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John J

Series 63, Series 66

Muskogee, OK

OSAIC Institutions, INC.

John Johnson is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Infinex Investments, Inc. since 2020 and previously at LPL Financial and Armstrong Bank from 2009 to 2020. Johnson serves as secretary on the board of Gospel Rescue Mission, a Christian shelter assisting the homeless. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements and a broad range of financial solutions. The firm’s approach combines fundamental and technical analysis, third-party due diligence, and a notable emphasis on non-discretionary asset management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Ronaldo S

Series 63, Series 65

Ft Gibson, OK

Eagle Strategies (NY Life)

Ronaldo Shirey Jr. is a financial advisor with Eagle Strategies (NY Life) based in Ft Gibson, OK, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Eagle Strategies since 2020 and has also worked with NyLife Securities LLC and New York Life Insurance Company since 2013 and 2012, respectively. He is the owner of Shirey Financial Group and a partner in an insurance brokering business. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Christine A

Series 63, Series 65

Muskogee, OK

Raymond James Financial

Christine Archer is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. Her prior roles include positions at LPL Financial and Firstar Bank. Outside of her advisory work, she is a licensed real estate sales associate with the GRI designation, maintaining limited activity in real estate services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

CFP®, Series 63

Muskogee, OK

Cetera

Timothy Cramer is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Cetera. He also serves as a CPA at Cross Timbers CPAs PLLC, where he provides tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kelcie E

Series 66

Muskogee, OK

Edward Jones

Kelcie Eaton is a financial advisor with Edward Jones in Muskogee, Oklahoma, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Eaton worked at Bank of Eufaula from 2016 to 2024 and spent one year as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Intergenerational Families
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Jeffrey W

Series 66

Fort Gibson, OK

Edward Jones

Jeffrey Walker is a financial advisor with Edward Jones in Fort Gibson, OK. He holds the Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he worked in education at several public schools, including Cherokee Nation/Sequoyah High School and Porter Consolidated Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Joshua C

Series 66

Muskogee, OK

Raymond James Financial

Joshua Cotten is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 18 years of industry experience. He has previously worked at Edward Jones and LPL Financial and serves as an associate at Armstrong Bank. Outside of financial services, he manages cattle ranching operations in Muskogee, Oklahoma. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal finance and employer advisory programs.

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

Series 63, Series 66

Muskogee, OK

LPL Financial

Kirk Darnell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His career includes roles at CUNA Brokerage Services, CUNA Mutual Group, Liberty Mutual, Allstate Financial Advisors, and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Sheri B

Series 63, Series 66

Muskogee, OK

Edward Jones

Sheri Barton is a financial advisor with Edward Jones in Muskogee, Oklahoma, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she briefly participated as an independent distributor for a wellness product to access discounted pricing for personal use. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers advisory programs with various managed strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Steven W

CFP®, Series 63, Series 65

Muskogee, OK

Cetera

Steven Wilson is a CFP® professional with over 31 years of experience in the financial services industry. He currently serves at Cetera and Highpoint Financial Group, where he is a managing member. Wilson has prior experience at firms including Avantax Investment Services and operates an accounting and tax preparation business as a CPA. He also holds a board position as treasurer for a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Rebecca T

Series 63, Series 65

Muskogee, OK

Cetera

Rebecca Tidmore Crow is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her career includes long-term roles at First Allied Advisory Services and Financial Planning Associates, where she is also an owner and financial professional. She is additionally a licensed insurance agent and an Oklahoma notary. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize affiliated and third-party model portfolios, discretionary and non-discretionary management, and a variety of program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph F

Series 66

Fort Gibson, OK

Edward Jones

Joseph Fulton is a financial advisor at Edward Jones in Fort Gibson, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in various roles including at DNA Security and Tulsa Public Schools. Fulton is also involved as a security team member at Bethany Church of Broken Arrow and contributes as a copy editor for a hunting magazine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large nationwide network of advisors and branch offices. The firm offers a range of investment advisory programs, including discretionary and non-discretionary 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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Michael C

Series 66

Muskogee, OK

Edward Jones

Michael Carman is a financial advisor with Edward Jones in Muskogee, Oklahoma, holding a Series 66 designation and eight years of industry experience. Before joining Edward Jones in 2018, he worked for 18 years at Green Country Technology Center. Outside of his advisory role, he is a co-owner of a local retail sweet shop, Sugar Llama Donut Shop. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, 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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Bryon B

Series 63, Series 66

Muskogee, OK

Raymond James Financial

Bryon Brust is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial and First National Bank of Muskogee. Outside of his advisory work, Brust serves as an assistant coach at Hilldale Public Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual, high-net-worth, corporate, and institutional investors. The firm uses fact-finding and risk profiling tools to tailor recommendations non-discretionarily and supports advisory programs through a large network of affiliated advisors.

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

Series 66

Muskogee, OK

Cetera

Clay Peevyhouse is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for five years before joining Cetera in 2022. Outside of financial services, he is a partner and owner of Peevyhouse Companies LLC, a photography services business. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Melissa G

ChFC®, Series 66

Muskogee, OK

Edward Jones

Melissa Goodman Nissley is a financial advisor at Edward Jones with the ChFC® and Series 66 designations and seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent eleven years at Abrasive Specialty, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Divorce financial planning Business ownership considerations Founder/Business Owner Women Professionals
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Terry E

CFP®, ChFC®, Series 63, Series 66

Muskogee, OK

Edward Jones

Terry Ellis Jr. is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2004, totaling 22 years of industry experience. He serves clients from Muskogee, OK. Outside of advising, he is a trustee for the Town of Fort Gibson and a partner in a property management business focusing on commercial real estate. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,700 advisors. The firm provides 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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Kimberly W

Series 66, Series 63

Muskogee, OK

Edward Jones

Kimberly White is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 66 and Series 63 credentials. Prior to joining Edward Jones in 2025, she worked with Allstate Insurance Company for 11 years and operates two other businesses, KW Premier Properties, LLC and Kim White Agency. 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 offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Educators, Teachers, and Academics
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Daniel M

CFP®, Series 63, Series 66

Muskogee, OK

Edward Jones

Daniel Miller is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2003. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of DTM LLC, an LLC that owns a building in Muskogee, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Charitable giving & philanthropy Family Business Business ownership considerations Business succession planning General estate planning guidance Government Employee
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Kevin W

Series 66

Muskogee, OK

Edward Jones

Kevin White is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for Walgreens from 2002 to 2018. He holds the Series 66 designation and is based in Muskogee, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, overlay and tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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