Margaret Avant is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Looney is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is an independent contractor for Redrock Wealth Advisors in Edmond, Oklahoma. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive emphasis on advisory and implementation-support services.

Justin Tate is a financial advisor with Edward Jones in El Reno, Oklahoma, holding the Series 66 designation and bringing five years of industry experience. He has been with Edward Jones since 2020 and previously worked with Riverview Baptist Church and OKPreps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm operates a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Graves is a CFP® and Series 66-registered financial advisor with Edward Jones, based in El Reno, OK. He has 11 years of industry experience 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Monica Park is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016. In addition to her advisory role, she serves as Board Clerk for the Maple School District Board of Education in Calumet, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds, trust services, and securities-based lending options.

Brian Baker is a CFP®-certified financial advisor with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. His prior roles include positions at Wells Fargo Advisors and Concurrent Advisors. Outside of his advisory work, he is an author and has published a book available to clients and on Amazon. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers tailored financial planning and investment consulting, with a focus on non-discretionary advisory services supported by firm research and a broad affiliate network.

Thomas Avant is a financial advisor with Wells Fargo Clearing in El Reno, Oklahoma, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an investment approach grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Amanda Rosholt is a financial advisor with Edward Jones in El Reno, OK, holding a Series 66 designation and six years of industry experience. Prior to rejoining Edward Jones in 2023, she worked there from 2017 to 2023 and was involved with the Oklahoma Farming and Ranching Foundation and Oklahoma Farm Bureau from 2014 to 2017. Outside of her advisory role, she manages bookkeeping and accounting for a family farm LLC that raises cattle and holds farm and investment land. 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 and investment solutions backed by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.