Top financial advisors working with retirees 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, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Cambridge in 2021, he was with Northwestern Mutual from 2018 to 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, and he owns Sooner Wealth, a financial services website. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm utilizes a range of investment strategies across multiple platforms with an emphasis on tailored solutions delivered through a large network of independent financial professionals.

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.

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.

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 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.