Melvin Thee III

William Craig is a financial advisor with Sowell Management, holding a Series 65 credential and beginning his advisory career in 2025. Prior to entering the financial industry, he held positions in various companies including Solar Pros and Vivint. He is also involved in insurance sales through Family First Life. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates an independent contractor model, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms to implement investment strategies.

Larry Gill is a financial advisor at Sowell Management with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Private Advisor Group, Clinton Wealth Management, and Cambridge Investment Research. Outside of advising, he serves as a board member for Shawnee Tubing Real Estate, a non-public entity, and has experience providing expert witness testimony related to fixed income annuities. Sowell Management offers investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm supports its independent contractor advisors with portfolio management, financial planning, and ancillary business services, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms.

Thomas Fry is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at Eagle Strategies since 2008 and New York Life Insurance Company and Nylife Securities since 2000. Outside of his advisory work, Fry teaches NRA-certified courses on hunting and shooting and volunteers as a hunt guide with the Oklahoma Youth Hunting & Shooting Program. He also serves as a board member of Leaders Achieving Excellence and is involved in disaster relief efforts through the Choctaw Church of Christ. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.

Christopher Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Austin Mason is a financial advisor with Edward Jones in Prague, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

James Kautz is a financial advisor with LPL Financial in Shawnee, Oklahoma, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. Outside of his advisory role, he is involved in non-variable fixed insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.