Top cash flow / budgeting financial advisors in Tulsa, OK

Ashley Cutshall is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Morgan Stanley and Arvest Asset Management. She maintains a non-variable insurance activity alongside her advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research-supported model portfolios.

Ahmed Farhan is a financial advisor with Wingate Capital Advisors LLC in Tulsa, OK, holding a Series 65 designation and eight years of industry experience. He has been with Wingate Capital Advisors since 2017 and is also affiliated with Oklahoma State University since 2016. Wingate Capital Advisors LLC provides portfolio management and investment advisory services primarily to individual clients, managing approximately $2.37 million across 34 accounts. The firm operates mainly on a non-discretionary basis, offers a range of investment options including mutual funds, ETFs, and potential cryptocurrency exposure, and maintains formal reviews at least semi-annually.

Michael Priest is a financial advisor at J.P. Morgan Securities in Tulsa, OK, holding Series 63 and Series 65 credentials with five years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley Smith Barney, and The Bank of Pawhuska. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Robert Bandy is a financial advisor at Robert Stephen Capital Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with Streeter, Moore & Stipe LLC since 2001. In addition to his advisory role, he owns a software firm, FINIAT, LLC, which develops risk and asset allocation software for professional money managers. Robert Stephen Capital Management LLC provides portfolio development, monitoring, financial planning, and consulting services to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutional clients. The firm uses a variety of analytical methods and investment vehicles to implement long-term and short-term strategies, managing most client assets on a discretionary basis.

Melissa Bodenstab is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cetera. Her prior experience includes roles at Avantax Insurance Services, Invest Wealth Management, and tax and accounting firms such as Connally & Associates. She manages tax and accounting operations as the owner of Connally & Associates and is involved in expense management through Bodie Group, LLC. Cetera is an SEC-registered investment adviser that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets and a network of over 10,000 advisors.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.