My name is Josh Morris, and I began my career in Dallas as a CPA at Ernst & Young, one of the Big4 accounting firms, where I primarily served high net worth individuals and their closely help businesses. It was a great learning environment, but I knew that I never wanted to become a tax partner and wanted to move into the personal financial planning and wealth management space. Throughout my career, I've seen every level of the wealth management spectrum. I've been an advisor at multi-family and single family office, serving the wealthiest clients with net worths exceeding $1 billion and a small boutique RIA serving approximately 60 clients, who varied from those just starting out to business owners, professionals, and physicians that valued the advice that we could provide when financial decisions arose. Finally, I joined a fintech startup wanting to democratize financial planning, and I saw the challenges that can come with growth at scale without adequately setting up the operations to effective serve them in a way that they want. All of this experience and my desire to help meet clients where they are and serve them how they prefer to work with an advisor led me to create Ideal Financial Planning. Rather than trying to please the board, increase business valuations, or standardize planning to eek out more efficiency, I want to provide bespoke planning recommendation based on each client's situation to help them reach their ideal life, while not limiting services to a single wealth management offering based on how much money you have. I believe that clients do not have to be clients for life; if I can help someone get on the right track and they feel confident to manage it themselves afterward, that is great and a project or hourly approach might be more appropriate. For others, they may feel comfortable managing their investments for now and would rather like planning advice and an ongoing relationship when those financial decisions emerge, with pricing based on complexity. Finally, I offer holistic wealth management (planning plus investment management), with separate fees for each service to accurately reflect the value and complexity for those services. I grew up in Mustang, OK and attended Oklahoma Christian University majoring in accounting before starting my career in Dallas. I am married to my high school sweetheart, and we have two elementary age children and a 2-year old rescue dog. We moved back to Mustang, OK in 2022 and love it here!

Jordan Ball is a financial advisor at Ball Investments Corporation with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Heather & Company, Re/Max LLC, Ball Real Estate Corporation, Paycom Payroll LLC, True Sky Credit Union, and Simmons Bank. Ball Investments Corporation is a single-advisor independent registered investment adviser serving individual investors and small businesses with discretionary portfolio management focused on equities and options. The firm employs a value-oriented, event-driven investment approach with explicit buy and sell disciplines and utilizes derivatives and options strategies within client accounts.

Lawrence Ruzicka is a financial advisor with OFG Financial Services, Inc. in Yukon, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with OFG Financial Services since 2001. In addition to advisory services, he spends a small portion of his time selling health and life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis, employing primarily no-load mutual funds and a mix of listed securities, and manages accounts on a non-discretionary basis.

Melissa La Brue is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Avantax entities since 2013 and previously at Wymer Brownlee Tax and Financial Management. La Brue is also associated with Wymer Brownlee Tax and Financial Management in a marketing and operational capacity. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm uses model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee, and offers tax-intelligent overlays and centralized trading through designated custodians.

Alexander Reyes is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently an advisor at Creative Planning and has previously worked at Edelman Financial Engines, Edward Jones, and Merrill. Outside of finance, he has experience with Clean My Government and worked at the University of Central Oklahoma. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process emphasizing low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Margaret Avant is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Angelique Morton is a financial advisor with Edward Jones in Yukon, Oklahoma, holding a Series 66 designation and six years of industry experience. She worked at Devon Energy for five years before joining Edward Jones in 2019. Outside of her advisory role, she is involved with HTeaO, a tea business based in Oklahoma City. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Michael Fox is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2005. He holds a Series 66 license and is based in Silverthrone, Colorado. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Christopher Mc Gill is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Prior to that, he was involved with Tumbleweed, LLC for nine years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cooper Park is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Crimson Creek Golf Course and El Reno Municipal Pool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Jordan Fuerst is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 credential and has 14 years of industry experience. Prior to joining Raymond James, he worked at Edward Jones from 2012 to 2016. Fuerst is also the owner of Fuerst Financial, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.

Jonathan Holeman is a financial advisor with Edward Jones in Mustang, Oklahoma, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2014. 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, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and advisory services under a fiduciary standard.

Justin Tate is a financial advisor with Edward Jones in El Reno, Oklahoma, holding the Series 66 designation and bringing five years of industry experience. He has been with Edward Jones since 2020 and previously worked with Riverview Baptist Church and OKPreps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm operates a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Mumma is a financial advisor at LPL Financial with 37 years of industry experience. He previously worked at VOYA Financial Advisors for six years before joining LPL Financial in 2020. His credentials include Series 63 and Series 65 licenses. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Austin Graves is a CFP® and Series 66-registered financial advisor with Edward Jones, based in El Reno, OK. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Deirdre Barnes is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. Her career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial in 2021. She is also a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Cain is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Nellie Green, Waddell & Reed Inc., and various insurance carriers. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Rachel Earhart is a financial advisor with Edward Jones in Yukon, OK, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and was previously employed at FirstCash Inc from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Pamela Fuerst is a financial advisor with Raymond James Financial in Piedmont, Oklahoma, holding a Series 66 designation and one year of industry experience. She also operates Fuerst Financial LLC, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities, offering financial planning and non-discretionary investment consulting supported by firm research and outside managers.

Gregory Park is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds the Series 63 and Series 66 designations. Park served 35 years in the United States Army Reserves, retiring as a Lieutenant Colonel. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

Lance Cummings is a ChFC® and holds the Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Jeffrey Edwards is a financial advisor with LPL Financial based in Yukon, Oklahoma. He holds the Series 66 designation and has 11 years of industry experience, including prior roles at Edward Jones, J.P. Morgan Securities, Merrill, and Bank of America. Since 2024, he has also provided investment advisory services through Cornerstone Wealth Management, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment strategies, combining large-scale advisory operations with non-advisory product offerings.

Monica Park is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016. In addition to her advisory role, she serves as Board Clerk for the Maple School District Board of Education in Calumet, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds, trust services, and securities-based lending options.

Jamie Blakley is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including prior roles at HD Vest Insurance Agency and HD Vest Advisory Services. Blakley is also president of Successful Financial Strategies, Inc., where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Seth Park is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, he worked at Sterling Public Schools from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment strategies, maintaining a large nationwide network of financial advisors and branch offices.

Emile Rabito Jr. is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He holds a Series 63 license and is based in Oklahoma City, OK. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm utilizes a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Chad Park is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining affiliated capabilities including a trust company and proprietary mutual funds.

Nellie Green is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Her prior roles include positions at Waddell & Reed, INC. and various insurance carriers, as well as a brief tenure at DBNG, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

James Ford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He spent 24 years at Equitable Advisors and AXA Advisors before joining LPL Financial in 2024. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions, supported by an in-house research team and a large network of investment adviser representatives.

Thomas Avant is a financial advisor with Wells Fargo Clearing in El Reno, Oklahoma, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an investment approach grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Amanda Rosholt is a financial advisor with Edward Jones in El Reno, OK, holding a Series 66 designation and six years of industry experience. Prior to rejoining Edward Jones in 2023, she worked there from 2017 to 2023 and was involved with the Oklahoma Farming and Ranching Foundation and Oklahoma Farm Bureau from 2014 to 2017. Outside of her advisory role, she manages bookkeeping and accounting for a family farm LLC that raises cattle and holds farm and investment land. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions backed by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Kelly Atkinson is a financial advisor with Edward Jones in Mustang, Oklahoma, holding a ChFC® designation along with Series 63, 65, and 66 licenses. He has 16 years of industry experience, including nine years at Arvest Bank prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.