Kindsey Brooke Ely

Robert Norris is a financial advisor with Royal Fund Management, LLC in Pryor, OK, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Royal Fund Management since 2013 and also owns Norris Financial Services, LLC, where he sells insurance products. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis and provides specialized services such as access to select non-traded REITs and an options-writing overlay.

Wesley Cyrus is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked with Union Financial and multiple Principal affiliates since 2020, as well as MWA Financial Services and Modern Woodmen Of America earlier in his career. Outside of his advisory role, he serves as a college basketball official, participates on the board of an organization providing respite care for parents with disabled children, and chairs the advisory council of his local church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Nicholas Harris is a financial advisor with Edward Jones in Pryor, Oklahoma, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Harris serves as president of Senior Citizens Committee, Inc., which manages property for low-income seniors, and holds various board and membership positions in community and service organizations including the Lions Club International, Rotary Club, and Optimist International. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices. The firm offers multiple managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caitlin Baney is a financial advisor with Edward Jones in Pryor, Oklahoma, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously was affiliated with Oklahoma State University for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard across its advisory services.

Whitney Gum is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at United Planners' Financial Services of America and KPMG LLP. Outside of advisory work, she is involved with ENJ Financial LLC, a tax firm, and Hummel Water Well Services, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various investment platforms and both proprietary and third-party strategies.

Joshua Lee is a financial advisor at Edward Jones with one year of industry experience. He holds Series 65 and Series 66 designations. Prior to joining Edward Jones, he was involved with Resilience Training and Excellent Exterior, among other roles. 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. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.