Clay David is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Baker Hughes from 2011 to 2019. 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 with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 financial advisors.

Jordan Henricks is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 12 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Amy Harper is a financial advisor at Ameriprise Financial Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including T Rowe Price and Raymond James Financial Services. Harper is also employed as a financial planning analyst with TFCU Financial Advisors and an associate at Tinker Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

John Taylor is the sole advisor at John H Taylor, LLC, an independent firm based in Jones, Oklahoma. He holds a Series 66 designation and has 21 years of industry experience, including roles at a wirehouse and in insurance prior to founding his firm in 2010. Outside of his advisory work, he operates a small cattle business at his residence. John H Taylor, LLC provides investment advisory services and portfolio management primarily for individual clients, focusing on managed accounts and ongoing investment advice for households. The firm employs borrowing within separately managed accounts as part of portfolio implementation, a practice that is uncommon among similar independent advisers.