Monica Jo Park

Margaret Avant is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

William Looney is a CFP® professional with 20 years of industry experience, currently serving with Raymond James Financial Services Advisors, Inc. He has held roles at notable firms including Wells Fargo Clearing, Morgan Stanley, and Investment Professionals, Inc. In addition to his advisory work, Looney operates as an Independent Contractor financial advisor with Redrock Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical and modeling tools, and is distinguished by its municipal advisory affiliations and specialized retirement plan consulting programs.

Justin Tate is a financial advisor at Edward Jones in El Reno, OK, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he was involved with Riverview Baptist Church from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large national network of financial advisors and branch offices.

Austin Graves is a CFP® and Series 66-registered financial advisor with Edward Jones, based in El Reno, OK. He has 11 years of industry experience 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. The firm manages approximately $1.01 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.

Brian Baker is a CFP® with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Outside of advising, he is an author, distributing a financial book to clients and prospects. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a municipal advisor affiliation.

Thomas Avant is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with A. G. Edwards & Sons, Inc. Avant has a 100% ownership interest in a rental property in El Reno, Oklahoma. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting through a combination of brokerage and advisory solutions.