Heather Robison is a CFP® professional with 17 years of experience, currently serving as a financial advisor and branch manager at Raymond James Financial Services Advisors, Inc. She has previous experience with FISD, Inc. from 2016 to 2020 and has held multiple roles since 2008, including work alongside a CPA firm. In addition to her advisory work, Robison serves as Treasurer for the Richard Kane YMCA in Bartlesville and is a board member of a local private country club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm delivers tailored non-discretionary planning using risk profiling and modeling tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Brice Terronez is a financial advisor with Raymond James Financial in Bartlesville, OK. He holds a Series 66 credential and has recently entered the industry, with experience beginning in 2025. Prior to his financial career, he worked at ConocoPhillips and has an academic background from the University of Oklahoma. Raymond James Financial Services Advisors, Inc. delivers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary recommendations and supports municipal and public-finance advisory services.

Douglas Mciver is a financial advisor with Raymond James Financial in Bartlesville, Oklahoma, holding a Series 66 designation and 18 years of industry experience. He has worked with Raymond James since 2008 and previously held roles at Susan Dick Financial Services, LLC, and FISD Inc. Mciver serves as a committee member on the County Excise and Equalization Board and participates in the finance and investment committee at St. Luke's Episcopal Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and a broad advisor network.