Josue Villalobos Reyes is a financial advisor with Merrill in Oklahoma City, holding Series 63 and Series 66 credentials and four years of industry experience. His previous roles include positions at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, and MidFirst Bank. Outside of finance, he owns and operates WOLF COMMERCE LLC, a business selling personal items such as leather wallets on eBay. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Woody is a CFP® professional with 36 years of industry experience, currently advising clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Woody serves as an elder on the Board of Directors for the South Canadian Valley Church of Christ in Norman, OK, and is involved in managing a real estate business and a practice management company. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Taylor Gardner is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2024, he has been involved with several business ventures including ownership of Plains Moving LLC. Plains Moving is a household goods moving company based in Moore, OK, where he counsels operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Brian Richardson is a financial advisor at Edward Jones in Norman, OK, holding the ChFC® designation and Series 66 license with 14 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, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Gregory Heiple is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated firms since 2008. In addition to his advisory role, he owns GAH Inc., a holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients across a broad range of investment and retirement services. The firm offers a multi-manager platform with access to affiliated and third-party model portfolios and program options ranging from automated allocations to direct indexing.

Ervin Decker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has involvement as a deacon overseeing worship and finances at Deer Creek Church of Christ. In addition, he is a partial owner and general partner in Hagle Motors, a car buying and selling business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Amanda Zamarripa is a Series 66-licensed financial advisor with Edward Jones in Norman, OK, and has seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mid-America Christian University and Hobsons for six years. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Matthew Wellman is a financial advisor at Raymond James Financial in Oklahoma City, holding a Series 66 designation. He has prior experience with Liberty Mutual Insurance and legal positions including Oklahoma Estate Attorneys and Oklahoma City University School of Law. Wellman has been with Raymond James Financial since 2026. 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, employing tools such as risk profiling and probability modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Cayla Taylor is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and a broad range of planning topics without discretionary trading authority.

Laurie Meese is a Series 66-licensed financial advisor with Edward Jones in Norman, Oklahoma, with 11 years of industry experience. She 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joseph Dunn is a CFA® charterholder and holds the Series 66 designation with 10 years of industry experience. He currently works at XYPN Sapphire and was previously with Commonwealth Financial Network for 10 years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based allocation strategy and offers both discretionary and non-discretionary portfolio management, supporting affiliated advisors through a centralized model with specialized services including a pilot digital-asset management program.