Johnny Emerson is a financial advisor at Osaic Wealth, Inc. in Edmond, OK, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Osaic Wealth since 2018 and previously spent two years with Signator Investors, Inc. Emerson is president and 100% owner of Mid-America Marketing Corp., operating under Emerson and Company, which provides financial, insurance, and investment services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools and automated rebalancing to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Marcia Cary is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Bulmer is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Securities America Advisors, ProEquities, Inc., and OneAmerica Securities, Inc. Outside of his advisory role, he is also involved as a health insurance agent and operates a small office building which he partly occupies and leases to others. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and access to third-party investment solutions.

Lisa Shannon is a financial advisor with Merrill in Oklahoma City, OK, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Merrill since 2018 and previously held roles at Bank of Oklahoma Financial Securities and Wells Fargo Clearing. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Schaefer is a financial advisor with Thrivent Investment Management in Edmond, Oklahoma, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he owns rental properties in Edmond and handles maintenance tasks personally. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering ongoing or one-time engagements that cover a broad range of financial topics.

Levi Fortune is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Club Car Wash and Masters Car Wash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services.

William Coleman is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Coleman holds Series 63 and Series 66 designations and is based in Oklahoma City, OK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of over 23,700 advisors.

James O'Malley Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank and Bank of America. 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 approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Richard Porter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and over 52 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, John Hancock Mutual Life Insurance Company, and Mutual of New York. He serves as the national chairman of the Political Action Committee for the National Association of Insurance and Financial Advisors and volunteers with Junior Achievement. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Michael Jewell is a CFP® professional with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His background includes roles at Cambridge Investment Research, BleuChip Solutions, Higginbotham Insurance, Royal Alliance Associates, and SII. Jewell also conducts independent insurance agency work and operates under the Adaptation Financial trade name in his advisory capacity. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary and third-party model strategies and a variety of custody platforms.

Blake Brown is a financial advisor at Edward Jones in Oklahoma City, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he was involved in the restaurant and food service industry through several business ventures, including Blake Brown Restaurant Group LLC and D Squared Foods, LLC. Outside of advisory work, he has engaged in restaurant food preparation and customer service roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and is known for its extensive retail advisor network and affiliated financial services.

William Fink is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 65 and Series 63 credentials and 33 years of industry experience. His prior work includes roles at American Alliance Insurance Services Inc and Allstate Insurance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joshua Bakare is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 designation. He has been with Ameriprise since 2026 and has a diverse background including roles in education and healthcare, notably working with Caring Hearts Hospice Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Ashton Bray is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, Ashton served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Advisor at Edward Jones from 2018 to 2021. Before transitioning into financial advisory roles, Ashton worked as an Accountant at Pat Filinto CPA ESQ from 2015 to 2018. In their role as a Financial Consultant, Ashton partners with clients to understand their short and long-term goals and to develop customized financial plans tailored to the unique needs of each client and their family. Building strong relationships with clients and maintaining open lines of communication are central to their approach. Outside of their professional responsibilities, Ashton enjoys golf and traveling.

Bich Nhiem Tran is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, having worked at J.P. Morgan Chase Bank, N.A. since 1994. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amanda Ramirez is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Primerica since 2018 and has prior experience at the Absentee Shawnee Housing Authority and Kohl’s. Ramirez is also involved with Aydelotte Baptist Church and the Absentee Shawnee Housing Authority. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

James Tappan Jr. is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and over 40 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He serves on the boards of a neighborhood historical preservation nonprofit and a church finance committee. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment products and third-party solutions.

William Aiken is a financial advisor at Raymond James Financial with two years of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and the Oklahoma State University Foundation. He also spent 14 years at Oklahoma Christian School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daryl Osmus is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Osmus serves as a board member for Limbs for Life, a nonprofit organization that provides prosthetic limbs to individuals who cannot afford them. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive goal-based planning on topics such as retirement, taxes, and estate planning, while keeping planning and managed-account services separate.

Jeremy Hennigh is a financial advisor with Edward Jones in Edmond, OK, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.