Seasoned financial advisors in Tahlequah, OK

Randall Merciez is a financial advisor with Edward Jones in Tahlequah, OK, holding CFP®, ChFC®, and Series 66 credentials and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a nationwide network of more than 23,700 financial advisors.

Ronaldo Shirey Jr. is a financial advisor with Eagle Strategies (NY Life) based in Ft Gibson, OK, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Eagle Strategies since 2020 and has also worked with NyLife Securities LLC and New York Life Insurance Company since 2013 and 2012, respectively. He is the owner of Shirey Financial Group and a partner in an insurance brokering business. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Michael Dobbins is a financial advisor with Ameriprise in Tahlequah, OK, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2018 and previously spent six years with Investment Professionals Inc. Outside of advising, Dobbins serves as president and director of Bank of Cherokee County and teaches business classes as an adjunct faculty member at Northeastern State University. He is also involved with the Rotary Club of Tahlequah/Cherokee County and participates on the finance committee of Crescent Valley Baptist Church. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Jaden Snyder is a financial advisor at Osaic Wealth, Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Osaic, Snyder held positions at Hornor, Townsend & Kent, LLC and McAfee & Taft, and has worked in various educational roles at Tulsa University College of Law and Pittsburg State University. Snyder is also involved in an insurance brokerage business, providing insurance sales and service. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and investment strategies across multiple advisory platforms, offering services that include brokerage, financial planning, and access to third-party money managers.

William Yousey is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes six years at BOK Financial Securities, Inc. and Avantax Advisory Services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and multiple program platforms.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.