Seasoned financial advisors in Ardmore, OK

Michael Whitson is a financial advisor at FMI with 14 years of industry experience. He holds a Series 66 designation and has been with FMI and its predecessor entities since 2012. Outside of his advisory role, Whitson is an independent insurance agent and serves on multiple community boards, including the Ardmore Development Authority Board and the Arbuckle Council-Boy Scouts. FMI is an employee-owned investment advisory firm managing approximately $318 million for around 690 clients, including individuals, corporations, and partnerships. The firm offers customized portfolio management and tiered financial planning services, combining actively managed and indexed funds, ETFs, and individual securities to meet client goals.

Dillon Lambert is a financial advisor with Geneos Wealth Management, Inc. in Ardmore, OK, holding a Series 66 designation and eight years of industry experience. He has worked at Ryan Hobbs Investment Services and Emily Bush State Farm. In addition to his advisory role, he operates as an independent representative with various insurance carriers for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

Garland Verner is a financial advisor at SPC with two years of industry experience. He holds a Series 66 designation and has worked at Brimer, Butler & Verner, CPAs, PC since 2009. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.

Marcus Mikulec is a financial advisor with Edward Jones in Hallettsville, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Edward Jones, he worked at Primerica Financial Services and served in the Needville Independent School District for 12 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains an extensive network of financial advisors and branch offices nationwide.

Robert Lockard Sr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. Prior to joining LPL Financial in 2019, he worked for BankFirst and T.S. Phillips Investments, Inc., each for 16 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by various model portfolios, third-party research, and technology-driven strategies.

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.