Top college savings (529s, UTMA, etc.) financial advisors in Weatherford, OK

Cameron Page is a financial advisor with Empower Advisory Group holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Mass Mutual, Equitable Advisors, Cetera Investment Services, and Edward Jones. Outside of finance, he operated Cameron's Lawn Service for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated planning and managed account solutions tied to Empower’s recordkeeping and administrative platforms.

Ashlyn Pugh is a financial advisor with Edward Jones in Weatherford, Oklahoma, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked at Comark Equity Alliance and Consolidated Grain and Barge. Outside of her advisory role, she is involved with Pugh Fence & Welding, LLC, assisting with administrative responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Glenda Long is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. She previously worked at National Planning Corp for 17 years and has operated her own accounting firm, Long and Associates PC, since 1981. Additionally, she is president of an independent insurance agency, Benefit Resource Group Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based strategies.

Derik Sullivan is a financial advisor at Osaic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Securities America Advisors, and Voya Financial Advisors. Sullivan also offers life and health insurance products in addition to his investment advisory services. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.

Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.

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.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves 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 offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.