Top retirement plans for business owners (SEP, solo 401k) financial advisors in Enid, OK

Nicole Dirks is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. She has worked at various divisions of Raymond James since 2021 and has experience in client communications and marketing through her role at K/H Financial. Outside of finance, she is involved with Circle D Farms LLC, an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a focus on municipal and public finance through specialized advisory arrangements.

William Brownlee is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He is CEO and shareholder of Brownlee Financial Services and leads the client-facing brand Wymer Brownlee Wealth Strategies. His career includes long-term roles at Avantax Advisory Services and Colonial Surety, among others. Brownlee also serves as a trustee for a family trust and oversees investments in oil, gas, and commercial real estate entities. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm supports diverse investment strategies through affiliated and third-party managers, managing over $256 billion in assets with more than 10,000 advisors.

Eric Brunken is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various advisory and insurance capacities since 2015. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team.

Ryan Stull is a financial advisor with Wells Fargo Clearing in Enid, Oklahoma, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley from 2012 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Brown is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he worked at Select Medical for one year. Outside of his advisory role, he is a partner in a land and minerals trading business and assists with business development for a website aimed at helping employees showcase their talents. He also serves as a voting member on the board of a homeowners association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.