Preston Cowan is a financial advisor with Merrill in Oklahoma City, OK, holding Series 63 and Series 66 licenses and with five years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Chase Bank, Northwestern Mutual Life Insurance Company, and Northwestern Mutual Investment Services. Outside of his financial services career, he has experience with Z3 Media and Earlywine Golf Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Michael Mc Ilvoy is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of experience in the industry. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carter Baumert is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. With a career spanning over three decades, he has held a leadership role within Merrill Lynch Wealth Management for the past 17 years. His professional focus includes serving Ultra High Net Worth families, business owners, and institutional clients, particularly in the qualified plan space. Since beginning his financial services career in 1987 and joining Merrill Lynch Wealth Management in 2004, Carter has emphasized a comprehensive approach to wealth management. He addresses clients' financial goals through tailored solutions that consider risk tolerance, time horizons, liquidity needs, and investment costs. His expertise extends to lending solutions, qualified retirement plan strategies, portfolio guidance, and assisting clients with private business sales or capital raising. Carter earned a bachelor's degree in Economics from Oklahoma City University, where he also played collegiate golf. He holds several professional designations, including Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Committed to community involvement, he serves on the Meinders School of Business Advisory Board at Oklahoma City University and has participated in organizations such as the Make-A-Wish Foundation, Latino Community Development Agency, and Peaceful Family Solutions. Outside of work, Carter enjoys golfing, music, running, traveling, and spending time with his wife Cara and their three children in Edmond, Oklahoma.

Angela Vetrano is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Oklahoma Heart Hospital from 2016 to 2019. Outside of her advisory role, she is the Vice President of the Williamson Farms Homeowners Association in Oklahoma City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Jay Kiefer is a financial advisor with Equitable Advisors in Edmond, OK. He holds Series 65 and Series 63 licenses and has three years of industry experience, including roles at Jerry Kiefer (Cornerstone Planning Group) and the Oklahoma State Business Student Success Center. He is a minority owner of two local LLCs, JAK, LLC and JK4, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models, emphasizing third-party program sponsors and offering ERISA fiduciary services through credentialed representatives.

John Southerland is a financial advisor with Cetera in Oklahoma City, OK, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Cetera since 2010 and at Midfirst Bank since 2010. He receives compensation through a referral program associated with Midfirst Bank. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment programs and portfolio management options through a large network of independent advisors.

Dustin Hellams is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Ameriprise in 2026, he spent 17 years at Raymond James Financial Services Advisors and worked at Tinker Federal Credit Union for 13 years. Outside of his advisory role, he co-owns a business involved in equine activities including buying, selling, leasing, and breeding horses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm emphasizes a written recommendation process and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Paul Morton is a CFP® and ChFC® with 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Guardian Life Insurance and Park Avenue Securities. Morton serves as a board member of the Oklahoma County Medical Society and participates in fundraising campaigns for the Leukemia & Lymphoma Society. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and custody arrangements tailored to client objectives.

François-Xavier Chenhalls-Walker is a Financial Consultant currently working at Fidelity Investments since 2023. He provides personalized financial planning services tailored to individual clients' goals and needs. He has professional experience as a Financial Advisor at Merrill Lynch from 2018 to 2023. In his work, he emphasizes understanding clients' financial situations, goals, and risk tolerance to develop customized financial plans. Outside of his professional role, François-Xavier engages in hiking, photography, skiing, and traveling.

Rita Ratcliffe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a co-owner of a real estate partnership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chris Meyers is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent eight years with UBS Financial Services. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, and participant education, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Chad Mikles is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for seven years at Express Employment International. Outside of his advisory role, he coaches CrossFit classes through Community Bridges, LLC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Carter Hodson is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, ONEOK Inc., and Oklahoma State University, among others. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients with model-based and discretionary investment strategies.

Habib Yousefzadeh is a Financial Advisor at Merrill Lynch Wealth Management, specializing in areas such as college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, and women and wealth. Since joining Merrill in 2020, Habib has focused on helping clients and their families pursue financial health as a key part of their overall wellbeing. She emphasizes understanding clients' challenges and goals to prepare for both expected and unforeseen financial events. Prior to her current role, Habib helped start and grow a wellness business while building client relationships. She especially enjoys working with women undergoing life transitions that impact their wealth, including retirement, divorce, or the death of a spouse, and is attentive to families seeking to provide for loved ones beyond the wealth creator's lifetime. Habib adopts a personalized approach to wealth management that balances long-term planning with opportunities in the financial markets. She holds the Personal Investment Advisor (PIA) designation. Habib holds a High School Diploma from Putnam City North. Outside of work, she is involved in causes related to mental health and financial education for women. An avid runner, she has completed nine marathons, including the New York City Marathon, raising funds for suicide awareness and prevention. Habib lives with her husband, Brandon, and their daughter, Sophia.

Ryan OMalley is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he collaborates with clients to build and manage their wealth by developing personalized financial plans that address both short-term and long-term goals. He emphasizes understanding clients personally and financially to tailor strategies that can be updated throughout their financial journey. Before joining Fidelity Investments, Ryan gained experience as a Financial Solutions Advisor at Merrill from 2017 to 2021 and as a Financial Advisor at Edward Jones from 2016 to 2017. He also worked as a Customer Service Representative at CitiBank from 2010 to 2012.

Clinton Taylor is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Adaptation Financial Advisors, Cambridge Investment Research, and Royal Alliance Associates. Outside of his advisory work, he is a business owner of Klutch OKC Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm uses a model-driven approach with access to third-party portfolio managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

Kate Adams is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 designations and nine years of industry experience. Her work history includes roles at Rodan & Fields and PFS Investments Inc., alongside over a decade with Primerica Financial Services. Outside of advisory work, she owns Kate Adams & Associates, LLC and is involved with several other business ventures including Resurrection Realty, LLC and Freedom Awaits. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates nationally with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, utilizing model-driven investment strategies supported by third-party managers and custody services.

Mitchell Frankfurt is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo in 2019, he worked at Midfirst for 12 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a wider range of financial products than many institutional advisors.

Joli Rees is a CFP® and Series 66 holder with 17 years of industry experience, all of which has been spent at Edward Jones since 2009. Based in Edmond, OK, Rees also provides administrative support for a natural resources and oil and gas business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety 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 operates a large branch network across the United States.

Kristen King is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. She has worked at SagePoint Financial and its Office of Tappan Financial Group, and has served as a spiritual director providing guidance to individual clients. King also holds roles as a notary and Director of Communications for Tappan & Co., and participates as board secretary/treasurer for a local nonprofit organization. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and uses various tools and third-party services to construct and manage client portfolios.