Top advisors focused on early retirement planning in Oklahoma

Kristin Manna is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Consolidated Planning Holdings, Inc. Prior to entering the financial industry, she worked in education for eight years. Outside of advising, Kristin is an author and publisher of a basketball coaching notebook and works as a math tutor for high school students. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Isaiah Edison is a financial advisor with Eagle Strategies (New York Life) in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He is also the owner of Edison Financial Group, LLC, which offers insurance products and wealth strategies. Edison has held roles with Integrated Financial and NYLIFE Securities LLC, and is a shareholder in NYLARC Holding Company, which reinsures life insurance policies. He is a passive investor in cryptocurrency. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated entities.

Jackson Fuller is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at HUB International, DuWest Realty, Hudson Construction Group, and Southern Methodist University. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, high-net-worth investors, corporate pension plans, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs technical and cyclical analysis to align investments with client goals, offering a range of advisory solutions through multiple platforms.

Logan Wright is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked at Ameriprise for six years and has experience in web design as a business owner. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports investment advice with an in-house research team that offers model portfolios and a variety of delivery options tailored to client needs.

Jack Saviage is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked with Landmark Wealth Management Group and Inland Empire Financial Consultants, among other roles. He has also held positions at the University of Oslo and California Baptist University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses on a broad range of planning topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Aubrey Williams is a financial advisor at Open Path Financial with one year of industry experience. He holds a Series 65 credential and has a background in defense technology, currently serving as Associate Director of Program Management at Raytheon Technologies. Williams also worked at Lockheed Martin Corporation for 17 years. Open Path Financial is a fee-only advisory firm that provides time-based financial planning and investment consultations to individuals, families, businesses, trusts, charities, and other organizations. The firm emphasizes long-term asset allocation using low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing, and does not manage client assets or hold custody.

Larry Deyoung is a financial advisor at Blueprint Financial Advisors with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Private Client Services and Bluegrass Capital Advisors, LLC. He serves as a trustee for the Village of South Holland, overseeing economic development and code enforcement departments. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach that combines strategic asset allocation with tactical adjustments based on proprietary momentum and trend-following signals.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Jeremy Klein is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Experis / Manpower Group, PTC Servicemax, Flexera, and Verizon Connect / Fleetmatics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Kevin Matthews is a financial advisor at Wealth More Enterprise, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at WillowTree, Novozymes, and Citigroup. Outside of his advisory role, Matthews is the CEO and owner of Building Bread, an education-focused business where he also serves as an author and speaker. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm combines proprietary algorithms and human consultations to manage discretionary portfolios via a wrap-fee program.