Large-firm financial advisors working with founders and business owners in Elk City, OK

Robert Stephens is a CFP®-certified financial advisor with Edward Jones in Elk City, OK, where he has worked for eight years. He has prior experience with Leedey EMS and Roger Mills County EMS. Stephens's wife owns and operates a pharmacy business in Cheyenne, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S., offering a range of advisory programs and investment strategies under a fiduciary standard. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Robert Feller is a Series 66 credentialed advisor with seven years of industry experience. He has worked at Zelus Wealth Management since 2020 and previously held roles at HD Vest Investment Services and Doug Gray Auto Group. Zelus Wealth Management is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm provides discretionary investment management and financial planning, employing a diversified approach across various asset classes and strategies, including options and futures, and also manages held-away employer retirement accounts.

Kari Payne is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC, based in Elk City, OK, and has three years of industry experience. Prior to joining Sanctuary Advisors, she worked at Edward Jones for six years and has experience in other local businesses. She is also the owner and investment advisor of CopperSky Wealth, an operating entity for investment advisory services. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management programs and acts as a fiduciary when a written advisory agreement exists.

Scott Garrison is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has eight years of industry experience and has previously worked at Northwestern Mutual in various capacities between 2018 and 2021. Outside of his advisory role, he is a partner and CFO of Auto Bath Inc, a business he has been involved with since 2007. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services. The firm offers a range of implementation options through multiple custody platforms and utilizes both proprietary strategies and third-party managers tailored to client needs.

Zachary Archer is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Ameriprise in 2019, he worked at BOK Financial Securities and Bokf, Na for nine years. Outside of advising, he is involved in several business ventures including ownership in a mobile vending company and a car wash and storage facility. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, offering tailored recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory solutions and uses a centralized team to support financial advisors in delivering these services.

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.

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.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.