Gregory Pitts is a financial advisor with United Advisors America in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been associated with United Advisors America and Alliance America Corporation since 2014 and has operated the Gregory Pitts Agency, an independent insurance agency, since 1989. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, offering investment management and financial planning services. The firm employs a Modern Portfolio Theory-based approach with model portfolios, periodic rebalancing, and a preference for mutual funds and ETFs.

Robert Sutton is a financial advisor at Parsonex Advisory Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parsonex since 2012. Outside of his advisory role, Sutton is involved in consulting for living trusts and owns Robert Sutton Financial Services, LLC. Parsonex Advisory Services is an SEC-registered investment adviser that serves individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, utilizing third-party advisers and sub-advisors to provide discretionary managed accounts with ongoing monitoring and annual reviews.

Michael Westerman is a financial advisor at Diversify Advisory Services, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and operated Westerman Financial Services, LLC. Outside of advisory work, he is co-owner of Land Destination, LLC, an entity involved in managing commercial real estate in Owasso, Oklahoma. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation and offers a variety of portfolio management and consulting services under written agreements.

Joseph Jones is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has held positions at Brokers International Financial Services and Questar Asset Management, among others, and has operated his own advisory and insurance businesses since 2013. Outside of his advisory work, Jones is co-owner of a firearms sales business and serves on the fundraising board for Rogers State University Foundation. Integrity Alliance offers advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm supports a large network of over 300 independent advisors managing approximately $5.4 billion in assets, providing portfolio management, financial planning, and access to third-party managers through a variety of investment platforms.

Jeremy Ford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has held roles at Commonwealth Financial Network and Westerman Financial Services, LLC, as well as Diversify Advisory Services, LLC. Outside of his advisory work, he is the owner of The 3Pillars LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kenneth Grant is a financial advisor with CWM, LLC based in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Cetera Wealth Services, LPL Financial, and is the owner of Waterstone Private Wealth Management. Outside of advisory roles, he serves as CEO of Character Coin, LLC, a charitable organization that donates coins to schools and community groups, and manages Faith Ranch, LLC, where he works as a hunting guide and outfitter. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services using a discretionary, model-portfolio approach supported by an in-house Investment Committee.

John Hudgins is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work includes roles at Mutual of Omaha and H & R Block. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, combining proprietary portfolio construction with third-party oversight and focusing on asset allocation and retirement guidance. The firm operates at scale, supporting a large client base with non-discretionary and discretionary investment services.

Melanie Hasty Grant is a financial advisor with CWM, LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Cetera Wealth Services, Waterstone Private Wealth Management, and LPL Financial. Outside of her advisory work, she is CEO and president of Character Coin, LLC, a charitable organization that distributes coins to schools and community groups. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios combined with fundamental and technical analysis and third-party sub-advisors.

Triston Hasty Grant is a CFP® certificant and financial advisor with CWM, LLC, based in Owasso, Oklahoma, with five years of industry experience. He has worked with Cetera Wealth Services and Farmers Insurance and holds leadership roles including president of Global Wealth Management, dba Waterstone Private Wealth Management. Grant serves as a board member of the Owasso Education Foundation, a nonprofit supporting public schools. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through over 600 advisors. The firm offers discretionary portfolio management and a range of financial planning and retirement services, utilizing model portfolios, third-party sub-advisors, and customization tools.

Stacia Lykins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She previously worked with UMB Financial Services Inc. and UMB Bank, where she spent over two decades in various financial services roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary planning using analytical tools to tailor strategies to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Brent Keith is a financial advisor with LPL Financial in Owasso, Oklahoma, holding the ChFC® and Series 63 designations and bringing 25 years of industry experience. He has worked with LPL Financial since 2011 and has been affiliated with First Bank of Owasso since 2003. Brent serves as a nonprofit board member with the Oklahoma Department of Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a broad array of investment strategies and operational tools.

Alexandra Cornwell is a financial advisor at Edward Jones in Owasso, OK, holding a Series 66 designation. She has been with Edward Jones since 2020, with prior experience at SunTanz from 2016 to 2020. Edward Jones is a full-service wealth management firm serving more than four million 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 services including wrap fee strategies, separately managed accounts, and tax-efficient overlay services.

Joshua Pool is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 65 designation and has worked at Edelman Financial Engines since 2022, following a year at Walmart and five years as a full-time student. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary portfolio management with a focus on diversified model portfolios and long-term investment strategies.

