Daron Rudy is a CFP® with 24 years of industry experience, currently serving at Sowell Management since 2021. His prior experience includes roles at Mmlisi and MassMutual from 2001 to 2016, as well as Stride Bank in Enid, OK, from 2001 to 2021. Outside of his advisory work, he is a non-managing partner in a residential real estate investment vehicle. Sowell Management provides investment advisory and related services to a diverse client base including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and business support services, utilizing model portfolios and third-party platforms to implement investment strategies.

Gary Ward is a financial advisor with Belpointe Asset Management LLC in Enid, Oklahoma, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Voya Financial Advisors, Inc., Northwest Wealth Management, LLC, and operating as a sole proprietor prior to joining Belpointe in 2017. He is also involved in fixed insurance sales as an insurance producer. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies across passive, active, tactical, and blended approaches and supports its advisory practice with a broad range of affiliated businesses and product sponsorships.

Joseph Armstrong III is a financial advisor with RedHawk Wealth Advisors, Inc. in Enid, Oklahoma, holding a Series 65 designation and eight years of industry experience. He has worked at RedHawk Wealth Advisors since 2017 and also serves as Vice President of Equity Financial Group, where he is involved in insurance sales. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and retirement plan services using a documented due-diligence process and risk monitoring tools, supporting multiple platform arrangements and specialized account types.

Eric Brunken is a financial advisor with First Command Advisory Services in Enid, Oklahoma. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with First Command and its affiliated entities. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and manages model portfolios through an in-house investment team.

David Morley is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera since 2021 and also serves as president of Select Wealth Management, PC, a firm providing tax preparation and consulting services. Outside of his advisory work, Morley is the treasurer of First Baptist Church in Enid, Oklahoma, and serves as chief financial officer for Champlin Exploration, Inc., an oil and gas production company. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

Nicole Dirks is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. She has held various roles within Raymond James Financial Services since 2021 and has additional work experience in client communications and event planning at K/H Financial. Outside of finance, she is involved in agriculture through Circle D Farms LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client risk assessments and supported by extensive firm research and resources.

Joseph Kelley is a financial advisor at Edward Jones in Enid, OK, holding Series 63 and Series 66 credentials with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Stephen O'Neill is a financial advisor with Cetera in Enid, Oklahoma, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Insurance Services, and he is a shareholder and Senior Wealth Advisor at Brownlee Financial Services. Outside of his advisory work, he serves as an elected official at Oklahoma Bible Academy, assisting school leaders in advancing their mission and values. 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 discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and institutional capabilities within its broad advisory platform.

John Bullis is a Series 66–licensed financial advisor with Edward Jones in Enid, Oklahoma, and has 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves on the board of INTEGRIS Bass Baptist Health Center in Enid. 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 options, supported by a large network of financial advisors and branch offices nationwide.

John Mc Clure is a financial advisor with Edward Jones in Enid, OK, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Coldwell Banker Select and Caring Transitions of Tulsa. 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.

Michael Wright is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1998. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and manages commercial and residential rental properties in Enid, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Nicholas Bickford is a financial advisor with Edward Jones in Enid, OK, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Bickford serves as a board member and finance committee member for Emmanuel Christian School and serves on the finance committee for Open Door Church in Enid. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 advisors.

Olivia Andrews is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. In addition to her advisory role, she serves as a Staff Sergeant in the Army Reserves and is involved in customer service at Jumbo Foods. 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 operates with a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

William Brownlee is a financial advisor at Cetera with Series 63 and Series 65 credentials and 26 years of industry experience. He has held roles at multiple firms including Avantax Advisory Services, Wymer and Associates, and Colonial Surety. Brownlee is CEO and shareholder of Brownlee Financial Services, where he leads client relationships and the firm’s leadership team. 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 solutions, combining retirement and institutional capabilities within a broad advisory platform.

Kimberly Collins is a Series 66 licensed financial advisor with Edward Jones, based in Enid, Oklahoma, and has 12 years of industry experience. She has been with Edward Jones for her entire career, spanning from 2002 to the present. 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 and provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Hart is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Hart has been associated with Raymond James Financial Services since 2015 and is also involved in branch office duties through an affiliated support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Lisa Donaldson is a financial advisor with Ameriprise in Enid, OK, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in agricultural operations as the owner of a cow-calf business and serves on several local boards, including the Greater Enid Chamber of Commerce Northwest District Jr. Livestock Show, Drummond Public School, and Oklahoma Ag in the Classroom. Ameriprise is a large institutional firm that offers retirement-income planning services tailored to individuals approaching or in retirement, utilizing a combination of research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Keith Holsten is a financial advisor with Raymond James Financial in Enid, Oklahoma, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has been with Raymond James Financial since 2012 and was previously associated with the Stong Holsten Wealth Group. Outside of his advisory role, Holsten is CEO of Brand Diggers, a business focused on organization and oversight as a general contractor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research, with a significant portion of its business conducted on a non-discretionary basis.

