Top financial advisors working with retirees in Ponca City, OK

Janie Bays is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services and Harbor Wealth Management. Outside of her advisory role, she serves as a notary and works as a financial planning analyst at MEW Practice Management, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Shaun Searle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is involved with Rusty Gate Farms LLC, a farming business focused on livestock management, which he is developing from a hobby into a business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through its advisory programs and a wide advisor network.

Carl Coates is a financial advisor at CCR Investment Advisers, LLC in Ponca City, OK, holding a Series 65 designation with 23 years of industry experience. His prior work includes roles at Schwabe & Associates CPAs PLLC and Coates & Schwabe CPAs PLLC, as well as operating his own registered investment advisory firm. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset-allocation, core-satellite approach with global diversification and offers services including asset management and financial planning.

Adam Ferguson is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, Ferguson is a play-by-play announcer for Rogers State University Athletics. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and develops tailored recommendations based on proprietary research and tools, offering clients flexibility in how they implement those recommendations.

Casey Green is a financial advisor with Edward Jones in Ponca City, OK, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, Green worked at Koch Ag and Services for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.