John Montgomery is a financial advisor at Invictus Investment Advisors in Lawton, Oklahoma, with six years of industry experience. He holds a Series 65 designation and has worked in various roles including consulting and economic development at the Lawton Fort Sill Chamber of Commerce. Montgomery also maintains separate consulting engagements alongside his advisory practice. Invictus Investment Advisors provides discretionary investment management and financial planning to both individual and institutional clients, including employer-sponsored retirement plans. The firm employs primarily passive investment strategies based on Modern Portfolio Theory and offers employee benefit plan advisory services, maintaining discretionary authority and conducting regular portfolio reviews.

Marquise Haliburton is a financial advisor at Arvest Wealth Management in Lawton, OK, with two years of industry experience. He holds a Series 66 credential and has worked at both Arvest Wealth Management and Arvest Bank since 2023. Prior to his financial services career, he was employed at Target and the Lawton Country Club. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, utilizing Investment Policy Statements to guide service recommendations and model allocations.

Wade Myatt is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work history with MSC Industrial Supply Co and Super Supplements. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to manage model portfolios and third-party managers.

Anna Kay Hamilton is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and serves as Treasurer on the board of the Air Defense Association. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Savannah Coltrain is a Series 66 licensed financial advisor at First Command Advisory Services with three years of industry experience. Her prior roles include positions at New Oklahoma Investments and various service and hospitality businesses. She has also been involved with Backporch Drafthouse and Mike's Sports Grille. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using centralized portfolio management and approved third-party managers.

Henry Evans III is a financial advisor at First Command Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 1993. Outside of his advisory role, he is president of Henry C Evans III, Enterprises, LLC, an entity used for financial and tax purposes related to his First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select preapproved third-party managers and model portfolios for clients.

Lesli Niusulu is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Ross Hankins Insurance Agency. Outside of her advisory role, she provides bookkeeping services to Centenary United Methodist Church in Lawton, Oklahoma. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. Its approach combines research, modeling, and tax-efficiency analysis, delivering non-discretionary recommendations through a centralized consulting team in partnership with client advisors.

Lance Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2006. In addition to his advisory role, he operates a fixed life insurance business focused on LTC and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and diverse investment strategies.

Brad Skuse is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and one year of industry experience. He has a background that includes service in the U.S. Army since 2017 and prior roles at Horseshoe Bend Country Club and the University of North Georgia. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements tailored to client needs.

Roy Waugh is a ChFC®-designated financial advisor with Ameriprise, based in Lawton, OK, and has 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advisory work, he is involved in several business ventures including consulting through Professional Collaborative Consulting LLC and ownership interests in vehicle acquisition and real estate holding companies. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, with a focus on delivering structured retirement income recommendations using research-driven modeling and tax-efficient strategies.

Fred Fox is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and related entities for eight years, and has also been a managing member and franchisee of a tax preparation business operating multiple retail offices since 2010. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management through a multi-manager platform with access to third-party managers, model portfolios, and various program structures.

Rachel Powell is a financial advisor at Stifel with one year of industry experience. She previously worked at Morgan Stanley and has experience in sales and real estate management through Southwest Sales, LLC and St. James Apartments LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Nicholas Bates is a financial advisor at Edward Jones in Lawton, OK, holding a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in football officiating at various schools in the Lawton area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Kathleen Hayden is a financial advisor with Ameriprise in Lawton, OK, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Ameriprise since 2017 and prior experience with Waddell & Reed, Inc. from 2005 to 2017. Outside of finance, she has served as a guardian in fiduciary activities. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendation reports in partnership with advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Denham is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Denham serves on the board of the Comanche County Memorial Hospital Foundation and is chairman of the Funds Distribution Committee at Arts for All, a nonprofit organization promoting the arts. Stifel provides brokerage and investment advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Howard Styron is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for T. S. Phillips Investments, Inc. for 15 years before joining LPL Financial in 2019. He is also a commissioned notary in Lawton, Oklahoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Adam Perry is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. He has worked at Cetera and its affiliates since 2025 and has been involved in tax preparation and accounting as a director at Barnes Welsh & Perry PC since 2014. Perry also serves as treasurer and comptroller for the Southwestern Oklahoma Home Builders Association. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and consulting services delivered through a nationwide network of over 10,000 independent advisors.

William Caudill is a financial advisor with Primerica Advisors in Lawton, Oklahoma, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2016 and with Primerica Financial Services since 2015. His other business activities include selling loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies developed by unaffiliated asset managers.

John Wolverton is a financial advisor at Stifel with 36 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co. Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a board member for the Christian Family Counseling Center in Lawton, OK. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kara Goodknight is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and FBL Financial Group. Outside of her advisory role, she assists with farming activities related to Goodknight Farms, a family-owned agricultural operation. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Yenoanh Pham is a financial advisor with Primerica Advisors in Lawton, OK, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with PFS Investments Inc since 2014 and Primerica Financial Services since 2010. Outside of advisory work, she is a partner in SKY of Hope LLC, a real estate investing venture focused on rehabbing and renting properties. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, utilizing model-delivery strategies created by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Justin Phelps is a financial advisor with Edward Jones in Lawton, OK, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a voting board member of the Waurika Lake Master Conservancy District and is on the Board of Governors at Oklahoma State University, where he is involved in fundraising and investment oversight. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert Morales is a financial advisor at Edward Jones in Lawton, Oklahoma, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed by Goodwill Industries of Southwest Oklahoma and North Texas from 2015 to 2018. Outside of his advisory role, Morales officiates high school varsity football games in Oklahoma alongside his father. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Tisha Rother is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2018 and is currently with Morgan Stanley Private Bank, N.A. Prior to her financial services career, she spent eight years working with Lawton Public Schools. Rother serves as a successor trustee in a trust arrangement in Lawton, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Donald Smith is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Avantax Investment Services and Avantax Insurance Services and has operated his own CPA firm since 1985. Outside of his advisory role, he serves in several community organizations, including leadership positions with the Lawton Ambucs and as president of the Lawton Boat Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a multi-manager platform with discretionary and non-discretionary program options.

Lacey Barger is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. Prior to joining Cetera, she worked at Avantax Advisory Services and its affiliated entities for nearly a decade. Outside of her advisory role, Barger is involved in accounting and tax preparation through her position as a shareholder at Barnes Welsh & Perry PC and serves on educational advisory committees for Cameron University and the Great Plains Technology Center. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated models, third-party managers, and customized strategies.

Sean Garibay is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and previously worked for 18 years at Arvest Bank. Outside of financial advising, he serves as an adjunct professor at Cameron University, where he teaches a general undergraduate investment course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jessica Crow is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Her prior experience includes roles at Chris Caldwell CPA PLLC and Easy Business Outdoors. Outside of her advisory work, she owns Southwest Floral Studio, a floral design business that supports her hobby. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

Amy Shelby is a financial advisor with LPL Financial in Lawton, Oklahoma, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior experience includes 10 years at Cetera and current roles at LPL Financial and International Bank of Commerce Oklahoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Max Sasseen is a financial advisor at Stifel with three years of industry experience. He previously worked at Arvest Wealth Management and has held roles outside finance, including theater production at McMahon Auditorium, where he plans events and manages technical operations. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.