Top advisors focused on educators, teachers, and academics 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.”

Arjun Swarup is a financial advisor at TIAA-CREF in Frisco, TX. He holds a Series 66 designation and has recently entered the industry with experience beginning in 2023, including time at Morgan Stanley Wealth Management. Prior to his advisory roles, he completed his studies at NYU College of Arts and Sciences. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning services and ongoing portfolio management through various managed account options under a fiduciary standard.

Kevin Harper is a CFP® professional with 29 years of industry experience, currently serving at RFG Advisory, LLC since 2015. He has previously worked with Private Client Services and LPL Financial. Outside of his advisory role, he is a co-owner of LHP Capital LLC, where he assists with buying and managing commercial real estate. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm combines active and passive investment strategies across various platforms and acts as a sub-adviser to a multi-ETF suite, offering a range of services including portfolio management, financial planning, and retirement plan consulting.

Rebecka Kennedy is a financial advisor with Edward Jones in Olympia, WA. She holds the Series 66 designation and began her advisory career at Edward Jones in 2024. Prior to joining the firm, she worked in education with North Thurston Public Schools and Corpus Christi Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Marne De Santis is a financial advisor at Lincoln Investment with 33 years of industry experience. She has held roles at several firms including Rice Financial Products Company, CV Brokerage, Valdes & Moreno, Bluestone Capital Management, and Dautrich Seiler Financial Services. Her credentials include Series 63, Series 65, and Series 66 licenses. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering financial planning, custom and model portfolios, third-party management access, and ERISA retirement plan advice.

Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Republic Securities Company and Cambridge Investment Research. Egan is also the sole owner of Women Who Explore, a community offering outdoor adventures and group travel for women. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend portfolios and offers continuous supervisory management with quarterly performance reviews conducted by an in-house Advisory Committee.