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 credentials and has worked at firms including Cambridge Investment Research and Royal Alliance Associates. Outside of his advisory role, he is a business owner at Klutch OKC Bar. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and corporations, offering advisory and brokerage services through an integrated platform that combines financial planning, model portfolios, and access to third-party asset managers.

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.

Gregory Taylor is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2021, he operated his own business, Greg Taylor, Inc., for 12 years and worked at Waddell & Reed, Inc. for 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology tools.

Cale Olbert is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at OSAIC and previously held roles at Woodbury Financial Services, Weokie Financial Group, LPL Financial, and Cetera Advisors. Olbert is active in his community as a regional executive committee member for Blood Cancer United and serves as co-chair of the investment committee and board member for YWCA Oklahoma City. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm utilizes a range of investment tools and platforms to construct portfolios and supports legacy programs alongside third-party managed-account solutions.

Kristen King is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and two years of industry experience. She has worked with SagePoint Financial and Tappan Financial Group before joining OSAIC. Outside of her advisory work, King serves as a spiritual director and holds a nonprofit board role as secretary/treasurer of Ranger Creek Yacht Club, Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with diverse portfolio options and third-party managed account solutions.

Jack Ransom is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent a combined 11 years at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a basketball official for the Oklahoma Secondary School Association and is a board member of the Oklahoma City Town Hall, a nonprofit speaker bureau focused on education and entertainment. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology from its Investment Strategy Group. The firm’s approach includes episodic, fee-based planning typically delivered without automatic implementation unless engaged by the client.

Kathleen Williams is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She previously worked at FSC Securities Corporation for 21 years and has been involved with Advance Financial Lighthouse, Inc. for over three decades. Outside of her advisory work, she engages in coaching, motivational speaking, and leadership development through her initiative, Kathy Inspires. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various portfolio construction tools and supports a broad array of investment products, with services tailored to both discretionary and non-discretionary management.

Debra Logan is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 licenses 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Shane Thompson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and with 10 years of industry experience. Prior to joining OSAIC in 2023, he spent eight years at Sagepoint Financial, Inc. He is also involved in his community as an AV engineer for special occasions at his local church. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes, supporting both discretionary and non-discretionary accounts.

Bobby Neeley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Oklahoma City, OK, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 39 years of industry experience and has operated Neeley Consulting LLC since 2016. In addition to his advisory role, he is an agent involved in the sale of fixed index life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

Luke Gentry is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mathis Brother's Furniture, Paycom Corporate Headquarters, and Oklahoma State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach incorporates investment research, third-party data, and algorithmic tools within an investment universe influenced by affiliated product relationships.

Austin Hughes is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and SECURITIES AMERICA, Inc. Outside of his advisory role, Hughes serves on the board of directors for Camp Lu-Jo KISMIF, a church camp in Oklahoma, and is a city council member in Tuttle, Oklahoma. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers. The firm employs asset-allocation tools and risk-tolerance analysis to build diversified portfolios and provides various managed-account solutions using both proprietary and third-party platforms.

Daniel Bruner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and families to develop long-term wealth strategies aimed at reducing the stress often connected to financial management. Daniel holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniel's professional focus includes areas such as college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. He earned a bachelor's degree from the University of Oklahoma and has more than ten years of experience living outside his native Oklahoma. He is married to Meghan since 2005, and they have three children together. Daniel lives and works in central Oklahoma City. He is involved with community organizations including Restore OKC, Blood Cancer United, and Wilson Arts Inc. His personal interests include basketball, boating, drawing/sketching, music, painting, reading, spending time with his family, traveling, and coaching kids sports.

Adam Belusko is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and 11 years of industry experience. Prior to joining OSAIC in 2024, he spent eight years at Securities America Advisors. Outside of his advisory role, he owns A Joseph Belusko LLC, a consulting firm focused on business development and marketing strategies primarily within the aviation sector. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with tools and strategies designed to manage diversified portfolios across various asset classes.

Craig Shriner is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm‑approved tools.

John Robinson is a Series 66 licensed financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2017 and previously operated Robinson Rain Guttering for eleven years. In addition to his advisory role, he is associated with MEW Practice Management, LLC, supporting client meetings and related tasks. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Adam Carson is a financial advisor with Ameriprise in Norman, Oklahoma, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Outside of his advisory role, he co-owns MEW Practice Management, a financial practice operations management company, where he serves as owner and Chief Financial Officer. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing comprehensive, written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Ted Bowling is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Beyond his advisory role, he is a 50% owner of TeNan Production LLC, an oil and gas investment company, and serves as a county board member in Palatine, Illinois. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and firm-approved tools to assist clients in modeling financial outcomes.