Gerald Corbin is a financial advisor at CCR Investment Advisers, LLC with 30 years of industry experience. He holds a Series 65 designation and has worked at CCR Investment Advisers since 2018. Prior to that, he was affiliated with Schwabe & Associates CPAs PLLC and Coates & Schwabe CPAs PLLC. Since 1995, he has served as a director of the Stock Exchange Bank in Caldwell, Kansas, a non-investment role involving monthly board meetings. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a strategic asset-allocation, core-satellite approach with global diversification and manages client accounts on a discretionary basis with tax-aware and accounting-oriented planning influenced by the team’s CPA background.

Lisa Reed is a financial advisor at CCR Investment Advisers, LLC with eight years of industry experience. She holds a Series 65 designation and concurrently works as a full-time office manager at Schwabe & Associates CPAs PLLC, an accounting firm in Ponca City, Oklahoma. Reed’s background includes roles at CCR Investment Advisers and two CPA firms, reflecting a career that spans both financial advisory and accounting operations. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset-allocation, core-satellite approach with global diversification and offers asset management and financial planning services with an emphasis on tax-aware and accounting-oriented client planning.

Carl Coates is a financial advisor at CCR Investment Advisers, LLC in Ponca City, OK, holding a Series 65 designation with 23 years of industry experience. His prior work includes roles at Schwabe & Associates CPAs PLLC and Coates & Schwabe CPAs PLLC, as well as operating his own registered investment advisory firm. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset-allocation, core-satellite approach with global diversification and offers services including asset management and financial planning.

Jason Bivin is a financial advisor with Mercer Global Advisors Inc. in Ponca City, OK, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and his own firm, Bivin and Associates, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning and consulting services.

Julie Brown is a financial advisor with Mercer Global Advisors Inc. in Ponca City, OK, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She previously worked at Bivin & Associates, Inc. and SagePoint Financial, Inc. Brown also provides notary public services in her local community. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.

Emily Maddux is a financial advisor at Edward Jones in Ponca City, OK, holding a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices. Edward Jones offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Baskin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as managing partner positions at Baskin Hadley & Stevens, PC and Baskin & Hadley Financial Services, Inc. Outside of financial advising, he is involved in oil and gas partnerships and accounting services. 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 services, combining retirement capabilities with institutional trust services.

Caitlyn Fox is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. She previously worked at Equity Bank for six years and Eastman National Bank for two years. Outside of her advisory role, she serves as Vice President of a Child Development Center in Ponca City, Oklahoma, where she participates in fundraising, board meetings, and volunteer activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Maddux is a financial advisor with Edward Jones in Ponca City, Oklahoma, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she is the owner of M&B3013 LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branches.

Janie Bays is a financial advisor with Ameriprise in Ponca City, Oklahoma, holding a Series 66 designation and 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors and Harbor Wealth Management. Outside of her advisory role, she serves as a notary and works as a financial planning analyst with MEW Practice Management, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored income strategies and tax-efficient withdrawal plans through a centralized consulting team. The firm combines research-driven modeling and algorithmic automation to generate recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Shaun Searle is a financial advisor with Raymond James Financial Services Advisors Inc. in Ponca City, Oklahoma, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is involved in agriculture through Rusty Gate Farms LLC, a hobby turning into a business focused on livestock. 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 emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through a broad range of implementation options supported by extensive firm research and resources.

Brett Biddinger is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ponca City, OK, holding Series 63 and Series 65 licenses and having seven years of industry experience. Prior to joining Raymond James, he worked at Marland Children’s Home from 2013 to 2017. Outside of his advisory role, he serves as Director of Client Relations at Harbor Wealth Management, where he also acts as a financial advisor and supports client scheduling and marketing efforts. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, offering various implementation options while maintaining client decision authority.

Mark Maddux is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Southwest Energy Partners in lease research and sales, Paycom, Midfirst Bank, and multiple tenures at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Judy Eckholt is a Series 66-licensed financial advisor with Edward Jones in Ponca City, Oklahoma, bringing 17 years of industry experience. She has been with Edward Jones since 2008. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Patrick Mulligan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Mulligan serves on the endowment committee of the United Way of Ponca City and holds finance and trustee roles with local nonprofit organizations including Hospice of North Central Oklahoma and the Hospice of North Carolina. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, and wealth-transfer planning. Advisors develop tailored recommendations using firm research and tools, with clients choosing how to implement them through brokerage or advisory programs.

Craig Poet is a financial advisor with Wells Fargo Advisors in Ponca City, Oklahoma, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as a notary public in Oklahoma. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options utilizing proprietary research and tools, with an approach that integrates advisory services alongside various financial products and services.

Melinda Mc Cormick is a financial advisor with Edward Jones in Ponca City, OK, holding a Series 66 designation and 23 years of experience with the firm. Outside of her advisory role, she has maintained part-time retail consulting affiliations with Tupperware, Mary Kay Inc., and Bath & Body Works, primarily for personal product discounts and occasional assistance. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment services supported by a nationwide network of more than 23,700 financial advisors.

Clifford Hines is a financial advisor with Edward Jones in Ponca City, Oklahoma, holding a Series 63 designation and 36 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he is involved in entrepreneurial and hobby-related ventures, including ownership of a fishing information website and presidency of a fishing lure design company. 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 through a broad network of advisors and offers a range of advisory programs and investment options with a fiduciary standard.

Ross Cline is a financial advisor at Edward Jones with 38 years of industry experience. He has been with Edward Jones since 1987 and holds a Series 63 designation. Outside of his advisory role, he is involved in farming and ranching, specifically raising cattle in Blackwell, Oklahoma. 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 and investment strategies, supported by a nationwide network of more than 23,000 advisors and more than 15,000 branch offices.

Adam Ferguson is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, Ferguson is a play-by-play announcer for Rogers State University Athletics. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and develops tailored recommendations based on proprietary research and tools, offering clients flexibility in how they implement those recommendations.

Casey Green is a financial advisor with Edward Jones in Ponca City, OK, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, Green worked at Koch Ag and Services for six years. 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 and investment solutions through a nationwide network of over 23,700 financial advisors.

Jodi Cline is a financial advisor at Edward Jones with 23 years of industry experience and holds Series 63 and Series 66 designations. She has been with Edward Jones since 2002. Outside of her advisory role, she serves as Vice President and Board Member for the Blackwell Public School Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors.

Connor Cline is a financial advisor with Edward Jones in Blackwell, OK, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in various roles across mechanical equipment and construction industries and has experience associated with Blackwell High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Kevin Florer is a financial advisor at Edward Jones in Ponca City, Oklahoma, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Nestle USA for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.