John Holmes is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Raymond James Financial Services and Vernon Wealth Management. Outside of advising, he owns and operates C & D Small Engine, a small business he has managed since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, retirement plan participants, and institutions. The firm offers a range of services such as financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Garryl Keel is a financial advisor at Edward Jones in Tulsa, Oklahoma, holding Series 63 and Series 65 designations with 30 years of industry experience. His prior work includes roles at LPL Financial, Central Bank of Oklahoma, INVEST Financial Corp, and The Oak Ridge Financial Services Group, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm’s investment approach includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Connie Buckley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved with Mary Kay Cosmetics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment models.

Leland Nissley is a financial advisor at Edward Jones in Tulsa, OK, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated investment products. The firm is notable for its extensive nationwide advisor and branch network and its affiliated capabilities beyond advisory services.

Emily Waggoner is a financial advisor at Merrill with 15 years of industry experience and holds the Series 66 designation. She has worked at both Merrill and Bank of America, N.A. for over a decade. 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, pension plans, corporations, and charitable organizations.

Terry Devore is a financial professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2020, following four years at Cetera Advisors. Devore serves as Vice President on the board of the Mission Gardens Homeowners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies with both discretionary and non-discretionary options tailored to client objectives.

Richard Keel is a financial advisor at OSAIC with 13 years of industry experience, holding a Series 66 designation. His prior experience includes roles at Edward Jones and Woodbury Financial Services. Outside of his advisory work, he is active as a sports official, officiating softball, baseball, football, and volleyball at various levels. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct customized portfolios across multiple asset classes.

Dennis Davis is a CFP® professional with over 31 years of industry experience. He is currently affiliated with Cetera and has held roles at Cetera Wealth Services, VOYA Financial Advisors, and other firms. Outside of his advisory work, he owns a business that buys and sells classic cars. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of advisors. The firm provides access to multiple investment platforms and third-party managers, supporting discretionary and non-discretionary account management.

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.