Find a Financial Professional
in Oklahoma

Bryce Anderson

Financial Advisor

Intermountain Wealth Management

An Idaho Falls financial advisor that puts your best interests first.

Gregory Brinkman

President

Peak Financial

Gregory Brinkman is the President of GF Brinkman Financial, and has been a working member in financial advising for a decade-and-a-half. Gregory Brinkman attended college at the University of Oklahoma, majoring in Finance. A seasoned advisor, he is a certified Life Underwriter Training Council Fellow (LUTCF), and is affiliated with the National Association of Insurance and Financial Advisors (NAIFA). His passion for his work comes from a desire to make a real difference for men and women locally, providing individuals with good information for making the best decisions for their longterm goals and needs. A longtime citizen of Tulsa, Brinkman continues the annual tradition begun by his father of donating a hundred turkeys to a local faith-based homeless support charity.

Cassie Wilson

Financial Services Professional

Bluecrest Financial Alliances - Oklahoma

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Nick Mitchell

Financial Advisor

HBW Advisory Services

As an independent, fee-only, and licensed fiduciary Financial Advisor, we focus on providing clear, honest, and simple solutions to growing our clients' wealth. We are an official SmartVestor Pro - a Dave Ramsey program for vetted and trustworthy investing professionals that are committed to educating and empowering people striving for long-term wealth. Our independent status allows us to provide customized advice for our clients' specific situations without restricting their investment options. We refer to ourselves as a "Best Interest Advisor" because, as a licensed fiduciary financial planner, we are bound by law to act in your best interest. And with our fee-only services, we only bill for assets invested with us - no hidden account fees or additional cost to build financial plans. Our financial planning services also include freebies like 401(k) Plans, Estate Planning, Tax Coordination, and 529 Plans! You can find out more about Nick Mitchell and services at NickMitchellFinancialAdvisor.com

Robert Garcia

Financial Advisor

Prudential

When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.

Brandon Biles is a Senior Wealth Manager with HoganTaylor Wealth, the wealth management subsidiary of HoganTaylor LLP. He works in tandem with the wealth management team to develop & implement comprehensive financial plans that address the unique goals and circumstances of each client. He has experience planning in the areas of retirement, cash flow, income tax, insurance, and investments. Brandon is an Investment Adviser Representative of HoganTaylor Wealth and is a CERTIFIED FINANCIAL PLANNER™. He earned a Bachelor of Science degree in Finance from Oklahoma State University.

My journey as a financial advisor began after the passing of my father. It was in the moment of caring for my mother that we met with our family's financial advisor, and I discovered the importance of having a financial advocate to navigate through times of uncertainty. I was raised in Edmond, Okla...

Jesse is a family financial planner and founder of Arrow Investment Management. He helps everyday Americans reach their financial and lifestyle goals, and is passionate about helping others achieve financial freedom. Prior to starting Arrow Investment Management, he spent eight years in higher education as a university professor, and has a strong background as a researcher, teacher, and mentor. He develops and helps implement customized investment, estate, and financial solutions for all the families he works with. As a fiduciary, he takes his ethical obligations to work in the best interest of his clients very seriously. Jesse received his Ph.D from the University of Oklahoma in 2012, his M.S. from the University at Buffalo in 2008, and a B.A. from Binghamton University in 2005. He is a CFP® professional and also a lecturer at the University of Virginia in the Certified Financial Planning Certificate program.