Mitchell Frankfurt is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo in 2019, he worked at Midfirst for 12 years. 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 based on modern portfolio theory, incorporating a wider range of financial products than many institutional advisors.

Codie Tiffin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on building trust-based relationships with clients to provide high-quality, transparent, and reliable financial advice. Codie’s approach emphasizes clear communication and a deep understanding of each client’s individual financial goals and values. She guides clients through solutions tailored to various needs, including retirement income planning, family wealth management, tax minimization, legacy planning, college education funding, and special needs planning strategies. Codie holds a Bachelor's Degree from the University of Phoenix and professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Through one-on-one conversations and personalized strategies, she helps clients pursue their life goals while planning their legacy. Outside her professional role, Codie dedicates time to her family, serves in her church, volunteers with nonprofit organizations, and enjoys activities such as playing billiards, chess, cooking, gardening, music, reading, and running.

David Duvigneaud is a financial advisor with Raymond James & Associates in Edmond, Oklahoma, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Wunderlich Securities, Inc. He has been with Raymond James & Associates since 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Joli Rees is a CFP® and Series 66 holder with 17 years of industry experience, all of which has been spent at Edward Jones since 2009. Based in Edmond, OK, Rees also provides administrative support for a natural resources and oil and gas business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large branch network across the United States.

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.

Ryan Munson is a financial advisor with Raymond James Financial in Edmond, OK, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved with Folds of Honor. Munson owns and operates several business entities, including Tatanka Tres, LLC, which invests in projects through his professional network and community. 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 and consulting, using analytical tools to model potential outcomes, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Jared Kiefer is a financial advisor with Equitable Advisors in Edmond, Oklahoma, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Axa Advisors and roles in the food service industry. He is involved with the Edmond Board of Realtor Power Partner and owns a consulting business. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer platform.

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.

William Bishop Jr. is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he co-owns BD Real Estate, LLC with his spouse. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Keith Carter is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior roles include positions at Arvest Wealth Management, Raymond James Financial Services, Cetera, and MidFirst Bank. He is an officer and treasurer on the board of Community Health Centers of Oklahoma, a nonprofit focused on healthcare facility development and operation, and is a partner in Yes I Can! Learning Center, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice based on a combination of proprietary research, third-party data, and algorithmic tools.

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.

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.

Jeffry Carel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

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.

Mason Pieratt is a financial advisor with Ameriprise in Oklahoma City, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he was affiliated with the University of Oklahoma and Deer Creek High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing investment research and algorithmic tools within a defined investment universe.

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.