Glenda Lyn Long

Chase Anderson is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at MidFirst Bank for four years. West Oak Wealth provides investment management, financial planning, and retirement plan consulting to individual clients and employer-sponsored plans. The firm uses a modern portfolio theory approach with mutual funds, ETFs, and passive strategies, managing accounts on a discretionary basis.

Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.

Cameron Page is a financial advisor with Empower Advisory Group holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Mass Mutual, Equitable Advisors, Cetera Investment Services, and Edward Jones. Outside of finance, he operated Cameron's Lawn Service for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated planning and managed account solutions tied to Empower’s recordkeeping and administrative platforms.

Ashlyn Pugh is a financial advisor with Edward Jones in Weatherford, Oklahoma, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked at Comark Equity Alliance and Consolidated Grain and Barge. Outside of her advisory role, she is involved with Pugh Fence & Welding, LLC, assisting with administrative responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Thad Wolgamott is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he serves on the Board of the Stafford Air & Space Museum Foundation and oversees operations at Stafford Flight Center, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, offering a range of advisory programs and investment options with over $1 trillion in assets under management.

William Looney is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His career includes positions at Wells Fargo Advisors and Concurrent Advisors. He is also an independent contractor financial advisor at Redrock Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.