Top tax-loss harvesting 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.

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.

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.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. 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 fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.