Top tax-loss harvesting financial advisors in Shawnee, OK

David Spires is a CFP®-designated financial advisor with Edward Jones, based in Shawnee, Oklahoma. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he is a member of Spires Investments LLC, a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Thomas Fry is a financial advisor with Eagle Strategies (NY Life) based in Newalla, Oklahoma, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Eagle Strategies since 2008 and is also affiliated with New York Life Insurance Company and Nylife Securities, LLC. Outside of his advisory role, Fry teaches NRA-certified courses on hunting and shooting and volunteers as a hunt guide for youth programs. He also serves as a board member of Leaders Achieving Excellence and directs a disaster relief ministry at Choctaw Church of Christ. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and benefit plans, charitable organizations, and corporate entities.

Logan Bailey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Edward Jones. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Lenora Yankacy is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized operational structure supporting its extensive client coverage.

Larry Gill is a financial advisor with Savvy, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes roles at firms such as Sowell Management, Private Advisor Group, and Cambridge Investment Research, as well as self-employment as an advisor for over two decades. Outside of advisory work, he has served as a board member of a local nonpublic entity and acted as an expert witness in legal matters involving fixed income annuities. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans typically employing a primarily index-based, long-term approach, supplemented by active equity portfolios, tax-aware direct indexing, and specialized sub-adviser strategies.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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 institutional platforms, supported by a large network of investment adviser representatives.

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.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.