Top financial advisors working with founders and business owners in Duncan, OK

Kristen Arrington is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has been with Edward Jones since 2013. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Combest is a CFP® professional with 33 years of industry experience. He is currently with Second Line Capital, LLC, a team of 24 advisors, and has prior experience at Capstone Triton Financial Group, Hbwadvisory Services, Combest Financial Services, and Raymond James Financial Services. Outside of advisory work, he owns and manages Combest Land and Cattle Company, LLC. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities, offering investment and wealth management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, individual securities, and third-party managers, and features multiple advisory platforms including its own wrap-fee program.

Larry Graham Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 20 years before joining Ameriprise in 2019. Graham serves on the board of the Duncan Lions Club and holds mineral rights that generate occasional royalty income. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to deliver tailored, written recommendations.

Heather Calfy is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked previously at firms including Edward Jones Investments and Wells Fargo Advisors. Calfy serves on the board of the Walters/Cotton County E911 emergency services and is a managing member of Preacher's Kid Brewing LLC. She also coaches high school softball and is a board member of the Temple Area Food Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joel Wilkinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career history includes roles at Raymond James Financial, Cetera, and First Financial Equity Corporation, among others. In addition to advisory services, he owns and operates tax preparation and accounting businesses in Oklahoma and has engaged in mineral extraction sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of substantial discretionary assets.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.