My name is Josh Morris, and I began my career in Dallas as a CPA at Ernst & Young, one of the Big4 accounting firms, where I primarily served high net worth individuals and their closely help businesses. It was a great learning environment, but I knew that I never wanted to become a tax partner and wanted to move into the personal financial planning and wealth management space. Throughout my career, I've seen every level of the wealth management spectrum. I've been an advisor at multi-family and single family office, serving the wealthiest clients with net worths exceeding $1 billion and a small boutique RIA serving approximately 60 clients, who varied from those just starting out to business owners, professionals, and physicians that valued the advice that we could provide when financial decisions arose. Finally, I joined a fintech startup wanting to democratize financial planning, and I saw the challenges that can come with growth at scale without adequately setting up the operations to effectively serve them in a way that they want. All of this experience and my desire to help meet clients where they are and serve them how they prefer to work with an advisor led me to create Ideal Financial Planning. Rather than trying to please the board, increase business valuations, or standardize planning to eek out more efficiency, I want to provide bespoke planning recommendation based on each client's situation to help them reach their ideal life, while not limiting services to a single wealth management offering based on how much money you have. I believe that clients do not have to be clients for life; if I can help someone get on the right track and they feel confident to manage it themselves afterward, that is great and a project or hourly approach might be more appropriate. For others, they may feel comfortable managing their investments for now and would rather like planning advice and an ongoing relationship when those financial decisions emerge, with pricing based on complexity. Finally, I offer holistic wealth management (planning plus investment management), with separate fees for each service to accurately reflect the value and complexity for those services. I grew up in Mustang, OK and attended Oklahoma Christian University majoring in accounting before starting my career in Dallas. I am married to my high school sweetheart, and we have two elementary age children and a 3-year old rescue dog. We moved back to Mustang, OK in 2022 and love it here!

Jordan Ball is the sole advisor at Ball Investments Corporation in Yukon, Oklahoma, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Auris, Heather & Company, and Re/Max LLC. Ball Investments Corporation provides portfolio management for IRAs and taxable accounts on a discretionary basis and offers non-discretionary advisory services and 401(k) education for employer-sponsored plans. The firm serves individual clients and small businesses with a value-oriented, long-term investment approach that incorporates discounted cash flow, payback-period, tangible book value, and industry comparisons, alongside fundamental and technical analysis. It also employs active options strategies and maintains operational capabilities that support institutional-style relationships uncommon among similarly sized advisors.

Lawrence Ruzicka is a financial advisor with OFG Financial Services, Inc. in Yukon, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with OFG Financial Services since 2001. In addition to advisory services, he spends a small portion of his time selling health and life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis, employing primarily no-load mutual funds and a mix of listed securities, and manages accounts on a non-discretionary basis.

Melissa La Brue is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Avantax entities since 2013 and previously at Wymer Brownlee Tax and Financial Management. La Brue is also associated with Wymer Brownlee Tax and Financial Management in a marketing and operational capacity. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm uses model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee, and offers tax-intelligent overlays and centralized trading through designated custodians.

Alexander Reyes is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Creative Planning and previously worked at Edelman Financial Engines, Edward Jones, Merrill, Clean My Government, YNB, and the University of Central Oklahoma. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach, emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Margaret Avant is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Angelique Morton is a financial advisor with Edward Jones in Yukon, Oklahoma, holding a Series 66 designation and six years of industry experience. She worked at Devon Energy for five years before joining Edward Jones in 2019. Outside of her advisory role, she is involved with HTeaO, a tea business based in Oklahoma City. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Michael Fox is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2005. Based in Yukon, Oklahoma, he holds the Series 66 license and has a longstanding tenure at the firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory and brokerage services utilizing diverse strategies, model portfolios, and research resources.

Christopher Mc Gill is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Prior to that, he was involved with Tumbleweed, LLC for nine years. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cooper Park is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Crimson Creek Golf Course and El Reno Municipal Pool. 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 solutions, supported by a large national network of financial advisors and branch offices.

