Gerald Corbin is a financial advisor at CCR Investment Advisers, LLC with 30 years of industry experience. He holds a Series 65 designation and has worked at CCR Investment Advisers since 2018. Prior to that, he was affiliated with Schwabe & Associates CPAs PLLC and Coates & Schwabe CPAs PLLC. Since 1995, he has served as a director of the Stock Exchange Bank in Caldwell, Kansas, a non-investment role involving monthly board meetings. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a strategic asset-allocation, core-satellite approach with global diversification and manages client accounts on a discretionary basis with tax-aware and accounting-oriented planning influenced by the team’s CPA background.

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.

David Baskin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as managing partner positions at Baskin Hadley & Stevens, PC and Baskin & Hadley Financial Services, Inc. Outside of financial advising, he is involved in oil and gas partnerships and accounting services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust services.

Janie Bays is a financial advisor with Ameriprise in Ponca City, Oklahoma, holding a Series 66 designation and 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors and Harbor Wealth Management. Outside of her advisory role, she serves as a notary and works as a financial planning analyst with MEW Practice Management, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored income strategies and tax-efficient withdrawal plans through a centralized consulting team. The firm combines research-driven modeling and algorithmic automation to generate recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Shaun Searle is a financial advisor with Raymond James Financial Services Advisors Inc. in Ponca City, Oklahoma, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is involved in agriculture through Rusty Gate Farms LLC, a hobby turning into a business focused on livestock. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through a broad range of implementation options supported by extensive firm research and resources.