Kimberly Swain is a financial advisor with Edward Jones in Purcell, Oklahoma. She holds the Series 66 designation and has 12 years of experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over 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, managing approximately $1.01 trillion in assets.

Garrin Bratcher is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked for Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. Outside of his advisory role, Bratcher serves on the board of Rush Springs Public Schools and is involved in managing retail produce operations through Bratcher Farms and Melons. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research and model portfolios.

James Graham is a financial advisor with Cambridge Investment Research Advisors in Norman, OK, holding a Series 66 designation and 20 years of industry experience. His prior experience includes positions at Raymond James & Associates, LPL Financial, Voya Financial Advisors, and Wall Street Brokerage LLC. In addition to his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, using both proprietary and third-party strategies tailored to client objectives.

Coleton Sharp is a financial advisor at Edward Jones with one year of industry experience. He previously worked for Continental Resources for twelve years. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

John Sigmon is a CFP®-certified financial advisor with LPL Financial, where he has worked since 1995, totaling 34 years of industry experience. He is based in Norman, OK. Outside of his primary role, he is president of Sigmon Associates, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives, utilizing a variety of model portfolios, third-party research, and technologies such as machine learning.

Melissa Raiford is a financial advisor with Ameriprise in Norman, OK, holding a Series 66 designation and four years of industry experience. She previously worked at Freedom Retirement Solutions, Inc. for three years before joining Ameriprise in 2020. Outside of her advisory role, she owns and manages a local café and participates in leadership and philanthropic activities with the Alpha Gamma Delta Norman Alumnae Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research with third-party tools to provide tax-aware withdrawal strategies and dependable income planning for clients approaching or in retirement.

Richard Taylor is a financial advisor with Thrivent Investment Management in Norman, Oklahoma, holding a Series 66 designation and five years of industry experience. Prior to his current role, he owned and operated Taylormade Cabinetry for 14 years, a manufacturing business primarily focused on servicing long-term customers. His involvement in that business has become more inactive over time, with subcontractors handling most of the labor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and broad planning recommendations without implementation or discretionary trading authority.

Connor Osborn is a Series 66-registered financial advisor at Edward Jones with two years of industry experience. He has worked at Edward Jones since 2023 and previously held roles at Institutional Shareholder Services, White Operating Company, Zurich Oklahoma City, Oklahoma Wesleyan University, and Oklahoma Baptist Homes for Children. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Christy Nelson is a CFP®-certified financial advisor at Edward Jones in Norman, OK, with 38 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Krystal Marazzi is a financial advisor with Edward Jones in Norman, Oklahoma. She holds a Series 66 credential and has six years of industry experience, including prior roles at Ferguson GMC and Joe Cooper Ford. Outside her advisory work, she owns Mazarati Solutions INC, where she provides vitamins, sells used items, organizes networking events, serves as a continuing education instructor and keynote speaker, and supports the Untamed Psyche Podcast. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jason Robinson is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Edward Jones since 2014, working in their Norman, OK office. 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 discretionary and non-discretionary investment strategies, with a broad national network of advisors and branch offices.

Katelyn Miller is a financial advisor with Edward Jones in Norman, Oklahoma. She holds a Series 66 designation and has been with Edward Jones since 2017, following three years at Mid-America Christian University. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Robinson is a Series 66 licensed financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2017 and previously operated Robinson Rain Guttering for eleven years. In addition to his advisory role, he is associated with MEW Practice Management, LLC, supporting client meetings and related tasks. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Adam Carson is a financial advisor with Ameriprise in Norman, Oklahoma, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Outside of his advisory role, he co-owns MEW Practice Management, a financial practice operations management company, where he serves as owner and Chief Financial Officer. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing comprehensive, written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Joseph James is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he is involved in insurance sales through Bluecrest Financial Alliances, focusing on life, disability, long-term care, and fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Brianna Garon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. She also works with Strong Buy LLC in branch operations and financial advising. Her background includes roles in architecture and service with the Oklahoma Army National Guard. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Jarred Elwell is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Norman, OK, holding Series 65 and Series 63 credentials with eight years of industry experience. Prior to joining Raymond James, he worked at Partners in Planning Financial Services and operated Elwell Wealth Management, LLC. Outside of financial advising, he is a partner at Elwell and Spain, PLLC, where he practices law. 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 using analytical tools to support client goals and maintains specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Jacob Rowley is a financial advisor at Edward Jones in Norman, OK, with eight years of industry experience. He holds the Series 66 designation and previously worked at MidFirst Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

William Dunn is a financial advisor with Merrill in Norman, Oklahoma, holding a Series 66 designation and one year of industry experience. Prior to Merrill, he has held positions at Bank of America, Wells Fargo Advisors, and several other firms across various industries. His background includes a diverse range of work experiences outside of finance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing internal and third-party investment management teams.

Rodney Jones is a financial advisor at Cetera with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Voya Financial Advisors and operating R. C. Jones & Co., LLC. In addition to advising, he provides notary services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, utilizing both affiliated and third-party managers.