James Kautz

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.

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.

Austin Mason is a financial advisor with Edward Jones in Prague, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

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.

Leah Willis is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones in Harrah, Oklahoma. She has six years of industry experience, including prior roles at Senegence International Inc and Devon Energy Company. Willis was previously involved as a distributor with Senegence International, a cosmetic distributorship. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.