Russell Busler is a financial advisor at Savvy with a Series 65 designation and approximately four years of experience. His work history includes roles at Sowell Management, the Department of Defense, Navigating Medicare, Shawnee Public Schools, and the International Mission Board. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented with active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Larry Gill is a financial advisor with Savvy, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes roles at firms such as Sowell Management, Private Advisor Group, and Cambridge Investment Research, as well as self-employment as an advisor for over two decades. Outside of advisory work, he has served as a board member of a local nonpublic entity and acted as an expert witness in legal matters involving fixed income annuities. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans typically employing a primarily index-based, long-term approach, supplemented by active equity portfolios, tax-aware direct indexing, and specialized sub-adviser strategies.

Brian Geist is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He is currently with &PARTNERS and previously spent 16 years at Edward Jones. Outside of advising, Geist is a partner in Drip Coffee Co, a local coffee shop in Seminole, OK, and holds financial interests in several business ventures including management operations of a municipal golf course. &PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary management, utilizing a variety of analytical methods and proprietary strategies.

Bryan Johnson is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns Rocky Mountain Solutions, LLC, a private investigations and financial services business. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Christopher Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

James Kautz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. 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 financial planning and investment management services, including custom strategies and third-party asset management, supported by a broad platform and technology tools.

Mitchell Enos is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones for 15 years. In addition to his advisory work, he serves as an adjunct instructor and subject matter expert in finance at Seminole State College. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of needs. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and manages over $1 trillion in assets with a nationwide network of advisors and branch offices.

Jacob Russell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Shawnee, Oklahoma and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Deriek Patterson is a financial advisor with LPL Financial in Seminole, Oklahoma, holding Series 63 and 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he operates a non-variable insurance business involving fixed annuities and life insurance contracts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lacee Rollins is a Series 66-licensed financial advisor with Edward Jones, based in Holdenville, OK, and has six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Epic Charter Schools, Holdenville Public Schools, and Threads Sports Apparel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net-worth and high‑net-worth households. The firm offers a range of advisory and investment management solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Melvin Thee III is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked in finance roles at Bluestone Natural Resources/Blackbeard Operating and Grant Thornton. Outside of finance, he volunteers as a trained storm spotter, assisting a news channel and the national weather service with storm verification. 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 manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds.

Erica Camp is a financial advisor with Edward Jones in Shawnee, Oklahoma, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2019 and has also worked as an online adjunct instructor at Oral Roberts University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households and institutional investors. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Mason Adams is a financial advisor with Edward Jones in Seminole, OK, holding a Series 66 license and one year of industry experience. Prior to joining Edward Jones, he worked in several roles including two years at Origins Wine Bar & Pizza and five years at Terracon Consultants Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Logan Bailey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Edward Jones. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Michael Garbutt 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 2017. Prior to joining Edward Jones, he spent three years at Franklin D. Roosevelt: The American School of Lima. 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 with a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Krystin Lindner is a financial advisor with Edward Jones in Wewoka, Oklahoma, holding a Series 66 credential and eight years at the firm. Before joining Edward Jones in 2018, she worked for Sonic Healthcare USA-Clinical Pathology Laboratories for nine years. She formerly owned a retail jewelry business called Blingy Butterfly in Paige, Texas. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

Brent Morris is a financial advisor with Edward Jones in Shawnee, Oklahoma. He holds a Series 66 designation and has seven years of industry experience, including five years with SandRidge Energy prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions through a broad network of financial advisors and branch offices nationwide.