Mario Medina Lopez is a financial advisor with The Buffalo Financial Group LLC in Choctaw, Oklahoma. He holds Series 63 and Series 65 licenses and has six years of industry experience, including roles at JPMorgan Chase Bank, JPMorgan Securities, Simmons Bank, and The Oklahoma Methodist Foundation. He currently serves as director of investment services for a nonprofit endowment. The Buffalo Financial Group serves individuals, including trusts, estates, and high-net-worth clients, providing ongoing portfolio management and integrated financial planning. The firm employs a multi-factor investment approach focused on asset allocation, low-cost tax-efficient strategies, and primarily operates on a non-discretionary basis while utilizing sub-advisors for alternative investments.

William Craig is a financial advisor with Sowell Management, holding a Series 65 credential and beginning his advisory career in 2025. Prior to entering the financial industry, he held positions in various companies including Solar Pros and Vivint. He is also involved in insurance sales through Family First Life. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates an independent contractor model, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms to implement investment strategies.

Larry Gill is a financial advisor at Sowell Management with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Private Advisor Group, Clinton Wealth Management, and Cambridge Investment Research. Outside of advising, he serves as a board member for Shawnee Tubing Real Estate, a non-public entity, and has experience providing expert witness testimony related to fixed income annuities. Sowell Management offers investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm supports its independent contractor advisors with portfolio management, financial planning, and ancillary business services, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms.

Gary Chitwood is a financial advisor with First Command Advisory Services, holding a Series 66 designation and two years of industry experience. Prior to joining the firm, he served 20 years in the United States Air Force. Outside of his advisory role, he owns and operates Chitwood Exterior Solutions LLC, a residential exterior cleaning business. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients with a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured financial coaching through its Tailored Professional Services engagement.

Matthew Bowman is a CFP® professional with 10 years of experience in financial advisory and planning. He has been with First Command Advisory Services and affiliated First Command entities since 2015 and previously served in the US Army from 2007 to 2016. He operates his advisory practice under an LLC named Matt Bowman- Financial Advisor, LLC. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, and brokerage and insurance product distribution. The firm focuses on advisor-led, face-to-face financial coaching and offers structured, 12-month planning engagements alongside discretionary asset management managed by an in-house investment team.

Jerry Bolster is a financial advisor with First Command Advisory Services in Oklahoma City, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at TriCorps Security for 15 years. Bolster also serves in the Oklahoma Air National Guard, a role he has held since 2003. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform including financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month financial planning engagements alongside discretionary asset management solutions.

Alexander Frank is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. His background includes service in the United States Air Force from 2008 to 2021 and a role at the Oklahoma Tax Commission prior to joining First Command in 2022. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm focuses on advisor-led planning relationships and offers structured financial coaching engagements alongside discretionary portfolio management through its in-house Investment Management Team.

Dylan Ball is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. His background includes service in the Air National Guard since 2017 and previous roles with First Command Insurance Services and Santa Fe Family Life Center. Outside of his advisory work, he operates a YouTube channel focused on men's style, fitness, and self-development. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month Tailored Professional Services engagements supported by an in-house investment management team.

Samuel Mann is a financial advisor with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining First Command, he served seven years in the U.S. Army and has additional work experience in hospitality. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products via affiliated entities. The firm emphasizes advisor-led planning relationships and utilizes a structured Tailored Professional Services engagement alongside discretionary asset management models constructed by an in-house Investment Management Team.

Thomas Fry is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at Eagle Strategies since 2008 and New York Life Insurance Company and Nylife Securities since 2000. Outside of his advisory work, Fry teaches NRA-certified courses on hunting and shooting and volunteers as a hunt guide with the Oklahoma Youth Hunting & Shooting Program. He also serves as a board member of Leaders Achieving Excellence and is involved in disaster relief efforts through the Choctaw Church of Christ. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.

