Jason Benson is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Investment Centers Of America, Inc., and Oklahoma State Bank. Outside of his advisory role, he is a volunteer firefighter serving as a captain for the Monkey Island Fire Protection District and is a farm owner involved in hay selling. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets for over 12,000 clients. The firm employs a combination of fundamental, quantitative, and qualitative analyses across a range of investment products, providing tailored account supervision and retirement consulting through multiple advisory programs and platforms.

David Wood is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63, Series 65, and Series 66 credentials and bringing 35 years of industry experience. He has been associated with Raymond James and Addison Avenue Investment Services since 2012 and also has experience with First Tech Federal Credit Union. Outside of his advisory work, Wood owns an agricultural business and manages a rental real estate property in Big Cabin, Oklahoma. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

Steven Tamplen is a Series 66-registered advisor with Edward Jones in Vinita, Oklahoma, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Great Plains Coca Cola from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.