Meredith Doty is a CFP® with 25 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Bank of America and Merrill Lynch. Doty serves as a board member of the Denison High School PTO, where she is involved in fundraising and organizing events for students. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers both retail and institutional investment solutions.

Colton Cottrell is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and one year of industry experience. He has previously worked at Capital Asset Management and held roles in client services and retail. OSAIC Wealth, Inc. serves a diverse client base, including individual investors and institutions, providing integrated brokerage and advisory services. The firm employs various tools and third-party platforms to construct and manage portfolios across a range of asset classes, supporting both discretionary and non-discretionary accounts.

Sharon Ireland is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at BancFirst and T. S. Phillips Investments, Inc., both from 2007 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Catherine Lantz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has held various roles within Cetera and its affiliates since 2016 and has prior experience at Woodbury Financial, Investors Capital Corp, Cameron Financial Strategies, and OSAIC. Outside of advisory work, she is also licensed to sell fixed insurance products and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across various program structures.

Michelle Soderholm is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked at several firms, including UBS Financial Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Cooper Park is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Crimson Creek Golf Course and El Reno Municipal Pool. 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 solutions, supported by a large national network of financial advisors and branch offices.

Christopher Freeland is a financial advisor with Cambridge Investment Research Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife. Freeland is also the owner of an independent insurance agency operating as Watercolor Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Darren Meyer is a financial advisor with LPL Financial based in Yukon, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience. His background includes operating several family and personal business entities and working with Waddell & Reed, Inc. from 2007. Meyer also manages business entities unrelated to investment advisory. LPL Financial serves individual, retirement plan, institutional, and charitable clients through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sebastian Oukassou is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, he worked at Country Trust Bank and held long-term roles at Country Insurance Affiliates and Country Capital Management Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through its national network. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios from LPL Research and third-party subadvisors.

Jonathan Holeman is a financial advisor with Edward Jones in Mustang, Oklahoma, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2014. 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, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and advisory services under a fiduciary standard.

Stephanie Woods is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked previously at FSC Securities Corp and 180 Medical. Woods also serves as a wealth manager for Capital Asset Management, Inc. and Spirit of the West Financial Corp., both involved in portfolio management and financial planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to clients’ risk tolerances.

Raymond Paquet is a financial advisor with RBC Capital Markets in Oklahoma City, holding a Series 66 designation and 12 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies, combining in-house and third-party investment managers, and provides portfolio management, financial planning, custody, and brokerage services.

James Story is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining MassMutual in 2020, he worked with NYLife Securities and New York Life Insurance Company for seven years. Outside of his advisory role, he serves as a board member for True North Ministries, participating in ministry activities and camps. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, software-driven planning tailored to client goals.

Justin Tate is a financial advisor at Edward Jones in El Reno, OK, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he was involved with Riverview Baptist Church from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large national network of financial advisors and branch offices.

Preston Patterson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015 and 2016, respectively. He is based in Oklahoma City, OK. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools and models such as Monte Carlo simulations in its financial planning process.

Jacob Rainbolt is a financial advisor with LPL Financial based in Oklahoma City, OK, holding a Series 66 designation and 5 years of industry experience. His prior roles include work with Banc First and a position at the United States House of Representatives. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios and research from both in-house and third-party sources.

Mark Beasley is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. Outside of his advisory work, he has worked as a contractor for Lyft in the automotive and transportation sector. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

Steven Beck is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Woodbury Financial Services, St. Bernard Financial Services, and Jackson National Life Distributors. Outside of advising, he is a partner or owner in several family business ventures, including an RV park and a development company focused on cabin home sites. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Laudena Fields is a Financial Advisor with Merrill Lynch Wealth Management, where she has served since 2020. In her role, she focuses on providing personalized wealth management services with an emphasis on long-term planning and seizing immediate market opportunities. Her client specialties include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, and women and wealth. Prior to joining Merrill Lynch, Ms. Fields contributed to the growth of a successful wellness business while developing client relationships. She applies this experience to assist clients in pursuing financial health as part of their overall wellbeing, particularly supporting women navigating life transitions such as retirement, divorce, or the death of a spouse. She also addresses the planning needs of families who seek to ensure the care of loved ones beyond the wealth creator’s lifetime. Ms. Fields holds the Personal Investment Advisor (PIA) designation and completed her high school education at Putnam City North. Outside of her professional work, Ms. Fields is committed to mental health and financial education for women. An avid runner, she has completed nine marathons, including the New York City Marathon, while fundraising for suicide awareness and prevention. She enjoys cooking, hiking, music, reading, running, spending time with her family, traveling, and practicing yoga. She lives with her husband, Brandon, and their young daughter, Sophia.

Julie Easterly is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Based in Oklahoma City, OK, she focuses on institutional advisory services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.