Seasoned, long-term care insurance financial advisors 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.

Aden Partee is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Foundations Investment Advisors LLC and Alloy Investment Management, having previously worked at JEHM Wealth & Retirement, LPL Financial, and other positions. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients through a large network of investment adviser representatives. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, and retirement-plan support using a range of investment products and third-party sub-advisers.

Carey Yukich is a financial advisor with Equity Services, Inc. and Truewealth Advising Group, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. He has served as president of Truewealth Advising Group and is involved in financial education as an instructor and guest speaker for financial fitness courses. Yukich is also a board member of a local charitable community foundation. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Phillip Rademacher is a CFP® with 33 years of experience in financial services and is the principal of Rademacher Financial, Inc. in Lawrence, KS. He has held roles at multiple firms including Raymond James Financial Services Advisors Inc. and leads RTP, LLC as CEO. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an individualized, typically discretionary investment approach and places a notable focus on retirement-plan consulting and participant education.

James Neaylon is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for 25 years and Equitable Advisors for one year. Outside of his advisory work, Neaylon serves as president of the Illinois Manufacturing Foundation, a nonprofit focused on adult education, and holds board positions with several nonprofit organizations related to mental health and education. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolios and a focus on non–high-net-worth individuals, combining traditional investment advisory services with insurance and risk management consulting.

Gregory Smarr is the sole advisor at Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has operated Smarr Financial Services since 2004. Outside of advisory work, he has been involved in selling various insurance products through multiple agencies. Smarr Financial Services provides financial planning and investment supervisory services to individuals, high net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also functions as an insurance agency, offering life, disability, long-term care, group life and health products, and fixed annuities. Its investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies supplemented by moderate trading across a range of asset classes.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.