Michael Dobbins is a financial advisor with Ameriprise in Tahlequah, OK, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2018 and previously spent six years with Investment Professionals Inc. Outside of advising, Dobbins serves as president and director of Bank of Cherokee County and teaches business classes as an adjunct faculty member at Northeastern State University. He is also involved with the Rotary Club of Tahlequah/Cherokee County and participates on the finance committee of Crescent Valley Baptist Church. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

William Yousey is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior roles include positions at Avantax Investment Services, BOK Financial Securities, and Vikasa Capital. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of more than 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Matthew Chapman is a financial advisor at Edward Jones in Tahlequah, OK, holding the CFP® designation with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.