Seasoned financial advisors in Ada, OK

Russell Allen is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Vision Investment Services. Outside of his advisory role, he is involved in managing retail and real estate businesses in Ada, Oklahoma, and Angel Fire, New Mexico. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations through a centralized consulting team.

Robin Jolly is the sole advisor at Jolly, Robin K, an independent firm based in Sulphur, Oklahoma. He holds a Series 65 designation and has 11 years of industry experience, including roles at First National Bank & Trust of Ardmore, Grant & Katie Johnson CPA PLLC, and ABLA & JOLLY CPA PLLC. He also owns Robin K Jolly CPA, PLLC, a public accounting firm providing financial statement preparation, payroll, and income tax services. Jolly, Robin K offers financial planning and investment consulting to individuals, high-net-worth clients, and trusts, focusing on cash-flow management, retirement planning, and educational funding. The firm does not manage or custody client assets directly but provides fiduciary advice and refers clients to third-party investment advisers, with whom it maintains solicitor agreements.

Phillip Hart is a ChFC® with 43 years of industry experience, currently serving at First Command Advisory Services in Ada, OK. His prior work includes roles at Empower Brokerage and various entities within First Command since 2016. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporations, and charitable clients, with a notable emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Jeffrey Mcloud is the sole advisor at McCloud Advisory Services LLC in Ada, Oklahoma, holding a Series 66 designation with 15 years of industry experience. His career includes roles at Securities America Advisors and multiple McCloud-affiliated firms. In addition to advisory work, he is an insurance agent offering insurance products to clients. McCloud Advisory Services primarily refers clients to third-party investment managers and provides educational newsletters and public workshops for individual and business clients. The firm does not directly manage portfolios but supports client education through its newsletters and workshops.

Trent Tidwell is a financial advisor with Edward Jones in Ada, Oklahoma, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones since 2015. Outside of advisory services, he maintains a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.