Top financial advisors working with executives in Stillwater, OK

Scott Williams is a financial advisor with Principal Financial Services, holding a Series 66 credential and seven years of industry experience. He has work history with Teal Financial Services, Principal Life Insurance Company, and has served in the United States Army Reserves since 2010. Outside of advisory work, he is co-owner of a medical supply company focused on military government contracts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Kevin Clark is a financial advisor at Edward Jones with 14 years of industry experience, including 13 years at Edward Jones. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a City Councilor for Stillwater, Oklahoma, acting as a trustee for the Stillwater Utilities Authority and Stillwater Economic Development Authority, and he is a member of the Independent School District No. 16 Board of Education. 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 operates through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and fiduciary advisory services.

Mark Hill is a financial advisor with Eagle Strategies (NY Life) based in Stillwater, OK, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Eagle Strategies since 2004 and has prior experience with Nylife Securities LLC and New York Life Insurance Company dating back to 2000. Hill also works as an insurance broker for fixed annuities, group annuities, life products, health insurance, and disability insurance. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management, working within an integrated New York Life affiliate structure.

Hannah Hays is a financial advisor with LPL Financial in Stillwater, OK, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with LPL Financial and its affiliated Wealth Planning Services since 2018. Outside of her advisory role, she is a notary public in Oklahoma. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, third-party asset management, and institutional platforms, supporting advisors with research tools while overseeing more than $819 billion in discretionary assets.

Ray Smith Jr. is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 42 years of industry experience. He previously worked at Ameritas Investment Company and Ameritas Advisory Services and is also the owner of Ray Smith Wealth Management and Tax Favored Benefits, which involve solicitation of securities and insurance products. He is a local affiliate member of NAIFA. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, frequently using mutual funds, ETFs, fixed income and equity securities, REITs, options, and structured products.

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.

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.

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, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.