CFP®-certified advisors focused on women professionals 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.”

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Le Anne Morris is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

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.

John Brown is a Series 65 licensed advisor with 25 years of industry experience. He has worked at Exencial Wealth Advisors since 2017 and previously spent 19 years at Bush O'donnell Investment Advisors. Outside of his advisory work, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Exencial Wealth Advisors manages approximately $5.3 billion in assets and serves over 3,100 clients through a team of 50 advisors. The firm offers wealth management, financial planning, and fiduciary services to individuals and institutions, using model-based asset allocation and a variety of investment strategies including option-based approaches.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Elanna Gould is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center. She also maintains an independent insurance agency representing various insurance companies. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and access to third-party sub-advisers through multiple account platforms.

Ethan Siekkinen is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2023. Prior to joining the firm, he worked at J Wilson Wealth Management and has experience outside finance with Rizzo Lawn Care. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Thomas Mcintire is a CFP® with 33 years of experience in the financial services industry, currently affiliated with Raymond James Financial in Irving, TX. His prior roles include positions at Cadent Capital, LLC, Insurance Planners & Advisors Group, and The Guardian Life Insurance Company. He serves as a board member and finance committee member for the Dallas Rotary Club Foundation, overseeing investments and supporting the foundation’s philanthropic efforts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and asset-allocation analysis.

Jace Hart is a CFP® professional with eight years of industry experience, currently serving as an advisor at Leo Wealth, LLC since 2023. His prior roles include positions at LPL Financial LLC and Fidelity Brokerage Services LLC. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies.