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Michelle C
Series 63, Series 65
Oklahoma City, OK
OSAIC
Michelle Coble is a financial advisor with OSAIC in Oklahoma City, OK, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2013 and is the president of Odyssey Financial Group LLC, which provides investment advisory and insurance services. Outside of her advisory role, she manages family farming operations and co-manages accounting for oil and gas royalties. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.
Adam B
CFP®, Series 66
Oklahoma City, OK
OSAIC
Adam Bahner is a financial advisor at OSAIC with 16 years of industry experience. He holds the CFP® and Series 66 designations and has been with Royal Alliance since 2016. Outside of his advisory role, he is involved as a licensed agent in individual and group life and health insurance and owns a commercial real estate holding company, Talka, LLC, in Oklahoma City. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisors and advisory platforms. The firm offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers, employing tools such as asset-allocation models and automated rebalancing to manage portfolios.
Mason C
Series 66
Oklahoma City, OK
OSAIC
Mason Cude is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. His prior experience includes roles at Arvest Wealth Management and IAS. He is also involved as a financial coach for WINGS FOR WIDOWS, providing virtual sessions on financial topics to spouses who have lost a significant other. OSAIC serves a diverse client base including retail and institutional investors with a range of advisory platforms and services. The firm employs various portfolio construction tools and offers access to third-party managers, supporting both discretionary and non-discretionary accounts.
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