Jeffrey Wallace is a ChFC®-designated financial advisor with over 21 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked within affiliated First Command entities since 2004. Outside of his advisory role, he serves as an advisory board member for the Pheasant Pointe Home Owner's Association. First Command Advisory Services provides financial planning, discretionary asset management, brokerage, insurance, and banking products to individual, high-net-worth, corporate, and charitable clients. The firm emphasizes ongoing, advisor-led relationships and offers structured planning engagements alongside discretionary portfolio management through its in-house Investment Management Team.

Jason Kirk is a financial advisor with First Command Advisory Services in El Reno, Oklahoma. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he served 27 years in the United States Army. First Command Advisory Services serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that offers financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and provides structured Tailored Professional Services engagements alongside discretionary asset management through its in-house Investment Management Team.

Sarah Keilers is a financial advisor with Valic Financial Advisors in Midwest City, OK, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Valic in 2018, she worked at Bank of America and Bealls, Inc. She also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Alan Butler is a financial advisor with First Command Advisory Services in Edmond, Oklahoma, holding a Series 66 designation and seven years of industry experience. He has been associated with multiple First Command entities since 2018. Outside of financial advising, Butler is involved in petroleum land management as an owner and vice president of business development for Willow Creek Resources, LLC. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products offered via affiliated entities. The firm emphasizes face-to-face financial coaching and structured advisor-led planning relationships delivered through its Tailored Professional Services engagement.

Paul Krus is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His work history includes roles at Arvest Wealth Management and Tinker Federal Credit Union, where he is involved in management activities. Krus also holds a management position at TFCU Financial Advisors/Tinker Financial Services LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services.

Christopher Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Michael Mc Ilvoy is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of experience in the industry. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dustin Hellams is a financial advisor at Raymond James Financial Services Advisors, Inc. with 19 years of industry experience. He has been with Raymond James since 2009 and holds a Series 66 designation. Outside of his advisory role, he is involved in a startup equine business focused on buying, selling, leasing, and reproducing horses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

James Kautz is a financial advisor with LPL Financial in Shawnee, Oklahoma, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. Outside of his advisory role, he is involved in non-variable fixed insurance activities. 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 variety of investment solutions supported by an in-house Research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Keith Carter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 66 designations and bringing 22 years of industry experience. He previously worked at Arvest Wealth Management, Cetera, and Midfirst Bank. Outside of his advisory role, he serves as Treasurer and board member for Community Health Centers of Oklahoma and is a partner in a local learning center business. Raymond James Financial Services Advisors 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 through various advisory programs and emphasizes client collaboration and tailored investment recommendations.

Shawn Powell is a financial advisor with Raymond James Financial in Midwest City, OK, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James Financial since 2004 and operates Powell Financial Services and Oklahoma Financial Planning Group, Inc. Outside of financial advising, Powell owns and manages several business ventures including real estate management consulting and commercial property leasing. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting supported by extensive firm research and a broad affiliate network. The firm emphasizes tailored financial plans developed through detailed client collaboration and provides a mix of advisory and implementation-support services.

Leah Willis is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones in Harrah, Oklahoma. She has six years of industry experience, including prior roles at Senegence International Inc and Devon Energy Company. Willis was previously involved as a distributor with Senegence International, a cosmetic distributorship. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Russell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Shawnee, Oklahoma and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Elizabeth O'Malley is a Series 66-registered financial advisor with Edward Jones, based in Choctaw, Oklahoma. She has 16 years of industry experience, all with Edward Jones since 2010. 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 nationwide network of nearly 24,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

David Spires is a CFP®-designated financial advisor with Edward Jones, based in Shawnee, Oklahoma. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he is a member of Spires Investments LLC, a rental property business. 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 nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Virginia Wright is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 20 years. In addition to her advisory role, she operates an independent insurance agency focusing on disability, health, and long-term care insurance and is involved in a small family business. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment products and advisory programs.

Tanner Hayes is a Series 66 licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Bryan Terry is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Vision Bank, RBC Wealth Management, and 5 Tool Elite Fit. He is also employed as a Financial Planning Analyst at Tinker Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and an affiliated network of financial services.

James O'Malley Jr. is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase Bank and Bank of America. 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 nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Melvin Thee III is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked in finance roles at Bluestone Natural Resources/Blackbeard Operating and Grant Thornton. Outside of finance, he volunteers as a trained storm spotter, assisting a news channel and the national weather service with storm verification. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds.

