Shaena Carter is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies designed to help clients pursue their long-term financial goals. Shaena integrates a comprehensive understanding of each client's financial picture with access to Merrill's investment insights and Bank of America's banking and lending solutions. With the Professional Investment Advisor (PIA) designation, Shaena brings expertise in personalized financial planning to her role. She holds a Bachelor's Degree from Northeastern State University. In addition to her professional work, she is active in community service, following Merrill's tradition of giving back through volunteerism.

Chad Rother is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Morgan Stanley since 2010, including his current role at Morgan Stanley Private Bank, National Association since 2015. His other business activities include estate administration and trust services in a successor role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Cornell Sinclair is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has a background that includes service in the U.S. Navy Reserves for 21 years and roles in education with several school districts. Outside of advising, he is a content creator on YouTube covering lifestyle, personal development, political issues, travel, and food. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a wrap-fee structure.

Rebecca Mills is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 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 investment advisory services. The firm’s approach 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.

Treana Lankard is Vice President and Branch Leader at Fidelity Investments' Oklahoma City Investor Center, a role she has held since 2020. She has been part of Fidelity since 2013, progressing through positions including Assistant Branch Manager and Branch Service Manager II. Prior to Fidelity, Treana held various roles in the financial services industry dating back to 1989, including positions at Morgan Stanley, Smith Barney, and Prudential Securities. With over two decades of experience in financial services, Treana has developed expertise in branch management and client service. She is committed to utilizing available resources to support clients in reaching their financial goals. Treana values Fidelity's focus on client interests, diverse investment choices, and personalized guidance. Outside of her professional career, Treana enjoys cooking and baking, family activities, fitness, food-related interests, golf, and outdoor adventures.

Jarred Elwell is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Norman, OK, holding Series 65 and Series 63 credentials with eight years of industry experience. Prior to joining Raymond James, he worked at Partners in Planning Financial Services and operated Elwell Wealth Management, LLC. Outside of financial advising, he is a partner at Elwell and Spain, PLLC, where he practices law. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools to support client goals and maintains specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Cameron Broderick is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Equitable Advisors, LLC. Broderick manages his investment practice through related business entities affiliated with FSC Securities Corporation. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment options, utilizing asset-allocation tools and third-party platforms to support discretionary and non-discretionary portfolio management.

Julie Selig is a financial advisor at Merrill with 30 years of industry experience. She has been with Merrill since 2004 and holds Series 63 and Series 66 credentials. 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, and institutions.

Kenneth Edmonds is a financial advisor with Edward Jones in Newcastle, OK, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Distribution NOW for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Scott Hartman is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Financial Consultants to develop personalized financial plans aimed at achieving financial security and peace of mind. He focuses on creating strategies that account for clients' current financial situations, goals, and risk tolerance, while providing ongoing support to adapt plans as life circumstances evolve. Prior to his current role, Scott worked as a Relationship Manager at Fidelity Investments from 2021 to 2023 and began his financial services career as a Financial Advisor at Equitable Advisors, LLC from 2020 to 2021. His experience spans client relationship management and financial planning. Outside of his professional work, Scott engages in activities such as cooking and baking, fishing, playing musical instruments, spending time with pets, scuba diving, and snowboarding.

Azmi Fakhoury is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He 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 non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Richard Henderson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining OSAIC in 2023, he spent 34 years at FSC Securities Corporation. Outside of his advisory role, he owns a sole proprietorship providing personal and small business consultation services and also trades collectibles such as sports memorabilia and numismatic coins. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple investment platforms.

William Osborne is a Series 66 licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and previously was with Edward Jones from 2015 to 2019. Outside of his advisory work, he has been involved with Bridgeway Church since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including personalized financial planning. The firm employs structured planning tools and financial modeling techniques and manages approximately $2.74 trillion in client assets.

Mathew Medcraff is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding role with Bank One beginning in 2005. He holds Series 63 and Series 65 licenses. 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. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Danielle Burrus is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with 14 years of industry experience. She has been with Morgan Stanley since 2006. Outside of her advisory role, she serves as president of the Heartland CamarosOKC Club, a local car club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Randal Dame is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining LPL Financial in 2021, he has worked with firms including WealthFirst Financial Advisors and OKC Wealth Advisors. He also serves as an adjunct instructor at Francis Tuttle Technology Center and operates a notary business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary portfolio management.

Nathaniel Campbell is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. His prior work includes roles at MidFirst Bank, Option One, Amazon, and St Anthony Hospital. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Jacob Rowley is a financial advisor at Edward Jones in Norman, OK, with eight years of industry experience. He holds the Series 66 designation and previously worked at MidFirst Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Christopher Mc Gill is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Prior to that, he was involved with Tumbleweed, LLC for nine years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Entz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. In addition to his advisory roles, he has a longstanding legal practice specializing in estate planning, wills, trusts, and probates, and is involved in managing family farming operations and oil and gas interests. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and affiliated resources.