Daron Rudy is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Sowell Management since 2021. He previously worked for 20 years at Stride Bank in Enid, Oklahoma. Outside of his advisory role, Rudy is a non-managing partner in a residential real estate investment vehicle. Sowell Management is a fee-based registered investment adviser that supports over 100 independent contractors, providing investment management and financial planning services to individuals, retirement plans, corporations, and institutions. The firm employs a range of investment strategies using mutual funds, ETFs, equities, and fixed income across discretionary and non-discretionary accounts.

Gary Ward is a financial advisor with Belpointe Asset Management LLC in Enid, Oklahoma, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Voya Financial Advisors, Inc., Northwest Wealth Management, LLC, and operating as a sole proprietor prior to joining Belpointe in 2017. He is also involved in fixed insurance sales as an insurance producer. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies across passive, active, tactical, and blended approaches and supports its advisory practice with a broad range of affiliated businesses and product sponsorships.

Cooper Thornton is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Edward Jones and Northwestern Oklahoma State University. His work background also includes roles outside finance, such as at the City of Enid and Oklahoma Bible Academy. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services through a multi-branch independent-contractor model with over 100 advisors.

Joseph Armstrong III is a financial advisor with RedHawk Wealth Advisors, Inc. in Enid, Oklahoma, holding a Series 65 designation and eight years of industry experience. He has worked at RedHawk Wealth Advisors since 2017 and also serves as Vice President of Equity Financial Group, where he is involved in insurance sales. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and retirement plan services using a documented due-diligence process and risk monitoring tools, supporting multiple platform arrangements and specialized account types.

Eric Brunken is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various advisory and insurance capacities since 2015. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team.

David Morley is a financial advisor with Cetera who holds the Series 66 designation and has 25 years of industry experience. He has worked with firms including Avantax Advisory Services and Select Wealth Management, where he serves as president, providing tax preparation and consulting services. Outside of advisory work, he is treasurer for the First Baptist Church in Enid, Oklahoma, and serves as CFO of Champlin Exploration, Inc., an oil and gas production company. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individual, institutional, corporate, and charitable clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through discretionary and non-discretionary programs, supporting diverse investment strategies and custodial relationships.

Nicole Dirks is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. She has worked at various divisions of Raymond James since 2021 and has experience in client communications and marketing through her role at K/H Financial. Outside of finance, she is involved with Circle D Farms LLC, an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a focus on municipal and public finance through specialized advisory arrangements.

Joseph Kelley is a financial advisor at Edward Jones in Enid, Oklahoma, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Hammond is a financial advisor at Ameriprise in Enid, Oklahoma, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked at CF Industries Holdings, Inc. for eight years and Oneok, Inc. for three years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice. The firm’s approach includes detailed analysis of asset allocation, withdrawal strategies, and Social Security options within a framework supported by proprietary investment research and third-party data.

Stephen O’Neill is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He previously worked at Avantax Advisory Services and related entities for over two decades. Outside of his advisory role, O’Neill serves as an elected official at Oklahoma Bible Academy, assisting with school leadership. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and third-party managers.

John Bullis is a Series 66–licensed financial advisor with Edward Jones in Enid, Oklahoma, and has 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves on the board of INTEGRIS Bass Baptist Health Center in Enid. 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 options, supported by a large network of financial advisors and branch offices nationwide.

John Mc Clure is a Series 66 licensed financial advisor with Edward Jones in Enid, Oklahoma, with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Coldwell Banker Select and Caring Transitions of Tulsa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Michael Wright is a CFP® with 28 years of experience at Edward Jones in Enid, OK. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Wright owns and manages commercial and residential rental properties through Westgate Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a large nationwide network of advisors and branch offices.

Nicholas Bickford is a financial advisor with Edward Jones in Enid, OK, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Bickford serves as a board member and finance committee member for Emmanuel Christian School and serves on the finance committee for Open Door Church in Enid. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 advisors.

Olivia Andrews is a financial advisor with Edward Jones in Enid, Oklahoma, holding a Series 66 credential and seven years of experience at the firm. Prior to joining Edward Jones, she worked in customer service at Jumbo Foods and served in the Army Reserves as a Staff Sergeant. 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 strategies supported by a nationwide network of more than 23,000 financial advisors.

William Brownlee is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He is CEO and shareholder of Brownlee Financial Services and leads the client-facing brand Wymer Brownlee Wealth Strategies. His career includes long-term roles at Avantax Advisory Services and Colonial Surety, among others. Brownlee also serves as a trustee for a family trust and oversees investments in oil, gas, and commercial real estate entities. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm supports diverse investment strategies through affiliated and third-party managers, managing over $256 billion in assets with more than 10,000 advisors.

