Darrell Surface Jr. is a CFP® professional with 24 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing rental properties in Tulsa, Oklahoma. Edward Jones is a full-service wealth management firm with over 23,700 advisors and $1.01 trillion in assets under management. The firm serves individual and institutional clients with a range of discretionary and non-discretionary investment strategies and offers affiliated capabilities such as a trust company and proprietary mutual funds.

Corey Reece is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill and Central States Capital Markets. Outside of his advisory role, he serves as a board member of the Nowata Country Club in Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Phillip Kirk is a financial advisor with LPL Financial in Bartlesville, OK, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at LPL Financial since 2023 and has prior experience with Hood and Associates, CPA's, P.C., Frontier Integrity Solutions, and Tulsa Inspection Resources. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of professionals and extensive resources.

Levi Walker is a financial advisor at Edward Jones in Bartlesville, OK, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years with Fort Gibson Public Schools. Outside his advisory role, Levi serves as the Missions Committee Chairman for Adams Blvd. Church of Christ in Bartlesville. 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 and investment strategies through a nationwide network of financial advisors and branch offices.

Laura Wood is a financial advisor with Wells Fargo Clearing in Bartlesville, Oklahoma, holding the ChFC® and Series 66 designations with eight years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Aerotek and Sterling's Grille. Wood serves on the Bartlesville Library Trust Authority board, where she reviews assets and investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and offering a wide range of investment options including insurance-related vehicles and bank deposit sweep programs.

Beau Eden is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory work, Eden is involved in coaching youth sports, serving as a junior high basketball coach and an assistant track coach in Caney, Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors.

Paul Turcott is a CFP® professional with 23 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Oppenheimer, Merrill, and Wells Fargo Clearing. Turcott is also a co-owner and managing partner of Iron Horse Family Forest, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by various technology tools.

Jeremy Caughman is a financial advisor at Edward Jones in Bartlesville, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Titan Security and ADT Security LLC. Outside of his advisory role, he maintains an active Realtor license and occasionally assists friends and family with real estate transactions through a small firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, investment options, and affiliated services, supported by a nationwide network of financial advisors and branch offices.

Amy Cady is a CFP® professional with 29 years of experience in the financial services industry. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

William Wilson is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. He previously worked at VOYA Financial Advisors and Freedom Financial Strategies. Outside of his advisory role, he is involved in ministry work, occasional Bible teaching, and volunteers as a pickleball referee and tennis coach. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various discretionary and non-discretionary program options.

Karen Wilson is a financial advisor with Primerica Advisors in Bartlesville, OK, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2008 and is involved with HeartMatters, Inc., operating a resale store since 2020. Outside of traditional advisory work, she also receives compensation related to loan product sales and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based advisory services supported by third-party asset managers and custodial providers.

Adam Shelley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Hardesty is a financial advisor with LPL Financial based in Bartlesville, Oklahoma. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at Royal Alliance Associates and Hood & Associates CPAs. Outside of his advisory work, he has engaged in delivery driving for Uber Eats and DoorDash. 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 through a large network of advisors.

Lindsay Sturgeon is a Series 66–licensed financial advisor with Edward Jones in Bartlesville, Oklahoma, with six years of industry experience. She has been with Edward Jones since 2006. Outside of advising, she is involved in agricultural business activities including producing goat milk products and managing farm operations through Sturgeon Farms LLC, as well as a real estate venture in its initial stages. 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 and investment solutions, managing approximately $1.01 trillion in assets and operating a large nationwide network of financial advisors and branch offices.

Joshua Randolph is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with LPL Financial and Gateway First Bank in Bartlesville, OK. His prior experience includes roles at Arvest Wealth Management and Avantax Advisory Services. He also serves in a trust department role at Gateway First Bank. 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 broad range of advisory and brokerage services supported by model portfolios, third-party asset managers, and institutional platforms, with an emphasis on diverse investment strategies and integrated financial services.

Bryce Hood is a financial advisor with LPL Financial in Bartlesville, Oklahoma, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes previous roles at Royal Alliance Associates and National Planning Corporation. He also operates Hood & Associates, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions, utilizing various portfolio strategies and support tools.