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.

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 34 years of industry experience. She has worked at several firms including VOYA Financial Advisors and Securities America Advisors before joining OSAIC in 2024. Davis serves as a board member of the Oklahoma Law Enforcement Retirement System and is involved with the Tahlequah Stockyards as Secretary. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios featuring a range of investment types and offers both discretionary and non-discretionary account management.

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.

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 Wealth, Inc. in Tahlequah, Oklahoma, holding Series 65 and Series 63 licenses with 13 years of industry experience. He previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for 12 years. Outside of his advisory work, he serves as a family pastor at Timothy Baptist Church. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services using various investment platforms and third-party managers, supporting both discretionary and non-discretionary accounts.

Renita Dick is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes prior roles at Securities America Advisors and Voya Financial Advisors. Outside of her advisory work, she is the owner of Green Country Funeral Home and participates in the Northeastern Health System Foundation, assisting with event planning. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and access to third-party managers to construct portfolios across various asset classes.

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.

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.

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.

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.