Chase Anderson is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at MidFirst Bank for four years. West Oak Wealth provides investment management, financial planning, and retirement plan consulting to individual clients and employer-sponsored plans. The firm uses a modern portfolio theory approach with mutual funds, ETFs, and passive strategies, managing accounts on a discretionary basis.

Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.

Cameron Page is a financial advisor with Empower Advisory Group holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Mass Mutual, Equitable Advisors, Cetera Investment Services, and Edward Jones. Outside of finance, he operated Cameron's Lawn Service for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated planning and managed account solutions tied to Empower’s recordkeeping and administrative platforms.

Ashlyn Pugh is a financial advisor with Edward Jones in Weatherford, Oklahoma, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked at Comark Equity Alliance and Consolidated Grain and Barge. Outside of her advisory role, she is involved with Pugh Fence & Welding, LLC, assisting with administrative responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Thad Wolgamott is a financial advisor with Edward Jones in Weatherford, OK, holding a Series 66 designation and 27 years of industry experience. He has worked at Edward Jones since 2004 and was previously employed by Investment Centers of America, Inc. from 2000 to 2004. Outside of his advisory role, he serves on the board of the Stafford Air & Space Museum Foundation and is president of Stafford Flight Center, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Glenda Long is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. She previously worked at National Planning Corp for 17 years and has operated her own accounting firm, Long and Associates PC, since 1981. Additionally, she is president of an independent insurance agency, Benefit Resource Group Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based strategies.

William Looney is a CFP® professional with 20 years of industry experience, currently serving with Raymond James Financial Services Advisors, Inc. He has held roles at notable firms including Wells Fargo Clearing, Morgan Stanley, and Investment Professionals, Inc. In addition to his advisory work, Looney operates as an Independent Contractor financial advisor with Redrock Wealth Advisors. 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, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical and modeling tools, and is distinguished by its municipal advisory affiliations and specialized retirement plan consulting programs.

Alexander Waters is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Outside of his advisory role, he has assisted residents as a residential assistant at West Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a broad range of investment strategies and operates a large national network of financial advisors and branch offices.

Derik Sullivan is a financial advisor at Osaic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Securities America Advisors, and Voya Financial Advisors. Sullivan also offers life and health insurance products in addition to his investment advisory services. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.

Brian Baker is a CFP® with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Outside of advising, he is an author, distributing a financial book to clients and prospects. 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 institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a municipal advisor affiliation.

Katelin Bartmann is a financial advisor with Edward Jones in Weatherford, Oklahoma, holding a Series 66 credential and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Bartmann serves as president of the Weatherford Regional Hospital Foundation Board. 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, managed solution, and investment services through a large network of financial advisors nationwide.

David Jackson is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years. Outside of advising, he has worked as a sales consultant for Vivint Solar, providing in-home consultations for potential customers. 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 asset management services, leveraging both proprietary and third-party strategies, supported by advisor-facing technology tools.

Bradley Rumenapp is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and previously worked at AXA Advisors, LLC and LimeBike. Outside of his advisory role, he owns and operates a mobile food trailer part-time. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and affiliated research support.