Daniel Fleet is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he spent 22 years at Eastland Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ravi Kapoor is a financial advisor at Ameriprise in Tulsa, OK, holding a Series 66 designation. He has recently begun his career in the financial services industry with Ameriprise, having prior experience as a full-time student and in engineering. 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 that provides written recommendation reports and annual advice focused on dependable income and tax-aware strategies.

Felix Jones is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Cambridge Investment Research Advisors. He is also involved with The Holmes Org, a separate advisory service he has provided for over 20 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing access to various investment products and third-party managed account solutions.