Top financial advisors working with parents in Oklahoma City, OK

Charles Burkes is a financial advisor with DBM Advisors, LLC in Oklahoma City, holding a Series 66 credential and 17 years of industry experience. He has worked previously at Securities America Advisors and Securities America Inc. Outside of his advisory work, he is involved in real estate through a managing partner role in which he buys, improves, and sells or rents properties. DBM Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates business consulting and capital-readiness services into its investment management, employing a range of strategies with a documented client-first approach.

Richard Parry is a CFA® charterholder with 33 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 1992. The firm is a fee-only investment adviser serving individuals, high-net-worth clients, and various institutional clients through discretionary portfolio management and financial planning. Tom Johnson Investment Management employs a conservative, team-based approach focusing on diversification, valuation discipline, and credit analysis, managing approximately $1.63 billion in assets across multiple advisory channels.

Sebastian Oukassou is a CFP®-credentialed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has prior experience at Country Trust Bank, Country Insurance Affiliates, and Country Capital Management Company. Outside of his advisory role, he is involved with OAK Wealth Advisors Inc. and Oak Insurance Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advisor-facing technology and a broad platform of non-advisory financial services.

Kirk Loomis is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Oklahoma City, OK. He holds the Series 66 designation and has 28 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Merrill. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary management approaches, with a notable emphasis on non-discretionary assets under management.

Derek Dorris is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 10 years of industry experience. His work history includes roles at Ameriprise, Allstate Insurance, Vault Wealth Strategies, and Waddell & Reed. Outside of advising, he serves on the foundation board of OKC First Church of Nazarene and works as an independent contractor for Door Dash. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various investment management and advisory services through a multi-manager platform with discretionary and non-discretionary options.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Myranda Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where she partners with busy professionals and families to build and transition wealth. She works closely with clients to develop personalized strategies that align with their life goals, integrating financial planning, investment management, banking, and lending solutions. Her client focus areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Myranda's expertise centers on assisting individuals and families balancing demanding careers and family life. She aims to simplify financial complexities and help clients gain confidence in their financial future by guiding them through each stage of wealth—from building a strong foundation to navigating complex estate strategies. Her approach begins with understanding clients' goals, values, and visions for the future to create tailored financial plans. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Geneva High School. Based in Chicago, Myranda enjoys camping, hiking, reading, skiing, practicing yoga, and spending time with her family.

Carolina Martinez is a ChFC® credentialed financial advisor with four years of industry experience. She is the sole advisor at Greater Financial, an independent firm she has been associated with since 2026. Her prior experience includes roles at Bison Wealth, LLC, The Pacific Financial Group, Inc., Royal Alliance Associates, INC., and LPL Financial LLC. Alongside her advisory work, she is involved with John 15:13 LLC dba Cashflow with Carolina. Greater Financial serves individual investors, high-net-worth individuals, trusts, and business entities without requiring a minimum account size. The firm offers wealth strategy and discretionary portfolio management, financial planning, and educational programs such as digital courses and group coaching, using methodologies like Modern Portfolio Theory and technical analysis.

Daniel Miller is a Private Wealth Manager with Merrill Private Wealth Management, specializing in providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He works closely with families and businesses to navigate complex areas such as family wealth management, estate and legacy planning, executive compensation, retirement income, and portfolio management. Daniel collaborates with specialists from Merrill and Bank of America to deliver comprehensive financial solutions and investment insights. With over 30 years as a Houston resident, Daniel focuses on helping clients, including corporate executives, women, and non-profit organizations, meet their investment objectives through a flexible approach that adapts to changing market conditions. His professional designations include Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds an Accredited Certificate from the College for Financial Planning. Beyond his professional role, Daniel actively contributes to the Houston community through volunteering with organizations such as BeaResource for CPS Kids, Big Brothers Big Sisters Greater Houston, Madison Place Home Owners Association, and Wonders and Worries. He values faith and family, spending time with his wife and two children, and enjoys outdoor activities, music, reading, and traveling.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.