Joseph Combest is a CFP® with 33 years of experience in financial services. He is currently with Second Line Capital, LLC and has prior experience at Capstone Triton Financial Group LLC and Hbwadvisory Services LLC. Outside of his advisory work, he manages Combest Land and Cattle Company, LLC, a farming business. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm uses a variety of advisory platforms and offers both discretionary and non-discretionary portfolio management.

Kyle Combest is a financial advisor at Second Line Capital, LLC with a Series 65 designation and over four years of experience in the financial services industry. His prior roles include positions at Chickasaw Community Bank, Liberty National Bank, and MidFirst Bank. He is also involved with Combest Financial Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Eric Davis is a financial advisor with Thurston Springer Advisors, holding a Series 66 designation and 26 years of industry experience. He previously worked at Phillips Capital Advisors, Inc., T. S. Phillips Investments, Inc., and Equitable Advisors. Outside of his advising role, he serves as the school board president for Duncan Public Schools and is involved with local community organizations including the Stephens County Christmas Dinner Committee and the Duncan High School Tennis Booster. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing both discretionary programs and a range of investment approaches from buy-and-hold to active strategies.

Kevin Womack is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. Prior to his advisory career, he was involved in education and managed a cattle business. Outside of his advisory role, Womack assists with a family-owned cable business as contract labor. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Robert Armstrong is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Inc for nine years each before joining Osaic in 2024. Armstrong serves as mayor of Duncan, Oklahoma, and is a board member of the Duncan Chamber of Commerce and the Schools Foundation, which supports local public education. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

Terrin Liles is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. He serves in Duncan, Oklahoma, and participates as a Steering Committee Assistant for Leadership Duncan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Kristen Arrington is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has been with Edward Jones since 2013. 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 strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelsey Avants is a financial advisor with Edward Jones in Duncan, Oklahoma, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Avants has been with Edward Jones since 1999. Outside of advising, Avants is involved in managing family farming interests in Marlow, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Tanner Cline is a CFP®-certified financial advisor with Edward Jones in Duncan, OK, with 17 years of industry experience, all with Edward Jones since 2009. He serves as President and has been on the board of the Chisholm Trail Heritage Center since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and additional affiliated financial services.

Elvin Bailey Jr. is a CFP® professional with 13 years of industry experience and has been with Edward Jones since 2012. He holds the Series 66 designation and serves as a board member for Marlow Senior Citizens, Inc. Outside of his advisory role, he owns and manages a residential rental property business. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with comprehensive investment advisory programs and affiliated financial services.

Connor Bo Winters is a financial professional at Cetera with one year of industry experience and holds a Series 66 designation. Prior to joining Cetera, he worked in engineering roles, including as a fire protection engineer at Black and Veatch. Winters combines his engineering background with financial services through his roles at YS Asset Management and Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Dustin Stanton is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2023 and previously spent over a decade with Bank of America and Merrill. Outside of his advisory role, Stanton owns a sole proprietorship unrelated to investment services. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, utilizing market return estimates and scenario analysis to develop tailored financial plans.

Yancy Spivey is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at First Financial Equity Corporation, Wells Fargo Advisors, and Edward Jones. Outside of his advisory work, Spivey serves as treasurer for Simmons Center Wellness Center and is a board member at East Central University; he is also involved in aircraft ownership and manages a consulting firm serving auto dealerships. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering a range of program structures and investment options supported by over 10,000 advisors nationwide.

Larry Graham Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 20 years before joining Ameriprise in 2019. Graham serves on the board of the Duncan Lions Club and holds mineral rights that generate occasional royalty income. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to deliver tailored, written recommendations.

William Benson is a CFP® with six years of industry experience, currently affiliated with Cetera. His prior roles include positions at Arvest Wealth Management and management of his own firm, Benson Asset Management LLC. Outside of his advisor role, he manages Benson Asset Management LLC and is involved with multiple financial services entities. 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, utilizing a multi-manager platform that includes both affiliated and third-party investment strategies.

James Dunlap is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Moore Pipeline Services for ten years. Dunlap has ownership of mineral rights in Marlow, Oklahoma, though he carries no active responsibilities related to this interest. 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 investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jarrett Sparks is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for ten years at Central High Public Schools. He occasionally serves as a substitute bus driver in Marlow, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a large nationwide network of advisors and branch offices.

Brittany Maxwell is a financial advisor at Edward Jones with 11 years of experience. She holds the Series 66 designation and has been with Edward Jones since 2015. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Calfy is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked previously at firms including Edward Jones Investments and Wells Fargo Advisors. Calfy serves on the board of the Walters/Cotton County E911 emergency services and is a managing member of Preacher's Kid Brewing LLC. She also coaches high school softball and is a board member of the Temple Area Food Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joshua Albert is a financial advisor at Edward Jones in Duncan, OK, with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he held roles at General Nutrition, First United Bank, and Gaddis & Gaddis. Outside of advising, he is involved in managing several real estate rental businesses. 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 network of financial advisors and branch offices across the United States.

Joel Wilkinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career history includes roles at Raymond James Financial, Cetera, and First Financial Equity Corporation, among others. In addition to advisory services, he owns and operates tax preparation and accounting businesses in Oklahoma and has engaged in mineral extraction sales. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of substantial discretionary assets.