Nancy Lehman is a financial advisor at Morgan Stanley with 11 years of industry experience. She has previously worked at UBS Financial Services and Merrill Lynch prior to joining Morgan Stanley. Nancy is a minority owner and partner in Oklahoma Physical Therapy Spine Care-Rehab, LLC, a healthcare business based in Oklahoma City. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that extend from personal financial planning to corporate financial agreements.

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.

Jessi Nippert is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and bringing 16 years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, as well as six years at BOKF, N.A. and BOK Financial Securities, Inc. prior to that. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

John Giachino is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Clever Real Estate and American Fidelity Assurance Company and was affiliated with the University of Arkansas. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental property business in Edmond, Oklahoma. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services spanning retail, institutional, and specialized investment activities.

Gary Van Duyne is a financial advisor with Edward Jones in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 30 years of industry experience, all of which have been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, including fiduciary advisory, tax-efficient services, and a large national network of advisors and branch offices.

Christopher Neumann is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he manages family legacy mineral assets through Neumann Brothers Limited Co., an entity established to consolidate and oversee these holdings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved tools.

Alison Shira is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to her current role, she held positions in home lending, accounting, and retail. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Vinod Joshi is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with firms including First Allied Securities and Investment Concepts, where he is also a representative. Outside of his advisory role, Joshi volunteers with Girl Scout Troop 3021. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Kelly Webster is a financial advisor with LPL Financial based in Oklahoma City, OK, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2021 and is also associated with WealthFirst Financial Advisors, LLC and Kelly Webster, Inc. Outside of advisory work, she serves as a Successor Trustee on her parent's trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a wide range of financial planning and advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to various model portfolios and research.

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.

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.

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.

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.

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.