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®-certified financial advisor with nine years of industry experience. He is the principal of Stillwater Financial, an independent advisory practice in Stillwater, OK. His prior experience includes roles at Bivin & Associates, Aquire Wealth Advisors, Ward Wealth Management Services, and Farmers Financial Solutions. Stillwater Financial manages approximately $34 million for about 42 clients, primarily individuals and high-net-worth households. The firm offers portfolio management and comprehensive financial planning, with an emphasis on Modern Portfolio Theory and passive investment strategies using index funds and ETFs, alongside fundamental analysis. It also provides retirement plan services to employer sponsors and participant-directed accounts, with a notable role acting in a fiduciary capacity for these plans.

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, and has 42 years of industry experience. He previously worked at Ameritas Investment Company and Ameritas Advisory Services and is also the owner of Ray Smith Wealth Management and Tax Favored Benefits, which involve solicitation of securities and insurance products. He is a local affiliate member of NAIFA. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, frequently using mutual funds, ETFs, fixed income and equity securities, REITs, options, and structured products.

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® credentialed advisor with Hornor, Townsend & Kent, LLC, bringing 36 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2012. In addition to his advisory role, Chaney owns and operates a life insurance brokerage focused on fixed life insurance, fixed annuities, and disability insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets through a platform that includes third-party asset managers and offers both discretionary and non-discretionary account options.

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 in Stillwater, Oklahoma, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at several firms, including WealthWave, Philadelphia American Life Insurance Company, and World Financial Group. His other business activities include referring small business owners to payroll and point of sale services and assisting clients seeking health insurance alternatives. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services using proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

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 credential and three years of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Equitable Advisors and has a background that includes roles in investment and insurance brokerage, including assisting with insurance sales at Legacy & Succession. Outside of advisory work, he has been involved in insurance brokerage activities related to life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, providing advisory programs, financial planning, and retirement plan consulting with both advisory and broker-dealer services. The firm manages assets through various third-party asset manager arrangements and operates as both an SEC-registered adviser and a FINRA-member broker-dealer.

Charles Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at National Planning Corporation, Kestra Investment Services, and Spelman & Co., Inc. Outside of his advisory role, he hosts a talk show focused on Oklahoma football and is part owner of a mortgage and real estate services company. 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 solutions, utilizing both proprietary and third-party strategies, and supports its network with advanced operational and research tools.

Matthew Streeter is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2016 and was previously with First Gunn Financial Group. Streeter is also involved with The Streeter Company Inc, a family business, in a non-investment related role. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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-licensed financial advisor with Edward Jones in Perry, Oklahoma, and has 16 years of industry experience, all with Edward Jones since 2010. Outside of his advisory role, he manages CRL Global Development, LLC, a real estate business based in Edmond, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branches, its fiduciary standard, and additional affiliated financial services.

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 Series 66-licensed financial advisor with LPL Financial in Stillwater, Oklahoma, where he has worked since 2018. He has 26 years of industry experience, previously spending 19 years with INVEST Financial Corp. Outside of his advisory work, he owns Hawkins Properties, LLC, a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a network of over 22,800 advisors.

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 financial advisor with Cetera, holding a Series 66 license and one year of industry experience. He has worked at multiple firms including Grant Thornton LLC and Duncan, Onley & Watkins, P.C. Additionally, he serves as a senior tax advisor and wealth advisor at Cochran Bell Wealth & Tax Strategy, where he provides tax preparation, planning, and wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

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.

Danielle Cook is a financial advisor at Edward Jones in Stillwater, OK, holding a Series 66 designation with 13 years of experience at the firm since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melinda Bell is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has worked at Cetera since 2025 and concurrently runs Cochran Bell LLC, where she is an enrolled agent providing tax return preparation, bookkeeping, and accounting services. She also 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 broad client base including individuals and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Stephen Perry is a financial advisor with LPL Financial in Stillwater, Oklahoma, 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of financial planning and asset management services. The firm supports its advisors with model portfolios, third-party subadvisors, and advanced research tools, managing over $819 billion in discretionary assets across more than 22,800 advisors.

Christopher Stockton is a financial advisor with LPL Financial based in Stillwater, Oklahoma. He holds a Series 66 designation and has five years of industry experience, including seven years at Edward Jones and prior roles at State Farm and Phillips 66. Outside of his financial advisory work, he is connected to a family-owned business involved in marketing a children's toy on Amazon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by over 22,800 advisors nationwide.

Jennifer Hawkins is a financial advisor with LPL Financial in Stillwater, OK, holding CFP® and Series 63 designations and possessing 13 years of industry experience. She previously worked at Arvest Wealth Management and has been with LPL Financial since 2018. Outside of her advisory role, she is co-manager and co-owner of Hawkins Properties LLC. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Hannah Hays is a financial advisor with LPL Financial in Stillwater, OK, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with LPL Financial and its affiliated Wealth Planning Services since 2018. Outside of her advisory role, she is a notary public in Oklahoma. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, third-party asset management, and institutional platforms, supporting advisors with research tools while overseeing more than $819 billion in discretionary assets.

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, OK, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. 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 a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm utilizes a range of advisory models and third-party programs to tailor investment strategies, including mutual funds, ETFs, and alternative investments, with a focus on fiduciary services for qualified plans.