Taylor Page Howard

Jeffrey Mcloud is the sole advisor at McCloud Advisory Services LLC in Ada, Oklahoma, holding a Series 66 designation with 15 years of industry experience. His career includes roles at Securities America Advisors and multiple McCloud-affiliated firms. In addition to advisory work, he is an insurance agent offering insurance products to clients. McCloud Advisory Services primarily refers clients to third-party investment managers and provides educational newsletters and public workshops for individual and business clients. The firm does not directly manage portfolios but supports client education through its newsletters and workshops.

Phillip Hart is a ChFC® with 43 years of industry experience, currently serving at First Command Advisory Services in Ada, OK. His prior work includes roles at Empower Brokerage and various entities within First Command since 2016. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporations, and charitable clients, with a notable emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Russell Allen is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Vision Investment Services. Outside of his advisory role, he is involved in managing retail and real estate businesses in Ada, Oklahoma, and Angel Fire, New Mexico. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations through a centralized consulting team.

Cheryl Ross is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 10 years of industry experience. She previously worked with Raymond James Financial Services and Vision Bank. Ross is also employed by 836 Investments, the DBA name of her practice. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brooke Tidwell is a financial advisor with Edward Jones in Ada, Oklahoma, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Brooke worked for The Chickasaw Nation for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of advisors and branches.

Trent Tidwell is a financial advisor with Edward Jones in Ada, Oklahoma, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones since 2015. Outside of advisory services, he maintains a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.