Amy Harper is a financial advisor at Ameriprise Financial Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including T Rowe Price and Raymond James Financial Services. Harper is also employed as a financial planning analyst with TFCU Financial Advisors and an associate at Tinker Federal Credit Union. 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, which focuses on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Douglas Garone is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has previously worked at firms including Drawbridge Capital, LPL Financial, MassMutual, and Edward Jones. Outside of advising, he is the owner of an e-commerce business called Bricklahoma. Cetera Investment Advisers LLC serves a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Alvin Ly is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Bison Capital Advisors, LLC, where he has worked since 2020. Prior to this, he was employed at Baker Asset Management LLC and The Baker Group. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients with discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm uses fundamental analysis and strategic asset allocation for individualized advice and leverages institutional platforms for custody and execution.

Robert Owens is a CFA® charterholder with 27 years of industry experience. He has worked at Bison Capital Advisors, LLC since 2020 and previously spent 15 years at Baker Asset Management LLC. Owens holds Series 63 and Series 65 licenses. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm emphasizes fundamental analysis and strategic asset allocation, utilizing Fidelity’s institutional platform and a third-party system for managing defined-contribution participant accounts.

Joseph Dunn is a CFA® charterholder and holds the Series 66 designation with 10 years of industry experience. He currently works at XYPN Sapphire and was previously with Commonwealth Financial Network for 10 years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based allocation strategy and offers both discretionary and non-discretionary portfolio management, supporting affiliated advisors through a centralized model with specialized services including a pilot digital-asset management program.