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 possessing 32 years of industry experience. He has been with Buwick Group Wealth Management since 2019 and has concurrently held roles at Leigh Baldwin & Co., LLC since 2014 and Buwick Benefits since 2012. 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 combines fundamental, technical, cyclical, and charting analysis to build customized or 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 a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Concorde Asset Management since 2013 and has held roles at affiliated firms including Concorde Investment Services, Braevest, and Branstetter Investment Group, Inc. Outside of his advisory work, he is active in local community roles such as serving as vice president of a homeowners association and participates in Toastmasters for communication and leadership development. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management and tailored financial planning. The firm builds individualized portfolios using model-based strategies and third-party platforms, also providing ERISA retirement-plan advisory services and managing variable annuity separate accounts.

Sandra Hegeman is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 credential and bringing 10 years of industry experience. She has been with Strategic Financial Concepts since 2016 and also maintains roles with LPL Financial and National Financial Alliance. Outside of advisory work, she serves as a for-profit board member for First Liberty Bank. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, integrating insurance-related services and multiple LPL-sponsored program offerings.

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 at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2016. Outside of his advisory role, he is involved in real estate through ownership and management of RealOK Home LLC and Home Flip LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, model portfolio delivery, and use of AI-driven methodologies.

Michael Merrill is a CFP® and ChFC®-designated financial advisor with 21 years of industry experience. He is currently with LPL Financial and previously worked for 15 years at Cambridge Investment Research Advisors. Merrill is a co-author of the book *Financial Planning Basics for Doctors* and is involved as a managing member in Finity Group, LLC, an independent insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services with access to model portfolios, third-party research, and technology-driven investment solutions.

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 Series 66 licensed financial advisor with six years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he worked at First National Bank & Trust from 2017 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shelby Roberts is a financial advisor with Fidelity, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. Prior to joining Fidelity Investments in 2025, Roberts worked at Fidelity Brokerage Services LLC, Valmark Securities, Inc., W3 Wealth Management, Bank of America, Merrill, and RBC Capital Markets LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is notable for its use of AI-driven methods and its formal advisory roles to multiple registered investment companies.

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 in Norman, OK, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Studio Tatum and has extensive experience in the pool and patio industry, having been associated with Thompson Pool & Patio for 26 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and investment management solutions supported by proprietary and third-party research.

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.