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Martina G

Series 63, Series 65

Cushing, OK

Raymond James Financial

Martina Goddard is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. She has 37 years of industry experience, including roles at RCB Wealth Management and RCB Bank. Since 2016, she has also owned Grace Financial Planning in Cushing, Oklahoma. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and supports clients through advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tyler S

Series 66

Cushing, OK

Edward Jones

Tyler Stein is a financial advisor with Edward Jones in Cushing, Oklahoma, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for L3 Technologies for nine years. Outside of his advisory role, he creates and sells self-made sculptures and artwork on Etsy as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Russell M

Series 63, Series 65

Cushing, OK

Morgan Stanley

Russell Moyer is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of his advisory role, Moyer is involved in lending through a local barbershop business in Cushing, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Chase R

Series 66

Cushing, OK

Edward Jones

Chase Roten is a financial advisor with Edward Jones in Cushing, Oklahoma, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked in various roles including positions at Blizzard Mowing, Falcon Flowback Services, Washington Public Schools, Primerica, and a small business called R&H Lawns, Lights and More LLC. He also installs Christmas lights seasonally through Major League Lights LLC. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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