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Oklahoma Central Credit Union marks 85 years serving Oklahomans, tops 2,600 employee volunteer hours annually. Tulsa, OK, USA, October 5th, 2026, FinanceWire Tulsa-area credit union provides employees 40 paid volunteer hours each year, with CEO Gina Wilson reporting 85% to 90% participation. Oklahoma Central Credit Union (OCCU) is marking 85 years of serving Oklahomans in 2026, continuing a community-focused approach that now includes an employee volunteer program averaging more than 2,600 hours of service annually. Through the program, OCCU employees receive 40 paid hours to volunteer with organizations of their choosing. CEO Gina Wilson says approximately 85% to 90% of employees participate each year. The credit union also supports organizations including Children's Miracle Network and Food Bank of Eastern Oklahoma through fundraisers, donations and other outreach. From Broken Arrow to Owasso, OCCU centers every decision on community well-being. CEO Gina Wilson believes this approach is the least she and her team can do for the people who support them. "Our success comes from the communities we serve," says Wilson, who served in about every position from teller to business developer before stepping into her current role in 2002. "We pay that back by improving the financial well-being of our members as well as the places they live and work. There's nothing better than helping someone buy their first home or assisting a business owner in getting a small business loan." As a member-owned, not-for-profit institution, OCCU reinvests its resources into superior products catered to the unique needs of the Tulsa area. With low-interest lending, high-interest accounts, and more, individuals and businesses have access to the financial support they need. Through OCCU's partnerships, members have access to even more offerings, such as financial planning via an alliance with LPL Financial. This care is not confined to the individual level, with OCCU's support extending to the surrounding communities where members live, work, and play. The credit union directly supports organizations like Children's Miracle Network and Food Bank of Eastern Oklahoma through outreach like fundraisers and donations. When Wilson noticed one of her employees regularly using PTO to volunteer, she created a volunteer service program. Through the program, employees are provided 40 paid hours to volunteer with any organization of their choosing. "About 85% to 90% of our employees are volunteering every year, and through this program, we're averaging over 2,600 hours a year in community service," says Wilson. "Our credit union is the first to be called if someone in the community needs us. We love this city, and somebody always steps up." From the Inside Out What elevates the OCCU member experience above all else, says Wilson, is the warm welcome provided by the credit union's employees. Prioritizing respect and open communication, the team provides each member with the personalized service they need to thrive in their financial lives. Making this level of attention and care possible is the support team members receive from the credit union themselves. Wilson and her colleagues have crafted a culture that encourages participation and growth. No matter someone's position at OCCU, their opinions and suggestions are all held to the same high regard. This has led to an extremely low turnover, which means members get to see the same familiar faces as the years go by. "We're always investing in our employees because they are who create an amazing experience for those we serve. When members do business with us, they are never just an account number," says Wilson. "As we move into the future, we're always looking for new ways to help our team, members, and communities thrive." "Our success comes from the communities we serve. We pay that back by improving the financial well-being of our members as well as the places they live and work." - Gina Wilson, CEO of OCCU About Oklahoma Central Credit Union The Mission of Oklahoma Central Credit Union (OCCU) is to make a difference in the lives of its employees, members and the communities WebDisclosure serve. OCCU has helped Oklahomans meet their financial goals, solve problems and turn opportunities into accomplishments since 1941. Contact. Kathleen Manning [email protected]

Oklahoma Central Credit Union marks 85 years serving Oklahomans, tops 2,600 employee volunteer hours annually. FinanceWire Oct. 5, 2026, 04:41 PM Tulsa, OK, USA, October 5th, 2026, FinanceWire Tulsa-area credit union provides employees 40 paid volunteer hours each year, with CEO Gina Wilson reporting 85% to 90% participation. Oklahoma Central Credit Union (OCCU) is marking 85 years of serving Oklahomans in 2026, continuing a community-focused approach that now includes an employee volunteer program averaging more than 2,600 hours of service annually. Through the program, OCCU employees receive 40 paid hours to volunteer with organizations of their choosing. CEO Gina Wilson says approximately 85% to 90% of employees participate each year. The credit union also supports organizations including Children's Miracle Network and Food Bank of Eastern Oklahoma through fundraisers, donations and other outreach. From Broken Arrow to Owasso, OCCU centers every decision on community well-being. CEO Gina Wilson believes this approach is the least she and her team can do for the people who support them. "Our success comes from the communities we serve," says Wilson, who served in about every position from teller to business developer before stepping into her current role in 2002. "We pay that back by improving the financial well-being of our members as well as the places they live and