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John C

Series 63, Series 66

Perry, OK

Acrylic Financial, Inc.

John Cox is a financial advisor with Acrylic Financial, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His work history includes roles at Stagner Financial Advisory, Legacy Advance Solutions LLC, Private Client Services LLC, and Brooklight Place Securities, Inc. Outside of advisory services, he is involved with JMC Agency, an insurance sales business, and participates in hay production and sharecropping through J&s Farms. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm employs a tailored approach combining asset-allocation frameworks with active momentum and technical analysis, offering both discretionary and non-discretionary management alongside access to third-party managers and alternative investments.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
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Garrett M

Series 66

Perry, OK

Merit Financial Advisors

Garrett Morris is a financial advisor at Merit Financial Advisors with five years of industry experience. He previously worked at Exchange Bank and Trust Company for ten years and held roles at LPL Financial LLC and PKS Investments. Outside of his advisory work, Morris serves as the music director at Stillwater Bible Church. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed models and offers a range of wealth management services including financial planning, retirement advice, and educational programs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Kevin C

Series 63, Series 65

Stillwater, OK

Edward Jones

Kevin Clark is a financial advisor at Edward Jones with 14 years of industry experience, including 13 years at Edward Jones. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a City Councilor for Stillwater, Oklahoma, acting as a trustee for the Stillwater Utilities Authority and Stillwater Economic Development Authority, and he is a member of the Independent School District No. 16 Board of Education. 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 operates through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and fiduciary advisory services.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Curtis L

Series 66

Perry, OK

Edward Jones

Curtis Leich is a Series 66-licensed financial advisor with Edward Jones in Perry, Oklahoma, and has 16 years of industry experience, all with Edward Jones since 2010. Outside of his advisory role, he manages CRL Global Development, LLC, a real estate business based in Edmond, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branches, its fiduciary standard, and additional affiliated financial services.

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

Series 66

Stillwater, OK

Edward Jones

Ezra James Stacy is a financial advisor at Edward Jones in Stillwater, OK, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at USDA Rural Development for six years and Farmers Cooperative for four years. Stacy also has a background with Oklahoma State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management ESG / Sustainable investing Government Employee
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Danielle C

Series 66

Stillwater, OK

Edward Jones

Danielle Cook is a financial advisor at Edward Jones in Stillwater, OK, holding a Series 66 designation with 13 years of experience at the firm since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, 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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