William Yousey

Randall Merciez is a financial advisor with Edward Jones in Tahlequah, OK, holding CFP®, ChFC®, and Series 66 credentials and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a nationwide network of more than 23,700 financial advisors.

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.

Michael Dobbins is a financial advisor with Ameriprise in Tahlequah, OK, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2018 and previously spent six years with Investment Professionals Inc. Outside of advising, Dobbins serves as president and director of Bank of Cherokee County and teaches business classes as an adjunct faculty member at Northeastern State University. He is also involved with the Rotary Club of Tahlequah/Cherokee County and participates on the finance committee of Crescent Valley Baptist Church. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Matthew Chapman is a financial advisor at Edward Jones in Tahlequah, OK, holding the CFP® designation with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.