Kimberly Swain is a financial advisor with Edward Jones in Purcell, OK, holding the Series 66 designation and having 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Caleb Winslow is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity-related entities since 2016. Outside of advising, he is involved in real estate through ownership and management roles in local investment companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a diversified set of funds and models.

Gregory Smith is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial since 2024. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 13 years. Outside of his advisory work, he is involved with GWS Investments, LLC, a business entity established for tax and investment purposes. 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 range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Rustin Young is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he held roles at Principal Life Insurance Company, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his financial advisory work, he is also employed at MW Piping and Fabrication and is involved with The Church Today. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining brokerage and insurance products through its affiliated entities.

Jesse Bain is a CFP® professional with 21 years of experience in financial advising, currently with Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Purcell, Oklahoma. Bain also serves as a non-public arbitrator as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large national network of advisors and branch offices.

Kyle Hare is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Hare Land Services, LLC from 2011 to 2016. Kyle holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.