Bob Bollinger is a CERTIFIED FINANCIAL PLANNER™ with 41 years of industry experience. He has been the principal of Bollinger Financial Advisory, Inc. since 1997 and has been associated with LPL Financial, LLC since 1994. Bollinger Financial Advisory, Inc. provides project-based financial planning and consulting services to individuals, including high net worth clients, as well as trusts and estates. The firm delivers advice at the fund or strategy level without managing client accounts or holding custody of assets, and engagements typically conclude with a written financial plan or consulting report rather than ongoing investment management.

Cody Murray is a CFP®-certified financial advisor with nine years of industry experience, currently operating as the sole advisor at Stillwater Financial in Stillwater, OK. His prior roles include positions at Bivin & Associates, Dentist Advisors, Ward Wealth Management Services, and Farmers Financial Solutions. Stillwater Financial is an independent advisory practice managing approximately $34 million for around 42 clients, primarily individuals and high-net-worth households. The firm offers both individual portfolio management and retirement plan services, employing a largely passive investment approach grounded in Modern Portfolio Theory, with discretionary management supported by individualized investment policy statements.

John Cox is a financial advisor with Acrylic Financial, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His work history includes roles at Stagner Financial Advisory, Legacy Advance Solutions LLC, Private Client Services LLC, and Brooklight Place Securities, Inc. Outside of advisory services, he is involved with JMC Agency, an insurance sales business, and participates in hay production and sharecropping through J&s Farms. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm employs a tailored approach combining asset-allocation frameworks with active momentum and technical analysis, offering both discretionary and non-discretionary management alongside access to third-party managers and alternative investments.

Ray Smith Jr. is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been associated with Ameritas entities since 1974. He also owns and operates Ray Smith Wealth Management and Tax Favored Benefits, both established in 2016. Smith is a local affiliate member of NAIFA. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Garrett Morris is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial and Exchange Bank and Trust Company. Outside of his advisory role, he serves as Music Director at Stillwater Bible Church. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Committee, while offering customized portfolio management through various platforms.

David Chaney is a ChFC® with 35 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC. He has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent Inc since 2012. Outside of his advisory role, Chaney owns and operates several life insurance brokerages, including Legacy and Succession and Legacy Planning Service. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Scott Williams is a financial advisor with Principal Financial Services in Layton, UT, holding a Series 66 designation and seven years of industry experience. He has worked at Teal Financial Services since 2019 and is also affiliated with Principal Life Insurance Company and Principal Securities INC since 2018. Williams serves in the United States Army Reserves and is a co-owner of Teal Medical Supply LLC, a company focused on obtaining government contracts for medical supplies specializing in hearing devices. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sikander Lodhi is a financial advisor with Transamerica Financial Advisors. He holds Series 63 and Series 65 licenses and has experience in the financial industry since 2017, alongside prior service in the US Army from 2008 to 2017. Outside of advisory work, he manages a website related to My Federal Retirement and is involved with a debt consolidation software provider, United Financial Freedom. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large network of advisors and multiple program platforms. The firm employs model portfolios and third-party managers for investment management and offers an integrated retirement plan ecosystem involving affiliated entities and proprietary as well as external model portfolios.

James Treat is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. His work history includes roles at Netevia Platinum, Heartland, World Financial Group, Philadelphia American Life Insurance Company, and WealthWave. Outside of advisory duties, he refers small business owners to payroll and point of sale solutions and assists clients seeking health insurance alternatives. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm employs a model portfolio approach executed primarily through third-party managers and platform providers, supported by a large network of advisors.

William Hutchinson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Transamerica since 2012 and also has work history with Jackson Hewitt Tax Services and Code 4 Security. Outside of finance, he works as a laborer at Farview Farms, involved in custom and retail meat processing. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.

Patricia Ardern is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at College Loan Freedom and the United States Census Bureau, alongside ongoing work as a freelance transcriber for Rev.com. She served on the board of the Stillwater Frontier Rotary Club Foundation from 2013 to 2020. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors to implement client strategies.

Yun Jang is a financial advisor at Transamerica Financial Advisors in Stillwater, OK, holding a Series 66 designation with two years of experience in the industry. Prior to his current roles at Transamerica Financial Advisors and WFGIA, he worked at KC Interventional and spent fourteen years as a homemaker. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers.

Brett Wible is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and previously held roles at World Financial Group, Fiserv, and Verizon Wireless. In addition to advisory work, he has experience in credit card processing sales as a senior business consultant. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with multiple program platforms and supports its advisors through affiliated entities and third-party managers.

Mark Hill is a financial advisor with Eagle Strategies (NY Life) in Stillwater, OK, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Eagle Strategies since 2004 and has worked with affiliated firms including Nylife Securities LLC and New York Life Insurance Company since 2000. Hill is also an insurance broker specializing in fixed annuities, group annuities, life products, health, and disability insurance. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm focuses on client-directed solutions, utilizing third-party managers and model portfolios rather than discretionary mandates, and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.

