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Jason G

Series 63, Series 66

Norman, OK

Raymond James Financial

Jason Grant is a financial advisor at Raymond James Financial with 25 years of industry experience. He has worked at Raymond James Financial since 2009 and has owned Strong Buy LLC since 2005. Grant also holds multiple insurance agent roles offering health, life, and property insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

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

Series 66

Norman, OK

LPL Financial

Zachary Miller is a financial advisor with LPL Financial in Norman, OK, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Studio Tatum and has extensive experience in the pool and patio industry, having been associated with Thompson Pool & Patio for 26 years. 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 broad range of advisory programs, financial planning services, and investment management solutions supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Vincent H

Series 63, Series 65

Norman, OK

LPL Financial

Vincent Hart is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2017, previously working for Investment Centers of America, Inc. for 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

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

Series 66

Norman, OK

LPL Financial

Ginna Bradshaw is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Armstrong Financial Services and Sigmon Pilkington Wealth Management. Outside of her advisory work, she is involved with Arbonne as a home-based representative. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting with access to multiple model portfolios and research resources.

College savings (529s, UTMA, etc.)
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Rustin Y

Series 66

Oklahoma, OK

LPL Enterprise

Rustin Young is a financial advisor with LPL Enterprise LLC and holds a Series 66 designation. He has four years of industry experience with prior roles at Principal Life Insurance Company, The Prudential Insurance Company of America, and other firms. Outside of advising, he is involved with MW Piping and Fabrication and has a longstanding affiliation with The Church Today. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm combines financial planning and consulting with access to model portfolios, third-party asset management, and a range of brokerage and insurance products, operating an integrated platform that blends adviser programs with financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Aiden J

Series 66

Norman, OK

Ameriprise

Aiden Jones is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Tinker Federal Credit Union and Amazon. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers tailored retirement planning advice through a written Recommendation Report and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher A

Series 66

Norman, OK

LPL Financial

Christopher Abernethy is a Series 66–licensed financial advisor with LPL Financial and has two years of industry experience. He previously worked at MidFirst Bank for four years and held positions at Cornerstone Financial Advisers, Sky Ranch, the University of Oklahoma, and Wildwood Community Church. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by both discretionary and non-discretionary management solutions.

College savings (529s, UTMA, etc.)
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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 possessing 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 for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

CFP®, Series 63, Series 66

Purcell, OK

Edward Jones

Jesse Bain is a CFP® professional with 21 years of experience in financial advising, currently with Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Purcell, Oklahoma. Bain also serves as a non-public arbitrator as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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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
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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
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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
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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
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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
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Brian R

Series 66

Norman, OK

Edward Jones

Brian Richardson is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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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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
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Ervin D

Series 63, Series 66

Norman, OK

J.P. Morgan Securities

Ervin Decker is a financial advisor with J.P. Morgan Securities in Norman, OK, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved as a deacon overseeing worship and finances at Deer Creek Church of Christ. Additionally, he is a partial owner and general partner of Hagle Motors, a car buying and selling business. J.P. Morgan Securities 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Amanda Z

Series 66

Norman, OK

Edward Jones

Amanda Zamarripa is a Series 66-licensed financial advisor with Edward Jones in Norman, OK, and has seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mid-America Christian University and Hobsons for six years. 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 programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Wealth management Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Military & Veterans Founder/Business Owner Women Professionals Women Business Owners
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Cayla T

Series 66

Norman, OK

Thrivent Investment Management

Cayla Taylor is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and a broad range of planning topics without discretionary trading authority.

Business ownership considerations
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Kyle H

Series 66

Purcell, OK

Edward Jones

Kyle Hare is a financial advisor with Edward Jones in Purcell, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of advisory services, he owns and manages rental properties in Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services, backed by a large network of financial advisors and substantial assets under management.

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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