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Brandon J

Series 66

Guthrie, OK

Lexaurum Advisors

Brandon Johnson is a financial advisor with Lexaurum Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Lexaurum Advisors since 2018 and previously worked at Summit Financial Group Inc and Summit Brokerage Services, Inc. Johnson is the owner of Integrative Risk Management, LLC, a general insurance business, and is also a partner in Strengthening Oklahoma LLC, a consulting and marketing firm focused on NIL deals for college athletes. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion with a multi-advisor team, focusing on diversified portfolios aligned with modern portfolio theory and offering both discretionary and non-discretionary investment solutions.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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David E

Series 65

Guthrie, OK

Sequent Planning, LLC

David Evans Jr. is a financial advisor at Sequent Planning, LLC with a Series 65 designation and experience starting in 2023. He has been involved with Black Oak Alliance since 2023 and EXSIN LLC since 2016. Based in Guthrie, OK, he has worked at Sequent Planning since 2026. Sequent Planning, LLC (operating as Futurity First Wealth Management) is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, third-party model manager access, and retirement plan services through a network of independent advisers using diversified investment approaches and tax-aware strategies.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Jared B

Series 65

Guthrie, OK

Simplicity wealth

Jared Bross is a financial advisor at Simplicity Wealth with a Series 65 credential and one year of industry experience. Prior to his advisory role, he worked at West Side Travel Stop for six years. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering a range of advisory and managed account services alongside technology and operational support for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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Brandy P

Series 66

Guthrie, OK

Edward Jones

Brandy Pearce is a Series 66-licensed financial advisor with Edward Jones in Guthrie, OK, and has 21 years of industry experience. She previously worked for United Planners Financial Services and IDS Life Insurance Company. Edward Jones is a full-service wealth management firm serving over 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, all under a fiduciary standard.

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

Series 63, Series 65

Guthrie, OK

Edward Jones

Brian Jenkins is a financial advisor with Edward Jones in Guthrie, Oklahoma, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns Jenkins Investment Assets, a property management business in Sand Springs, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors 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 plans for business owners (SEP, solo 401k) Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Jessica R

Series 66

Guthrie, OK

Edward Jones

Jessica Riggin is a financial advisor at Edward Jones in Guthrie, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Legacy Senior Living as a consultant dietitian and spent 15 years with the Oklahoma State University Extension Service. In addition to her advisory role, she has experience reviewing menus and training employees on food safety in assisted living settings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Women Professionals
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Brent P

Series 66

Broadway, OK

Cambridge Investment Research Advisors

Brent Peck is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously with Nettworth Financial Group and FSC Securities Corporation. In addition to his advisory work, he owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management platforms and proprietary as well as third-party strategies.

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

Series 63, Series 65

Edmond, OK

Cambridge Investment Research Advisors

Timothy Mills is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Cambridge since 2019 and previously served at FSC Securities and Arvest Wealth Management. Outside of advisory work, Mills owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing proprietary and third-party strategies tailored to client objectives.

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

Series 66

Guthrie, OK

Raymond James Financial

Troy Thomas is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for seven years and has a background in technology solutions and education with Howard Technology Solutions and the University of Phoenix. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a municipal advisor affiliation.

Divorce financial planning General estate planning guidance Wealth management Retirement income strategy ESG / Sustainable investing Founder/Business Owner Executive Religious/faith focused
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