Randall Merciez

Ronaldo Shirey Jr. is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has 12 years of industry experience and has been associated with New York Life Insurance Company and its affiliated entities since 2012. Outside of his advisory role, he is the owner of Shirey Financial Group, a financial services business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of advisers and emphasizes client-directed solutions using third-party managers and model portfolios.

Renda Reese Davis is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors and VOYA Financial Advisors. She serves as a board member of the Oklahoma Law Enforcement Retirement System and is secretary of the Tahlequah Stockyards. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment strategies and platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

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 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Lululemon Athletica, Younique LLC, and Ivivva. Outside of financial advising, Fowler maintains a private blog focused on beauty, health, fitness, and nature-based tips, and she serves as an instructor on wills and will writing at Indian Capital Technology Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jackson Williams is a Series 66-licensed financial advisor with Edward Jones in Tahlequah, Oklahoma. He has one year of experience in the industry and previously worked in supply and drilling sectors before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive advisory programs, offering both discretionary and non-discretionary investment strategies, and managing approximately $1.01 trillion in assets through a large national network of financial advisors and branches.