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.

Caleb Winslow is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2016. Outside of his advisory role, Winslow owns and supervises real estate investing ventures in Oklahoma. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets across a broad range of investment vehicles.

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.

Kimberly Sutton is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones, Eide Bailly LLP, Intuit, and JMA Energy Company LLC. In addition to her advisory role, she serves as a council member for the City of Newcastle and owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by advanced operational tools and a broad platform of financial solutions.

Edward Clouse is a Series 66–licensed financial advisor with Edward Jones, based in Blanchard, OK. He has one year of industry experience, including prior roles at Liberty National Bank and First United Bank. His earlier work experience includes five years in construction at Rosco Construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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.

Tanner Foster is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at First National Bank & Trust for two years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial services beyond advisory offerings.

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.

Shelby Roberts is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets, Bank of America, Merrill, Valmark Securities, and W3 Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its roles as an advisor to registered investment companies and fund-of-funds.

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.

Brian Wells is a financial advisor with Ameriprise in Blanchard, Oklahoma, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and Cetera Advisor Networks LLC. Outside of his advisory work, he has been involved in local community activities with the Blanchard Lions Club and co-owns a logistics business focused on hauling frac sand in the oil industry. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.