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Matthew S

Series 66

Bristow, OK

CreativeOne Securities, LLC

Matthew Smith is a Series 66 licensed financial advisor with six years of industry experience. He is currently with CreativeOne Securities, LLC and also works with D S Drelich & Associates. Outside of his advisory roles, he serves as a director on the Bristow Library Board and as treasurer of the Bristow Education Foundation, both charitable organizations supporting his local community. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management via its proprietary platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Christopher A

Series 66

Bristow, OK

Edward Jones

Christopher Anderson is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he spent time at Oklahoma Wesleyan University as an adjunct professor, teaching accounting courses intermittently since 2010. Anderson also has extensive experience with Anderson Financial Services and BOK Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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