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Robert V

Series 63, Series 65

Broken Arrow, OK

Cetera

Robert Villines is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has worked in various roles including at Avantax Insurance Agency and Peterson International Insurance. Outside of his advisory work, he is also a professional musician. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

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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Gregory B

CFP®, Series 63, Series 65

Broken Arrow, OK

Cetera

Gregory Braun is a CFP® professional with 32 years of experience in financial services. He is currently with Cetera and has a background that includes long-term roles at Avantax Insurance Agency, Avantax Advisory Services, and United Health Care. Braun also owns Braun Financial Services, a firm providing financial planning and analysis to individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary 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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Seth Y

Series 66

Wagoner, OK

Edward Jones

Seth Yoder is a financial advisor with Edward Jones in Wagoner, OK, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at New Dominion, LLC from 2013 to 2017. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Military & Veterans Newlywed/Engaged
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Diana S

Series 66

Tulsa, OK

Merrill

Diana Salazar is a financial advisor with Merrill in Tulsa, Oklahoma, holding the Series 66 designation and seven years of industry experience. She has worked at Bank of America and BOK Financial, among other firms. Outside of her advisory role, she manages rental property holdings through an LLC. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Judith M

Series 63, Series 66

Tulsa, OK

Cambridge Investment Research Advisors

Judith Miron is a financial professional with 25 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. She holds Series 63 and Series 66 credentials and operates as an independent insurance agent. Miron is based in Tulsa, Oklahoma, and also conducts business under the name Northstar Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment approaches through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Tom B

CFP®, Series 63, Series 65

Tulsa, OK

LPL Financial

Tom Barclay is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at Cetera Advisors LLC for five years and has been associated with Stotts, Barclay, Pettus, Moore, Whipple since 1982. Outside of his advisory role, he is involved in tax preparation and accounting through Scotts, Archambo, Mueggenborg & Barclay PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management options.

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

Series 66

Broken Arrow, OK

Edward Jones

Robyn Havener is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her current role, she worked at GWC Warranty from 2014 to 2017. Outside of advising, she is involved in photography through her business, RH Photography. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and offices.

Divorce financial planning Business ownership considerations General estate planning guidance Retirement income strategy Founder/Business Owner
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Eric L

Series 66

Tulsa, OK

Cetera

Eric Lower is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has been with Cetera since 2007. In addition to his advisory work, he is involved with Gardners Tax Service, an accounting office where he performs administrative duties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

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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John D

Series 66

Broken Arrow, OK

Edward Jones

John D'Arcy is a Series 66–licensed financial advisor with six years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Arvest Wealth Management, Kohl's, and the Missouri State Auditor's office. Outside of finance, he has been involved with Immanuel Lutheran Church. 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 options, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

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

Series 66

Broken Arrow, OK

Edward Jones

Frederick Lamport III is a Series 66 licensed financial advisor at Edward Jones with six years at the firm and five years of industry experience overall. Prior to joining Edward Jones in 2020, he worked at Boardwalk Distribution and Craft & Barrel LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary investment strategies.

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

ChFC®, Series 63, Series 65

Tulsa, OK

OSAIC

Phillip Palmer is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Royal Alliance Associates, INC. and First Independent Advisory Services, Inc. He is also the owner of 520 Associates LLC, a business involved in investment advisory services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party investment solutions.

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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Dustin R

Series 66, Series 65

Tulsa, OK

Raymond James Financial

Dustin Ross is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked in various roles at Raymond James since 2016, as well as at Capital Asset Advisory Services and The Advancement Group. Outside of finance, he operated Dustin Ross Photography for four years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals, and it maintains specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

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

Series 63, Series 65, Series 66

Tulsa, OK

LPL Financial

John Harding Jr. is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. He worked at Cetera Advisors LLC from 2015 to 2018 before joining LPL Financial in 2018. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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

Series 63, Series 65

Broken Arrow, OK

LPL Financial

Steven Wilkerson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with LPL Financial since 2005. Wilkerson serves as an investment representative and acts in a fiduciary capacity within trust arrangements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolio options.

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

Series 66

Broken Arrow, OK

J.P. Morgan Securities

Brett Benge is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018. In addition to his advisory role, he is involved in real estate through ownership positions in Tricycle Capital LLC and Legacy Property Services, LLC. 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 combination of advisory and brokerage capabilities.

Wealth management Executive Founder/Business Owner
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Jon T

CFP®, Series 66

Broken Arrow, OK

Cetera

Jon Topolski is a CFP® designated advisor with 20 years of industry experience, currently serving at Cetera since 2020. His prior experience includes roles at First Allied Advisory Services, Inc. and First Allied Securities Inc. Outside of advising, he works as an independent insurance broker and provides baseball hitting instruction to high school and collegiate athletes. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary programs.

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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James D

CFP®, Series 66

Tulsa, OK

Edward Jones

James Daugherty II is a financial advisor at Edward Jones in Tulsa, OK, holding the CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with about $1.01 trillion in assets under management. The firm maintains a large nationwide network of advisors and branches, providing discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services under a fiduciary standard.

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

Series 63, Series 65

Broken Arrow, OK

OSAIC

Abby Hubble is a financial advisor at OSAIC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at firms including Securities America Advisors, Arvest Wealth Management, and BOK Financial Securities. Outside of advising, she has worked as an Uber driver and is involved in internet marketing and direct sales of nutritional supplements. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and various investment platforms to manage portfolios across multiple 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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Judd H

Series 63, Series 66

Tulsa, OK

Cambridge Investment Research Advisors

Judd Hatch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. He has been with Cambridge since 2011 and also owns NorthStar Wealth Management LLC. Hatch serves as a board member of the Board of Adjustment for the City of Broken Arrow, Oklahoma, in addition to working as an independent insurance agent specializing in life, accident, long-term care, fixed annuity, and group non-medical insurance benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients through a nationwide network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement advisory, utilizing both proprietary and third-party strategies across various platforms and custody arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Blake J

Series 66

Tulsa, OK

Edward Jones

Blake Jumper is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his career in finance, Blake worked in various roles including positions at Melton Truck Lines and All American Window Cleaning. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices nationwide.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Inheritance planning Retired Founder/Business Owner Executive
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