Joseph Fulton

David Frost is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with Arvest Wealth Management since 2015. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

John Johnson is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Infinex Investments, Inc. since 2020 and previously at LPL Financial and Armstrong Bank from 2009 to 2020. Johnson serves as secretary on the board of Gospel Rescue Mission, a Christian shelter assisting the homeless. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements and a broad range of financial solutions. The firm’s approach combines fundamental and technical analysis, third-party due diligence, and a notable emphasis on non-discretionary asset management.

Ronaldo Shirey Jr. is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has 12 years of industry experience and has been associated with New York Life Insurance Company and its affiliated entities since 2012. Outside of his advisory role, he is the owner of Shirey Financial Group, a financial services business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of advisers and emphasizes client-directed solutions using third-party managers and model portfolios.

Christine Archer is a financial advisor with LPL Financial in Muskogee, Oklahoma, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at LPL Financial since 2010 and concurrently at First National Bank of Muskogee since 2004. Outside of her advisory role, she is also a licensed real estate sales associate with the GRI designation. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.

Randall Merciez is a financial advisor with Edward Jones in Tahlequah, OK, holding CFP®, ChFC®, and Series 66 credentials and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a nationwide network of more than 23,700 financial advisors.

Renda Reese Davis is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors and VOYA Financial Advisors. She serves as a board member of the Oklahoma Law Enforcement Retirement System and is secretary of the Tahlequah Stockyards. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment strategies and platforms, supporting thousands of advisors and managing approximately $200 billion in assets.