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Mitchell M

Series 63, Series 65

Clinton, OK

Dominion Capital Management, LLC

Mitchell Mcabee is a financial advisor with Dominion Capital Management, LLC, holding Series 63 and 65 licenses and over 31 years of industry experience. He has held roles at Dominion Capital Management since 2006 and was previously with H. Beck, Inc. for ten years. Mcabee is also president of McAbee & Company, PC, a CPA firm, and owns Cashflocfo LLC, a marketing business focused on technology concepts. Dominion Capital Management, LLC offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs a goal- and risk-based investment approach with options strategies and sub-advisor use, and it provides ERISA pension consulting including 3(21) advisory and 3(38) investment management services.

Options & derivatives strategies Self-Employed Founder/Business Owner
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Chase A

Series 65

Weatherford, OK

West Oak Wealth

Chase Anderson is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at MidFirst Bank for four years. West Oak Wealth provides investment management, financial planning, and retirement plan consulting to individual clients and employer-sponsored plans. The firm uses a modern portfolio theory approach with mutual funds, ETFs, and passive strategies, managing accounts on a discretionary basis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Makena M

Series 65

Clinton, OK

Gibco Capital Advisors

Makena Minton is a financial advisor at GibCo Capital Advisors with two years of industry experience. She holds a Series 65 designation and has prior experience with Sun Grown Organics LLC and Reid Newspapers. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis alongside modern portfolio theory to tailor portfolio recommendations, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, options, and select digital assets.

Income planning Charitable giving & philanthropy Real estate investing Founder/Business Owner
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Gerald A

Series 65

Weatherford, OK

West Oak Wealth

Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jason G

Series 63, Series 66

Clinton, OK

Gibco Capital Advisors

Jason Giblet is a financial advisor with GibCo Capital Advisors in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1999. Outside of advising, he owns and manages a rental real estate business. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis along with modern portfolio theory to tailor investment portfolios, including limited allocations to digital assets, and offers a wrap fee program that combines advisory and execution services.

Income planning Charitable giving & philanthropy Real estate investing Founder/Business Owner
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Bryan B

Series 63, Series 66

Clinton, OK

Royal Fund Management, LLC

Bryan Baca is a financial advisor at Royal Fund Management, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Advanced Financial Strategies, Inc. since 1997. Outside of advising, he owns and operates a small cow/calf cattle ranch in Oklahoma. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented client risk tolerance, utilizing a range of strategies from conservative allocations to options techniques, and offers both discretionary and held-away account management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Briley B

CFP®, Series 65

Clinton, OK

Royal Fund Management, LLC

Briley Baca is a CFP® with five years of industry experience currently affiliated with Royal Fund Management, LLC. He has held roles at Advanced Financial Strategies, Inc. and Pioneer Telephone Coop, among others. Baca serves as Treasurer for the Weatherford Rotary Club, managing finances for the nonprofit organization. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses documented risk tolerance and tailored portfolios employing a range of investment strategies, supporting both discretionary management and held-away accounts.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Cameron P

Series 66

Weatherford, OK

Empower Advisory Group

Cameron Page is a financial advisor with Empower Advisory Group holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Mass Mutual, Equitable Advisors, Cetera Investment Services, and Edward Jones. Outside of finance, he operated Cameron's Lawn Service for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated planning and managed account solutions tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ashlyn P

Series 66

Weatherford, OK

Edward Jones

Ashlyn Pugh is a financial advisor with Edward Jones in Weatherford, Oklahoma, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked at Comark Equity Alliance and Consolidated Grain and Barge. Outside of her advisory role, she is involved with Pugh Fence & Welding, LLC, assisting with administrative responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Wealth management General estate planning guidance Charitable giving & philanthropy Oil & Gas Religious/faith focused
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Thad W

Series 66

Weatherford, OK

Edward Jones

Thad Wolgamott is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he serves on the Board of the Stafford Air & Space Museum Foundation and oversees operations at Stafford Flight Center, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, offering a range of advisory programs and investment options with over $1 trillion in assets under management.

Business exit / sale strategy Business succession planning Business Financial Management Retired Founder/Business Owner Executive
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Glenda L

CFP®, Series 63, Series 65

Hydro, OK

Cambridge Investment Research Advisors

Glenda Long is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. She previously worked at National Planning Corp for 17 years and has operated her own accounting firm, Long and Associates PC, since 1981. Additionally, she is president of an independent insurance agency, Benefit Resource Group Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Dakota B

Series 66

Clinton, OK

Cetera

Dakota Brewer is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. Prior to joining Cetera, he held various roles including operational and leadership positions at educational and community organizations. He serves as treasurer and board member for Future Leaders of Oklahoma and is operations director and a 50% owner of White Stag Land Co. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a range of program options, supported by over 10,000 advisors and $256 billion in assets under management.

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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Jacob S

Series 63, Series 66

Clinton, OK

Edward Jones

Jacob Stewart is a financial advisor with Edward Jones in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked at Farm Credit of Western Oklahoma for 11 years before joining Edward Jones in 2019. Stewart serves as a board member of Oklahoma Bank and Trust Co., where he is involved in management evaluation and policy oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs. The firm manages over $1 trillion in assets and offers investment strategies including managed solutions, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alexander W

Series 66

Weatherford, OK

Edward Jones

Alexander Waters is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Outside of his advisory role, he has assisted residents as a residential assistant at West Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a broad range of investment strategies and operates a large national 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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David D

Series 66

Clinton, OK

Cetera

David Davis II is a Series 66-credentialed financial advisor with 27 years of industry experience. He has been associated with Cetera since 1999 and also operates as a CPA through his sole proprietorship. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party 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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Mark M

Series 66

Clinton, OK

Edward Jones

Mark Miner is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Kinnunen Sales & Rental, Inc. Outside of his advisory role, Miner owns and manages several construction and real estate businesses, including Double M Builders, LLC, and Irish Squared, LLC, which focus on home construction and investment property development. 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, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Kenneth B

Series 66

Clinton, OK

Cetera

Kenneth Baker is a financial advisor at Cetera with 27 years of industry experience and holds a Series 66 designation. He has worked with Cetera Investment Services since 1999 and has a background in banking dating back to 1982. Outside of advising, he serves as chairman of the Clinton Economic Development Authority and is a liaison on the Clinton Hospital Board. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party 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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Derik S

Series 63, Series 65

Weatherford, OK

OSAIC

Derik Sullivan is a financial advisor at Osaic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Securities America Advisors, and Voya Financial Advisors. Sullivan also offers life and health insurance products in addition to his investment advisory services. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Katelin B

Series 66

Weatherford, OK

Edward Jones

Katelin Bartmann is a financial advisor with Edward Jones in Weatherford, Oklahoma, holding a Series 66 credential and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Bartmann serves as president of the Weatherford Regional Hospital Foundation Board. 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, managed solution, and investment services through a large network of financial advisors nationwide.

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

Series 66

Weatherford, OK

LPL Financial

David Jackson is a financial advisor with LPL Financial and holds a Series 66 designation. He has 10 years of industry experience, including 11 years at Edward Jones before joining LPL Financial in 2026. Outside of his advisory role, he works as a sales consultant for Vivint Solar in Weatherford, Oklahoma. 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 investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Business ownership considerations Business succession planning Business Financial Management General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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