Joseph Combest is a CFP® with 33 years of experience in the financial industry. He is currently with Second Line Capital, LLC and has previously worked at Capstone Triton Financial Group LLC, Hbwadvisory Services LLC, and LPL Financial, LLC. Outside of his advisory work, he is the owner and manager of Combest Land and Cattle Company, LLC. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary model portfolios and independent managers, and provides both discretionary and non-discretionary investment management across various asset types.

Kyle Combest is a financial advisor at Second Line Capital, LLC with a Series 65 designation and over four years of experience in the financial services industry. His prior roles include positions at Chickasaw Community Bank, Liberty National Bank, and MidFirst Bank. He is also involved with Combest Financial Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Eric Davis is a financial advisor at Thurston Springer Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Phillips Capital Advisors, Inc. and T. S. Phillips Investments, Inc. from 2003 to 2024. Outside of his advisory role, Davis serves as the President of the Duncan Public Schools Board and leads the Stephens County Christmas Dinner Committee. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using discretionary and non-discretionary approaches across a range of asset classes.

Kevin Womack is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience, including time at Securities America, Inc. Outside of his advisory role, he assists his brother’s cable installation business as a contract technician. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base through a representative-driven model, offering managed accounts, financial planning, retirement consulting, and access to a broad range of investment strategies and platforms.

Robert Armstrong is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Arbor Point Advisors and Securities America Inc. Armstrong serves as mayor of Duncan, Oklahoma, and is a board member of the local Schools Foundation and Chamber of Commerce. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Terrin Liles is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. He serves in Duncan, Oklahoma, and participates as a Steering Committee Assistant for Leadership Duncan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Kristen Arrington is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelsey Avants is a financial advisor with Edward Jones in Duncan, Oklahoma, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Avants has been with Edward Jones since 1999. Outside of advising, Avants is involved in family farming operations in Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard. The firm is noted for its large retail advisor network and comprehensive capabilities beyond advisory services.

Tanner Cline is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He serves as the President of the Chisholm Trail Heritage Center board and has been involved with the organization since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Elvin Bailey Jr. is a CFP® professional with 13 years of industry experience and has been with Edward Jones since 2012. He holds the Series 66 designation and serves as a board member for Marlow Senior Citizens, Inc. Outside of his advisory role, he owns and manages a residential rental property business. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with comprehensive investment advisory programs and affiliated financial services.

Connor Bo Winters is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at multiple firms including Cetera Wealth Services, YS Asset Management, and Black and Veatch, where he also serves as a fire protection engineer. Winters combines his engineering background with his financial services role. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party solutions.

Dustin Stanton is a financial advisor with Morgan Stanley in Duncan, Oklahoma, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, Stanton operates a sole proprietorship unrelated to investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both advisory and brokerage services.

Yancy Spivey is a financial advisor with Cetera who holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at First Financial Equity Corporation, Wells Fargo Advisors, and Edward Jones. Outside of advising, he serves as treasurer of the Simmons Center Wellness Center board and is a managing member of businesses involved in aircraft ownership and vehicle service contracting, among other activities. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts with model portfolios and third-party managed options.

Larry Graham Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 20 years before joining Ameriprise in 2019. Graham serves on the board of the Duncan Lions Club and holds mineral rights that generate occasional royalty income. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to deliver tailored, written recommendations.

William Benson is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Arvest Wealth Management and Western Land Services. Benson is also the manager and owner of Benson Asset Management LLC and is involved in other financial services activities, including acting as a financial advisor at YS Asset Management LLC and FFEC Wealth Partners, as well as working as an insurance agent for fixed insurance products. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

James Dunlap is a financial advisor at Edward Jones in Duncan, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he has been involved with Moore Pipeline Services since 2016. 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 strategies, supported by a large nationwide network of advisors and branches.

Jarrett Sparks is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for ten years at Central High Public Schools. He occasionally serves as a substitute bus driver in Marlow, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a large nationwide network of advisors and branch offices.

Brittany Maxwell is a financial advisor at Edward Jones with 11 years of experience. She holds the Series 66 designation and has been with Edward Jones since 2015. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Calfy is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Edward Jones Investments, Wells Fargo Advisors, First Financial Equity Corporation, and Cetera Wealth Services. Outside of advising, she serves as a managing member of a local brewery and is a board member of the Walters/Cotton County E911 Board and the Temple Area Food Bank. She also coaches high school softball in Temple, Oklahoma. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm utilizes a combination of advisor-managed accounts, model portfolios, and third-party managed solutions to meet diverse client needs.

Joshua Albert is a financial advisor at Edward Jones with eight years of industry experience. He has held roles at several firms, including General Nutrition, First United Bank, Gaddis & Gaddis, and Belmont Management Company. Outside of his advisory work, Albert is involved in managing rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Joel Wilkinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Cetera, First Financial Equity Corporation, and Raymond James Financial. He is also the owner of tax preparation and accounting firms, including J. Kent Wilkinson, CPA, and Stan's Legend Tax & Accounting LLC, and is involved in a mineral extraction sales business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, 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.