Brian Geist is a CFP® and holds a Series 66 license with 16 years of industry experience. He joined &PARTNERS in 2026 after 17 years with Edward Jones. Outside of his financial advisory work, Geist is a partner and 25% owner of Drip Coffee Co, a retail coffee business in Seminole, OK, and he is involved as a financial partner in a management group set to operate the Jimmie Austin Municipal Golf Course. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of investment strategies, offers both discretionary and non-discretionary account management, and operates under dual registration as a registered investment adviser and broker-dealer.

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.

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.

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, where she has worked since 2020 and has six years of industry experience. Prior to joining Edward Jones, she held positions at Epic Charter Schools, Holdenville Public Schools, Threads Sports Apparel, and Boscoe Joe's. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mason Adams is a financial advisor at Edward Jones in Seminole, Oklahoma, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Terracon Consultants Inc and was involved with Origins Wine Bar & Pizza. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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.