Gerald Corbin is a Series 65-licensed financial advisor at CCR Investment Advisers, LLC with 31 years of industry experience. Prior to joining CCR Investment Advisers in 2018, he worked at Schwabe & Associates CPAs PLLC, Coates & Schwabe CPAs PLLC, and C. Victor Coates, C.P.A. Since 1995, he has also served as a director of the Stock Exchange Bank in Caldwell, Kansas. CCR Investment Advisers, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations. The firm offers discretionary asset management and financial planning services, using a strategic asset allocation approach within a core-satellite framework and global diversification.

Lisa Reed is a financial advisor at CCR Investment Advisers, LLC with eight years of industry experience. She holds a Series 65 designation and concurrently works as a full-time office manager at Schwabe & Associates CPAs PLLC, an accounting firm in Ponca City, Oklahoma. Reed’s background includes roles at CCR Investment Advisers and two CPA firms, reflecting a career that spans both financial advisory and accounting operations. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset-allocation, core-satellite approach with global diversification and offers asset management and financial planning services with an emphasis on tax-aware and accounting-oriented client planning.

Carl Coates is a financial advisor at CCR Investment Advisers, LLC in Ponca City, OK, holding a Series 65 designation with 23 years of industry experience. His prior work includes roles at Schwabe & Associates CPAs PLLC and Coates & Schwabe CPAs PLLC, as well as operating his own registered investment advisory firm. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset-allocation, core-satellite approach with global diversification and offers services including asset management and financial planning.

Jason Bivin is a financial advisor with Mercer Global Advisors Inc. in Ponca City, OK, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and his own firm, Bivin and Associates, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning and consulting services.

Julie Brown is a financial advisor with Mercer Global Advisors Inc. in Ponca City, OK, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She previously worked at Bivin & Associates, Inc. and SagePoint Financial, Inc. Brown also provides notary public services in her local community. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.

Emily Maddux is a financial advisor at Edward Jones with a Series 66 designation and over nine years of industry experience. Her prior roles include positions in academic affairs as Provost and Senior Vice President, as well as experience at TJ Maxx and Oklahoma State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, supported by a large network of financial advisors and branch offices across the United States.

David Baskin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long-term roles with Avantax Advisory Services and related entities, alongside involvement in tax and accounting services through Baskin Hadley & Associates, PC. He is also a partner in an oil and gas exploration partnership. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and investment program structures, supported by a nationwide network of over 10,000 advisors.

Caitlyn Fox is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. She previously worked at Equity Bank for six years and Eastman National Bank for two years. Outside of her advisory role, she serves as Vice President of a Child Development Center in Ponca City, Oklahoma, where she participates in fundraising, board meetings, and volunteer activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Maddux is a financial advisor with Edward Jones in Ponca City, Oklahoma, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she is the owner of M&B3013 LLC, a real estate business. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branches.

Janie Bays is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services and Harbor Wealth Management. Outside of her advisory role, she serves as a notary and works as a financial planning analyst at MEW Practice Management, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Shaun Searle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is involved with Rusty Gate Farms LLC, a farming business focused on livestock management, which he is developing from a hobby into a business. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through its advisory programs and a wide advisor network.

Brett Biddinger is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to his current role, he worked at Marland Children’s Home for four years. In addition to his advisory work, he serves as an Independent Contractor at Harbor Wealth Management, where he is Director of Client Relations and also acts as a Financial Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Mark Maddux is a financial advisor with Edward Jones in Ponca City, OK, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Southwest Energy Partners in oil lease research and sales, as well as work at Midfirst Bank and Paycom. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branches.

Judy Eckholt is a financial advisor with Edward Jones in Ponca City, Oklahoma, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones for her entire career starting in 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment strategies supported by a large nationwide network of financial advisors and branch offices.

George Ferguson is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he holds a 25% ownership stake in Ferguson Muligan and Poet LLC, an investment-related business, and serves as a trustee for various trust and 401(k) plans. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.

Patrick Mulligan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Mulligan serves on the endowment committee of the United Way of Ponca City and holds finance and trustee roles with local nonprofit organizations including Hospice of North Central Oklahoma and the Hospice of North Carolina. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, and wealth-transfer planning. Advisors develop tailored recommendations using firm research and tools, with clients choosing how to implement them through brokerage or advisory programs.

Craig Poet is a financial advisor with Wells Fargo Advisors in Ponca City, Oklahoma, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as a notary public in Oklahoma. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options utilizing proprietary research and tools, with an approach that integrates advisory services alongside various financial products and services.

Melinda Mc Cormick is a financial advisor with Edward Jones in Ponca City, OK, holding a Series 66 designation and 23 years of experience with the firm. Outside of her advisory role, she has maintained part-time retail consulting affiliations with Tupperware, Mary Kay Inc., and Bath & Body Works, primarily for personal product discounts and occasional assistance. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment services supported by a nationwide network of more than 23,700 financial advisors.

Ross Cline is a financial advisor at Edward Jones with 38 years of industry experience. He has been with Edward Jones since 1987 and holds a Series 63 designation. Outside of his advisory role, he is involved in farming and ranching, specifically raising cattle in Blackwell, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 advisors and more than 15,000 branch offices.

Adam Ferguson is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, Ferguson is a play-by-play announcer for Rogers State University Athletics. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and develops tailored recommendations based on proprietary research and tools, offering clients flexibility in how they implement those recommendations.

Casey Green is a financial advisor with Edward Jones in Ponca City, OK, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, Green worked at Koch Ag and Services for six years. 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 programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Jodi Cline is a financial advisor at Edward Jones with 23 years of industry experience and holds Series 63 and Series 66 designations. She has been with Edward Jones since 2002. Outside of her advisory role, she serves as Vice President and Board Member for the Blackwell Public School Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors.

Connor Cline is a financial advisor at Edward Jones with one year of industry experience. Prior to his current role, he worked in mechanical equipment and construction sectors and has been involved with Blackwell High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors nationwide.

Kevin Florer is a financial advisor at Edward Jones in Ponca City, Oklahoma, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Nestle USA for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.