Jeremy Roberts

Dirk Palmer is a financial advisor at Private Client Advisor Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Private Client Advisor Group since 2024. Palmer also manages a public accounting firm and owns a cattle ranch, both non-investment related businesses. Private Client Advisor Group, LLC is an SEC-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm manages broadly diversified portfolios using fundamental security analysis and market cycle insights, providing discretionary portfolio management and project-based financial planning through a small team of five advisors.

Ashley Lirette is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, she worked for nine years at First Family Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Stutsman is a financial advisor with Merrill in Morris, Oklahoma, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Merrill since 1978 and has been affiliated with Bank of America, N.A. since 2016. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm utilizes multiple program strategies and manager-constructed approaches, supported by oversight from its CIO, and maintains close integration with Bank of America affiliates to provide a broad range of financial services.

Emily Oldham is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, she was involved in small business and farming ventures, including co-owning O-Bar Farms. She is also active in her community, serving on the Okmulgee County Fair committee and the Okmulgee Main Street Economic Vitality Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

James Allred Jr. is a financial advisor at Edward Jones in Okmulgee, Oklahoma, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to this, he worked with the Muscogee (Creek) Nation and Landes Engineering. Outside of his advisory role, he serves as Vice-President of Morris Public Schools and owns cattle and trucking businesses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, operates under a fiduciary standard, and supports its services with a large national network of financial advisors and branch offices.