Connor Osborn is a Series 66-registered financial advisor at Edward Jones with two years of industry experience. He has worked at Edward Jones since 2023 and previously held roles at Institutional Shareholder Services, White Operating Company, Zurich Oklahoma City, Oklahoma Wesleyan University, and Oklahoma Baptist Homes for Children. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Christy Nelson is a CFP®-certified financial advisor at Edward Jones in Norman, OK, with 38 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Krystal Marazzi is a financial advisor with Edward Jones in Norman, Oklahoma. She holds a Series 66 credential and has six years of industry experience, including prior roles at Ferguson GMC and Joe Cooper Ford. Outside her advisory work, she owns Mazarati Solutions INC, where she provides vitamins, sells used items, organizes networking events, serves as a continuing education instructor and keynote speaker, and supports the Untamed Psyche Podcast. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jason Robinson is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Edward Jones since 2014, working in their Norman, OK office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a broad national network of advisors and branch offices.

Katelyn Miller is a financial advisor with Edward Jones in Norman, Oklahoma. She holds a Series 66 designation and has been with Edward Jones since 2017, following three years at Mid-America Christian University. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Austin Hughes is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and SECURITIES AMERICA, Inc. Outside of his advisory role, Hughes serves on the board of directors for Camp Lu-Jo KISMIF, a church camp in Oklahoma, and is a city council member in Tuttle, Oklahoma. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers. The firm employs asset-allocation tools and risk-tolerance analysis to build diversified portfolios and provides various managed-account solutions using both proprietary and third-party platforms.

John Robinson is a Series 66 licensed financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2017 and previously operated Robinson Rain Guttering for eleven years. In addition to his advisory role, he is associated with MEW Practice Management, LLC, supporting client meetings and related tasks. Ameriprise Financial Services is a large diversified 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 income sources and tax-aware withdrawal strategies.

Adam Carson is a financial advisor with Ameriprise in Norman, Oklahoma, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Outside of his advisory role, he co-owns MEW Practice Management, a financial practice operations management company, where he serves as owner and Chief Financial Officer. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing comprehensive, written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Joseph James is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he is involved in insurance sales through Bluecrest Financial Alliances, focusing on life, disability, long-term care, and fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Brianna Garon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. She also works with Strong Buy LLC in branch operations and financial advising. Her background includes roles in architecture and service with the Oklahoma Army National Guard. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Jarred Elwell is a financial advisor at Raymond James Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his financial advisory work, Elwell is a partner at Elwell and Spain, PLLC, where he practices law. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and supports its clients through various advisory programs and partnerships.

Kenneth Edmonds is a financial advisor with Edward Jones in Newcastle, OK, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Distribution NOW for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Albert Collingbourne IV is a financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Arvest Wealth Management and Arvest Bank. He holds the Series 63 and Series 66 designations. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Randal Dame is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at WealthFirst Financial Advisors, OKC Wealth Advisors, and Waddell & Reed, INC., among others. He serves as an adjunct instructor at Francis Tuttle Technology Center and operates a notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Rowley is a financial advisor at Edward Jones in Norman, OK, with eight years of industry experience. He holds the Series 66 designation and previously worked at MidFirst Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Catherine Lantz is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her prior work includes roles at Woodbury Financial, Cameron Financial Strategies, and OSAIC. Outside of advising, she is an insurance agent selling life insurance, fixed annuities, and long-term care products, and she provides notarial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with various program options and manages over $256 billion in assets across more than 10,000 advisors.

William Dunn is a financial advisor with Merrill in Norman, Oklahoma, holding a Series 66 designation and one year of industry experience. Prior to Merrill, he has held positions at Bank of America, Wells Fargo Advisors, and several other firms across various industries. His background includes a diverse range of work experiences outside of finance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing internal and third-party investment management teams.

Rodney Jones is a financial advisor at Cetera with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Voya Financial Advisors and operating R. C. Jones & Co., LLC. In addition to advising, he provides notary services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, utilizing both affiliated and third-party managers.

Lisa Baker is a financial advisor with Edward Jones in Norman, Oklahoma. She holds the ChFC® designation and a Series 66 license, with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at 7-Eleven Inc. In addition to her advisory role, she owns and operates Flying 86 Farm, a hobby farm where she manages livestock and occasional sales of breeding stock or meat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a large network of financial advisors and branch offices nationwide.

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.