Harold Leverett is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns Harold Leverett & Associates, a tax preparation and accounting business in Oklahoma City. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs and products through an integrated platform combining advisory and brokerage channels.

Thomas Cotrone is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Additionally, he serves as a FINRA arbitrator. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decisions.

Cassie Holmes is a Series 66-licensed financial advisor with Raymond James & Associates, based in Oklahoma City, OK, and has 12 years of industry experience. She previously worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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.

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.

Patricia Shaw is a financial advisor with LPL Financial based in Oklahoma City, OK, holding Series 65 and Series 63 licenses and with 11 years of industry experience. She has previously worked with Providence Financial Group LLC and Waddell & Reed, Inc. Outside of her advisory work, she operates a notary public service and participates as a market partner in hair care sales with Monat Global. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary management and utilizes a variety of model portfolios, third-party research, and technology-driven solutions.

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.

Derek Daugherty is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Outside of advising, he owns Red Bird Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Scott Mullins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive wealth management strategies tailored to the unique needs of his clients, which include healthcare industry professionals across the country. His areas of focus encompass college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, and tax minimization, among others. With over 20 years of experience, Scott integrates the research and investment resources of Merrill Lynch along with the banking and lending solutions available through Bank of America to offer consolidated financial services. He holds professional designation as a Personal Investment Advisor (PIA) and has earned a Bachelor's Degree from Cameron University and a Master's Degree from The University of Oklahoma. Scott is proficient in English and Spanish. Scott is actively involved in his community, serving on advisory boards such as The Epilepsy Foundation of Oklahoma, where he is Chairman, the DRS Business Advisory Council, and the Oklahoma Rehabilitation Council. He is a member of several professional and civic organizations including AMBUCS, Phi Delta Theta, and Sooner Rotary, and volunteers with Junior Achievement teaching financial literacy to children. His personal interests include football, traveling, and spending time with his family.

Dustin Williams is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is the CEO of Williams Capital Ventures LLC, a business focused on the purchase and rental of office property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

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.

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.

John Cromling is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2017, following roles at Bank of America and Merrill. Based in Oklahoma City, OK, his career spans multiple leading financial firms. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor investment plans.

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.

Ann Newman is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with seven years at Edward Jones and a total of four years in the industry. Prior to joining Edward Jones, she worked in healthcare and education, including roles at First Choice Pediatrics and Edmond Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Dawn Maslar is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has more than 33 years of experience in the financial services industry, having joined Merrill in 1993. Dawn focuses on providing individualized financial guidance to high-net-worth clients, addressing a variety of needs including retirement planning, portfolio management, tax minimization, legacy planning, and family wealth management strategies. She emphasizes a collaborative approach, working with clients and, with their permission, coordinating with attorneys, accountants, and other advisors to align financial advice with their short- and long-term goals. Dawn holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She earned her high school diploma from El Reno High School and attended Oklahoma City Community College. Dawn aims to help clients navigate complex economic environments by equipping them to respond to market changes and capitalize on opportunities to preserve and grow their wealth. Outside of her professional work, Dawn engages in various personal interests including baseball, chess, cooking, drawing, gardening, knitting, sewing, woodworking, and spending time with her family. She values continuous activity, which she pursues both in her career and hobbies.

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.

Charles Dahlgren is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked with Equitable Advisors since 2012 and previously was associated with Axa Advisors. Outside of his advisory role, Dahlgren is president and majority owner of Wealth Preservation Strategies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and retirement plan support alongside access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored financial solutions.

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.