Brandon Johnson is a financial advisor with LexAurum Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked at LexAurum since 2018 and previously held roles at Summit Financial Group, VSR Advisory Services, and other firms. Outside of his advisory work, he is a partner in Strengthening Oklahoma LLC, a consulting and marketing business focused on NIL deals for college athletes. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs a diversified, asset-allocation investment approach using low-cost ETFs and other securities, offering both discretionary and non-discretionary engagement options along with a sub-advisory program for other advisory firms.

Jared Bross is a financial advisor at Simplicity Wealth in Guthrie, OK, holding a Series 65 designation with one year of experience. His prior work includes roles at Bross Capital Management and West Side Travel Stop, among others. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering a model-driven, fund-of-funds investment approach that incorporates ETFs, mutual funds, and select individual securities. The firm also provides technology and operations services, including a Managed Account Program and a customizable asset management software platform.

Brandy Pearce is a financial advisor at Edward Jones in Guthrie, OK, holding a Series 66 designation with 20 years of industry experience. Her prior experience includes roles at United Planners Financial Services, Kendred Wealth, IDS Life Insurance Company, and Ameriprise Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and 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.

Brian Jenkins is a financial advisor with Edward Jones in Guthrie, Oklahoma, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns Jenkins Investment Assets, a property management business in Sand Springs, Oklahoma. 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 through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jessica Riggin is a financial advisor at Edward Jones in Guthrie, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for Legacy Senior Living as a consultant dietitian and spent 15 years with the Oklahoma State University Extension Service. In her role at Legacy Senior Living, she reviewed menus for state compliance and trained employees on food safety. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and manages a large nationwide network of financial advisors and branch offices.

Brent Peck is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 license. He has 23 years of industry experience, including roles at Nettworth Financial Group and FSC Securities Corporation. Outside of his advisory work, he owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

Traci Miller is a financial advisor with Morgan Stanley in Guthrie, OK, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she provides color commentary for the University of Texas at El Paso basketball team. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and market models.

Timothy Mills is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities, Arvest Wealth Management, and FSC Securities. Outside of his advisory work, he owns and operates Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.

Troy Thomas is a financial advisor with Edward Jones in Guthrie, OK, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Howard Technology Solutions and Apollo Group/University of Phoenix. Troy owns rental property in Edmond, OK. 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 variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Thomas Qualls is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021. Prior to his advisory role, Qualls spent time with Love's Country Stores and has a background that includes work at the University of Oklahoma and Oklahoma Christian School. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering clients multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Jody Cinnamon is a financial advisor with Wells Fargo Clearing in Guthrie, OK, holding a Series 66 designation and six years of industry experience. Before joining Wells Fargo Clearing in 2019, Jody worked at Edward Jones, Northwestern Mutual, Keller Williams Realty, SVN International, and Barnard Commercial Real Estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.