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, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes work with Cornerstone Planning Group and involvement at Oklahoma State University. He is a minority owner of two local LLCs. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

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.

Srikanth Komarina is a financial advisor with LPL Enterprise in Edmond, OK, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at Transamerica Financial Advisors, New Era Life Insurance Company, and Data Recognition Corporation. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, integrating advisory programs with brokerage and insurance product sales.

Ancel Airington is a financial advisor with Raymond James Financial in Edmond, OK, holding a PFS™ designation and Series 63 and 65 licenses, and has 31 years of industry experience. He has worked with Raymond James Financial since 2001 and operated Airington Advisors, LLC from 2018 to 2024. Airington has served on the Board of Trustees for the University of Central Oklahoma since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients using tailored, non-discretionary planning and analytical tools to address client goals. The firm supports a broad advisor network and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

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 financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Guardian Life Insurance and Park Avenue Securities. He is involved with the Leukemia & Lymphoma Society as a fundraising team member and serves on the board of the Oklahoma County Medical Society. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and a variety of portfolio management options 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.

Jennifer Wallis is a Series 65-licensed financial advisor at OSAIC with eight years of industry experience. Her prior roles include positions at Citizens Bank of Edmond and Retirement Investment Advisors, Inc. She has been with OSAIC since 2025. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services through a large network of advisors, employing integrated brokerage and advisory platforms with advanced portfolio construction tools and access to third-party money managers.

Emmanuel Allende is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018. His prior roles include positions at The Home Depot, Massachusetts Mutual Life, Allied Universal, Dial America, and Lincoln Financial Advisors Corporation. Merrill, along 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, plans, corporations, and charitable organizations.

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.

Tracy Holt is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of her advisory role, Holt owns and operates an ice vending machine business in Del City, OK. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Tyler Jordan is a CFP®-credentialed financial advisor with Mass Mutual Investors Services, based in Oklahoma City, OK. He has four years of industry experience, having worked with MassMutual and affiliated firms since 2021. Prior to entering financial services, he spent 12 years with Springfield Public Schools. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, collaborative client engagements.

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.