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.

Eric Russell is a financial advisor with LPL Financial in Oklahoma City, holding Series 63, 65, and 66 registrations and bringing 28 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Waddell & Reed, and various insurance carriers. Outside of his advisory work, he served with the Edmond Huskies Basketball Association for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors across various 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.