Stephen White is a financial advisor with GWN Securities Inc. in Owasso, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with GWN Securities since 2013. Outside of advising, he is involved in several business ventures including ownership of a deer farm and hunting property, consulting for a sports video company, and investing in technology and real estate projects with family. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and is notable for its legacy use of market-timing and momentum-based investment strategies.

Stacia Lykins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She previously worked with UMB Financial Services Inc. and UMB Bank, where she spent over two decades in various financial services roles. 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, institutions, and charitable organizations. The firm emphasizes non-discretionary planning using analytical tools to tailor strategies to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Corey Baney is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at The Gathering Church, Fastenal, and Buckle Inc. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brent Keith is a financial advisor with LPL Financial in Owasso, Oklahoma, holding the ChFC® and Series 63 designations and bringing 25 years of industry experience. He has worked with LPL Financial since 2011 and has been affiliated with First Bank of Owasso since 2003. Brent serves as a nonprofit board member with the Oklahoma Department of Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a broad array of investment strategies and operational tools.

Ryan Neely is a financial advisor at OSAIC Wealth with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Penn Mutual Life Insurance Company and Hornor Townsend and Kent, Inc. for 20 years each. Neely serves as a board member of the Claremore Industrial Economic Development Authority and is involved in agricultural oversight through Chinquapin Ridge Ranch, LLC. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios on both discretionary and non-discretionary bases.

Alexandra Cornwell is a financial advisor at Edward Jones in Owasso, OK, holding a Series 66 designation. She has been with Edward Jones since 2020, with prior experience at SunTanz from 2016 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including wrap fee strategies, separately managed accounts, and tax-efficient overlay services.

Joshua Pool is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 65 designation and has worked at Edelman Financial Engines since 2022, following a year at Walmart and five years as a full-time student. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary portfolio management with a focus on diversified model portfolios and long-term investment strategies.

Lance Skalnik is a financial advisor with Raymond James Financial Services Advisors, Inc. and PTP Investment Group, LLC, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Raymond James since 2009 and is the owner of PTP Investment Group, where he is also actively involved. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probabilistic modeling to support client goals.

Whitney Mc Pherson is a financial advisor with Thrivent Investment Management in Claremore, Oklahoma. He holds Series 63 and Series 66 licenses and has worked in the financial services industry since 2023. Prior to joining Thrivent, he spent five years at DXC Technology and seven years at Darden Restaurants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers an option to combine planning with managed-account services under a consolidated billing program.

Christine Gullic is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has previously worked at BOK Financial Securities and Bokf. Outside of her advisory role, she engages in freelance writing and editing work. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Seth Keith is a financial advisor with LPL Financial in Owasso, Oklahoma. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he has worked at First Bank of Owasso and held positions outside of finance, including roles with the Spring Valley Rod and Gun Club and an auto customization business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Dale Alimena Sr. is a financial advisor with Edward Jones in Owasso, OK, holding a Series 66 designation and 11 years of industry experience. He 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 and investment strategies through a nationwide network of more than 23,700 financial advisors.

Stacy Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He is the owner and CEO of both CastleRock Financial Advisors and S. R. Brown LLC, and previously served four years with the Collinsville Police Department. Brown also works as an insurance agent with Midland Insurance. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting based on risk profiling and modeling, and is notable for its municipal advisory affiliation and recent expansion of SIMPLE IRA advisory services.

Lilly Velotta is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2009. Outside of her advisory role, she is the sole member of several LLCs that manage rental properties, including an Airbnb property at a lake. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Kassi Branch is a financial advisor at Edward Jones in Claremore, OK, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, Branch worked for six years at Family and Children’s Services and spent two years at Lowe’s. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of investment strategies and affiliated financial services.

Brian Connally is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 29 years of industry experience and has worked with several firms, including Avantax and InVest Wealth Management. Outside of his advisory work, he is president of Snow Creek Energy, Inc., which focuses on accounting and consulting for oil and gas projects, and he owns and operates a farming and dairy business through Snow Creek Ranch, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nicholas Kila is a CFP® and holds a Series 66 license, with 15 years of experience in the financial services industry. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Evan Gibson is a financial advisor at Edward Jones in Owasso, OK, holding the Series 66 designation. He joined Edward Jones in 2025 and has prior experience in real estate investment sales and brokerage, having worked at Marcus & Millichap Investment Sales and Chinowth & Cohen Realtors. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jay Collins is a financial advisor with Primerica Advisors in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan services.

Stephen Brown is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Cetera and affiliated firms in 2023. Outside of financial services, he teaches handcrafted woodworking to his son and grandsons. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary options.