Samantha Dodson is a CFP® and Series 66 licensed advisor with Arvest Wealth Management, bringing two years of industry experience. Prior to joining Arvest, she worked at Ameriprise and Sabatka & Co. Outside of her financial advisory role, she works part-time in concessions at Caney Golf Course. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Jesse Schenck is a CFP® professional at Mercer Global Advisors Inc. with three years of industry experience. Prior to joining Mercer, he worked at Convergent Wealth Management and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a variety of low-cost investment vehicles and specialized advisory programs.

Douglas Rodgers is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rodgers Link Financial Partners and Caughell Rodgers Financial. He is also the owner of Pooler Creek Farms. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Kenneth Green is a CFP® with 25 years of industry experience. He has worked at First Investment Corporation since 2001 and was previously with Dominion Investor Services, Inc. He joined Farther in 2026. Outside of advisory work, he serves as co-trustee of a revocable trust that holds a minority stake in Dominion Financial Services, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm uses a Modern Portfolio Theory-based approach with proprietary model portfolios and algorithmic rebalancing, employing a range of investments including ETFs, mutual funds, equities, and fixed income.

Morgan Barnhill is a Series 66-licensed financial advisor at Farther with eight years of industry experience. His prior roles include positions at Calton & Associates, Inc. and Dominion Investor Services, Inc. Outside of his advisory work, he co-owns a restaurant and food truck in Bartlesville, Oklahoma, and operates a contract cleaning company. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, individual equities, and fixed income.

Michael Link is a financial advisor at Farther with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rodgers Link Financial Partners, Commonwealth Financial Network, and Sutterfield Financial Group. Outside of advisory work, he is a partner in a local property management company in Bartlesville, Oklahoma. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach incorporates Modern Portfolio Theory through bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Cheryl Green is a Series 66-licensed financial advisor at Farther with 25 years of industry experience. She previously worked at Calton & Associates and has longstanding ties to First Investment Corporation and Dominion Investor Services. Outside of her advisory work, she holds a minority ownership interest in Dominion Financial Services and is an Oklahoma-licensed real estate sales associate involved in real estate transactions. Farther provides discretionary investment management and related advisory services primarily to individuals, trusts, and estates through a combination of web and mobile platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models and algorithmic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Kevin Hay is a Series 66 licensed financial advisor with 20 years of industry experience. He has worked for Wells Fargo Clearing since 2020 and previously spent 14 years at Arvest Wealth Management and Arvest Bank. Outside of his advisory role, he serves as treasurer for Green Country Free Clinic, is an investment committee member for the Oklahoma Wesleyan University Foundation, and chairs the Tri County Tech Foundation, supporting students. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

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.

John Lamb is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as chairman of multiple nonprofit organizations focused on crime prevention and participates in community leadership and volunteer efforts. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform.

Jordan Duvall is a financial advisor with LPL Financial in Bartlesville, OK, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial, he was associated with Hood & Associates, CPAs, and Journey Fulfillment Inc., where he worked for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Douglas Schwegman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC since 1981 until joining LPL Enterprise in 2024. Schwegman also owns and operates Schwegman Insurance and Financial Services, LLC, an insurance practice based in Bartlesville, Oklahoma. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product sales through affiliated entities.

Caitlin Parr is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Garret Parr is a financial advisor with Edward Jones in Bartlesville, OK, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he owns and manages commercial rental properties through GCP Enterprises LLC. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Noah Williams is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Arvest Wealth Management and Gateway First Bank. Outside of his advisory role, he is involved with Gateway First Bank Trust Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Bruce Smith is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1992. Outside of advising, he serves as a trustee and president in several non-investment-related capacities in his local community. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver written, non-discretionary recommendations through a centralized consulting team.

Caleb Hood is a financial advisor with LPL Financial in Bartlesville, OK, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Royal Alliance Associates and owns Hood and Associates, CPAs, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Blake Hood is a financial advisor with LPL Financial based in Bartlesville, OK. He holds Series 63 and Series 65 licenses and has two years of industry experience. In addition to his advisory role, he has been involved with Hood and Associates, CPAs, PC since 2006. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Laurisa Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee for her father. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at large scale with over 14,000 financial advisors and manages roughly $671 billion in assets, offering both brokerage and advisory solutions.

Dustin Hancock is a financial advisor with Edward Jones in Bartlesville, OK, holding a Series 66 designation and over 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.