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.

Blake Brown is a Series 66 licensed financial advisor with Edward Jones in Oklahoma City, bringing three years of industry experience. Prior to joining Edward Jones, he was involved in the restaurant and food service industry through his ownership and management of multiple food-related businesses. Outside of his advisory role, he has worked in food preparation and service roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is distinguished by its large network of advisors and branches, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and trust services.

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.

Amanda Ramirez is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Primerica since 2018 and has prior experience at the Absentee Shawnee Housing Authority and Kohl’s. Ramirez is also involved with Aydelotte Baptist Church and the Absentee Shawnee Housing Authority. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kathryne Figura is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Edward Jones, she worked for seven years at Mid-America Christian University. Outside of her advisory role, she participates as a stylist for ColorStreet LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Christopher Moody is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Moody serves as Chairman of Maintenance on the Calistoga Crossing Home Owners Association Board of Directors, coordinating neighborhood maintenance efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

Jarris Davis is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Chase Grant is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience. Grant also operates Grant Estate Law, LLC, where he practices estate planning and estate administration as a solo attorney. 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, and institutions. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and affiliated firms.

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.

James Browning is a financial advisor with Edward Jones in Oklahoma City, OK, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

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.

Anthony Cruse Jr. is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Raymond James and Modern Woodmen and spent five years at the University of Oklahoma. In addition to his advisory role, he is involved with MEW Practice Management as a client service specialist. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.