Brian Geist

William Craig is a financial advisor with Sowell Management, holding a Series 65 credential and beginning his advisory career in 2025. Prior to entering the financial industry, he held positions in various companies including Solar Pros and Vivint. He is also involved in insurance sales through Family First Life. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates an independent contractor model, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms to implement investment strategies.

Larry Gill is a financial advisor at Sowell Management with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Private Advisor Group, Clinton Wealth Management, and Cambridge Investment Research. Outside of advising, he serves as a board member for Shawnee Tubing Real Estate, a non-public entity, and has experience providing expert witness testimony related to fixed income annuities. Sowell Management offers investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm supports its independent contractor advisors with portfolio management, financial planning, and ancillary business services, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms.

Bryan Johnson is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly three decades. Outside of his advisory role, he owns Rocky Mountain Solutions, LLC, a company providing insurance and financial services as well as private investigations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.

Christopher Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

James Kautz is a financial advisor with LPL Financial in Shawnee, Oklahoma, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. Outside of his advisory role, he is involved in non-variable fixed insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Mitchell Enos is a Series 66-registered financial advisor with Edward Jones in Seminole, Oklahoma, and has 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Enos serves as an adjunct instructor and subject matter expert in finance at Seminole State College, where he teaches courses and contributes to curriculum development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a nationwide network of approximately 23,701 financial advisors and reported $1.01 trillion in assets under management.