Top general estate planning guidance financial advisors 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.

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.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors, LLC. Outside of advising, he is the founder of Frontier Wealth Management and serves as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across 724 clients. The firm provides tailored financial planning, discretionary portfolio management, estate-planning consulting, and specialized educational programs, utilizing mutual funds and ETFs as primary investment vehicles.

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.