Top charitable giving & philanthropy financial advisors in Bartlesville, OK

Garret Parr is a financial advisor with Edward Jones in Bartlesville, OK, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he owns and manages commercial rental properties through GCP Enterprises 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.

Caleb Hood is a financial advisor with LPL Financial in Bartlesville, OK, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Royal Alliance Associates and owns Hood and Associates, CPAs, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Paul Gustafson is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Freedom Financial Strategies, Inc. In addition to his advisory work, he is an officer at the Ochelata Sportsman Club, a nonprofit organization, and serves as a business administrator for a wholesale insulation company. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing about $8.6 billion in client assets with strategies tailored across various asset classes using both discretionary and non-discretionary approaches.

William Wilson is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. He previously worked at VOYA Financial Advisors and Freedom Financial Strategies. Outside of his advisory role, he is involved in ministry work, occasional Bible teaching, and volunteers as a pickleball referee and tennis coach. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various discretionary and non-discretionary program options.

Nathan Barham is a financial advisor with Perspective Advisors, LLC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, AIG American General Life Company, and Sutterfield Financial Group. Outside of advising, he serves on the boards of the Ray of Hope Child Advocacy Center and the YMCA of Bartlesville, and he owns a Christian apparel business. Perspective Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, business entities, and private pooled investment vehicles. The firm utilizes a committee-driven, model-based investment process and manages a private fund, Elevate by Perspective, LP, for which it also serves as adviser.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.