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Christopher J

Series 66

Shawnee, OK

Edward Jones

Christopher Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

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

Series 63, Series 65

Shawnee, OK

LPL Financial

James Kautz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Mitchell E

Series 66

Seminole, OK

Edward Jones

Mitchell Enos is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones for 15 years. In addition to his advisory work, he serves as an adjunct instructor and subject matter expert in finance at Seminole State College. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of needs. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and manages over $1 trillion in assets with a nationwide network of advisors and branch offices.

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

Series 63, Series 66

Seminole, OK

LPL Financial

Deriek Patterson is a financial advisor at LPL Financial with 29 years of industry experience, including 25 years at LPL Financial. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved with First United Investment Services, a business that offers fixed annuities and life insurance contracts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Mason A

Series 66

Seminole, OK

Edward Jones

Mason Adams is a financial advisor at Edward Jones in Seminole, Oklahoma, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Terracon Consultants Inc and was involved with Origins Wine Bar & Pizza. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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

Series 66

Shawnee, OK

LPL Financial

Logan Bailey is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and the International Bank of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Michael G

Series 66

Shawnee, OK

Edward Jones

Michael Garbutt is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he spent three years at Franklin D. Roosevelt: The American School of Lima. 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 with a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Brian G

CFP®, Series 66

Seminole, OK

Edward Jones

Brian Geist is a financial advisor with Edward Jones in Seminole, OK, holding the CFP® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of financial advising, Geist is a partner and 25% owner of Drip Coffee Co, a local retail coffee business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and offers a range of advisory programs and investment options under a fiduciary standard.

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

Series 66

Wewoka, OK

Edward Jones

Krystin Lindner is a financial advisor with Edward Jones in Wewoka, Oklahoma, holding a Series 66 credential and eight years at the firm. Before joining Edward Jones in 2018, she worked for Sonic Healthcare USA-Clinical Pathology Laboratories for nine years. She formerly owned a retail jewelry business called Blingy Butterfly in Paige, Texas. 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 through a nationwide network of financial advisors and branch offices.

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

Series 66

Shawnee, OK

Edward Jones

Brent Morris is a financial advisor with Edward Jones in Shawnee, Oklahoma. He holds a Series 66 designation and has seven years of industry experience, including five years with SandRidge Energy prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions through a broad network of financial advisors and branch offices nationwide.

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