Top financial advisors working with educators, teachers, and academics in Oklahoma

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Logan Wright is a financial advisor with LPL Financial based in Oklahoma City, OK. He holds a Series 66 designation and has five years of industry experience, including prior roles at Ameriprise and Waterfield Energy. Outside of his advisory work, he is involved in a web design business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs and supports both discretionary and non-discretionary management with access to various model portfolios, research, and technology-driven investment solutions.

Jeremy Johnson is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2005. BOK Financial Securities, operating as BOK Financial Advisors, serves individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from Strategic Investment Advisors, and maintains a municipal-advisor registration alongside its affiliation with a bank holding company.

Emily Maddux is a financial advisor at Edward Jones with a Series 66 designation and over nine years of industry experience. Her prior roles include positions in academic affairs as Provost and Senior Vice President, as well as experience at TJ Maxx and Oklahoma State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Lore Storm is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

Arjun Swarup is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Morgan Stanley Wealth Management and has an academic background from NYU College of Arts and Sciences. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing managed account services within a fiduciary framework, including acting as adviser to a donor-advised fund.

Kevin Harper is a CFP® with 29 years of experience in the financial industry, currently serving at RFG Advisory, LLC since 2015. He has prior experience with Private Client Services and LPL Financial. Outside of advisory work, he is a co-owner of LHP Capital LLC, which manages commercial real estate. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role with the Bluemonte family of ETFs.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Robert Ouimet is a CFP® professional with 22 years of industry experience, currently advising at Lincoln Investment. His prior experience includes roles at Capital Analysts, Financial Engines Advisors L.L.C., and Russell Investments. He also assists clients with evaluating insurance-based products as part of his advisory services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice, utilizing both strategic and dynamic investment approaches and managing approximately $22.9 billion in advisory assets.

Marne De Santis is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining Lincoln Investment in 2019, she worked at Rice Financial Products Company, CV Brokerage, Valdes & Moreno, Bluestone Capital Management, and Dautrich Seiler Financial Services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, employing both strategic and tactical investment approaches overseen by an investment management and research team.