Julie Hokit is a financial advisor with Compass Capital Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., and owns several business ventures including an independent insurance agency and a financial services firm. Hokit is also involved as secretary of a local high school baseball booster club and a business referral network. Compass Capital Management advises individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, focusing on retirement distribution planning and ongoing asset management. The firm combines strategic asset allocation with tactical overlays and uses a variety of analytical methods to guide investment decisions, managing accounts through Cambridge’s WealthPort wrap programs.

Jimmy Williams is a financial advisor with Compass Capital Management, LLC in McAlester, Oklahoma, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Cambridge Investment Research, Inc. and Asset & Investment Advisors, Inc. since 1999 and 2009 respectively. Williams is also a CPA and enrolled agent, serving as CEO of his own accounting and tax preparation firm, and he is involved in teaching financial planning topics, authoring a financial planning book, and participating on several local nonprofit and professional boards. Compass Capital Management advises individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities, focusing on financial planning with an emphasis on retirement distribution and ongoing asset management. The firm uses a combination of strategic asset allocation and tactical overlays, incorporating fundamental, cyclical, and technical analysis, and manages accounts primarily through Cambridge’s WealthPort wrap programs.

Amber Lewis is a financial advisor with Compass Capital Management, LLC in McAlester, OK. She holds Series 63 and Series 65 credentials and has 16 years of industry experience. Her prior experience includes work at Cambridge Investment Research, INC since 2010. Compass Capital Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm combines strategic asset allocation with tactical overlays and employs a range of analytical methods to manage portfolios, offering financial planning with an emphasis on retirement distribution planning and ongoing asset management through wrap programs.

Jake Wood is a financial advisor at Edward Jones in McAlester, OK, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at First Realty Better Homes and Gardens, Inc., and has experience in education and retail sectors. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Brian Engleman is a financial advisor with Edward Jones in McAlester, OK, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Engleman manages a small registered cattle operation and serves as a committee member for Beefmaster Breeders United. Edward Jones is a full-service wealth management firm serving individual and institutional clients with strategies that include discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated trust and lending services.

Christopher Shankland is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Charles Schwab since 2022. His prior roles include positions at TD Ameritrade, DSS Research, and eight years of service in the United States Army. Outside the financial sector, he is associated with Tex-art Stone Inc., where he engages in manual labor and sales activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions, supported by centralized custody and operational infrastructure.

Chase Kennedy is a financial advisor with Edward Jones in McAlester, OK, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in various roles including firefighting and entrepreneurial ventures such as lawn care and nutrition businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment options, and fiduciary services, supported by a large national network of advisors and branch offices.

Ricky Coody is a financial advisor at LPL Financial with 26 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at Invest Financial Corporation for 17 years. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Coody is involved with Equitrust as a non-variable insurance advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with tools such as machine learning while overseeing over $819 billion in discretionary assets.

Tyler Sellmeyer is a financial advisor with Edward Jones in McAlester, OK, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. 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, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

David Lerblance is a financial advisor with Edward Jones in McAlester, OK, holding Series 66 and Series 63 licenses and having 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is connected to a small show cattle operation run by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is noted for its extensive network of advisors and branches, as well as its affiliated trust company, mutual funds, and securities-based lending services.

Nancy May is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 46 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2009, including roles with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, with a range of retail and institutional offerings.

Gregory Shores is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Invest Financial Corporation for 15 years and Avantax Advisory Services for five years before joining LPL Financial in 2018. 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, third-party asset management access, and institutional platforms.