Kelly Webster is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked with firms including Waddell & Reed and WealthFirst Financial Advisors, LLC, and has operated her own business, Kelly Webster, Inc., since 2012. Webster serves as a successor trustee on her parent’s trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plans, banks, and other institutions.

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 designations and totaling 39 years of industry experience. She previously worked at Prudential Equity Group, LLC for 16 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Richard Taylor is a financial advisor with Thrivent Investment Management in Norman, Oklahoma, holding a Series 66 designation and five years of industry experience. Prior to his current role, he owned and operated Taylormade Cabinetry for 14 years, a manufacturing business primarily focused on servicing long-term customers. His involvement in that business has become more inactive over time, with subcontractors handling most of the labor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and broad planning recommendations without implementation or discretionary trading authority.

Connor Osborn is a Series 66-registered financial advisor at Edward Jones with two years of industry experience. He has worked at Edward Jones since 2023 and previously held roles at Institutional Shareholder Services, White Operating Company, Zurich Oklahoma City, Oklahoma Wesleyan University, and Oklahoma Baptist Homes for Children. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Thomas Cotrone is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes positions at Stifel Nicolaus & Co., Wells Fargo Clearing, A. G. Edwards & Sons, UBS Financial Services, and Prudential Equity Group. He also serves as a FINRA arbitrator. Stifel serves a diverse client base ranging from individuals to institutional investors, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Krystal Marazzi is a financial advisor with Edward Jones in Norman, Oklahoma. She holds a Series 66 credential and has six years of industry experience, including prior roles at Ferguson GMC and Joe Cooper Ford. Outside her advisory work, she owns Mazarati Solutions INC, where she provides vitamins, sells used items, organizes networking events, serves as a continuing education instructor and keynote speaker, and supports the Untamed Psyche Podcast. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jason Robinson is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Edward Jones since 2014, working in their Norman, OK office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a broad 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.

Katelyn Miller is a financial advisor with Edward Jones in Norman, Oklahoma. She holds a Series 66 designation and has been with Edward Jones since 2017, following three years at Mid-America Christian University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 licenses and has worked at firms including Adaptation Financial Advisors, Cambridge Investment Research, and Royal Alliance Associates. Outside of his advisory work, he is a business owner of Klutch OKC Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm uses a model-driven approach with access to third-party portfolio managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

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 based in Oklahoma City, OK, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously operated Greg Taylor, Inc. for 12 years and worked at Waddell & Reed, Inc. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cale Olbert is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has held previous advisory roles at firms including Cetera Advisors LLC and Woodbury Financial Services INC. Olbert is involved in nonprofit activities, serving as a regional executive committee member for Blood Cancer United and as co-chair and board member of the investment committee for YWCA OKC. OSAIC is a firm that serves a diverse group of retail and institutional clients through a broad network of affiliated financial advisers and advisory platforms. The firm combines brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing, supporting a variety of investment types and client-imposed restrictions.

Kristen King is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. She has worked at SagePoint Financial and its Office of Tappan Financial Group, and has served as a spiritual director providing guidance to individual clients. King also holds roles as a notary and Director of Communications for Tappan & Co., and participates as board secretary/treasurer for a local nonprofit organization. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and uses various tools and third-party services to construct and manage client portfolios.

Jack Ransom is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior firms include Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he serves as a basketball referee for the Oklahoma Secondary School Association and is a board member of the Oklahoma City Town Hall, a nonprofit organization focused on education and entertainment. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis intended to inform client decisions.

Kathleen Williams is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She previously worked for FSC Securities Corporation for 21 years and maintains ownership of Advance Financial Lighthouse, Inc., through which she conducts business including insurance and speaking engagements. Additionally, she operates Kathy Inspires, where she provides leadership development, motivational speaking, and coaching services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and supports a variety of third-party managed account solutions.