Michael Whitson is a financial advisor at FMI with 15 years of industry experience. He holds the Series 66 designation and has worked at FMI since 2012. Outside of his advisory role, he serves on several community boards, including the Ardmore Development Authority Board and the Arbuckle Council-Boy Scouts. FMI serves individuals, corporations, and partnerships, managing approximately $318.3 million in discretionary assets across about 690 client relationships. The firm offers discretionary investment management, retirement-plan advisory, consulting, and tiered financial planning, using customized portfolios that combine actively managed and indexed funds, ETFs, stocks, and bonds.

Allen Bynum is a financial advisor at FMI with 17 years of industry experience. He holds a Series 66 designation and has worked at FMI and its predecessor entities since 2018, with prior roles at Western International Securities, Inc. and Financial West Group. Outside of advising, he is involved with local organizations including Sunshine Industries, a work training group for adults with special needs, and serves as a director of the Oklahoma Wildlife Management Association. FMI is an employee-owned investment advisory firm managing approximately $318 million for around 690 clients, including individuals, corporations, and partnerships. The firm offers customized portfolio management, tiered financial planning, and retirement plan advisory services, using a combination of actively managed and indexed funds, ETFs, and individual securities.

Bregan Heitz is a CFP® with seven years of experience in the financial services industry, currently serving at FMI. He previously worked at Simmons Bank for six years. Outside of his advisory role, he is an independent insurance agent and holds leadership positions with the Kiwanis Club of Ardmore as secretary, the Plainview School Foundation Board, and the Lighthouse Behavioral Wellness Centers board. FMI advises individuals, including high net worth clients, as well as corporations and partnerships, managing approximately $318.3 million in discretionary assets across roughly 690 client relationships. The firm offers discretionary investment management, retirement-plan advisory services, consulting, and tiered financial planning with customized portfolios that combine actively managed and indexed funds, individual stocks, and bonds.

Kayla Tweedy is a financial advisor at FMI with eight years of industry experience and a Series 65 designation. She has been with JBR Co. Financial Management Inc. (doing business as FMI) since 2017 and previously worked at 1st Global Capital Corp, 1st Global Advisors, Inc., and Allard Financial LLC. Outside of advising, Tweedy is involved in nonprofit activities, including organizing Women Promoting Women and Reality Check of Southern Oklahoma, and she serves on the board of The Gloria Ainsworth Child Care Center and Learning Center. FMI serves individuals, corporations, and partnerships, managing approximately $318.3 million in discretionary assets across about 690 client relationships. The firm offers customized portfolios using a mix of actively managed and indexed funds, ETFs, stocks, and bonds, with investment performance reviewed quarterly and comprehensive financial planning services.

Dillon Lambert is a financial advisor with Geneos Wealth Management, Inc. in Ardmore, OK, holding a Series 66 designation and eight years of industry experience. He has worked at Ryan Hobbs Investment Services and Emily Bush State Farm. In addition to his advisory role, he operates as an independent representative with various insurance carriers for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

Ryan Hobbs is a CFP® professional with 26 years of industry experience, affiliated with Geneos Wealth Management, Inc. since 2003. He has operated Ryan Hobbs Investment Services since 2004 and is also a notary public and an independent agent for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Garland Verner is a financial advisor at SPC with two years of industry experience. He holds a Series 66 designation and has worked at Brimer, Butler & Verner, CPAs, PC since 2009. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.

Mark Riesen is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63 and Series 66 credentials. Outside of his advisory role, Riesen serves as a board member of Oak Hall Episcopal School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. 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.

Marcus Mikulec is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Primerica Financial Services/PFS Investments Inc and spent twelve years with Needville ISD. 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.

Angela Morales is a financial advisor at Edward Jones in Ardmore, OK, with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she serves as a scorekeeper for high school games at Ardmore City Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial capabilities.

Blake Riesen is a financial advisor with Edward Jones in Ardmore, Oklahoma, holding a Series 66 designation. He has prior experience at Ardmore CPAs PLLC and a background working with various organizations including the University of North Texas and the University of Oklahoma. Outside of his advisory role, he is a managing partner and co-owner of Keel Creek LLC, a cattle ranching business in Ardmore. 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 services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Nicole Smith is a financial advisor with Edward Jones in Ardmore, OK, holding a Series 66 designation and four years of industry experience. She previously worked for the United States Postal Service for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Betty Parkerson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. She has worked at various Morgan Stanley entities since 1991, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Amy Dean is a financial advisor with Edward Jones in Ardmore, Oklahoma. She holds a Series 66 designation and has been with Edward Jones since 2024. Prior to entering the financial industry, she was involved with the Oklahoma Conference of Seventh Day Adventist and spent several years as a stay-at-home mother. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Cody Steele is a financial advisor with Edward Jones in Ardmore, Oklahoma, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to joining Edward Jones in 2022, he worked at Momentum Independent Network Inc and First National Bank & Trust Company. He is also an affiliate member of the Southern Oklahoma Board of Realtors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branches.

Jody Dieker is a ChFC® and Series 66-licensed financial advisor with Edward Jones, based in Ardmore, OK. He has 12 years of industry experience, including 13 years with Edward Jones. 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.

Robert Lockard Sr. is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at BankFirst and T.S. Phillips Investments, Inc. for 16 years each. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Edward Schneider is a financial advisor with Edward Jones holding Series 63 and Series 66 licenses and has 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, Schneider teaches financial workshops for individual investors at Southern Oklahoma Technology Center, serves as vice president of the Ringling Chamber of Commerce, owns and operates a small cattle ranch, and holds board positions with Jefferson County Hospital and the C/Sara Foundation, where he was president in 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 programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.