Jonathan Haverfield is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at RNDC and Scripps (KJRH-TV). He is also a co-founder of Odds Are LLC, a clothing brand where he manages design and production, and contributes to Mike Collier Weather, an online weather app providing severe weather information in Oklahoma. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Beau Driggers is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a commercial property owner in Coweta, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Hutto is a financial advisor at Edward Jones in Tulsa, Oklahoma, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Stephanie Pollard is a CFP® designated financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014 and holds a Series 66 license. Outside of her advisory role, she owns and operates two small businesses selling postage stamps and crafts online, as well as creating jewelry for sale on Etsy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Carter Cowan is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Cowan also works as an independent insurance agent offering life and long-term care insurance and is involved with a charitable LLC focused on supporting nonprofit initiatives. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charities, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers tailored investment strategies across multiple platforms and includes both proprietary and third-party model solutions.

Kyle Seeman is a financial advisor with LPL Financial in Broken Arrow, Oklahoma, holding a Series 65 designation and six years of industry experience. His prior roles include positions at 10Elms, LLP, Sageview Advisory Group, Capital One Investing, United Income, Inc., FedEx Freight, and KHP Capital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Jeffrey Mayes is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Orvis & Wadkins Financial Services, Principal Life Insurance Company, and Cornerstone Home Lending. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Penny Patton is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, she spent 11 years at All Saints Catholic School. Outside of her advisory role, she volunteers as a track meet timer at junior high and high school events in Shawnee, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Joshua Morris is a financial advisor with Edward Jones in Tulsa, OK, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

John Holmes is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked with Vernon Wealth Management and Raymond James Financial Services during his career. Outside of finance, he is the owner of C & D Small Engine, a business he has operated since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing resources such as in-house and third-party research, model portfolios, and technology-driven strategies.