Darren Meyer is a financial advisor with LPL Financial based in Yukon, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience. His background includes operating several family and personal business entities and working with Waddell & Reed, Inc. from 2007. Meyer also manages business entities unrelated to investment advisory. LPL Financial serves individual, retirement plan, institutional, and charitable clients through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jordan Fuerst is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has operated Fuerst Financial, LLC since 2016. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting supported by analytical tools and has a municipal advisor affiliation that enhances its public finance capabilities.

Jonathan Holeman is a financial advisor with Edward Jones in Mustang, Oklahoma, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2014. 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, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and advisory services under a fiduciary standard.

Justin Tate is a financial advisor at Edward Jones in El Reno, OK, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he was involved with Riverview Baptist Church from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large national network of financial advisors and branch offices.

Austin Graves is a CFP® and Series 66-registered financial advisor with Edward Jones, based in El Reno, OK. He has 11 years of industry experience and has been with Edward Jones since 2014. 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.

Deirdre Barnes is a financial advisor with LPL Financial in Yukon, OK, holding a Series 66 designation and over 27 years of industry experience. Her career includes 23 years at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. She is also a licensed notary and manages a business entity related to her advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Cain is a Series 66-licensed financial advisor at LPL Financial with seven years of industry experience. His prior roles include positions at Nellie Green, Waddell & Reed Inc., and various insurance carriers. Outside of advising, he operates Integrity Advisors Group, a DBA related to his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of advisor representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Leitasha Rodriguez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has previously worked at RBC Wealth/RBC Capital Markets and JPMorgan Chase Bank, N.A. Prior to her career in finance, she spent time working at Trinity School of Midland. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Rachel Earhart is a financial advisor with Edward Jones in Yukon, OK, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and was previously employed at FirstCash Inc from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Pamela Fuerst is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., with two years of industry experience. She has been with Raymond James since 2024 and is also associated with Fuerst Financial LLC, a non-investment-related support company based in Erie, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Valerie Tunnell is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Gregory Park is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds the Series 63 and Series 66 designations. Park served 35 years in the United States Army Reserves, retiring as a Lieutenant Colonel. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

Lance Cummings is a ChFC® and holds the Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Jeffrey Edwards is a financial advisor with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience and has previously worked at firms including Edward Jones, J.P. Morgan Securities, Merrill, and Bank of America. Edwards also provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolios, supported by research from LPL Research and third-party subadvisors.

Monica Park is a Series 66 licensed financial advisor with Edward Jones in Calumet, Oklahoma, and has 12 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as Board Clerk for the Maple School District Board of Education in Calumet. Edward Jones is a wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management and a nationwide network of approximately 23,700 financial advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Jamie Blakley is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at HD Vest Insurance Agency Inc and HD Vest Advisory Services. He is also the president of Successful Financial Strategies, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides various portfolio management options, including proprietary and third-party strategies, and supports both discretionary and non-discretionary investment approaches.

Seth Park is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he was employed with Sterling Public Schools from 2015 to 2017. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, investment strategies, and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

Emile Rabito Jr. is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He holds a Series 63 license and is based in Oklahoma City, OK. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm utilizes a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Chad Park is a financial advisor at Edward Jones in Yukon, OK, holding the Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. 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, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Nellie Green is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Her prior roles include nearly two decades at Waddell & Reed, INC. and various insurance carriers, as well as a brief tenure at DBNG, LLC. She is also involved with Integrity Advisors Group, an entity related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technology tools to support diversified investment strategies.

James Ford is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Equitable Advisors and Axa Advisors for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research from LPL and third-party subadvisors.

Thomas Avant is a financial advisor with Wells Fargo Clearing in El Reno, Oklahoma, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an investment approach grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Amanda Rosholt is a financial advisor with Edward Jones in El Reno, OK, holding a Series 66 designation and six years of industry experience. Prior to rejoining Edward Jones in 2023, she worked there from 2017 to 2023 and was involved with the Oklahoma Farming and Ranching Foundation and Oklahoma Farm Bureau from 2014 to 2017. Outside of her advisory role, she manages bookkeeping and accounting for a family farm LLC that raises cattle and holds farm and investment land. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions backed by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.