Chase Anderson is a financial advisor at West Oak Wealth with a Series 65 credential and one year of industry experience. Prior to joining West Oak Wealth, he worked at MidFirst Bank for four years. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm operates as a fee-only fiduciary using a largely passive investment approach based on modern portfolio theory, offering discretionary management and retirement plan consulting.

Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.

Cameron Page is a financial advisor with Empower Advisory Group holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Mass Mutual, Equitable Advisors, Cetera Investment Services, and Edward Jones. Outside of finance, he operated Cameron's Lawn Service for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated planning and managed account solutions tied to Empower’s recordkeeping and administrative platforms.

Ashlyn Pugh is a financial advisor with Edward Jones in Weatherford, Oklahoma, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked at Comark Equity Alliance and Consolidated Grain and Barge. Outside of her advisory role, she is involved with Pugh Fence & Welding, LLC, assisting with administrative responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Thad Wolgamott is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he serves on the Board of the Stafford Air & Space Museum Foundation and oversees operations at Stafford Flight Center, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, offering a range of advisory programs and investment options with over $1 trillion in assets under management.

Glenda Long is a CFP® with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. Prior to this, she worked at National Planning Corp for 17 years and has operated her own firm, Glenda Eichelberger, Inc., since 1979. In addition to her advisory role, she serves as president of an accounting firm and an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches.

William Looney is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is an independent contractor for Redrock Wealth Advisors in Edmond, Oklahoma. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive emphasis on advisory and implementation-support services.

Derik Sullivan is a financial advisor with Osaic Wealth, Inc. based in Weatherford, Oklahoma. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior firms include Voya Financial Advisors, Cetera Advisor Networks, and Securities America Advisors. He also offers life and health insurance products as part of his services when appropriate for clients' financial plans. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and provides access to a wide range of investment products and custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Brian Baker is a CFP®-certified financial advisor with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. His prior roles include positions at Wells Fargo Advisors and Concurrent Advisors. Outside of his advisory work, he is an author and has published a book available to clients and on Amazon. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers tailored financial planning and investment consulting, with a focus on non-discretionary advisory services supported by firm research and a broad affiliate network.

Katelin Bartmann is a financial advisor with Edward Jones in Weatherford, Oklahoma, holding a Series 66 credential and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Bartmann serves as president of the Weatherford Regional Hospital Foundation Board. 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, managed solution, and investment services through a large network of financial advisors nationwide.

David Jackson is a financial advisor with Edward Jones in Weatherford, OK, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of advising, he works as a sales consultant for Vivint Solar, providing in-home consultations on solar systems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.