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Tammy B

Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Tammy Byrd is a financial advisor at Gaddis Premier Wealth Advisors LLC with 18 years of industry experience, including her current role since 2022 and prior work at Gaddis & Gaddis Wealth Management from 2006 to 2022. She holds the Series 65 designation. Outside of her advisory work, she is involved in sales of Avon cosmetic products and Legal Shield insurance services. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management and fundamental analysis to construct portfolios from mutual funds, ETFs, stocks, and bonds, offering a long-term orientation with flexibility for tactical trades.

Wealth management General retirement planning Income planning
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Leah B

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Leah Brooks is a financial advisor with Gaddis Premier Wealth Advisors LLC, holding a Series 66 designation and 17 years of industry experience. Her career includes positions at Securities America Advisors and Raymond James Financial Services. She serves as President of the Southeastern Oklahoma State University Wesley Foundation and as Secretary of Partners in Education. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining fundamental analysis and Modern Portfolio Theory, managing approximately $314 million in assets across multiple offices.

Wealth management General retirement planning Income planning
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Jordan H

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Jordan Haddox is a financial advisor at Gaddis Premier Wealth Advisors LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Advisory Services, Kestra Investment Services, and Exodus HR Group. Haddox is also licensed as an insurance agent. Gaddis Premier Wealth Advisors provides discretionary wealth management, portfolio management, and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, and businesses. The firm uses model-based allocations informed by Modern Portfolio Theory and offers ongoing portfolio monitoring and client communication through its nine-office network.

Wealth management General retirement planning Income planning
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Roger G

CFP®, Series 63, Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Roger Gaddis is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Gaddis Premier Wealth Advisors LLC, where he has worked since 2022. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and Linsco/Private Ledger Corp. Outside of advisory work, Gaddis serves on several advisory boards, including Good News Publishing and the Boy Scouts Arbuckle Council, and holds a board position at Union Mutual Insurance Co. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, and applies fundamental analysis alongside Modern Portfolio Theory to develop allocation models tailored to client goals.

Wealth management General retirement planning Income planning
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Derek H

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Derek Hines is a financial advisor at Gaddis Premier Wealth Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Kestra Advisory Services, and Private Client Services. Outside of his advisory role, Hines serves as President of Durant Trails and Open Space, a nonprofit focused on outdoor activities and trail maintenance, and is Executive Pastor at Victory Life Church in Durant, OK. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining low-cost mutual funds, ETFs, stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term orientation.

Wealth management General retirement planning Income planning
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Leigh G

Series 63, Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Leigh Gaddis is a financial advisor at Gaddis Premier Wealth Advisors LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Kestra Financial, Inc. Outside of advising, she serves as a commissioner on the Oklahoma Department of Wildlife Conservation and is involved in several business ventures including ranching, oil and gas interests, and billboard leasing. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term focus while allowing tactical adjustments.

Wealth management General retirement planning Income planning
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Barrett S

Series 63, Series 66

Durant, OK

Edward Jones

Barrett Shirey is a financial advisor at Edward Jones in Durant, OK, with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse household types and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment strategies, and affiliated financial services through a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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Gerald T

Series 66

Durant, OK

LPL Financial

Gerald Tidwell is a financial advisor with LPL Financial based in Durant, Oklahoma, holding a Series 66 credential and 11 years of industry experience. He has worked at First United Bank & Trust and LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a network of investment adviser representatives and various advisory strategies.

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

Series 66

Durant, OK

Edward Jones

Wyatt Daniel is a financial advisor at Edward Jones in Durant, OK, with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Ameristate Bank and Bailey and Associates, and has experience as a business owner in carpet cleaning. Outside of advising, he is involved in real estate investing through several partnerships focused on rental properties and home building ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches, offering both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

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

Series 66

Durant, OK

Edward Jones

Ryan Richardson is a financial advisor with Edward Jones in Durant, Oklahoma, holding a Series 66 credential and having 13 years of industry experience. He has been with Edward Jones since 2013. Outside of finance, he is a self-employed rancher producing beef cattle in Caney, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment products supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner
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Joseph J

Series 63, Series 65

Durant, OK

Morgan Stanley

Joseph Joiner is a financial advisor with Morgan Stanley in Durant, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Merrill and Bank of America, N.A. for 18 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses firm-approved tools and models outcomes with the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Connor B

Series 66

Durant, OK

Edward Jones

Connor Brinkley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked with the Choctaw Nation of Oklahoma and National Livestock Credit Corp. He is involved in the livestock industry through his role in Southern Oklahoma Livestock Auction, LLC, where he hauls cattle to the sale barn. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets nationwide.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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