Bryce Buwick is a financial advisor at Buwick Group Wealth Management, LLC in Norman, Oklahoma, holding a Series 65 designation with one year of industry experience. Prior to joining Buwick Group, he worked at Downtown Fitness for two years. He is also involved in an affiliated insurance agency as a licensed selling agent. Buwick Group Wealth Management provides investment advisory services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm employs an active, model-driven investment approach that integrates various analytical methods to construct customized or pre-designed portfolios and utilizes third-party research and execution support.

Gregory Buwick is a financial advisor with Buwick Group Wealth Management, LLC in Norman, OK, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has worked at Buwick Group Wealth Management since 2019 and has also been associated with Leigh Baldwin & Co., LLC since 2014 and Buwick Benefits since 2012. Buwick Group Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm employs an active, model-driven investment approach that integrates fundamental, technical, cyclical, and charting analysis to create customized and pre-designed portfolios across multiple sectors and asset classes.

Kyla Mc Moran is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Concorde since 2021 and is also involved with Bravest Wealth Management. Outside of her advisory roles, she serves as president of the local Legacy Rotary chapter, where she leads club meetings and chairs the annual fundraiser. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services.

Todd Parker is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Level Four Advisory Services since 2021 and is also associated with Level Four Financial, LLC since 2015. Outside of advisory work, he is involved in guided hunts with Oklahoma Game Birds LLC and is a member of Flexwork, LLC, a local fitness center. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and more than 13,800 client relationships. The firm serves a diverse client base with tailored financial planning, asset management, third-party manager referrals, and retirement plan advisory services.

Matt Branstetter is an advisor at Concorde Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concorde Asset Management since 2013. Outside of his advisory role, he is active in Toastmasters, focusing on communication and leadership development, and serves as vice president of a local homeowners association. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios through asset allocation and model-based strategies, utilizing proprietary platforms and third-party integrations.

Sandra Hegeman is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and 11 years of industry experience. She has been with Strategic Financial Concepts since 2016 and concurrently affiliated with LPL Financial and National Financial Alliance since 2015. Hegeman serves as a for-profit board member of First Liberty Bank. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management using model portfolios and third-party managers, integrating insurance-related activities and multiple LPL-sponsored programs, with approximately $927.7 million in discretionary assets under management as of December 31, 2025.

Reno Reser is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at IFP Securities, LLC and Cetera Advisors, as well as running his own business entities such as Capital Works Mortgage and Tactical Financial Solutions. Outside of financial advising, he is involved in non-investment ventures including salon ownership through Phenix Investment Group LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Kimberly Swain is a financial advisor with Edward Jones in Purcell, Oklahoma. She holds the Series 66 designation and has 12 years of experience, all with Edward Jones. 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 strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Coleton Sharp is a financial advisor at Edward Jones with one year of industry experience. He previously worked for Continental Resources for twelve years. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Joseph James is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he is involved in insurance sales through Bluecrest Financial Alliances, focusing on life, disability, long-term care, and fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Albert Collingbourne IV is a financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Arvest Wealth Management and Arvest Bank. He holds the Series 63 and Series 66 designations. 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.

Caleb Winslow is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2016. Outside of his advisory role, Winslow owns and supervises real estate investing ventures in Oklahoma. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets across a broad range of investment vehicles.

Michael Merrill is a CFP® and ChFC® professional with 21 years of industry experience. He has worked at LPL Financial since 2026 and previously spent 15 years with Cambridge Investment Research Advisors, INC. Merrill is also co-author of the book *Financial Planning Basics for Doctors* and serves as a managing member of Finity Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plans. The firm offers a range of financial planning services, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elizabeth Ward is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she worked at R.D. Williams & Company for four years. Outside of her advisory role, she is Vice-President of Ward Field & Land Services LLC, an oil and gas working interests company based in Ardmore, 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 strategies, and supports its services with a nationwide network of financial advisors and branch offices.

Edward Clouse is a Series 66–licensed financial advisor with Edward Jones, based in Blanchard, OK. He has one year of industry experience, including prior roles at Liberty National Bank and First United Bank. His earlier work experience includes five years in construction at Rosco Construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Tanner Foster is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at First National Bank & Trust for two years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial services beyond advisory offerings.

Shelby Roberts is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets, Bank of America, Merrill, Valmark Securities, and W3 Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its roles as an advisor to registered investment companies and fund-of-funds.

Brian Wells is a financial advisor with Ameriprise in Blanchard, Oklahoma, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and Cetera Advisor Networks LLC. Outside of his advisory work, he has been involved in local community activities with the Blanchard Lions Club and co-owns a logistics business focused on hauling frac sand in the oil industry. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jolene Nauman is a financial advisor at Edward Jones in Norman, Oklahoma, with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of advisors and branch offices.

Devan Reyes is a financial advisor with Edward Jones in Purcell, OK, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at C & J Oil Services, Norman Regional Health System, and Duncan Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Zachary Miller is a financial advisor with LPL Financial based in Norman, Oklahoma. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Studio Tatum for one year and spent over two decades at Thompson Pool & Patio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced operational and research tools.

Jesse Bain is a CFP® professional with 21 years of experience in financial advising, currently with Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Purcell, Oklahoma. Bain also serves as a non-public arbitrator as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large national network of advisors and branch offices.

Woodrow Smith II is a financial advisor at Edward Jones in Norman, OK. He holds the Series 66 designation and has recent experience transitioning from a 20-year career at AT&T Mobility Services LLC to the financial services industry. 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 nationwide.

Kyle Hare is a financial advisor with Edward Jones in Purcell, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of advisory services, he owns and manages rental properties in Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services, backed by a large network of financial advisors and substantial assets under management.