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David F

Series 66

Wagoner, OK

Arvest Wealth management

David Frost is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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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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David M

Series 66

Wagoner, OK

Edward Jones

David Mick is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked previously with JP Morgan Securities LLC, Favor, and United Parcel Service. Mick returned to Edward Jones in 2025 after an initial three-year period with the firm. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Seth Y

Series 66

Wagoner, OK

Edward Jones

Seth Yoder is a financial advisor with Edward Jones in Wagoner, OK, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at New Dominion, LLC from 2013 to 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Military & Veterans Newlywed/Engaged
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Beau D

Series 66, Series 63

Coweta, OK

Edward Jones

Beau Driggers is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a commercial property owner in Coweta, Oklahoma. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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