Mandy Winefeldt is a Series 66-licensed financial advisor with Arvest Wealth Management, where she has worked since 2018. She has a total of eight years of experience within the Arvest organization, including eight years at Arvest Bank prior to joining the wealth management team. Arvest Wealth Management provides investment advisory and financial planning services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, with a large team of advisors supporting a range of discretionary and non-discretionary asset management strategies.

Jennifer Thieman is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Immanuel Lutheran School for 15 years before joining Thrivent in 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and offering planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations across various financial topics and enables clients to combine planning with managed-account programs under a consolidated billing option.