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 17 years of industry experience. He holds a Series 66 designation and 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 broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Robert Villines is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has worked in various roles including at Avantax Insurance Agency and Peterson International Insurance. Outside of his advisory work, he is also a professional musician. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Gregory Braun is a CFP® professional with 32 years of experience in financial services. He is currently with Cetera and has a background that includes long-term roles at Avantax Insurance Agency, Avantax Advisory Services, and United Health Care. Braun also owns Braun Financial Services, a firm providing financial planning and analysis to individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies.

Seth Yoder is a financial advisor with Edward Jones in Wagoner, OK, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at New Dominion, LLC from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Diana Salazar is a financial advisor with Merrill in Tulsa, Oklahoma, holding the Series 66 designation and seven years of industry experience. She has worked at Bank of America and BOK Financial, among other firms. Outside of her advisory role, she manages rental property holdings through an LLC. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Judith Miron is a financial professional with 25 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. She holds Series 63 and Series 66 credentials and operates as an independent insurance agent. Miron is based in Tulsa, Oklahoma, and also conducts business under the name Northstar Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment approaches through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies.

Tom Barclay is a CFP® professional working with LPL Financial in Tulsa, OK, with 34 years of industry experience. He has been with LPL Financial since 2018, following five years at Cetera Advisors LLC and over four decades at Stotts, Barclay, Pettus, Moore, Whipple. In addition to his advisory work, he is involved in tax preparation and accounting through Scotts, Archambo, Mueggenborg & Barclay PC. 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 investment management services, including model portfolios, third-party asset management, and institutional platforms.

Robyn Havener is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her current role, she worked at GWC Warranty from 2014 to 2017. Outside of advising, she is involved in photography through her business, RH Photography. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and offices.

Eric Lower is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has been with Cetera since 2007. In addition to his advisory work, he is involved with Gardners Tax Service, an accounting office where he performs administrative duties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

John D'Arcy is a Series 66–licensed financial advisor with six years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Arvest Wealth Management, Kohl's, and the Missouri State Auditor's office. Outside of finance, he has been involved with Immanuel Lutheran Church. 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 options, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Frederick Lamport III is a Series 66 licensed financial advisor at Edward Jones with six years at the firm and five years of industry experience overall. Prior to joining Edward Jones in 2020, he worked at Boardwalk Distribution and Craft & Barrel LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary investment strategies.

Phillip Palmer is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Royal Alliance Associates, INC. and First Independent Advisory Services, Inc. He is also the owner of 520 Associates LLC, a business involved in investment advisory services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party investment solutions.

Dustin Ross is a financial advisor with Raymond James Financial in Tulsa, OK, holding Series 65 and Series 66 credentials and 11 years of industry experience. He has worked in various capacities at Raymond James since 2013 and was previously associated with Capital Asset Advisory Services and The Advancement Group. Outside of finance, he operated Dustin Ross Photography for four years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs analytical tools and tailored planning to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

John Harding Jr. is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Arvest Wealth Management, OFI Private Investments Inc., Quick & Reilly, Inc., and CUNA Brokerage Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Steven Wilkerson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at LPL Financial since 2005, following prior roles at Morgan Stanley and Citigroup Global Markets. Wilkerson acts in a fiduciary capacity for his personal trust. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brett Benge is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018. In addition to his advisory role, he is involved in real estate through ownership positions in Tricycle Capital LLC and Legacy Property Services, LLC. J.P. Morgan Securities 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 combination of advisory and brokerage capabilities.

Jon Topolski is a CFP® designated advisor with 20 years of industry experience, currently serving at Cetera since 2020. His prior experience includes roles at First Allied Advisory Services, Inc. and First Allied Securities Inc. Outside of advising, he works as an independent insurance broker and provides baseball hitting instruction to high school and collegiate athletes. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary programs.