Dean Shaw is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. 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 nationwide network of more than 23,700 financial advisors and with approximately $1.01 trillion in assets under management.

John Voss is a financial advisor with Edward Jones in Enid, Oklahoma, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Mr. Voss is involved in farming and serves as president of a holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Dustin Damery is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2014. Based in Enid, OK, he supports clients through the firm’s wealth management services. Edward Jones serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Dana Gore is a financial advisor with Edward Jones in Enid, Oklahoma, holding a Series 66 designation and three years of industry experience. Dana has been with Edward Jones since 2016 in various roles. Outside of advising, Dana serves as a summer adjunct coach for Enid Public School, assisting with tasks such as scoreboard management and gate admissions at baseball games. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a presence across more than 15,000 branch offices and over 23,000 advisors nationwide. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Stull is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 credentials and 17 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Vanessa Miller is a Series 66 credentialed financial advisor with Edward Jones, based in Enid, OK. She has a combined 24 years of experience at Edward Jones, including her current role since 2025 and prior experience from 2002 to 2025. Outside of her advisory work, she serves as a music director at First Baptist Church in Garber, OK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with a network of approximately 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and providing services such as tax-efficient investing and separately managed accounts.

Julia Reneau Seely is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked with Edward Jones since 2015, as well as at Autry Technology Center from 2013 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 through a large network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Clay Bebermeyer is a financial advisor with MassMutual Investors Services in Enid, Oklahoma, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked for Northwestern Mutual Wealth Management Company and its affiliates for six years. He is also an insurance broker with BlueCrest Financial Alliances, specializing in life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses collaborative, software-supported planning processes and offers various investment and event-driven planning programs.

Ronald Jackson is a Series 66-licensed financial advisor with Ameriprise in Enid, Oklahoma, bringing 14 years of industry experience. He previously worked at Edward Jones for eight years before joining Ameriprise in 2019. Outside of his advisory role, he serves on the Board of Directors for Enid Noon Ambucs. Ameriprise offers retirement-income planning focused on individuals nearing or in retirement with significant investable assets. The firm provides tailored, research-driven recommendations through a centralized consulting team and combines advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jenna Rosine is a financial advisor with Edward Jones in Enid, Oklahoma, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2017 and previously worked at Groendyke Transport from 2013 to 2016. Outside of her advisory role, she serves on the boards of the Autry Education Foundation and Main Street Enid and is the owner of Dauntless and Co, a fitness apparel retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Sara Peck is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously served on the Garfield County Child Advocacy Council from 2017 to 2020. 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 that utilize structured discovery conversations and proprietary planning tools.

Bryan Brown is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Select Medical and St. Francis Hospital. He is involved in community activities as a board member of the Wind River HOA and participates in a website development venture aimed at helping employees create videos to showcase their talents. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.

Jon Cremer is a financial advisor with Edward Jones in Enid, Oklahoma, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Edward Jones in 2024, he worked at Leading Edge Financial Planning LLC and served in the United States Air Force for 12 years. He is also a military instructor pilot in the United States Air Force Reserve, training student pilots for military aviation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Clay Hutson is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. 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 tax-efficient services, operating under a fiduciary standard.

Kyle Tefft is a financial advisor at Edward Jones in Enid, Oklahoma, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Tefft serves on the board of the Oklahoma Bible Academy, providing oversight and planning for the school’s operations. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Kyle Lillie is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. His prior roles include positions at VOYA Financial Advisors and Select Wealth Management LLC. Outside of his advisory work, he serves as a board member of the Oklahoma Bible Academy and as secretary of the board for Oakwood Retirement Village. 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 both advisor-managed and firm-sponsored investment solutions.

Ian Coppersmith is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He is a partner in Iron Works LLC, a gym and fitness business in Enid, Oklahoma, where he contributes to developing personal trainers’ skills and managing sales packages. Edward Jones is a full-service wealth management firm with over 23,000 advisors and more than $1 trillion in assets under management, serving individual and institutional clients with a range of advisory programs and investment solutions.

Corey Clayton is a financial advisor with Edward Jones in Enid, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and also serves as a wrestling coach for Enid Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Marci Lindmeir is a financial advisor with Edward Jones in Enid, Oklahoma, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2017 and previously spent time at Zions Bank. Outside of advisory work, she serves as president of MLL Legacy Holdings, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.