David Frost is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

John Johnson is a financial advisor at OSAIC Institutions, INC. with 26 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Infinex Investments, Inc., LPL Financial, Armstrong Bank, and Uvest Financial Services Group, Inc. He serves as Secretary on the Board of the Gospel Rescue Mission, a Christian shelter supporting the homeless. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer model.

Ronaldo Shirey Jr. is a financial advisor with Eagle Strategies (NY Life) based in Ft Gibson, OK, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Eagle Strategies since 2020 and has also worked with NyLife Securities LLC and New York Life Insurance Company since 2013 and 2012, respectively. He is the owner of Shirey Financial Group and a partner in an insurance brokering business. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Christine Archer is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. Her prior roles include positions at LPL Financial and Firstar Bank. Outside of her advisory work, she is a licensed real estate sales associate with the GRI designation, maintaining limited activity in real estate services. 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 offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Randall Merciez is a financial advisor with Edward Jones in Tahlequah, OK, holding CFP®, ChFC®, and Series 66 credentials and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a nationwide network of more than 23,700 financial advisors.

Renda Reese Davis is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Her prior roles include positions at Securities America Advisors, VOYA Financial Advisors, and ongoing ownership of 2 Sisters Financial. She serves as a board member for the Oklahoma Law Enforcement Retirement System and is secretary of the Tahlequah Stockyards. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated financial services with a focus on asset allocation, risk management, and access to third-party managers, operating a complex corporate structure with various advisory and brokerage services.

Timothy Cramer is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Cetera. He also serves as a CPA at Cross Timbers CPAs PLLC, where he provides tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Kelcie Eaton is a financial advisor with Edward Jones in Muskogee, Oklahoma, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Eaton worked at Bank of Eufaula from 2016 to 2024 and spent one year as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Walker is a financial advisor with Edward Jones in Fort Gibson, OK. He holds the Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he worked in education at several public schools, including Cherokee Nation/Sequoyah High School and Porter Consolidated Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Laney is a CFP®-designated financial advisor with Edward Jones in Tahlequah, Oklahoma, where she has worked since 2013, totaling 12 years of industry experience. She holds a Series 66 license and is a 50% owner of a car wash business, The Wash Barns, located in Fort Gibson, Oklahoma, which is managed by her husband. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Lauren Fowler is a financial advisor with Edward Jones in Tahlequah, Oklahoma, holding a Series 66 license and eight years of industry experience. Prior to joining Edward Jones in 2018, she was an independent presenter for Younique LLC, a direct sales company, from 2015 to 2018. Fowler also serves as an instructor for continuing education on wills and will writing at Indian Capital Technology Center and is involved with cultural production activities with the Cherokee Nation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is noted for its large network of advisors and branches, as well as affiliated capabilities beyond advisory services.

Joshua Cotten is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 18 years of industry experience. He has previously worked at Edward Jones and LPL Financial and serves as an associate at Armstrong Bank. Outside of financial services, he manages cattle ranching operations in Muskogee, Oklahoma. 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, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal finance and employer advisory programs.

Kirk Darnell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at firms such as CUNA Mutual Group, Allstate Financial Advisors, Morgan Stanley, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies and institutional platforms.

Jeffrey Mumma is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VOYA Financial Advisors and SII Investments, Inc. He also has experience in non-variable insurance. 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 portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Dylan Parish is a financial advisor at Edward Jones in Tahlequah, OK, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, Dylan worked in various roles including positions at a local bank and the Cherokee Nation. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jackson Williams is a Series 66-licensed financial advisor with Edward Jones in Tahlequah, Oklahoma. He has one year of experience in the industry and previously worked in supply and drilling sectors before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive advisory programs, offering both discretionary and non-discretionary investment strategies, and managing approximately $1.01 trillion in assets through a large national network of financial advisors and branches.

Jason Snyder is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for 12 years. In addition to his financial career, he serves as a family pastor at Timothy Baptist Church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services, utilizing various asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client needs.

Sheri Barton is a financial advisor with Edward Jones in Muskogee, Oklahoma, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she briefly participated as an independent distributor for a wellness product to access discounted pricing for personal use. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers advisory programs with various managed strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Steven Wilson is a CFP® professional with over 31 years of experience in the financial services industry. He currently serves at Cetera and Highpoint Financial Group, where he is a managing member. Wilson has prior experience at firms including Avantax Investment Services and operates an accounting and tax preparation business as a CPA. He also holds a board position as treasurer for a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, 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 across various program structures.

Renita Dick is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Voya Financial Advisors and Securities America Advisors before joining OSAIC in 2024. Outside of her advisory work, she is the owner of Green Country Funeral Home and is involved with the Northeastern Health System Foundation. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a variety of asset-allocation and portfolio management tools and supports a range of account types and third-party solutions.

