Blake Morris is a financial advisor at Raymond James Financial in Edmond, OK, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Deloitte & Touche LLP and Western Governors University. 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 non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Trever Messer is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also maintaining a role at JPMORGAN Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary advisory programs supported by centralized due diligence and ESG eligibility processes.

Drew Munson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2010, following prior roles at Merrill and Edward Jones. Munson is also a partner in Tatanka Tres, an investment LLC focused on projects sourced through his network and community. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ronald Baker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Edmond, OK. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. Since 2015, he has worked at Raymond James Financial Services Advisers Inc. and Raymond James Financial Services. Outside of advising, he serves on the advisory board of Kismet Arts Studio & Theatre and is a partner in AppraisalShield, LLC, where he provides executive advisory support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal and public-finance clients as well as employer-sponsored retirement plans.

Ethan Hulme is a financial advisor with Thrivent Investment Management in Edmond, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, Hulme serves as a supply/interim pastor for the Evangelical Lutheran Church of America Oklahoma/Arkansas Synod, preaching and leading worship services one to two Sundays per month. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Michael Stecker is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and managed services separate.

Jerry Kiefer is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at Equitable Advisors since 2006 and previously at Axa Advisors and Phillips Capital Advisors. Kiefer serves as a board member of the Oklahoma 4-H Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a combination of firm-offered programs, third-party asset managers, and LPL-sponsored advisory programs to deliver tailored investment solutions.

Jolie Airington is a Series 66-registered financial advisor with Raymond James Financial, based in Edmond, OK, with 18 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 2007 and is currently associated with Ancel Airington & Associates, PLLC. In addition to her financial advisory work, she is an attorney who prepares wills and trusts through her own law practice, Jolie Airington Boke, Attorney at Law, PLLC. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs, with a notable affiliation that enhances its municipal and public finance services.

William Ahrberg is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lord Abbett Distributor LLC for seven years. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

John Taylor is the sole advisor at John H Taylor, LLC, an independent firm based in Jones, Oklahoma. He holds a Series 66 designation and has 21 years of industry experience, including roles at a wirehouse and in insurance prior to founding his firm in 2010. Outside of his advisory work, he operates a small cattle business at his residence. John H Taylor, LLC provides investment advisory services and portfolio management primarily for individual clients, focusing on managed accounts and ongoing investment advice for households. The firm employs borrowing within separately managed accounts as part of portfolio implementation, a practice that is uncommon among similar independent advisers.