Bob Bollinger is a CERTIFIED FINANCIAL PLANNER™ with 41 years of industry experience. He has been the principal of Bollinger Financial Advisory, Inc. since 1997 and has been associated with LPL Financial, LLC since 1994. Bollinger Financial Advisory, Inc. provides project-based financial planning and consulting services to individuals, including high net worth clients, as well as trusts and estates. The firm delivers advice at the fund or strategy level without managing client accounts or holding custody of assets, and engagements typically conclude with a written financial plan or consulting report rather than ongoing investment management.

Cody Murray is a CFP® professional with nine years of industry experience, currently operating as the sole advisor at Stillwater Financial. His prior roles include positions at Bivin & Associates, Aquire Wealth Advisors, Ward Wealth Management Services, and Farmers Financial Solutions. Stillwater Financial is an independent advisory practice managing approximately $34 million for around 42 clients, primarily individuals and high-net-worth households. The firm offers individualized portfolio management and comprehensive financial planning, with an investment approach rooted in Modern Portfolio Theory and passive portfolio construction, alongside fundamental analysis. The firm also provides retirement plan services to employer sponsors and participant-directed accounts, maintaining a fiduciary role in plan advisory.

John Cox is a financial advisor with Acrylic Financial, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His work history includes roles at Stagner Financial Advisory, Legacy Advance Solutions LLC, Private Client Services LLC, and Brooklight Place Securities, Inc. Outside of advisory services, he is involved with JMC Agency, an insurance sales business, and participates in hay production and sharecropping through J&s Farms. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm employs a tailored approach combining asset-allocation frameworks with active momentum and technical analysis, offering both discretionary and non-discretionary management alongside access to third-party managers and alternative investments.

Ray Smith Jr. is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been associated with Ameritas entities since 1974. He also owns and operates Ray Smith Wealth Management and Tax Favored Benefits, both established in 2016. Smith is a local affiliate member of NAIFA. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Garrett Morris is a financial advisor at Merit Financial Advisors with five years of industry experience. He previously worked at Exchange Bank and Trust Company for ten years and held roles at LPL Financial LLC and PKS Investments. Outside of his advisory work, Morris serves as the music director at Stillwater Bible Church. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed models and offers a range of wealth management services including financial planning, retirement advice, and educational programs.

David Chaney is a ChFC® with 35 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC. He has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent Inc since 2012. Outside of his advisory role, Chaney owns and operates several life insurance brokerages, including Legacy and Succession and Legacy Planning Service. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Scott Williams is a financial advisor with Principal Financial Services, holding a Series 66 credential and seven years of industry experience. He has work history with Teal Financial Services, Principal Life Insurance Company, and has served in the United States Army Reserves since 2010. Outside of advisory work, he is co-owner of a medical supply company focused on military government contracts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Sikander Lodhi is a financial advisor with Transamerica Financial Advisors. He holds Series 63 and Series 65 licenses and has experience in the financial industry since 2017, alongside prior service in the US Army from 2008 to 2017. Outside of advisory work, he manages a website related to My Federal Retirement and is involved with a debt consolidation software provider, United Financial Freedom. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large network of advisors and multiple program platforms. The firm employs model portfolios and third-party managers for investment management and offers an integrated retirement plan ecosystem involving affiliated entities and proprietary as well as external model portfolios.

James Treat is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. His work history includes roles at Netevia Platinum, Heartland, World Financial Group, Philadelphia American Life Insurance Company, and WealthWave. Outside of advisory duties, he refers small business owners to payroll and point of sale solutions and assists clients seeking health insurance alternatives. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm employs a model portfolio approach executed primarily through third-party managers and platform providers, supported by a large network of advisors.

William Hutchinson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Transamerica since 2012 and also has work history with Jackson Hewitt Tax Services and Code 4 Security. Outside of finance, he works as a laborer at Farview Farms, involved in custom and retail meat processing. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.

Patricia Ardern is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at College Loan Freedom and the United States Census Bureau, alongside ongoing work as a freelance transcriber for Rev.com. She served on the board of the Stillwater Frontier Rotary Club Foundation from 2013 to 2020. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors to implement client strategies.

Yun Jang is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Jang holds a Series 66 designation and previously worked at KC Interventional. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Brett Wible is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and previously held roles at World Financial Group, Fiserv, and Verizon Wireless. In addition to advisory work, he has experience in credit card processing sales as a senior business consultant. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with multiple program platforms and supports its advisors through affiliated entities and third-party managers.

Mark Hill is a financial advisor with Eagle Strategies (NY Life) based in Stillwater, OK, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Eagle Strategies since 2004 and has prior experience with Nylife Securities LLC and New York Life Insurance Company dating back to 2000. Hill also works as an insurance broker for fixed annuities, group annuities, life products, health insurance, and disability insurance. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management, working within an integrated New York Life affiliate structure.

