ADVISOR BIO

Joseph Bowie is an investment advisor representative at Retirement Investment Advisors Inc. Joseph has over 30 years of experience in the financial services industry. Joseph is a Certified Financial Planner and is registered with the state of Oklahoma. Joseph has experience working with individual investors, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Joseph specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Joseph Kelley is a financial advisor with Edward Jones. Joseph has been in the financial industry since 2005. Joseph is registered as a Broker-Dealer and Investment Advisor in Oklahoma and Texas. Joseph has a Series 7, 63, and 66 license, and has passed the SIE exam.

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ADVISOR BIO

Josephine Adel Concannon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Josephine is a registered representative in Oklahoma and Texas, offering a variety of financial services, including investment management, financial planning, and portfolio management.

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ADVISOR BIO

Joshua Cain is a financial advisor who has been in the industry since 2018. Joshua is a Registered Representative and Investment Advisor Representative at Edward Jones. Joshua has a Series 7, Series 66, and SIE license. He has a Certified Financial Planner designation. Joshua holds registrations in Alabama, Arkansas, Florida, Missouri, Oklahoma, South Carolina, and Texas. Joshua is currently affiliated with the firm's Edmond, OK branch office.

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ADVISOR BIO

Joshua Jakubovitz is an investment advisor representative at Warburton Capital Management, LLC. Joshua has been in the industry since October 2021. Joshua holds the Series 65 license and is registered in Oklahoma. Joshua specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.

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ADVISOR BIO

Joshua Hart is a financial advisor with Morgan Stanley. Joshua has been in the financial services industry since September 13, 2003. Joshua has a Series 6, Series 7, and Series 63 license, as well as a Series 65 license. Joshua is registered with the state of Oklahoma. Joshua has experience working with high net worth individuals, corporations and other businesses, insurance companies, and state or municipal government entities.

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ADVISOR BIO

Joshua David Morris is an investment advisor representative with Edward Jones. Joshua is registered with the state of Oklahoma as both an investment advisor and a broker-dealer. Joshua has been in the financial industry since 2004. Joshua has a Series 7, Series 63, and Series 66 license. Joshua provides financial planning, portfolio management, and pension consulting services. Joshua's firm specializes in providing financial advice to individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Joshua Colley Wheeler is a financial advisor registered with Edward Jones. Joshua Colley Wheeler is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Kansas, Missouri, Nevada, Oklahoma, Texas, Utah, Virginia, and West Virginia. Joshua Colley Wheeler has been in the industry since May 13, 2021. Joshua Colley Wheeler offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Joshua Randolph is a financial advisor with over 25 years of experience in the industry. Joshua is currently registered with LPL Financial LLC in Oklahoma and Texas and has previously worked for Arvest Wealth Management and H.D. Vest Investment Services. Joshua is a Certified Financial Planner and a Chartered Financial Consultant. Joshua has expertise in a variety of financial planning services including retirement planning, college savings, and investment management. He is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Joshua Cole Pool is an investment advisor representative with Edelman Financial Engines. Joshua Pool is licensed to provide investment advisory services in Arizona, Oklahoma, and Texas. Joshua Pool holds the Series 65 license and the SIE exam. Joshua Cole Pool has been working as an investment advisor representative for over 2 years. The Edelman Financial Engines firm has over 448,243 clients and over $270 billion in assets under management. The firm provides investment advisory services such as financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors.

SPECIALIZATIONS