Joshua Pool

Robert Sutton is a financial advisor at Parsonex Advisory Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parsonex since 2012. Outside of his advisory role, Sutton is involved in consulting for living trusts and owns Robert Sutton Financial Services, LLC. Parsonex Advisory Services is an SEC-registered investment adviser that serves individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, utilizing third-party advisers and sub-advisors to provide discretionary managed accounts with ongoing monitoring and annual reviews.

Nicholas Slavin is a financial advisor at Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation with two years of industry experience. He is dually employed by Arvest Bank, splitting his time between the bank and the wealth management division. 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, serving a broad client base with a combination of discretionary and non-discretionary asset management.

Stacy Brown is a financial advisor at Raymond James Financial Services Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and is the owner and CEO of both S. R. Brown LLC and CastleRock Financial Advisors. Brown also worked with the Collinsville Police Department from 2019 to 2023 and serves as an insurance agent for Midland Insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations, with a notable emphasis on non-discretionary advisory services.

Brian Connally is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 66 licenses, and has 29 years of industry experience. His background includes ownership and management roles in tax preparation and accounting firms as well as involvement in oil and gas exploration and agriculture through Snow Creek Energy, Inc. and Snow Creek Ranch, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Darrell Surface Jr. is a CFP® professional with 24 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing rental properties in Tulsa, Oklahoma. Edward Jones is a full-service wealth management firm with over 23,700 advisors and $1.01 trillion in assets under management. The firm serves individual and institutional clients with a range of discretionary and non-discretionary investment strategies and offers affiliated capabilities such as a trust company and proprietary mutual funds.

Kent Jensen is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Optavia from 2017 to 2020. Jensen also serves as a pastor at Oologah Assembly of God, a role he has held since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.