Erica Camp is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. In addition to her role as an advisor, she serves as an online adjunct instructor at Oral Roberts University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Benjamin Souza is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Oklahoma City, OK, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Provident Living Financial Services and ownership interests in Souza Family Enterprises, LLC and Souza Enterprises, LLC. 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, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations while leaving final decision authority with clients.

Connor Holman is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His work history includes roles at Edward Jones, Bailee and Co, The Watson Team, and self-employment, as well as several years in education prior to entering the financial services industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Moy is a financial advisor with Raymond James Financial Services Advisors Inc. He holds a Series 66 designation and has 18 years of industry experience. Moy has been associated with Raymond James since 2009 and concurrently works with Tinker Federal Credit Union. He is also an insurance agent with TFCU Financial Advisors. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides non-discretionary financial planning and investment consulting, emphasizing tailored strategies developed through detailed client interviews and risk assessments.

Chase Grant is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has worked in estate planning and financial services, including time with Oklahoma Estate Attorneys PLLC. Grant is also a solo practitioner focusing on estate planning and estate administration and is involved with the Oklahoma City Youth Hockey Association. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional clients, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, with a notable portion of its business conducted on a non-discretionary basis.

Michael Grant is a financial advisor with Raymond James Financial in Oklahoma City, holding the Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Raymond James Financial since 2009 and has extensive experience in non-variable insurance products. Outside of his advisory role, he owns and operates an agricultural business involved in crop production. 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 emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while often maintaining client decision authority.

Owen Kay is a financial advisor with Raymond James Financial in Midwest City, OK. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in the restaurant industry and education. Kay is also involved as an insurance agent and associate financial advisor with TFCU Financial Advisors and Tinker Federal Credit Union. 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 state and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through fact-finding and risk profiling.

Ronald Stevens Jr. is a financial advisor with Raymond James Financial holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at United Auto Group for three years. Outside of advising, he is the CEO of Lighthouse Financial Group LLC, provides legal estate planning services through Lighthouse Legal Group, LLC, and is the owner of Sweet Bison, 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by firm research and a broad affiliate network.

Logan Bailey is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing Services LLC and the International Bank of Commerce prior to his current role. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings.

Michael Garbutt is a financial advisor with Edward Jones in Shawnee, Oklahoma, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Franklin D. Roosevelt: The American School of Lima from 2014 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lenora Yankacy is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized operational structure supporting its extensive client coverage.

Melinda Seagraves is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has held roles at Tinker Federal Credit Union and its affiliated financial services firms since 2001. Outside of her advisory work, she serves as the Executive Sponsor for a Neurodiversity Employee Resource Group at Tinker Federal Credit Union, providing coaching and support for employee collaboration. 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, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

Ronald Hargis is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James and its affiliated entities since 1999. Outside of his advisory role, he is involved in an agriculture-related business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Michael Stecker is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and managed services separate.

Brent Morris is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at SandRidge Energy from 2014 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

William Ahrberg is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lord Abbett Distributor LLC for seven years. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Clay David is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Baker Hughes from 2011 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 financial advisors.

Amy Harper is a financial advisor with Raymond James Financial Services, Inc. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Prior to joining Raymond James in 2022, she spent 16 years at T. Rowe Price. She is also an associate with Tinker Federal Credit Union and TFCU Financial Advisors, where she works as a financial planning analyst. 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 emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive firm research and a broad affiliate network.

John Taylor is the sole advisor at John H Taylor, LLC, an independent firm based in Jones, Oklahoma. He holds a Series 66 designation and has 21 years of industry experience, including roles at a wirehouse and in insurance prior to founding his firm in 2010. Outside of his advisory work, he operates a small cattle business at his residence. John H Taylor, LLC provides investment advisory services and portfolio management primarily for individual clients, focusing on managed accounts and ongoing investment advice for households. The firm employs borrowing within separately managed accounts as part of portfolio implementation, a practice that is uncommon among similar independent advisers.