Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Havard Lyons

CFP®, CIMA®, CPWA®, ChFC®, CLU®

Private Wealth Advisor

Chief Executive Officer of RoseStone Wealth Advisors
Learn more about Havard Lyons Visit Havard Lyons's website

Wendell Whetstone

MBA, CFP®, CRPC, APMA

Private Wealth Advisor

Chief Financial Officer of RoseStone Wealth Advisors
Learn more about Wendell Whetstone Visit Wendell Whetstone's website

Douglas Lawrence

MBA, CRPC, APMA

Financial Advisor

Managing Partner of RoseStone Wealth Advisors
Learn more about Douglas Lawrence Visit Douglas Lawrence's website

Daniel Bickerstaff

CFP®, ChFC®, APMA

Financial Advisor

Learn more about Daniel Bickerstaff Visit Daniel Bickerstaff's website

Megan Feulner-Hauser

CFP®, BFA, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Megan Feulner-Hauser Visit Megan Feulner-Hauser's website

Zack Napier

MBA

Financial Advisor

Learn more about Zack Napier Visit Zack Napier's website

Will Street

CFP®, CRPC, AAMS, APMA

Financial Advisor

Learn more about Will Street Visit Will Street's website

Mike Sturm

APMA

Financial Advisor

Learn more about Mike Sturm Visit Mike Sturm's website

Christopher Steinsholt

MBA, CRPC, APMA, MPAS

Financial Advisor

Learn more about Christopher Steinsholt Visit Christopher Steinsholt's website

Chad Boisseau

CRPC, APMA

Financial Advisor

Learn more about Chad Boisseau Visit Chad Boisseau's website

WG Miller Jr

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about WG Miller Jr Visit WG Miller Jr's website

Reynaldo Pol

Financial Advisor

Investment Specialist
Learn more about Reynaldo Pol Visit Reynaldo Pol's website

Chad Hauser

CIMA®, CPWA®, ChFC®, APMA, CRPC

Associate Financial Advisor

Learn more about Chad Hauser Visit Chad Hauser's website

Sara Whetstone

Associate Financial Advisor

Financial Planning Specialist
Learn more about Sara Whetstone Visit Sara Whetstone's website

Craig Marcello

ChFC®, MBA

Financial Advisor

Business Development Director
Learn more about Craig Marcello Visit Craig Marcello's website

Sherricka Jones

MBA

Associate Financial Advisor

Learn more about Sherricka Jones Visit Sherricka Jones's website


Our team

Sandra Bransford

Sandra Bransford

Client Service Manager

Roles & Responsibilities

  • Tulsa Office
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Spencer Burden

Spencer Burden

Client Service Specialist

Roles & Responsibilities

  • Hattiesburg Office
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Carla Douglas

Carla Douglas

Client Service Coordinator

Roles & Responsibilities

  • Tulsa Office
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Katie Espinoza

Katie Espinoza

Administrative Assistant,

Client Concierge

Roles & Responsibilities

  • Shreveport Office
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Brett Howes

Brett Howes

Client Service Manager

Roles & Responsibilities

  • Shreveport Office
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Sara Jones

Sara Jones

Client Service Manager,

Executive Assistant

Roles & Responsibilities

  • Shreveport Office
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Stafford Lyons

Stafford Lyons

Office Manager

Roles & Responsibilities

  • Shreveport Office
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DeAnn McNeil

DeAnn McNeil

Client Service Manager

Roles & Responsibilities

  • Shreveport Office
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Deanna Metcalfe

Deanna Metcalfe

Office Manager,

Administrative Assistant

Roles & Responsibilities

  • Sandy Springs Office
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Evan Myers

Evan Myers

Client Service Specialist

Roles & Responsibilities

  • Shreveport Office
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Christy Pfeiffer

Christy Pfeiffer

Operations Director,

Chief Operating Officer of RoseStone Wealth Advisors

Roles & Responsibilities

  • Tulsa Office
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DeTina Quiett

DeTina Quiett

Administrative Assistant,

Client Concierge

Roles & Responsibilities

  • Tulsa Office
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De Snyder

De Snyder

Client Service Specialist

Roles & Responsibilities

  • Tulsa Office
  • Part-Time
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Kim Whetstone

Kim Whetstone

Client Service Specialist

Roles & Responsibilities

  • Shreveport Office
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