Corey Green is a financial advisor with Eagle Strategies (NY Life) in Broken Bow, OK. He holds Series 65 and Series 63 licenses and has 25 years of industry experience, including long-term roles at New York Life and Wayne L. Warren. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Samuel Mc Daniel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Diversey for three years. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jahni Bachman is a financial advisor with Edward Jones in Broken Bow, Oklahoma, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Bachman worked in various roles for multiple municipalities and maintained a legal practice focused on representing abused and neglected children in Department of Human Services cases. This legal work is recognized as community service and involves a reduced caseload. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.