Melissa Downing is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at several firms including Avantax Advisory Services and Golden Rule Insurance Company. Outside of her advisory duties, she manages bookkeeping at Downing Manufacturing and serves as an office manager and tax return processor at Cochran Bell LLC. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Megan Gatlin is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing three years of industry experience. Her career includes roles at Minnesota Life Insurance Company and Securian Financial Services, alongside her current work at Cambridge. In addition to her advisory role, she is also an independent insurance agent and operates Northstar Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, using both proprietary and third-party strategies tailored to client objectives.

John Buxton is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and operates KEBUX LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated services beyond traditional advisory offerings.

Rebecca Tidmore Crow is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her career includes long-term roles at First Allied Advisory Services and Financial Planning Associates, where she is also an owner and financial professional. She is additionally a licensed insurance agent and an Oklahoma notary. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize affiliated and third-party model portfolios, discretionary and non-discretionary management, and a variety of program structures.

Nathan Palmer is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 66 and Series 63 credentials and has been with OSAIC since 2015. Outside of his advisory work, he serves as a board member for First Church of the Nazarene in Broken Arrow, Oklahoma. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Tyler Cornwell is a financial advisor with Edward Jones in Tulsa, OK. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Rogers State University and in various roles including education and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Wade Farquhar is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent ten years at Lean Teams. Outside of his advisory role, Farquhar serves as an adjunct instructor at Tulsa Technology Center and coaches youth wrestling at Broken Arrow Wrestling Club. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies and affiliated financial services operating under a fiduciary standard.

Samuel Barker is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Barker is a member of Aventus LLC, a commercial real estate business in Tulsa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Brandon Ford is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Securities America Advisors, Inc. for 20 years prior to joining OSAIC in 2024. In addition to his advisory role, he serves on the finance committee of St. Patrick's Episcopal Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create diversified portfolios managed on both discretionary and non-discretionary bases.

Andrea Duke is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK. She holds Series 63 and Series 66 credentials and has 23 years of industry experience, including 17 years with Cambridge Investment Research Advisors. She is also the owner of Northstar Wealth Management LLC. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Parker Conway is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. He has previously worked with firms including Avantax and Morgan Stanley and has provided operational and financial planning support through Villines Wealth Management, assisting an affiliated advisor with drafting financial plans and improving practice efficiencies. Cetera Investment Advisers LLC serves a broad client base including individuals, 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 affiliated and third-party money managers.

Cheng Yang is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A., Merrill, Midfirst Bank, and Cetera throughout his career. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Pardon is a Series 66-licensed financial advisor with Edward Jones in Broken Arrow, Oklahoma, where he has worked since 2016 and has nine years of industry experience. Outside of his advisory role, he teaches financial education as an adjunct instructor at Tulsa Tech and holds leadership positions in several real estate and holding companies, including serving as CEO of Guala Guala Investments LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cynthia Powell is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked at Gradient Securities LLC for seven years. Powell is also the owner of GEN3 Financial, a Certified Divorce Financial Analyst practice based in Tulsa, OK. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Doyle Denny is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Michael Sokol is a CFP® with 19 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and has prior experience with Sokol Land Investments from 2014 to 2019. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Carla Bailey is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc. and previously spent 11 years at LPL Financial. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

David Mick is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked previously with JP Morgan Securities LLC, Favor, and United Parcel Service. Mick returned to Edward Jones in 2025 after an initial three-year period with the firm. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Romie Henry is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

John Haspell is a financial advisor at LPL Financial with 16 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2009. In addition to his advisory work, he serves as a deputy sheriff for the Coweta Police Department in Oklahoma. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.