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Robert F

Series 66

Sayre, OK

Zelus Wealth Management

Robert Feller is a Series 66 credentialed advisor with seven years of industry experience. He has worked at Zelus Wealth Management since 2020 and previously held roles at HD Vest Investment Services and Doug Gray Auto Group. Zelus Wealth Management is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm provides discretionary investment management and financial planning, employing a diversified approach across various asset classes and strategies, including options and futures, and also manages held-away employer retirement accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Passive / index investing
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Kari P

Series 66

Elk City, OK

Sanctuary Advisors, LLC

Kari Payne is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC, based in Elk City, OK, and has three years of industry experience. Prior to joining Sanctuary Advisors, she worked at Edward Jones for six years and has experience in other local businesses. She is also the owner and investment advisor of CopperSky Wealth, an operating entity for investment advisory services. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management programs and acts as a fiduciary when a written advisory agreement exists.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Justin K

CFP®, Series 66

Elk City, OK

Sanctuary Advisors, LLC

Justin Koch is a CFP® with 18 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC. Prior to joining Sanctuary in 2025, he worked for Edward Jones from 2008 to 2025. He is also the owner of CopperSky Wealth, an investment advisory business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of more than 400 independent advisors with a range of portfolio management options, fiduciary services, and access to various investment platforms and sub-advisers.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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John T

Series 63, Series 66

Elk City, OK

Edward Jones

John Thomas II is a financial advisor with Edward Jones in Elk City, OK, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Thomas is involved in cattle and land management through partnerships in Bull & Bear Ranch LLC and Bull & Bear Properties LLC, and he serves as a board member of Western Oklahoma Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Sandy B

Series 66

Elk City, OK

Edward Jones

Sandy Barr is a financial advisor with Edward Jones in Elk City, Oklahoma, holding a Series 66 designation. Barr has been associated with Edward Jones since 2001, accumulating over 25 years of experience with the firm. 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 and advisory services and is notable for its large retail advisor and branch network as well as affiliated capabilities beyond advisory services.

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

Series 63, Series 66

Elk City, OK

Edward Jones

Joshua Thomas is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is involved with Bull & Bear Ranch LLC and Bull & Bear Properties, LLC, managing property-related activities in Elk City, Oklahoma. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies 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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Emily S

Series 66

Elk City, OK

Edward Jones

Emily Smith is an Associate Financial Advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously coordinated sponsorships for the Elk City Rodeo Association. 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 supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business succession planning Wealth management General estate planning guidance General retirement planning Military & Veterans Founder/Business Owner
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Robert S

CFP®, Series 66

Elk City, OK

Edward Jones

Robert Stephens is a CFP®-certified financial advisor with Edward Jones in Elk City, OK, where he has worked for eight years. He has prior experience with Leedey EMS and Roger Mills County EMS. Stephens's wife owns and operates a pharmacy business in Cheyenne, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S., offering a range of advisory programs and investment strategies under a fiduciary standard. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Founder/Business Owner
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Scott G

Series 65, Series 63

Elk City, OK

Cambridge Investment Research Advisors

Scott Garrison is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Cambridge in 2021, he was with Northwestern Mutual from 2018 to 2021. Outside of his advisory role, he is a partner and CFO of Auto Bath Inc, a business he has been involved with since 2007, and he owns Sooner Wealth, a financial services website. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm utilizes a range of investment strategies across multiple platforms with an emphasis on tailored solutions delivered through a large network of independent financial professionals.

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

Series 63, Series 65

Elk City, OK

Ameriprise

Zachary Archer is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Ameriprise in 2019, he worked at BOK Financial Securities and Bokf, Na for nine years. Outside of advising, he is involved in several business ventures including ownership in a mobile vending company and a car wash and storage facility. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, offering tailored recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory solutions and uses a centralized team to support financial advisors in delivering these services.

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