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Michael K

Series 66

Broken Arrow, OK

Edward Jones

Michael King is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jason S

Series 63, Series 66

Broken Arrow, OK

Edward Jones

Jason Sims is a financial advisor with Edward Jones in Broken Arrow, OK, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Lushin LLC, a property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
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Tanya B

Series 66

Broken Arrow, OK

Edward Jones

Tanya Butler is a Series 66-credentialed financial advisor with Edward Jones, based in Broken Arrow, OK, and has nine years of industry experience. She has been with Edward Jones since 2016 and previously worked there from 2006 to 2016. Outside of her advisory role, she is an independent beauty consultant with Mary Kay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates a nationwide network of more than 23,700 advisors, managing approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Lawrence C

Series 66

Tulsa, OK

Edward Jones

Lawrence Cornwell Jr. is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kenneth G

Series 66

Tulsa, OK

Cetera

Kenneth Giager III is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently affiliated with Cetera and has held roles at Cetera Wealth Services, Gierer Wealth Management, First Financial Equity Corporation, and Arvest Wealth Management. Outside of his advisory work, he serves as president of Giager Wealth Management, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

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

Series 66

Tulsa, OK

Edward Jones

Daniel Bond is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was self-employed for four years and held positions at SunRich Fresh Foods, Fresh Food Group, and Kagome USA from 2015 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing General estate planning guidance Financial Professional
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Douglas V

Series 63, Series 65

Broken Arrow, OK

LPL Financial

Douglas Vangilder is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with both LPL Financial and Avb Bank since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs and provides both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Brian B

Series 66

Tulsa, OK

LPL Financial

Brian Bizjack is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding a Series 66 designation and nine years of industry experience. He worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2026 before joining LPL Financial in 2026. He also spent one year as a stay-at-home parent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Jeffrey R

Series 66

Tulsa, OK

Edward Jones

Jeffrey Roberts is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at several firms including SRS Solutions, LLC and Tower Engineering Professionals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Christian Faith Based
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Craig L

ChFC®, Series 63, Series 65

Tulsa, OK

LPL Financial

Craig Loney is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. He worked previously at Bancfirst, Phillips Capital Advisors, Inc., and T. S. Phillips Investments, Inc. He is also involved with an independent advisory group related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Jerold R

Series 63, Series 66

Tulsa, OK

Raymond James Financial

Jerold Ross is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, Ross owns and maintains a chapel used for weddings and funerals and is involved in property development near a lake. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports advisory programs through a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kyle C

Series 63, Series 66

Broken Arrow, OK

Edward Jones

Kyle Canida is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society from 2020 to 2022. Before entering the financial sector, he served at the Oklahoma Bureau of Narcotics for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds through a nationwide network of over 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Military & Veterans
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Albert A

Series 66

Bixby, OK

LPL Enterprise

Albert Akpaloo is a financial advisor with LPL Enterprise, holding the Series 66 designation and three years of industry experience. He previously worked at Ameriprise Financial Services, Edward Jones, and has experience in non-financial roles including at Hope International Ministries and Oral Roberts University. Outside of financial advising, Akpaloo owns retail and consulting businesses and serves on the board of directors for Dominion City. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Richard B

Series 63, Series 65

Broken Arrow, OK

Cetera

Richard Benson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at various firms including First Allied Advisory Services and has been involved with Benson Financial Services, Inc. since 1998. Outside of his advisory work, he is a part-owner of Mc Heritage, LLC, a farmland rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and authorities.

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

Series 66

Tulsa, OK

Edward Jones

Keilee Martin is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. She previously operated a photography business, Kei 2 Photography, in Broken Arrow, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Travis C

Series 66

Tulsa, OK

LPL Financial

Travis Cambern is a financial advisor with LPL Financial located in Tulsa, OK. He holds the Series 66 designation and has 19 years of industry experience, including 15 years at LPL Financial. Outside of advisory services, he operates a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Paul W

Series 63, Series 65

Broken Arrow, OK

LPL Financial

Paul Wilson is a financial advisor with LPL Financial in Broken Arrow, OK, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Noel B

Series 63, Series 65

Tulsa, OK

OSAIC

Noel Bennett is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has owned Bennett Financial Services since 2008. Bennett serves as a trustee for two family trusts and operates an insurance agency providing life, health, and Medicare supplement insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. 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
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Marcos R

Series 63, Series 65

Tulsa, OK

Primerica Advisors

Marcos Rivero is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and with 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, he is a passive partner in Livefire, LLC, a technology company focused on firearms training, and a co-owner of A New Way. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Bridgette N

Series 63, Series 65

Tulsa, OK

Primerica Advisors

Bridgette Nehring is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of her advisory role, she owns The Uncommon Movement LLC, a business formed for Primerica purposes, and also manages a family management company, Nehring & CO, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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