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Trey F

Series 66

Goodwell, OK

Kestra Advisory

Trey Fankhouser is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation. Prior to joining Kestra, he worked five years at Bank of the Panhandle and owns Panhandle Corrosion LLC, an oil and gas contracting business specializing in pipeline corrosion control services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jason E

Series 66

Guymon, OK

Edward Jones

Jason Egger is a financial advisor with Edward Jones in Guymon, Oklahoma, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. In addition to his advisory role, he is involved in several local business ventures, including ownership and management responsibilities in agricultural operations, rental properties, an apartment complex, industrial safety equipment sales, and a Ford dealership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated products. The firm has a large national presence with over 23,700 advisors and manages more than $1 trillion in assets.

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

Series 66

Guymon, OK

Edward Jones

Mari Cruz is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2016. She has two years of industry experience. Outside of her advisory role, she coordinates the Victims Impact Panel program in Texas County, Oklahoma. 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 network of advisors and branch offices, as well as its affiliated trust company and proprietary investment offerings.

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

Series 66

Guymon, OK

Edward Jones

Linda Gilmore is a financial advisor with Edward Jones in Guymon, Oklahoma. She holds a Series 66 designation and has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Guymon, OK

Edward Jones

Willis Hawkins is a financial advisor with Edward Jones in Guymon, Oklahoma, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the owner of Crescent-C LLC. 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.

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