Kelly Atkinson is a financial advisor with Voya Financial Advisors, Inc. and holds the ChFC® designation along with Series 63, 65, and 66 licenses. She has 17 years of industry experience, including prior roles at Edward Jones and Arvest Bank. Voya Financial Advisors, Inc. serves a diverse clientele ranging from individual investors to institutional clients such as retirement plan sponsors and charitable organizations. The firm provides a variety of services including financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based programs.

Logan Wright is a financial advisor with LPL Financial based in Oklahoma City, OK. He holds a Series 66 designation and has five years of industry experience, including prior roles at Ameriprise and Waterfield Energy. Outside of his advisory work, he is involved in a web design business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs and supports both discretionary and non-discretionary management with access to various model portfolios, research, and technology-driven investment solutions.

Lore Storm is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

Ladonna Giachino is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. She previously worked at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including financial planning and estate planning strategies. The firm employs structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Margaret Avant is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Harold Synan Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Mass Mutual Investors Services since 2003 and has worked at MassMutual Life Insurance Co. since 1996. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers event-driven planning programs and educational seminars alongside collaborative, annual financial planning engagements.

William Greer is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Mass Mutual Investors Services since 2010 and with MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is president of Greer Sales and Training LLC. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and delivering collaborative, goal-oriented planning.

Zachary Newby is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 20 years of industry experience. His prior positions include roles at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, he is involved as a manager in a property management business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Angelique Morton is a financial advisor with Edward Jones in Yukon, Oklahoma, holding a Series 66 designation and six years of industry experience. She worked at Devon Energy for five years before joining Edward Jones in 2019. Outside of her advisory role, she is involved with HTeaO, a tea business based in Oklahoma City. 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 and investment options, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Kyle Williams is a financial advisor with Ameriprise in Edmond, OK, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Ameriprise and its affiliate since 1994. Williams also owns and manages his own advisory business, Williams, Self & Associates LLC. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Walls is a financial professional with Cetera and holds Series 63 and Series 66 licenses. He has 27 years of industry experience and has been affiliated with Cetera since 2013. Outside of advisory work, he is involved in several businesses, including serving as an independent insurance agent and participating in residential corporate housing operations. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with multiple program options and access to third-party money managers.

Garrin Bratcher is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked for Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. Outside of his advisory role, Bratcher serves on the board of Rush Springs Public Schools and is involved in managing retail produce operations through Bratcher Farms and Melons. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research and model portfolios.

Stephen Taylor Grimes serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since beginning his financial services career in 2005, he has focused on delivering comprehensive wealth management strategies tailored to meet his clients’ individual goals. His approach emphasizes listening carefully to clients in order to provide personalized financial advice and solutions aligned with their long-term objectives. Stephen’s expertise encompasses portfolio management services, corporate and employee benefits planning, family wealth management strategies, tax minimization, retirement income planning, and strategies for endowments, foundations, and non-profits. He also assists clients in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or business sales. Stephen works collaboratively with clients’ attorneys, accountants, and other advisors, and provides access to Bank of America Private Bank and commercial banking services to support comprehensive financial and legacy planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned his High School Diploma from Edmond North. Beyond his professional responsibilities, he participates in community organizations such as the Edmond Fine Arts Institute, Caviit Kids Foundation, Oak Tree Mens Golf Association, and Oklahoma Children’s Hospital, reflecting a commitment to service in the communities he serves.

James Weston is a financial advisor at Cetera with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera and affiliated entities since 2017. Prior to that, he worked at IBC Bank and LPL Financial from 2015 to 2017. Outside of advising, Weston is involved in political campaign consulting, providing services such as voter contact, workflow advice, and staffing guidance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Michael England is a financial advisor with Cetera based in Oklahoma City, OK, holding a Series 66 credential and eight years of industry experience. His prior experience includes roles at Avantax Advisory Services and Willis & Machnik Financial Services. He is also the owner of England Financial, a financial services entity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing for diverse investment strategies across various program structures.

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 Fox is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2005. Based in Yukon, Oklahoma, he holds the Series 66 license and has a longstanding tenure at the firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory and brokerage services utilizing diverse strategies, model portfolios, and research resources.

Melinda Brewer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Morgan Stanley and its Private Bank since 2009. Brewer serves as an arbitrator for FINRA and is a member of the Advisory Council for the Oklahoma Commission on the Status of Women. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery tools and modeling techniques, offering a wide range of retail and institutional investment solutions.

Carter Baumert is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has held a leadership role for the past 17 years. With a career in financial services dating back to 1987, he joined Merrill Lynch Wealth Management in February 2004. Carter's professional focus encompasses serving Ultra High Net Worth families, business owners, and institutional clients in areas such as qualified plan consulting, portfolio management, and legacy and philanthropic planning. He approaches wealth management by thoroughly understanding his clients' financial situations and objectives, providing tailored solutions that address risk tolerance, time horizon, liquidity needs, and investment goals. His expertise includes supporting clients with lending solutions, qualified retirement plans, sale and capital-raising strategies for private businesses, and proactive portfolio guidance. Carter holds a Bachelor's Degree in Economics from Oklahoma City University, where he also played golf. He has earned 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). Active in his community, he serves on several boards and committees such as the Latino Community Development Agency, the Meinders School of Business Advisory Board at Oklahoma City University, and the Finance Committee of the Oklahoma Make-A-Wish Foundation. He participates in philanthropic activities like Walk for Alzheimer's and Habitat for Humanity. Carter lives in Edmond, Oklahoma, with his wife, Cara, and their three children, Lauren, Mackenzie, and Garrett.

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.