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Ernest W

Series 63, Series 66

Woodward, OK

Edward Jones

Ernest Walcher II is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, he plays professional golf and is involved in oil royalties and investment partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

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

CFP®, Series 63, Series 65

Woodward, OK

Cambridge Investment Research Advisors

Gregory Covalt is a CFP® professional with 31 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at LPL Financial, Investment Centers of America, and Stock Exchange Bank. Outside of advisory roles, he is a member of Covalt Enterprises LLC, a pest control business. Cambridge Investment Research Advisors serves a diverse client base, including individuals of varying net worth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using multiple platform arrangements and both discretionary and non-discretionary strategies.

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

Series 66

Woodward, OK

Edward Jones

Katherine Cockreham Hensley is a financial advisor at Edward Jones in Woodward, OK, holding a Series 66 designation. She has been with Edward Jones since 2025 and has prior work experience in golf management and insurance. Edward Jones is a full-service 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 nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Family Business Retirement withdrawal strategies Founder/Business Owner Retired
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Conrad W

Series 66

Woodward, OK

Edward Jones

Conrad Walcher is a Series 66 licensed financial advisor with Edward Jones in Woodward, Oklahoma, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously worked at Uber and Wichita State University. Outside of his advisory role, he owns Pork Chop Golf LLC, a business focused on building golf clubs for professional golfers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, 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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Micah B

Series 66

Woodward, OK

Cambridge Investment Research Advisors

Micah Bailey is a financial advisor with Cambridge Investment Research Advisors in Woodward, OK. He holds the Series 66 designation and has one year of experience in the industry. Prior to joining Cambridge, he worked at Medmutual Health Insurance and Farmers Insurance. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

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

Series 66

Woodward, OK

Edward Jones

Cale Steadman is a financial advisor with Edward Jones in Woodward, OK, holding a Series 66 designation. He has industry experience dating from 2026 and previously worked at Bank7 for six years. Outside of his advisory roles, he has been involved with Christopher Steadman since 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Family Business Inheritance planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Kathryn M

Series 66

Woodward, OK

Edward Jones

Kathryn Mc Kinney is a financial advisor at Edward Jones in Woodward, OK, holding the Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she managed McKinney Group LLC and worked in real estate marketing and the Payne County District Attorney's Office. She also manages a retail business focused on Native American art and jewelry. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

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

Series 66

Woodward, OK

LPL Financial

Burk Rowley is a Series 66 licensed advisor with LPL Financial, based in Woodward, OK, with 26 years of industry experience. His career includes roles at Waddell & Reed, various insurance carriers, and recent involvement with The Stock Exchange Bank. Outside of finance, he has served as a sound board operator and held positions with the First United Methodist Church and the Board of Adjustment for the City of Woodward. He is also the owner and manager of Rowley Brothers LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, featuring various investment strategies and technology tools, while overseeing over $819 billion in discretionary assets across a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher C

Series 63, Series 66

Woodward, OK

Edward Jones

Christopher Cockreham is a financial advisor with Edward Jones in Woodward, Oklahoma, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he owns a small cow-calf agricultural operation and serves as president of the Paul Thomas Watson Memorial Library Foundation, overseeing funds for a family trust benefiting a tribal library. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

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

Series 66

Woodward, OK

Edward Jones

Brian Humphries is a financial advisor with Edward Jones in Woodward, Oklahoma, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Humphries is involved in farming livestock and manages a commercial real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a wide range of advisory strategies and maintains an extensive network of advisors and branch offices across the country.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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Alexa H

CFP®, Series 66

Woodward, OK

Edward Jones

Alexa Humphries is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She is also an adjunct professor of Business Finance at Northwestern Oklahoma State University and a business owner of a home décor company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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