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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
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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, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has involvement as a deacon overseeing worship and finances at Deer Creek Church of Christ. In addition, he is a partial owner and general partner in Hagle Motors, a car buying and selling business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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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Laurie M

Series 66

Norman, OK

Edward Jones

Laurie Meese is a Series 66-licensed financial advisor with Edward Jones in Norman, Oklahoma, with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Divorce financial planning Retired Founder/Business Owner Executive Intergenerational Families Divorced Religious/faith focused
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Joseph D

CFA®, Series 66

Norman, OK

XYPN Sapphire

Joseph Dunn is a CFA® charterholder and holds the Series 66 designation with 10 years of industry experience. He currently works at XYPN Sapphire and was previously with Commonwealth Financial Network for 10 years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based allocation strategy and offers both discretionary and non-discretionary portfolio management, supporting affiliated advisors through a centralized model with specialized services including a pilot digital-asset management program.

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