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!

Angela O'Keefe is a financial advisor with A-Team Financial Investments in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Estate Planning Designs, Info Access, Inc., Purshe Kaplan Sterling Investments, and Access Financial Group, Inc. Ms. O'Keefe is also a licensed insurance agent authorized to sell life, long-term care, health insurance, and fixed annuities. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profits, offering fee-based discretionary portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to implement both long- and short-term strategies across various instruments, and it provides retirement account advice under a fiduciary standard.

Danita Rose is a financial advisor with A-Team Financial Investments in Oklahoma City, holding a Series 65 designation and three years of industry experience. Prior to joining A-Team Financial Investments, she worked at Oklahoma City Community College and Advantage Bank. She also teaches several online classes annually at Southern Nazarene University and is a member of DAR Consulting, LLC, both activities unrelated to investment advising. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profit entities, offering fee-based discretionary portfolio management and investment advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis across a broad range of investment instruments and serves a high client load relative to its advisor headcount.

Carrie Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C. in Oklahoma City, holding a Series 65 credential and 19 years of industry experience. She has worked at several firms including Investment Strategies, LLC and Impact Partnership Wealth, LLC. Outside of her advisory role, she owns and manages Bertrand Longhorn & Equestrian, L.L.C., a ranch management business. Bertrand Investment Strategies provides advisory services to individuals, trusts, and estates by recommending third-party managers based on client goals and risk tolerance. The firm does not directly manage client assets but oversees third-party managers through ongoing reviews and performance monitoring.

Harry Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C., holding Series 65 and Series 66 credentials and with 18 years of industry experience. He has been involved in investment and retirement-related firms since 1998 and co-founded Bertrand Retirement Solutions, where he also serves as CEO and insurance agent. Outside of finance, he is a member of Get-E-Up, L.L.C., a feed store, and proprietor of Blanchard Farmstay, L.L.C., a bed and breakfast. Bertrand Investment Strategies provides advisory services to individuals, trusts, and estates by evaluating clients’ financial situations and recommending third-party managers. The firm operates on a referral and supervisory model without direct asset management, conducting ongoing performance monitoring and quarterly reviews.

Craig Blake is a financial advisor with Level Four Advisory Services in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Level Four Financial and LPL Financial and is also involved in tax preparation and accounting through Blake & Statham CPAs, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

Sandra Hegeman is a financial advisor at Strategic Financial Concepts, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked with Strategic Financial Concepts since 2016, alongside associations with LPL Financial and National Financial Alliance. Hegeman serves as a for-profit board member of First Liberty Bank. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, integrating financial planning with investment management.

Reno Reser is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at IFP Securities, LLC and Cetera Advisors, as well as running his own business entities such as Capital Works Mortgage and Tactical Financial Solutions. Outside of financial advising, he is involved in non-investment ventures including salon ownership through Phenix Investment Group LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Kelly Webster is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Waddell & Reed, Inc., various insurance carriers, and operating her own business, Kelly Webster, Inc. She also serves as a successor trustee on her parent’s trust. 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 wide range of delivery options supported by an in-house research team and combines advisory operations with insurance, credit, and lending products.

Kenneth Edmonds is a financial advisor with Edward Jones in Newcastle, OK, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Distribution NOW for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Albert Collingbourne IV is a financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Arvest Wealth Management and Arvest Bank. He holds the Series 63 and Series 66 designations. 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.

Randal Dame is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His career includes roles at WealthFirst Financial Advisors, OKC Wealth Advisors, and Waddell & Reed, Inc. He has served as an adjunct instructor at Francis Tuttle Technology Center for nearly two decades and operates a notary service. 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 delivery options supported by an in-house research team and integrates advisory and brokerage services through a large network of investment adviser representatives.

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.

Christopher Freeland is a financial advisor with Cambridge Investment Research Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Freeland is also an independent insurance agent operating under the DBA Watercolor Wealth Management. Cambridge Investment Research Advisors serves a diverse client base 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, utilizing multiple account platforms and a range of investment strategies.

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.

Bailey Nichols is a Benefits and Planning Consultant within Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Bailey assists clients in developing comprehensive financial plans that integrate the complexities of employee benefits, emphasizing an individualized approach tailored to each client's current status and future objectives. Bailey's professional experience spans several roles in the financial sector, including Relationship Manager and Financial Representative at Fidelity Investments, Private Client Banker at JP Morgan Chase, Financial Planner at Bison Capital Advisors, Investment Analyst at Baker Asset Management, and a Financial Representative Internship at Northwestern Mutual. This diverse background contributes to a broad understanding of financial planning and client relationship management. Outside of work, Bailey has interests in fitness, social events with friends, and golf.

Kimberly Sutton is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones, Eide Bailly LLP, Intuit, and JMA Energy Company LLC. She serves as a council member for the City of Newcastle and operates a tax preparation and accounting business under her CPA license. 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.

Edward Clouse is a Series 66–licensed financial advisor with Edward Jones, based in Blanchard, OK. He has one year of industry experience, including prior roles at Liberty National Bank and First United Bank. His earlier work experience includes five years in construction at Rosco Construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Tanner Foster is a Series 66 licensed financial advisor with six years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he worked at First National Bank & Trust from 2017 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kathryne Figura is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She previously worked at Mid-America Christian University for seven years before joining Edward Jones in 2019. Outside of her advisory role, she is involved as a stylist for ColorStreet LLC, a direct sales company. 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 and is notable for its extensive retail advisor network and affiliated financial services.

Matthew Soutee is a financial advisor with Edward Jones in Tuttle, Oklahoma, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a managing member of 1315 Investments LLC, a real estate business based in Tuttle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and proprietary investment products, operating under a fiduciary standard with a nationwide network of more than 23,000 advisors.

Shelby Roberts is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including RBC Capital Markets LLC, Bank of America, Merrill, and Valmark Securities. Currently, he is associated with Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Jarris Davis is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Brian Wells is a financial advisor with Ameriprise in Blanchard, Oklahoma, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and Cetera Advisor Networks LLC. Outside of his advisory work, he has been involved in local community activities with the Blanchard Lions Club and co-owns a logistics business focused on hauling frac sand in the oil industry. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

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.

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.

Hunter Stringfellow is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jacee Randall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Randall worked at Chickasaw Nation Industries for three years and LegalShield for fifteen years. Edward Jones is a full-service wealth management firm with over 23,700 advisors and more than $1 trillion in assets under management, serving individual and institutional clients with a wide range of advisory programs and affiliated financial services.

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.

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.