Lewis Spencer Schwartz

Corey Green is a financial advisor with Eagle Strategies (NY Life) in Broken Bow, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes long-term roles at New York Life and Wayne L. Warren. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across various program types and manages a majority of its assets on a non-discretionary basis.

Samuel Mc Daniel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Diversey for three years. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jahni Bachman is a financial advisor with Edward Jones in Broken Bow, Oklahoma, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Bachman worked in various roles for multiple municipalities and maintained a legal practice focused on representing abused and neglected children in Department of Human Services cases. This legal work is recognized as community service and involves a reduced caseload. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Cheyenne Williams is a financial advisor at Edward Jones in Idabel, OK, holding a Series 66 designation with four years at Edward Jones and prior experience at First Bank and USDA Rural Development. She also spent time at Oklahoma State University early in her career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Rachael Schwartz is a Series 66 licensed financial advisor with Edward Jones in Idabel, Oklahoma. She has one year of industry experience and previously worked briefly with CGP Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.