Martina Goddard is a financial advisor with Raymond James Financial Services Advisors, Inc. and Grace Financial Planning, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Raymond James since 2010 and owns Grace Financial Planning, where she is actively involved in operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension and profit‑sharing plans, charitable organizations, corporations, and municipal entities. The firm focuses on non‑discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Tyler Stein is a financial advisor with Edward Jones in Cushing, Oklahoma. He holds a Series 66 designation and has six years of industry experience, including nine years at L3 Technologies prior to joining Edward Jones in 2019. Outside of advising, he creates and sells self-made sculptures and artwork on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds and trust services through a nationwide network of advisors and branch offices.

Russell Moyer is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of his advisory role, Moyer is involved in lending through a local barbershop business in Cushing, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Chase Roten is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked in various roles including positions at Blizzard Mowing, Falcon Flowback Services, Washington Public Schools, Primerica, and R&H Lawns, Lights and More LLC. Outside of finance, Chase works seasonally installing Christmas lights through Major League Lights LLC. 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 offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.