Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Caleb Dickenson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Edmond, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Caleb Dickenson - Thrivent

My journey to becoming a CERTIFIED FINANCIAL PLANNER™ professional began over three decades ago, a testament to my long-standing commitment to helping people like you make the most of their financial lives. Before this, I honed my skills as a lawyer with a prestigious Florida law firm and as a CPA with one of the world's top public accounting firms.... Read More about Brian Puckett - Edelman Financial Engines

I began my career as an investment banking bond analyst for Dow Jones/Bridge Financial. Later, I joined TD Waterhouse in Oklahoma City as a Senior Investment Consultant and Retirement Specialist, helping clients with financial and retirement planning. In 2006, I partnered with Brian Puckett to create the Align team: a client-first, team-oriented service strategy. I’m a proud Oklahoman and have... Read More about Dennis Packard - Edelman Financial Engines

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Gary Chitwood

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in north Oklahoma City is here for you, serving all of the Oklahoma City metropolitan area, including Edmond, Yukon, Piedmont, Moore and Norman. Whether you’re accumulating wealth, transitioning into... Read More about Edelman Financial Engines

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Pinnacle Financial Advisors - Thrivent is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Oklahoma City, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent,... Read More about Pinnacle Financial Advisors - Thrivent

Access to a wealth of knowledge and solutions.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Scott Schaefer is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Edmond, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Scott Schaefer - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Michael Stecker is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Choctaw, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Michael Stecker - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Preston Schaefer is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Edmond, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Preston Schaefer - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Daryl Osmus is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Edmond, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Daryl Osmus - Thrivent

I enjoy both the harder science of investing and financial planning and the “softer” side of money – understanding and honoring how and why my clients make financial decisions. In my free time, I’m usually with my wife, Kendall, and our two dogs, Maple and Walnut. You’ll find us reading, watching baseball or visiting the national parks. EFE may request... Read More about Kevin Brown - Edelman Financial Engines

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Ethan Hulme is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Edmond, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Ethan Hulme - Thrivent

We’re proud to serve individuals and families across the greater Oklahoma City area and beyond with comprehensive wealth management custom-tailored to your unique financial goals. Whether you’re planning for retirement, managing your estate, ensuring financial security for your family, or navigating a major life transition, our team combines local expertise with the strength of a national firm to guide your... Read More about Mercer Advisors - Oklahoma City

Using a team approach, we help you make the most of the one life you have by using wealth management techniques designed to help achieve your financial goals through risk-averse investing. Quite simply, we don't want to expose your wealth to any more risk than is absolutely necessary to achieve your goals.

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Brant Kirk

Alex Frank joined First Command Financial Services as a Financial Advisor in January 2022, following a 13-year career in the United States Air Force, where he attained the rank of Technical Sergeant. Alex understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.... Read More about First Command Financial Advisor - Alexander Frank

Dylan Ball joined First Command Financial Services as a Financial Advisor in July 2021, following an 8-year career in the United States Marine Corps Reserve and the Air National Guard, where he attained the rank of Staff Sergeant. Dylan understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families... Read More about First Command Financial Advisor - Dylan Ball

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jerry Bolster

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Mitch Butler

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jeff Wallace, ChFC®|RICP®|CLF®

Matthew Bowman joined First Command Financial Services as a Financial Advisor in May 2015, following a 6-year career in the United States Army, where he attained the rank of Captain. Matthew understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Matthew has... Read More about First Command District Advisor - Matthew Bowman, ChFC®|MBA|CFP®

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Oklahoma City is here for you, serving the areas of Oklahoma City, Tulsa and North Texas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your... Read More about Edelman Financial Engines

Christian Yates joined First Command Financial Services as a Financial Advisor in July 2026. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. Christian holds Series 7 and 66 securities licenses plus life and health insurance licenses in Oklahoma and Texas. Understanding that the biggest obstacle to financial... Read More about First Command Financial Advisor - Christian Yates, CMFA™