Dennis Davis is a CFP® professional with over 31 years of industry experience. He is currently affiliated with Cetera and has held roles at Cetera Wealth Services, VOYA Financial Advisors, and other firms. Outside of his advisory work, he owns a business that buys and sells classic cars. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of advisors. The firm provides access to multiple investment platforms and third-party managers, supporting discretionary and non-discretionary account management.

Daniel Fleet is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he spent 22 years at Eastland Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.