Elizabeth O'Malley is a Series 66-registered financial advisor with Edward Jones, based in Choctaw, Oklahoma. She has 16 years of industry experience, all with Edward Jones since 2010. 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 through a nationwide network of nearly 24,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

David Spires is a CFP®-designated financial advisor with Edward Jones, based in Shawnee, Oklahoma. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he is a member of Spires Investments LLC, a rental property business. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Virginia Wright is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024, following a 20-year tenure at Woodbury Financial. Wright also operates V. Wright Investment Partners and is an independent insurance agent with over two decades of experience in insurance sales. In addition to her advisory roles, she is involved in a family business providing clerical support. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Tanner Hayes is a Series 66 licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Bryan Terry is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Raymond James Financial and Vision Bank, and has experience as a financial planning analyst with Tinker Federal Credit Union. Outside of advisory roles, he has worked as a financial planning analyst in a support capacity at Tinker Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Melvin Thee III is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked in finance roles at Bluestone Natural Resources/Blackbeard Operating and Grant Thornton. Outside of finance, he volunteers as a trained storm spotter, assisting a news channel and the national weather service with storm verification. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds.

Erica Camp is a financial advisor with Edward Jones in Shawnee, Oklahoma, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2019 and has also worked as an online adjunct instructor at Oral Roberts University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households and institutional investors. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Benjamin Souza is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Raymond James Financial Services and Tinker Federal Credit Union, as well as managing family enterprises. Ameriprise Financial Services is a large, diversified advisory 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 reliable income sources and tax-aware withdrawal strategies.

Connor Holman is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His work history includes roles at Edward Jones, Bailee and Co, The Watson Team, and self-employment, as well as several years in education prior to entering the financial services industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Moy is a financial advisor with Ameriprise Financial Services, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Raymond James Financial Services Advisors and ongoing involvement with Tinker Federal Credit Union. Moy also serves as an insurance agent for TFCU Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Chase Grant is a financial advisor at Raymond James Financial with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles with Oklahoma Estate Attorneys PLLC and Terrell Monks. In addition to financial advising, he is a solo practitioner focusing on estate planning and administration through his own law firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Courtney Engel is a financial advisor at Thrivent Investment Management in Norman, OK. She holds a Series 66 designation and has prior experience at Paycom and MidFirst Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Emily Windolph is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated entities since 2011. Windolph is also the owner of Absolute Wealth Management LLC and is active as a licensed insurance agent selling life and annuity products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program options and custodial relationships.

Michael Grant is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James Financial since 2009 and has over a decade of experience selling term and whole life insurance. In addition to his advisory role, he owns and operates an agricultural business involved in growing crops. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Owen Kay is a financial advisor at Ameriprise Financial Services, holding a Series 66 designation with one year of industry experience. He has worked with firms including Raymond James Financial Services Advisors and Tinker Federal Credit Union. Outside of advisory roles, he has experience as an insurance agent and an associate financial advisor at TFCU Financial Advisors and Tinker Financial Services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Victor Kizushi is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kestra Financial and Daiwa Capital Markets America. Victor is based in Del City, OK. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group provides financial planning and portfolio services tailored to client goals, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Ronald Stevens Jr. is a financial advisor with Raymond James Financial, holding a Series 66 credential and seven years of industry experience. He has worked at Raymond James Financial Services Advisors since 2018 and previously spent three years with United Auto Group. Outside of his advisory role, Stevens serves as CEO of Lighthouse Financial Group LLC and is the owner of Lighthouse Legal Group, LLC, where he prepares legal estate planning documents. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.

Jason Grant is a financial advisor at Raymond James Financial with 25 years of industry experience. He has worked at Raymond James Financial since 2009 and has owned Strong Buy LLC since 2005. Grant also holds multiple insurance agent roles offering health, life, and property insurance products. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

Zachary Miller is a financial advisor with LPL Financial based in Norman, Oklahoma. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Studio Tatum for one year and spent over two decades at Thompson Pool & Patio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced operational and research tools.

Ginna Bradshaw is a financial advisor with LPL Financial in Norman, Oklahoma, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Armstrong Financial Services and Sigmon Pilkington Wealth Management. In addition to her advisory work, she is involved with Arbonne as a home-based representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm supports its network of over 22,800 advisors with a range of financial planning and investment management options, including model portfolios and third-party asset management.