Rory Faherty is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining HTK, he worked at Equitable Advisors and has held roles in insurance brokerage with Legacy & Succession. Outside of his advisory work, he assists with insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing a substantial portion of client assets on a non-discretionary basis.

Charles Campbell is a financial advisor with LPL Financial in Stillwater, Oklahoma, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at National Planning Corporation for 11 years before joining LPL Financial in 2017. Outside of his advisory role, he hosts a talk show focused on the Oklahoma football team on Stillwater Radio. 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 combines advisory operations with non-advisory products such as insurance and credit services.

Matthew Streeter is a financial advisor with LPL Financial in Stillwater, Oklahoma, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior work includes roles at RCB Bank and First Gunn Financial Group. He is also involved as Secretary of The Streeter Company Inc, a family business. 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 asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Kevin Clark is a financial advisor at Edward Jones with 14 years of industry experience, including 13 years at Edward Jones. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a City Councilor for Stillwater, Oklahoma, acting as a trustee for the Stillwater Utilities Authority and Stillwater Economic Development Authority, and he is a member of the Independent School District No. 16 Board of Education. 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 operates through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and fiduciary advisory services.

Curtis Leich is a Series 66-registered financial advisor with Edward Jones in Perry, OK, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he manages CRL Global Development, LLC, a real estate business based in Edmond, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Blake Stevison is a financial advisor with Edward Jones in Stillwater, OK, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he is a part-owner of a coffee roasting company, Vitruvian Coffee Roasters, and a coffeehouse chain, Da Vinci's Coffeehouse, both based in Enid, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

David Hawkins is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He worked at INVEST Financial Corp for 19 years before joining LPL Financial in 2018. Outside of his advisory role, he owns Hawkins Properties, LLC, a mortgage and real estate services business. 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 provides various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance sales and cash-management services.

Kevin Bell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 10 years of industry experience. He also owns and operates Cochran Bell LLC, providing tax preparation, bookkeeping, and accounting services as an enrolled agent. Additionally, he serves as a plan administrator for Principal Group Life, managing employee benefits and plan communications. 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 solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Daniel Lovelace is a Series 66-licensed financial advisor with Cetera, based in Stillwater, Oklahoma. He has prior experience at Grant Thornton LLC and Duncan, Onley & Watkins, P.C., and currently serves as a senior tax advisor at Cochran Bell Wealth & Tax Strategy, where he provides tax preparation and planning services alongside wealth management. 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 advisor-managed accounts, model portfolios, and third-party managed programs.

Patricia Huffman is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is a farmland owner in Beloit, Kansas. 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 programs and affiliated investment products under a fiduciary standard.

Judith Hull is a financial advisor at Edward Jones with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 1976. Outside of her advisory role, she is a partner in two real estate partnerships based in Oklahoma. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Melinda Bell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with firms including Mutual of Omaha and Avantax, and owns Cochran Bell LLC, where she provides tax preparation and bookkeeping services as an Enrolled Agent. Bell also serves as a University Committee Chairman at University Heights Baptist Church in Stillwater, OK. 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 advisor-managed accounts, model portfolios, and third-party managed options.

Stephen Perry is a financial advisor at LPL Financial with six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Oklahoma State University and Stillwater Designs. Perry holds the Series 66 designation. 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 investment solutions through its extensive network of investment adviser representatives, supported by an in-house research team that develops model portfolios and strategic investment approaches.

Christopher Stockton is a financial advisor at Edward Jones in Stillwater, Oklahoma, holding a Series 66 designation with five years of industry experience. His prior work includes roles at State Farm and Phillips 66. His wife is the owner of a children’s toy business selling products on Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Jennifer Hawkins is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Her prior experience includes roles at Arvest Wealth Management and Arvest Bank from 2012 to 2017. Outside of her advisory work, she is co-manager and co-owner of Hawkins Properties LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Hannah Hays is a financial advisor with LPL Financial in Stillwater, OK, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at LPL Financial and Wealth Planning Services since 2018 and previously held roles outside finance, including positions at Innovative Eyecare and St. John Hospital. Hays is also a Notary Public in Oklahoma. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.

Stephen Hull is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2003. Based in Stillwater, OK, he holds the Series 63 and Series 65 licenses. Outside of financial advising, he is involved in historic preservation through the Hamilton Cross Farm Restoration project. 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 programs, including discretionary and non-discretionary strategies, accessible through a nationwide network of over 23,000 financial advisors.

James Freudenberger is a financial advisor with Equitable Advisors in Stillwater, Oklahoma, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he serves as president of the Stillwater Noon Lion's Club and is a minority partner in Freudenberger Farms. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through a variety of third-party asset managers and programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.