David Stutsman is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes ten years at Bank of America, N.A., alongside a long tenure at Merrill dating back to 1978. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Emily Oldham is a financial advisor at Edward Jones in Okmulgee, Oklahoma, with four years of industry experience. She holds the Series 66 designation and previously co-owned a small market farm, O-Bar Farms, where she assisted with operations and sales. Additionally, Emily participates in community activities, including serving on the Okmulgee County Fair committee and the Okmulgee Main Street Economic Vitality Committee. 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 provides a range of advisory programs and affiliated investment options supported by a nationwide network of financial advisors and branch offices.

James Remington is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through its large network of financial advisors and branch offices nationwide.

James Allred Jr. is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Prior to his advisory career, he was involved in engineering and has operated a cattle production business and a trucking company for over 20 years. He also serves as Vice-President for Morris Public Schools in Morris, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of account types and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering both discretionary and non-discretionary advisory solutions under a fiduciary standard.