Lance Skalnik is a financial advisor with Raymond James Financial Services Advisors, Inc. and PTP Investment Group, LLC, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Raymond James since 2009 and is the owner of PTP Investment Group, where he is also actively involved. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probabilistic modeling to support client goals.

Christine Gullic is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has previously worked at BOK Financial Securities and Bokf. Outside of her advisory role, she engages in freelance writing and editing work. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Seth Keith is a financial advisor with LPL Financial in Owasso, Oklahoma. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he has worked at First Bank of Owasso and held positions outside of finance, including roles with the Spring Valley Rod and Gun Club and an auto customization business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Stacy Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He is the owner and CEO of both CastleRock Financial Advisors and S. R. Brown LLC, and previously served four years with the Collinsville Police Department. Brown also works as an insurance agent with Midland Insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting based on risk profiling and modeling, and is notable for its municipal advisory affiliation and recent expansion of SIMPLE IRA advisory services.

Lilly Velotta is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2009. Outside of her advisory role, she is the sole member of several LLCs that manage rental properties, including an Airbnb property at a lake. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Brian Connally is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 29 years of industry experience and has worked with several firms, including Avantax and InVest Wealth Management. Outside of his advisory work, he is president of Snow Creek Energy, Inc., which focuses on accounting and consulting for oil and gas projects, and he owns and operates a farming and dairy business through Snow Creek Ranch, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, 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.

Nicholas Kila is a CFP® and holds a Series 66 license, with 15 years of experience in the financial services industry. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Stephen Brown is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Cetera and affiliated firms in 2023. Outside of financial services, he teaches handcrafted woodworking to his son and grandsons. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary options.

Ronald Gabel is a financial advisor with OSAIC based in Owasso, OK, holding a Series 66 designation and 16 years of industry experience. Prior to joining OSAIC in 2025, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for 15 years. Outside of his advisory role, he is a notary and a partner in several financial and insurance-related businesses, including entities focused on retirement planning, Medicare insurance education, and related insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Kent Jensen is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Optavia from 2017 to 2020. Jensen also serves as a pastor at Oologah Assembly of God, a role he has held since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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.

Matthew Fleske is a financial advisor at Edward Jones in Owasso, OK, holding a Series 66 designation with seven years of industry experience. His prior roles include multiple periods at Edward Jones and positions at Oklahoma State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national footprint of advisors and branch offices.

David St. John is a CFP® and ChFC® credentialed advisor with 26 years of industry experience. He is currently affiliated with Cetera and has held various roles in financial planning, accounting, and tax services since 2001. He also serves as a continuing education instructor for CPAs and assists in the leadership of a nonprofit mission in Juarez, Mexico. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, enabling advisors to utilize model portfolios, third-party managers, or bespoke strategies across various program structures and custodial relationships.

Jeffrey Fousel is a financial advisor with Edward Jones in Collinsville, OK, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Jeffrey Vernon is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James Financial Services and Edward Jones. Outside of his advisory role, he manages Vernon Wealth Management, a support company for wealth management services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by technology tools and a broad network of over 22,800 advisors.

Vincent Gregory is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory role, he has worked in various positions including at Oklahoma State University and in the food service industry. He is also associated with CastleRock Financial Advisors as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Ronald Ledferd is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 22 years of industry experience. He has worked at several JPMorgan affiliates since 2017 and previously was employed at UBS Financial Services and Ashford University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jacob Proctor is a financial advisor at Raymond James Financial with a Series 65 designation and no prior industry experience. His background includes roles in education and community involvement, including service at Owasso First Methodist Church and positions at local schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced modeling tools and maintains specialized programs for municipal advising and employer retirement plans.

James Hinkle is a CFP® certificant with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Walgreens Boots Alliance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

Angela Denny is a financial advisor at Edward Jones in Skiatook, OK, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Luke Campbell is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edward Jones for nine years and has been with Raymond James Financial Services Advisors, Inc. since 2026. Prior to Edward Jones, he was self-employed for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports municipal and public finance activities, and has introduced a SIMPLE IRA Employer Advisory & Consulting Services program.

Scott Hutto is a financial advisor with Edward Jones in Skiatook, Oklahoma, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2017, with a brief tenure at Helmerich & Payne in 2018 and prior experience at Qpse. Outside of finance, Hutto has acted as an extra in the film "Killers of the Flower Moon." Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of more than 23,000 financial advisors nationwide.

Jeffrey Stumpff is a financial advisor with Edward Jones in Owasso, OK, holding the ChFC® and Series 66 credentials. He has seven years of industry experience, including eight years with Edward Jones and 17 years running The Stumpff Corp. 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 with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.