Michael Whitson is a financial advisor at FMI with 14 years of industry experience. He holds a Series 66 designation and has been with FMI and its predecessor entities since 2012. Outside of his advisory role, Whitson is an independent insurance agent and serves on multiple community boards, including the Ardmore Development Authority Board and the Arbuckle Council-Boy Scouts. FMI is an employee-owned investment advisory firm managing approximately $318 million for around 690 clients, including individuals, corporations, and partnerships. The firm offers customized portfolio management and tiered financial planning services, combining actively managed and indexed funds, ETFs, and individual securities to meet client goals.

Allen Bynum is a financial advisor at FMI with 17 years of industry experience. He holds a Series 66 designation and has worked at FMI and its predecessor entities since 2018, with prior roles at Western International Securities, Inc. and Financial West Group. Outside of advising, he is involved with local organizations including Sunshine Industries, a work training group for adults with special needs, and serves as a director of the Oklahoma Wildlife Management Association. FMI is an employee-owned investment advisory firm managing approximately $318 million for around 690 clients, including individuals, corporations, and partnerships. The firm offers customized portfolio management, tiered financial planning, and retirement plan advisory services, using a combination of actively managed and indexed funds, ETFs, and individual securities.

Bregan Heitz is a financial advisor with FMI in Ardmore, Oklahoma, holding CFP® and Series 65 credentials and six years of industry experience. Prior to joining FMI, Heitz worked at Simmons Bank from 2014 to 2020. He serves as secretary of the Kiwanis Club of Ardmore and is a board member of both the Plainview School Foundation and Lighthouse Behavioral Wellness Centers. FMI is an employee-owned investment advisory firm managing approximately $318 million for about 690 clients, including individuals, corporations, and partnerships. The firm offers customized portfolio management, tiered financial planning, and retirement plan advisory services, combining actively managed and indexed funds with individual securities.

Kayla Tweedy is a financial advisor at FMI with seven years of industry experience and holds a Series 65 designation. Her career includes multiple roles at JBR Co. Financial Management Inc. DBA FMI since 2017 and prior positions at 1st Global Capital Corp, 1st Global Advisors, Inc., Allard Financial LLC, and Cross Church. She is involved in nonprofit work as an organizer for Women Promoting Women and Reality Check of Southern Oklahoma and serves on the board of The Gloria Ainsworth Child Care Center and Learning Center. FMI is an employee-owned investment advisory firm managing approximately $318 million for about 690 clients, including individuals, corporations, and partnerships. The firm offers customized portfolio management and tiered financial planning services, utilizing actively managed and indexed funds, ETFs, and individual securities to meet client goals and time horizons.

Dillon Lambert is a financial advisor with Geneos Wealth Management, Inc. in Ardmore, OK, holding a Series 66 designation and eight years of industry experience. He has worked at Ryan Hobbs Investment Services and Emily Bush State Farm. In addition to his advisory role, he operates as an independent representative with various insurance carriers for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

Ryan Hobbs is a CFP® professional with 26 years of industry experience, affiliated with Geneos Wealth Management, Inc. since 2003. He has operated Ryan Hobbs Investment Services since 2004 and is also a notary public and an independent agent for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Garland Verner is a financial advisor at SPC with a Series 66 designation and over 17 years of experience. He has worked at Brimer, Butler & Verner, CPAs, PC since 2009 and joined Sigma Planning Corporation and Parkland Securities, LLC in 2026. SPC serves a broad client base including individual investors, corporate clients, charitable donors, and retirement plans. The firm offers portfolio management, financial planning, donor-advised fund management, and retirement plan services, with advisers providing discretionary management, ongoing monitoring, and retirement plan fiduciary and consulting services.

Mark Riesen is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63 and Series 66 credentials. Outside of his advisory role, Riesen serves as a board member of Oak Hall Episcopal School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. 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.

Marcus Mikulec is a financial advisor at Edward Jones with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones, Mikulec worked at Primerica Financial Services and also spent over a decade at Needville ISD. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Angela Morales is a financial advisor at Edward Jones in Ardmore, OK, with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she serves as a scorekeeper for high school games at Ardmore City Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial capabilities.

Blake Riesen is a financial advisor with Edward Jones in Ardmore, Oklahoma, holding a Series 66 designation. He has prior experience at Ardmore CPAs PLLC and a background working with various organizations including the University of North Texas and the University of Oklahoma. Outside of his advisory role, he is a managing partner and co-owner of Keel Creek LLC, a cattle ranching business in Ardmore. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Nicole Smith is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She previously worked for the United States Postal Service for seven years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Betty Parkerson is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 45 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and firm-approved tools.

Cody Steele is a financial advisor with Edward Jones in Ardmore, Oklahoma, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to joining Edward Jones in 2022, he worked at Momentum Independent Network Inc and First National Bank & Trust Company. He is also an affiliate member of the Southern Oklahoma Board of Realtors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branches.

Jody Dieker is a ChFC® and Series 66-licensed financial advisor with Edward Jones, based in Ardmore, OK. He has 12 years of industry experience, including 13 years with 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Lockard Sr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at BankFirst and T.S. Phillips Investments, Inc., each for 16 years. 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 investment management options supported by an in-house Research team and a large network of investment adviser representatives.

Edward Schneider is a financial advisor with Edward Jones holding Series 63 and Series 66 licenses and has 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, Schneider teaches financial workshops for individual investors at Southern Oklahoma Technology Center, serves as vice president of the Ringling Chamber of Commerce, owns and operates a small cattle ranch, and holds board positions with Jefferson County Hospital and the C/Sara Foundation, where he was president in 2020. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.