Rebecca Tidmore Crow is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Cetera and its affiliated firms since 2008 and owns Financial Planning Associates, a financial services business. Additionally, she is an insurance agent and a commissioned notary in Oklahoma. 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 investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joseph Fulton is a financial advisor at Edward Jones in Fort Gibson, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in various roles including at DNA Security and Tulsa Public Schools. Fulton is also involved as a security team member at Bethany Church of Broken Arrow and contributes as a copy editor for a hunting magazine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large nationwide network of advisors and branch offices. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Dobbins is a financial advisor with Ameriprise in Tahlequah, OK, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2018 and previously spent six years with Investment Professionals Inc. Outside of advising, Dobbins serves as president and director of Bank of Cherokee County and teaches business classes as an adjunct faculty member at Northeastern State University. He is also involved with the Rotary Club of Tahlequah/Cherokee County and participates on the finance committee of Crescent Valley Baptist Church. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Jaden Snyder is a financial advisor at Osaic Wealth, Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Osaic, Snyder held positions at Hornor, Townsend & Kent, LLC and McAfee & Taft, and has worked in various educational roles at Tulsa University College of Law and Pittsburg State University. Snyder is also involved in an insurance brokerage business, providing insurance sales and service. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and investment strategies across multiple advisory platforms, offering services that include brokerage, financial planning, and access to third-party money managers.

Michael Carman is a financial advisor with Edward Jones in Muskogee, Oklahoma, holding a Series 66 designation and eight years of industry experience. Before joining Edward Jones in 2018, he worked for 18 years at Green Country Technology Center. Outside of his advisory role, he is a co-owner of a local retail sweet shop, Sugar Llama Donut Shop. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Bryon Brust is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial and First National Bank of Muskogee. Outside of his advisory work, Brust serves as an assistant coach at Hilldale Public Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual, high-net-worth, corporate, and institutional investors. The firm uses fact-finding and risk profiling tools to tailor recommendations non-discretionarily and supports advisory programs through a large network of affiliated advisors.

David Mick is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked previously with JP Morgan Securities LLC, Favor, and United Parcel Service. Mick returned to Edward Jones in 2025 after an initial three-year period with the firm. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Worth is a financial advisor with Edward Jones in Tahlequah, Oklahoma, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Worth consults on products and marketing for SKATECH Inc Fireworks. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Anita Thompson is a financial advisor with Edward Jones in Tahlequah, Oklahoma, holding a Series 66 license and seven years of industry experience. She has been with Edward Jones since 2018 and has also provided consulting services to Connors State College. Outside of advising, she operates a small vintage item resale business on weekends. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors.

William Yousey is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes six years at BOK Financial Securities, Inc. and Avantax Advisory Services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and multiple program platforms.

Clay Peevyhouse is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for five years before joining Cetera in 2022. Outside of financial services, he is a partner and owner of Peevyhouse Companies LLC, a photography services business. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Seth Yoder is a financial advisor with Edward Jones in Wagoner, OK, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at New Dominion, LLC from 2013 to 2017. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Melissa Goodman Nissley is a financial advisor at Edward Jones with the ChFC® and Series 66 designations and seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent eleven years at Abrasive Specialty, Inc. 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 nationwide network of financial advisors and branch offices.

Terry Ellis Jr. is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2004, totaling 22 years of industry experience. He serves clients from Muskogee, OK. Outside of advising, he is a trustee for the Town of Fort Gibson and a partner in a property management business focusing on commercial real estate. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,700 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Chapman is a CFP® with 22 years of experience in the financial industry, all spent at Edward Jones since 2004. He is based in Tahlequah, OK, and holds Series 63 and Series 66 licenses. 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 offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Kimberly White is a financial advisor at Edward Jones in Muskogee, Oklahoma, holding Series 63 and Series 66 credentials with 14 years of industry experience. Her prior work includes roles at Allstate Insurance and ownership of the Kim White Agency. Outside of her advisory work, she is involved in managing KW Premier Properties, a rental property business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety of investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds, trust services, and securities-based lending options.

Jeremy Mc Clure is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked in various pharmaceutical companies prior to joining Edward Jones in 2022. Outside of his advisory role, he is the sole owner of Lummy's Ideas LLC, which holds licensing rights to a sports app in Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Daniel Miller is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2003. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of DTM LLC, an LLC that owns a building in Muskogee, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Kevin White is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for Walgreens from 2002 to 2018. He holds the Series 66 designation and is based in Muskogee, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, overlay and tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.