Gary Gingrich is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, following a six-year tenure at TIAA-CREF. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

William Spain is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he spent over a decade at the University of Oklahoma. Outside of his financial advisory work, Spain is a partner at Elwell & Spain, PLLC, where he provides estate planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach supported by analytical tools and serves clients through a large advisor network with specialized municipal and employer advisory programs.

Patrick Hine is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2024. Prior to joining LPL, his background includes roles at AML Rightsource, Southern Nazarene University, and Dick's Sporting Goods. 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 financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Omar Rosales is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at various firms including MML Investors Services, MassMutual, and Pruco Securities. Outside of his advisory role, he is involved in independent insurance brokering and serves as an associate financial advisor with MEW Practice Management, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides detailed, ongoing retirement income planning and tax-aware withdrawal strategies.

Michael Merrill is a CFP® and ChFC® professional with 21 years of industry experience. He has worked at LPL Financial since 2026 and previously spent 15 years with Cambridge Investment Research Advisors, INC. Merrill is also co-author of the book *Financial Planning Basics for Doctors* and serves as a managing member of Finity Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plans. The firm offers a range of financial planning services, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Curran is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with VOYA Financial Advisors and through his own firm, Curran Financial Solutions. He is also an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Bradley Lester is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP®, Series 63, and Series 65 designations and bringing 29 years of industry experience. He previously worked with Partners In Planning Financial Services and United Planners' Financial Services of America. Lester serves on the finance and investment committee of New Life Bible Church, where he supervises financial recordkeeping. 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 clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains unique affiliations that support its municipal finance work.

Robyn Fain is a financial advisor with LPL Financial in Norman, Oklahoma, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes positions at Morgan Stanley and Wells Fargo Clearing before joining LPL Financial and First United Wealth Management, where she has worked since 2016. 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 financial planning and portfolio management services, supported by a large network of advisors and various institutional platforms.

Debra Schumacher is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2006. 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, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jolene Nauman is a financial advisor at Edward Jones in Norman, Oklahoma, with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of advisors and branch offices.

Stephen Jones is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with Cetera. He has previously worked at VOYA Financial Advisors, Inc. and Wall St Brokerage. Jones is the owner of Jones Financial Partners, where he provides services related to estate planning and financial products. He also holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Anthony Cruse Jr. is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Raymond James and Modern Woodmen and spent five years at the University of Oklahoma. In addition to his advisory role, he is involved with MEW Practice Management as a client service specialist. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.”

Natalie Lim Taylor is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for six years and Paycom for seven years. 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 portfolio programs, and institutional platforms.

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.

Jared Cook is a financial advisor at Edward Jones in Norman, Oklahoma, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for seven years at MarkWest Energy Partners. Outside of his advisory role, Cook is involved in tending cattle and farming at the Cook Family Ranch & Farm in Hardesty, Oklahoma. Edward Jones is a full-service wealth management firm serving over 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 nationwide.

James Wilbanks is a financial advisor with Ameriprise in Goldsby, Oklahoma, holding a Series 66 credential and six years of industry experience. His career includes roles at Ameriprise Financial Services and the Mendocino County Employees Retirement Association. Outside of his advisory work, he owns Ultimate Consulting, LLC, and serves as Treasurer on the Board of Directors for the Tri-City Gun Club. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations supported by algorithmic automation and oversight.

Devan Reyes is a financial advisor with Edward Jones in Purcell, OK, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at C & J Oil Services, Norman Regional Health System, and Duncan Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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.