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Jason B
Series 63, Series 65
Vinita, OK
Cornerstone Wealth Management, LLC
Jason Benson is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Investment Centers Of America, Inc., and Oklahoma State Bank. Outside of his advisory role, he is a volunteer firefighter serving as a captain for the Monkey Island Fire Protection District and is a farm owner involved in hay selling. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets for over 12,000 clients. The firm employs a combination of fundamental, quantitative, and qualitative analyses across a range of investment products, providing tailored account supervision and retirement consulting through multiple advisory programs and platforms.
Whitney G
Series 66
Adair, OK
Cambridge Investment Research Advisors
Whitney Gum is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at United Planners' Financial Services of America and KPMG LLP. Outside of advisory work, she is involved with ENJ Financial LLC, a tax firm, and Hummel Water Well Services, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various investment platforms and both proprietary and third-party strategies.
Kindsey E
Series 65, Series 63
Adair, OK
Cambridge Investment Research Advisors
Kindsey Ely is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and 13 years of industry experience. Prior to joining Cambridge in 2022, Ely worked with United Planners' Financial Services of America and Avantax firms. Outside of financial advising, Ely owns and operates a radio station, Blue Sky Media, and manages a local revival event series called Everyone Needs Jesus. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management and model-based solutions tailored to client objectives.
David W
Series 63, Series 65, Series 66
Big Cabin, OK
Raymond James Financial
David Wood is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63, Series 65, and Series 66 credentials and bringing 35 years of industry experience. He has been associated with Raymond James and Addison Avenue Investment Services since 2012 and also has experience with First Tech Federal Credit Union. Outside of his advisory work, Wood owns an agricultural business and manages a rental real estate property in Big Cabin, Oklahoma. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.
Mike V
Series 66
Langley, OK
Edward Jones
Mike Vaughn is a financial advisor at Edward Jones in Langley, Oklahoma, with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Vaughn serves as a board director for the South Grand Lake Chamber of Commerce and is involved in small business activities including product design. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Steven T
Series 66
Vinita, OK
Edward Jones
Steven Tamplen is a Series 66-registered advisor with Edward Jones in Vinita, Oklahoma, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Great Plains Coca Cola from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.
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