work. There's nothing better than helping someone buy their first home or assisting a business owner in getting a small business loan." As a member-owned, not-for-profit institution, OCCU reinvests its resources into superior products catered to the unique needs of the Tulsa area. With low-interest lending, high-interest accounts, and more, individuals and businesses have access to the financial support they need. Through OCCU's partnerships, members have access to even more offerings, such as financial planning via an alliance with LPL Financial. This care is not confined to the individual level, with OCCU's support extending to the surrounding communities where members live, work, and play. The credit union directly supports organizations like Children's Miracle Network and Food Bank of Eastern Oklahoma through outreach like fundraisers and donations. When Wilson noticed one of her employees regularly using PTO to volunteer, she created a volunteer service program. Through the program, employees are provided 40 paid hours to volunteer with any organization of their choosing. "About 85% to 90% of our employees are volunteering every year, and through this program, we're averaging over 2,600 hours a year in community service," says Wilson. "Our credit union is the first to be called if someone in the community needs us. We love this city, and somebody always steps up." From the Inside Out What elevates the OCCU member experience above all else, says Wilson, is the warm welcome provided by the credit union's employees. Prioritizing respect and open communication, the team provides each member with the personalized service they need to thrive in their financial lives. Making this level of attention and care possible is the support team members receive from the credit union themselves. Wilson and her colleagues have crafted a culture that encourages participation and growth. No matter someone's position at OCCU, their opinions and suggestions are all held to the same high regard. This has led to an extremely low turnover, which means members get to see the same familiar faces as the years go by. "We're always investing in our employees because they are who create an amazing experience for those we serve. When members do business with us, they are never just an account number," says Wilson. "As we move into the future, we're always looking for new ways to help our team, members, and communities thrive." "Our success comes from the communities we serve. We pay that back by improving the financial well-being of our members as well as the places they live and work." - Gina Wilson, CEO of OCCU About Oklahoma Central Credit Union The Mission of Oklahoma Central Credit Union (OCCU) is to make a difference in the lives of its employees, members and the communities SASpine serve. OCCU has helped Oklahomans meet their financial goals, solve problems and turn opportunities into accomplishments since 1941. Contact. Kathleen Manning [email protected] Sponsored Financial Content

LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNet. Georgia-based Praxis Financial Partners brings four advisors and a support staff to LPL's RIA platform after evaluating more than a dozen firms. Alex Ortolani, Senior Reporter, Wealth Management October 5, 2026 Want a quick summary? LPL Financial, the San Diego-based independent broker/dealer with $2.6 trillion in brokerage and advisory assets, has recruited a $1.1 billion team to its registered investment advisor platform from Wells Fargo Advisors Financial Network. Praxis Financial Partners advisors Scott Christian, Cecil Loyd, Jay Gentry and Matt Dion have joined LPL Financial's broker/dealer and RIA platform after evaluating more than a dozen options, according to an announcement from the firms. "LPL's open architecture platform gives us the freedom to build the wealth management ecosystem we believe best serves our clients," Christian said in a statement. Based in Alpharetta, Ga., Praxis Financial Partners works with business owners, corporate retirees, executives and multigenerational families across 24 states. Christian and Loyd launched the firm in 2013, naming it after the Greek word for "process" to reflect their planning-based philosophy, according to the firm. Gentry joined the practice in 2020 after 20 years in asset management distribution, while Dion joined in 2024 after 15 years as an advisor. Dion had been the longest-tenured Wells advisor at about 16 years, with Christian and Loyd at the wirehouse for 13 years and Gentry for six, according to BrokerCheck. There has been a steady flow of financial advisors to the RIA space in recent years, with large broker/dealers such as LPL, Osaic, and Cetera Financial Group pushing their RIA, fee-based options for advisors. Wells Fargo, for its part, has been regularly attracting large wirehouse teams to its FiNet practice and is working to roll out a revamped, fee-only RIA custody platform to be seeded by some FiNet advisors by the end of this year. Firm executives have said that the platform will be extended to external advisors in 2027. Praxis chose LPL in part because it offered resources and scale while allowing the advisors to maintain ownership of the business, the firm said. "We were looking for a partner committed to innovation and focused on helping advisors deliver greater value," Dion said. LPL did not immediately respond to a request for comment on the asset or advisor count in its RIA channel. As of its most recent figures, LPL affiliates with more than 32,000 financial advisors and the wealth management practices of about 1,100 financial institutions. Senior Reporter, Wealth Management Alex Ortolani is a New York-based senior reporter with Wealth Management with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.