience. He has been with LPL Financial since 1995. Sigmon also serves as president of Sigmon Associates, Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs various model portfolios, third-party subadvisors, and customized strategies.

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

John C

Series 66

Norman, OK

Ameriprise

John Carroll is a financial advisor with Ameriprise in Norman, OK, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Carroll serves on the Board of Directors for the Oklahoma State Chapter of the National Association of Insurance and Financial Advisors and chairs its IFAPAC committee. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through affiliated companies, utilizing research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Emile R

CFP®, Series 63

Yukon, OK

Ameriprise

Emile Rabito Jr. is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He holds a Series 63 license and is based in Oklahoma City, OK. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm utilizes a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Jacee R

CFP®, Series 66

Oklahoma City, OK

Edward Jones

Jacee Randall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Randall worked at Chickasaw Nation Industries for three years and LegalShield for fifteen years. Edward Jones is a full-service wealth management firm with over 23,700 advisors and more than $1 trillion in assets under management, serving individual and institutional clients with a wide range of advisory programs and affiliated financial services.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
firm logo

Matt H

Series 66

Norman, OK

Edward Jones

Matt Haben is a financial advisor at Edward Jones in Norman, OK, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at QuadGraphics Inc for ten years. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar
firm logo

Woodrow S

Series 66

Norman, OK

Edward Jones

Woodrow Smith II is a financial advisor at Edward Jones in Norman, OK. He holds the Series 66 designation and has recent experience transitioning from a 20-year career at AT&T Mobility Services LLC to the financial services industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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

Peter S

Series 63, Series 65

Moore, OK

OSAIC

Peter Shurow Jr. is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fsc Securities Corporation and Capital Financial Services, Inc. Outside of his advisory role, he owns two LLCs established for tax planning purposes and acts as an independent agent for fixed insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of tools and platforms to construct diversified portfolios and supports a complex corporate structure with multiple advisory and brokerage business consolidations.

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

Amy M

Series 63, Series 66

Norman, OK

OSAIC

Amy Million is a financial advisor with Osaic Wealth, Inc. based in Norman, OK, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her prior experience includes roles at Edward Jones and FSC Securities Corporation. In addition to her advisory work, she owns Million Wealth Management, LLC, and Modern Divorce Solutions, LLC, where she assists clients with financial aspects of divorce. She also operates Branchwise Tax Solutions, a tax preparation service, and runs an educational program called My CFO Bootcamp. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.

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

Josue V

Series 63, Series 66

Oklahoma City, OK

Merrill

Josue Villalobos Reyes is a financial advisor with Merrill in Oklahoma City, holding Series 63 and Series 66 credentials and four years of industry experience. His previous roles include positions at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, and MidFirst Bank. Outside of finance, he owns and operates WOLF COMMERCE LLC, a business selling personal items such as leather wallets on eBay. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Mark W

CFP®, Series 63, Series 65

Norman, OK

Ameriprise

Mark Woody is a CFP® professional with 36 years of industry experience, currently advising clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Woody serves as an elder on the Board of Directors for the South Canadian Valley Church of Christ in Norman, OK, and is involved in managing a real estate business and a practice management company. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Chad P

Series 66

Yukon, OK

Edward Jones

Chad Park is a financial advisor at Edward Jones in Yukon, OK, holding the Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
firm logo

Michael S

Series 66

Oklahoma City, OK

Merrill

Michael Stewart is a Wealth Management Advisor with Merrill Lynch Wealth Management, beginning his financial services career in 2015. In his current role, Michael develops customized financial strategies tailored to his clients’ individual goals. He emphasizes a comprehensive approach to wealth management, focusing on listening and assisting clients to make informed decisions. Michael’s areas of expertise include corporate executive services, education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment financial planning, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned a bachelor's degree from the University of Central Oklahoma. Outside of his professional work, Michael is involved with The Care Center. His personal interests include basketball, billiards, bowling, golfing, reading, running, spending time with family, and volleyball.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.)
firm logo

Taylor G

Series 66

Oklahoma City, OK

Edward Jones

Taylor Gardner is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2024, he has been involved with several business ventures including ownership of Plains Moving LLC. Plains Moving is a household goods moving company based in Moore, OK, where he counsels operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management ESG / Sustainable investing General retirement planning Inheritance planning Professional Athlete
user avatar
firm logo

Brian R

ChFC®, Series 66

Norman, OK

Edward Jones

Brian Richardson is a financial advisor at Edward Jones in Norman, OK, holding the ChFC® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

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

Derek D

Series 66, Series 65, Series 63

Oklahoma City, OK

Cetera

Derek Dorris is a financial advisor with Cetera in Oklahoma City, holding Series 66, 65, and 63 credentials and bringing 10 years of industry experience. His prior work includes roles at Ameriprise, Allstate Insurance Co, and Vault Wealth Strategies. Outside of his advisory work, he serves on the foundation board of OKC First Church of the Nazarene, assisting in the evaluation and management of church investment funds. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Gregory H

Series 63, Series 65

Norman, OK

Cetera

Gregory Heiple is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated firms since 2008. In addition to his advisory role, he owns GAH Inc., a holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients across a broad range of investment and retirement services. The firm offers a multi-manager platform with access to affiliated and third-party model portfolios and program options ranging from automated allocations to direct indexing.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

David P

Series 63, Series 65

Oklahoma City, OK

OSAIC

David Powell is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2015. Outside of his advisory role, he serves as president of Heartland T’s of OKC, an organization promoting Model T Fords, and is chair of trustees and chairman of the finance committee at Cornerstone United Methodist Church. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of investment types.

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 Terms of Service and 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")