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Michael F
Series 65
Altus, OK
10Elms LLP
Michael Finch is a financial advisor at 10Elms LLP with six years of industry experience and holds a Series 65 designation. He previously operated Finch Wealth Management, LLC, and has worked with FSI-Defense and L3 Communications. Outside of financial advising, Finch serves as a C-17 pilot instructor at Flight Safety Defense. 10Elms LLP provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a strategic asset allocation combined with momentum-based tactical shifts, primarily investing in low-cost, liquid ETFs across various strategies.
Cameron J
Series 63, Series 65
Altus, OK
Empower Advisory Group
Cameron Jeffares is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Greystar and Fairfield. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning and offers managed account solutions within plan lineups chosen by plan sponsors.
Kelley C
CFP®, Series 63, Series 65
Altus, OK
Cetera
Kelley Collingwood is a CFP® professional with 24 years of industry experience. She has worked with Cetera since 2014 and has been affiliated with MidFirst Bank since 2007. Collingwood serves as a U.S. Army Reserve Officer in Civil Affairs and is a board member of the JH Lee Scholarship, where she participates in the review and awarding of scholarship applications. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a mix of discretionary and non-discretionary authorities.
Michael M
Series 66
Altus, OK
Edward Jones
Michael Mears is a Series 66-licensed financial advisor with Edward Jones in Altus, Oklahoma, where he has worked since 2018. He has seven years of industry experience and previously operated a custom woodworking business. His woodworking involves small installation or short building projects conducted outside regular business hours. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory and managed solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.
Adam W
Series 66
Altus, OK
Edward Jones
Adam Winters is a Series 66 licensed financial advisor with Edward Jones in Altus, Oklahoma, and has 15 years of industry experience, all with Edward Jones since 2011. He serves as an owner and co-manager of ABLE Properties LLC and is a Senate appointee to the Oklahoma State Pension Commission, attending quarterly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains one of the largest networks of financial advisors and branch offices in the industry.
Amanda S
Series 66
Altus, OK
Edward Jones
Amanda Stafford is a financial advisor with Edward Jones in Altus, OK. She holds a Series 66 designation and has one year of experience at Edward Jones. Prior to joining Edward Jones, she worked at First National Bank of Quitaque and Cattlemens Bank, and has a diverse background including roles in education and childcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large network of financial advisors and branch offices nationwide.
Rodney D
ChFC®, Series 66
Altus, OK
Edward Jones
Rodney Davis is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015, based in Altus, OK. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Emily S
Series 66
Altus, OK
Edward Jones
Emily Smith is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was employed at Western Oklahoma State College from 2013 to 2017. Outside of her advisory work, she is the owner of Smithbilt Cattle Co LLC, a livestock business. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products through a nationwide network of more than 23,000 financial advisors.
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