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Randall P
Series 63, Series 65
Oklahoma City, OK
Merrill
Randall Parks is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and is committed to building and maintaining strong client relationships. Randall focuses on creating personalized financial strategies that align with his clients' goals and provides advice on wealth management, legacy planning, retirement income, tax minimization, and small business strategies. He holds the Certified Private Wealth Advisor® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Randall earned a bachelor's degree in Finance from Westminster College and is a member of professional organizations including the Financial Planning Association of Oklahoma City and the Investments & Wealth Institute™ (The Institute). His expertise also includes serving as a Personal Investment Advisor and Retirement Benefits Consultant. Randall has lived in Oklahoma for 30 years with his wife Leigh and their three children. They have been active members in their community, participating in organizations such as First Presbyterian Church of Edmond, Junior Achievement of Oklahoma City, Life Church of Edmond, and United Way of Central Oklahoma. His personal interests include baseball, cooking, fishing, football, gardening, golfing, music, and spending time with his family.
Sylvia S
CFP®, Series 65, Series 63
Edmond, OK
OSAIC
Sylvia Sterling is a CFP® professional with six years of industry experience, currently with OSAIC since 2025. She previously worked at Retirement Investment Advisors Inc, Wells Fargo Clearing, Windle Wealth, and XGP. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses a variety of asset-allocation and portfolio management tools across multiple investment types and account structures.
Victor K
Series 63, Series 65
Del City, OK
Robert Baird & Co.
Victor Kizushi is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kestra Financial and Daiwa Capital Markets America. Victor is based in Del City, OK. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group provides financial planning and portfolio services tailored to client goals, utilizing a combination of in-house and third-party managers across a range of investment strategies.
Ronald S
Series 66
Midwest City, OK
Raymond James Financial
Ronald Stevens Jr. is a financial advisor with Raymond James Financial, holding a Series 66 credential and seven years of industry experience. He has worked at Raymond James Financial Services Advisors since 2018 and previously spent three years with United Auto Group. Outside of his advisory role, Stevens serves as CEO of Lighthouse Financial Group LLC and is the owner of Lighthouse Legal Group, LLC, where he prepares legal estate planning documents. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.
Gregory S
CFP®, Series 63, Series 65
Edmond, OK
LPL Financial
Gregory Smith is a Certified Financial Planner (CFP®) affiliated with LPL Financial, bringing 38 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. In addition to his advisory role, he is involved with GWS Investments, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and a range of institutional services.
Meredith V
Series 66
Edmond, OK
Wells Fargo Clearing
Meredith Varner is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2021, she worked at MidFirst Bank for nine years. She is a 50% owner of Oklahoma Speed Shop LLC, a small automotive business she manages alongside her spouse by handling clerical responsibilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing research and analytics to support diversified investment approaches.
Lillie W
Series 63, Series 65
Edmond, OK
Wells Fargo Clearing
Lillie West Long is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she co-owns West Long Investments LLC, which holds investments in restaurants and other commercial properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.
Brent R
Series 63, Series 65
Edmond, OK
LPL Financial
Brent Remerowski is a financial advisor with LPL Financial in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2009. He is also registered as a notary with the State of Oklahoma for official business purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, including high-net-worth individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.
Gabriel D
Series 66
Oklahoma City, OK
Wells Fargo Clearing
Gabriel De Campus is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he serves as an Engineer Staff Officer in the U.S. Army National Guard. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Linda K
Series 63, Series 65
Oklahoma City, OK
Merrill
Linda Kissler is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies that align with clients’ individual goals and adapt to changing market conditions. Linda provides clients access to Merrill’s investment insights along with the banking and lending solutions offered by Bank of America. Her professional credentials include designations as a Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Linda holds a bachelor's degree from the Oklahoma State University System. Committed to community involvement, Linda follows the Merrill tradition of volunteering with organizations in the communities she serves. Her approach centers on working one-on-one with clients to help them pursue their long-term financial objectives.
Suzanne B
CFP®, Series 63, Series 65
Oklahoma City, OK
Cetera
Suzanne Baxter is a CFP® with 34 years of industry experience, currently affiliated with Cetera. She has been working at Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Baxter serves as a board member and treasurer for Tactus, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management options, financial planning, and access to third-party managers within a multi-manager platform.
Troy B
Series 63, Series 65
Oklahoma City, OK
Edward Jones
Troy Brown is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 1992. Outside of his advisory role, he is involved in managing commercial office properties through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment services, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Christopher K
Series 63, Series 65
Luther, OK
Cetera
Christopher Kirk is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with VOYA Financial Advisors and led his own firms, Kirk Financial Group and Kirk Financial Services Inc. Kirk serves on the board of the Oklahoma Thoroughbred Retirement Program, which focuses on retraining racehorses for adoption. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various investment programs through a large nationwide network of independent advisors.
David T
Series 63, Series 65
Oklahoma City, OK
Mass Mutual Investors Services
David Thielke is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 24 years. He holds Series 63 and Series 65 credentials. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved tools.
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 bringing 39 years of industry experience. He has been with LPL Financial since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Robin R
Series 63, Series 65
Oklahoma City, OK
Wells Fargo Clearing
Robin Rush is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as vice president of Graystone Properties of Oklahoma City, a company solely owned by her spouse, where she manages record keeping for monthly meetings. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Thomas T
Series 66
Nichols Hills, OK
Fidelity
Thomas Tobin is an Investment Consultant at Fidelity Investments. He works with clients to simplify financial decision-making and help them toward their long-term goals through thoughtful planning and investment guidance. Thomas has held multiple roles at Fidelity Investments, starting as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager from 2025 to 2026, before taking on his current position as Investment Consultant in 2026.
Nathan R
Series 65
Edmond, OK
Cetera
Nathan Redman is a financial advisor with Cetera in Edmond, Oklahoma, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services and has managed tax services through his own firm, Nathan L Redman, CPA, PLLC, since 2005. His outside business activities include managing several personal investment holding companies related to private investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporations, and institutions. The firm offers portfolio management, financial planning, and diversified program platforms with access to both affiliated and third-party money managers.
M. Elaine D
CFP®, Series 63, Series 65
Edmond, OK
LPL Financial
M. Elaine Dennis is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. She has held roles at Waddell & Reed, Inc. and various insurance carriers prior to her current positions, which include work with Maloney & Dennis Wealth Partners, LLC. Additionally, she serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers diverse advisory programs, financial planning, and retirement consulting supported by research and a range of investment strategies.
Tobie T
Series 66
Nichols Hills, OK
Fidelity
Tobie Timmermans is a Financial Consultant at Fidelity Investments, where he has served since 2026. In this role, he works closely with clients to understand their unique financial situations and develop tailored plans aimed at growing, protecting, and distributing their wealth. Prior to his current position, Tobie held roles as an Investment Consultant and in Workplace Planning & Advice at Fidelity Investments, accumulating experience from 2022 onward. Throughout his career at Fidelity Investments, Tobie has emphasized establishing clear client goals and tracking their progress to identify opportunities for financial improvement. His approach focuses on co-creating and maintaining financial plans that aim to ease client concerns and foster financial confidence and peace of mind. Outside of his professional work, Tobie enjoys camping, watching movies, skiing, playing soccer and tennis, and is engaged in parenthood.
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