Rory Faherty is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining HTK, he worked at Equitable Advisors and has held roles in insurance brokerage with Legacy & Succession. Outside of his advisory work, he assists with insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing a substantial portion of client assets on a non-discretionary basis.

Charles Campbell is a financial advisor with LPL Financial in Stillwater, Oklahoma. He holds the Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation for 11 years. Outside of his advisory role, he is involved in mortgage and real estate services through part ownership of 33 Steps, LLC, serves as a trustee for a living trust, and hosts a talk show focused on Oklahoma football. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management approaches.

Matthew Streeter is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in Stillwater, OK. He has been associated with LPL Financial since 2016 and operates the Streeter Financial Group since 2023. Outside of his advisory work, he holds a role as secretary for a family business, The Streeter Company Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary portfolio management options.

Kevin Clark is a financial advisor at Edward Jones with 14 years of industry experience, including 13 years at Edward Jones. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a City Councilor for Stillwater, Oklahoma, acting as a trustee for the Stillwater Utilities Authority and Stillwater Economic Development Authority, and he is a member of the Independent School District No. 16 Board of Education. 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 operates through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and fiduciary advisory services.

Curtis Leich is a Series 66-registered financial advisor with Edward Jones in Perry, OK, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he manages CRL Global Development, LLC, a real estate business based in Edmond, OK. 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 advisory programs and investment strategies, supported by a large network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Blake Stevison is a financial advisor with Edward Jones in Stillwater, OK, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he is a part-owner of a coffee roasting company, Vitruvian Coffee Roasters, and a coffeehouse chain, Da Vinci's Coffeehouse, both based in Enid, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

David Hawkins is a financial advisor with LPL Financial in Stillwater, OK, holding a Series 66 designation and bringing 26 years of industry experience. He worked at INVEST Financial Corp for 19 years before joining LPL Financial in 2018. Outside of advisory work, he owns Hawkins Properties, LLC, which provides mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology.

Kevin Bell is a financial advisor at Cetera with 11 years of industry experience and holds Series 63 and Series 65 licenses. He is also an enrolled agent and owner of Cochran Bell LLC, where he provides tax preparation, bookkeeping, and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Daniel Lovelace is a Series 66-licensed advisor with Cetera, based in Stillwater, OK. He has experience working at Cetera Investment Advisors and Cochran Bell Wealth & Tax Strategy, where he also serves as a senior tax advisor providing tax preparation and planning services. Prior to his advisory roles, he worked at Grant Thornton LLC and Duncan, Onley & Watkins, P.C. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms including third-party money managers and model portfolios.

Patricia Huffman is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is a farmland owner in Beloit, Kansas. 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 through a large network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Ezra James Stacy is a financial advisor at Edward Jones in Stillwater, OK, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at USDA Rural Development for six years and Farmers Cooperative for four years. Stacy also has a background with Oklahoma State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Judith Hull is a financial advisor at Edward Jones with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 1976. Outside of her advisory role, she is a partner in two real estate partnerships based in Oklahoma. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Melinda Bell is a financial advisor with Cetera and holds Series 63 and Series 66 licenses. She has 15 years of industry experience, including roles at Mutual of Omaha and Avantax, and is also an Enrolled Agent providing tax return preparation and bookkeeping services through her firm, Cochran Bell LLC. Additionally, she serves as a University Committee Chairman at University Heights Baptist Church in Stillwater, Oklahoma. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supported by a nationwide network of independent advisors.

Stephen Perry is a financial advisor with LPL Financial in Stillwater, OK, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2019, he worked at Oklahoma State University and operated Stillwater Designs for nine 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 range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supplemented by model portfolios and research.

Christopher Stockton is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Edward Jones, State Farm, and Phillips 66. Outside of his advising role, he is involved in a family business related to a children's toy sold on Amazon. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 services, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Jennifer Hawkins is a CFP® professional affiliated with LPL Financial in Stillwater, OK, with 13 years of industry experience. She has worked at LPL Financial since 2018 and previously at Arvest Wealth Management. Outside of her advisory role, she is a co-manager and co-owner of Hawkins Properties LLC, involved in real estate rental activities. 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 representatives. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Hannah Hays is a financial advisor with LPL Financial in Stillwater, OK, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with LPL Financial since 2018 and previously held positions at Innovative Eyecare, St. John Hospital, and Oklahoma State University. Hays is a licensed notary public in 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Stephen Hull is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2003. Based in Stillwater, OK, he holds the Series 63 and Series 65 licenses. Outside of financial advising, he is involved in historic preservation through the Hamilton Cross Farm Restoration project. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, accessible through a nationwide network of over 23,000 financial advisors.

James Freudenberger is a financial advisor with Equitable Advisors in Stillwater, Oklahoma, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he serves as president of the Stillwater Noon Lion's Club and is a minority partner in Freudenberger Farms. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through a variety of third-party asset managers and programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.