Terry Devore is a financial professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2020, following four years at Cetera Advisors. Devore serves as Vice President on the board of the Mission Gardens Homeowners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies with both discretionary and non-discretionary options tailored to client objectives.

Richard Keel is a financial advisor at OSAIC with 13 years of industry experience, holding a Series 66 designation. His prior experience includes roles at Edward Jones and Woodbury Financial Services. Outside of his advisory work, he is active as a sports official, officiating softball, baseball, football, and volleyball at various levels. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct customized portfolios across multiple asset classes.

Ravi Kapoor is a financial advisor at Ameriprise in Tulsa, OK, holding a Series 66 designation. He has recently begun his career in the financial services industry with Ameriprise, having prior experience as a full-time student and in engineering. 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 that provides written recommendation reports and annual advice focused on dependable income and tax-aware strategies.

Joshua Henry is a financial advisor with Edward Jones in Cleveland, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he serves as president of the Cleveland Chamber of Commerce. 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 supported by a large network of financial advisors and branch offices across the country.

Felix Jones is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Cambridge Investment Research Advisors. He is also involved with The Holmes Org, a separate advisory service he has provided for over 20 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing access to various investment products and third-party managed account solutions.