Top financial advisors working with retirees in Miami, OK

Justin Mcdannald is a financial advisor with OSAIC, holding a Series 66 designation and with 18 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America and Investacorp, among other firms. In addition to his advisory role, he is the owner of BDM Financial Advisors and provides notary public services. OSAIC serves a broad range of clients including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory platforms and integrated services, employing tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Joshua Wheeler is a financial advisor with Edward Jones in Miami, Oklahoma, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked at Newell Coach for one year. Outside of his advisory duties, Wheeler serves as a pastor at First Assembly of God, a role he has held since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated offerings, supported by a large network of financial advisors and branch offices nationwide.

Steve Lamphear is a financial advisor with Ameriprise in Grove, Oklahoma. He holds Series 63 and Series 65 designations and has 31 years of industry experience, including 26 years with Ameriprise Financial Services, Inc. prior to his current role. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advisory services and emphasizes the use of Ameriprise-managed accounts within its investment solutions.

Melissa Proffitt is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Securities America and Summit Financial Group. Outside of advising, she owns and operates Pro-ffitt Garage, where she leads live workout sessions on Facebook and in a gym. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Dalton Homan is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, First Community Bank, Malvern Country Club, and Lyon College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo’s research and tools to develop tailored client recommendations.

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.