Randall J Merciez

Ronaldo Shirey Jr. is a financial advisor with Eagle Strategies (NY Life) based in Ft Gibson, OK, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Eagle Strategies since 2020 and has also worked with NyLife Securities LLC and New York Life Insurance Company since 2013 and 2012, respectively. He is the owner of Shirey Financial Group and a partner in an insurance brokering business. Eagle Strategies serves a diverse range of 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 multiple program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Renda Reese Davis is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at several firms including VOYA Financial Advisors and Securities America Advisors before joining OSAIC in 2024. Davis serves as a board member of the Oklahoma Law Enforcement Retirement System and is involved with the Tahlequah Stockyards as Secretary. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios featuring a range of investment types and offers both discretionary and non-discretionary account management.

Jeffrey Walker is a financial advisor with Edward Jones in Fort Gibson, OK. He holds the Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he worked in education at several public schools, including Cherokee Nation/Sequoyah High School and Porter Consolidated Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Laney is a CFP®-designated financial advisor with Edward Jones in Tahlequah, Oklahoma, where she has worked since 2013, totaling 12 years of industry experience. She holds a Series 66 license and is a 50% owner of a car wash business, The Wash Barns, located in Fort Gibson, Oklahoma, which is managed by her husband. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Lauren Fowler is a financial advisor with Edward Jones in Tahlequah, Oklahoma, holding a Series 66 license and eight years of industry experience. Prior to joining Edward Jones in 2018, she was an independent presenter for Younique LLC, a direct sales company, from 2015 to 2018. Fowler also serves as an instructor for continuing education on wills and will writing at Indian Capital Technology Center and is involved with cultural production activities with the Cherokee Nation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is noted for its large network of advisors and branches, as well as affiliated capabilities beyond advisory services.

Dylan Parish is a financial advisor at Edward Jones in Tahlequah, OK, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, Dylan worked in various roles including positions at a local bank and the Cherokee Nation. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.