Kimberly Collins is a Series 66 licensed financial advisor with Edward Jones, based in Enid, Oklahoma, and has 12 years of industry experience. She has been with Edward Jones for her entire career, spanning from 2002 to the present. 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Hart is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and has been associated with Raymond James Financial Services Advisors and related entities since 2015. Hart is also involved with DBA KH Financial as an associate employee, where he manages branch office duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Lisa Donaldson is a financial advisor with Ameriprise in Enid, OK, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in agricultural operations as the owner of a cow-calf business and serves on several local boards, including the Greater Enid Chamber of Commerce Northwest District Jr. Livestock Show, Drummond Public School, and Oklahoma Ag in the Classroom. Ameriprise is a large institutional firm that offers retirement-income planning services tailored to individuals approaching or in retirement, utilizing a combination of research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Keith Holsten is a financial advisor with Raymond James Financial in Enid, Oklahoma, holding Series 63 and Series 66 registrations and with 26 years of industry experience. He has been with Raymond James since 2010 and previously led the Stong Holsten Wealth Group. Outside of his advisory role, he is CEO of Brand Diggers, a general contracting business. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm focuses on tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through its advisory programs and institutional services.

Dean Shaw is a financial advisor with Edward Jones in Enid, Oklahoma, holding Series 63 and Series 66 credentials and with 27 years of industry experience. He has been with Edward Jones since 1999. 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 under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.

John Voss is a financial advisor with Edward Jones in Enid, Oklahoma, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Mr. Voss is involved in farming and serves as president of a holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Dustin Damery is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2014. Based in Enid, OK, he supports clients through the firm’s wealth management services. Edward Jones serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Dana Gore is a financial advisor with Edward Jones in Enid, Oklahoma, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory work, she serves as a summer adjunct coach for Enid Public Schools, assisting with baseball game operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 maintains a large network of financial advisors and branch offices nationwide.

Ryan Stull is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 credentials and 17 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Vanessa Miller is a Series 66-credentialed financial advisor with Edward Jones, based in Enid, Oklahoma, and has two years of industry experience. She served at Edward Jones from 2002 to 2025 and resumed her role there in 2025. Outside of her advisory work, she has been involved as a music director at First Baptist Church in Garber, Oklahoma. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and proprietary funds, supported by a large national network of advisors and branch offices.

Julia Reneau Seely is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked with Edward Jones since 2015, as well as at Autry Technology Center from 2013 to 2017. 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 through a large network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Clay Bebermeyer is a financial advisor with MassMutual Investors Services in Enid, Oklahoma, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked for Northwestern Mutual Wealth Management Company and its affiliates from 2019 to 2025. Clay also operates as an insurance broker with Bluecrest Financial Alliances, focusing on life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning engagements that use firm-approved software tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Ronald Jackson is a Series 66-licensed financial advisor with Ameriprise in Enid, Oklahoma, bringing 14 years of industry experience. He previously worked at Edward Jones for eight years before joining Ameriprise in 2019. Outside of his advisory role, he serves on the Board of Directors for Enid Noon Ambucs. Ameriprise offers retirement-income planning focused on individuals nearing or in retirement with significant investable assets. The firm provides tailored, research-driven recommendations through a centralized consulting team and combines advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jenna Rosine is a financial advisor with Edward Jones in Enid, Oklahoma, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2017 and previously worked at Groendyke Transport from 2013 to 2016. Outside of her advisory role, she serves on the boards of the Autry Education Foundation and Main Street Enid and is the owner of Dauntless and Co, a fitness apparel retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Sara Peck is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously served on the Garfield County Child Advocacy Council from 2017 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and proprietary planning tools.

Bryan Brown is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Select Medical and St. Francis Hospital. He is involved in community activities as a board member of the Wind River HOA and participates in a website development venture aimed at helping employees create videos to showcase their talents. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.

Jon Cremer is a financial advisor at Edward Jones in Enid, Oklahoma, holding Series 65 and Series 63 credentials with four years of industry experience. Before joining Edward Jones, he worked at Leading Edge Financial Planning LLC and served 12 years in the United States Air Force. Cremer is also a military instructor pilot in the United States Air Force Reserve, training student pilots for military aviation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, tax-efficient services, and affiliated investment options.

Clay Hutson is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. 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 tax-efficient services, operating under a fiduciary standard.

Kyle Tefft is a financial advisor at Edward Jones in Enid, Oklahoma, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Tefft serves on the board of the Oklahoma Bible Academy, providing oversight and planning for the school’s operations. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Kyle Lillie is a financial professional with Cetera, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at VOYA Financial Advisors, Inc., Cetera Wealth Services, LLC, and Select Wealth Management LLC. He serves on the boards of Oklahoma Bible Academy and Oakwood Retirement Village and is a member of the National Association of Insurance and Financial Advisors (NAIFA) in Northwest Oklahoma. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and access to various program platforms with a multi-manager approach and oversees over $256 billion in assets.

Ian Coppersmith is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He is a partner in Iron Works LLC, a gym and fitness business in Enid, Oklahoma, where he contributes to developing personal trainers’ skills and managing sales packages. Edward Jones is a full-service wealth management firm with over 23,000 advisors and more than $1 trillion in assets under management, serving individual and institutional clients with a range of advisory programs and investment solutions.

Corey Clayton is a financial advisor with Edward Jones in Enid, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and also serves as a wrestling coach for Enid Public Schools. 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 network of financial advisors and branch offices nationwide.