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.

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.

Austin Mason is a financial advisor with Edward Jones in Prague, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

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.

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.

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.

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.

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.