Wealth Oklahoma

Susan Mcdonald is a CFA® charterholder with 15 years of industry experience. She is currently with Wealth Oklahoma and has worked at Stolper Asset Management since 2010. Outside of finance, she owns Perceval Books LLC, an online reselling business specializing in pre-owned clothing and goods. Wealth Oklahoma provides discretionary portfolio management to individual and high-net-worth clients, as well as trusts, estates, foundations, and corporate entities. The firm uses a fundamental securities analysis approach and active management across multiple strategies, delivering advisory services exclusively through asset-based wrap programs.

Allison Stolper is a financial advisor at Wealth Oklahoma in Tulsa, OK, holding a Series 66 designation and beginning her advisory career in 2025. She has prior experience with BOK Financial and Raymond James Financial Services Inc. Allison is participating in the Advisor Mastery Program to develop skills in client onboarding, business development, investment solutions, and retirement planning. Wealth Oklahoma provides discretionary portfolio management to individuals, high-net-worth clients, and various institutional entities through asset-based wrap programs. The firm employs active management and fundamental securities analysis across multiple strategies, managing accounts on a discretionary basis with a sole wrap-fee delivery model under a sub-advisory arrangement with Raymond James.

Saletha Fuller is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Wealth Oklahoma. Her career includes prior roles at Raymond James Financial Services and Investacorp Advisory Services, among others. Wealth Oklahoma provides discretionary portfolio management to individual and high-net-worth clients, as well as trusts, estates, foundations, and corporate entities. The firm employs an active management approach based on fundamental securities analysis across multiple strategies and delivers all services through asset-based wrap programs.

Jon Stolper is a financial advisor with Wealth Oklahoma, holding Series 63, 65, and 66 licenses and over 41 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 1999 and founded Stolper Asset Management in 2004, which transitioned to Wealth Oklahoma in 2025. Outside of his advisory role, Stolper serves on investment committees for Holland Hall School and the Temple Israel Foundation, where he is also president, and participates as a partner in the 201 Joint Venture Investment Club. Wealth Oklahoma provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, foundations, and corporate entities through asset-based wrap programs. The firm employs fundamental securities analysis and active management across multiple strategies, managing accounts on a discretionary basis with both long- and short-term trading.