Bobby Neeley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Oklahoma City, OK, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 39 years of industry experience and has operated Neeley Consulting LLC since 2016. In addition to his advisory role, he is an agent involved in the sale of fixed index life insurance products. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

Luke Gentry is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mathis Brother's Furniture, Paycom Corporate Headquarters, and Oklahoma State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach incorporates investment research, third-party data, and algorithmic tools within an investment universe influenced by affiliated product relationships.

Perry Pederson is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Richard Baker is a financial advisor at Primerica Advisors with 38 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Craig Shriner is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm‑approved tools.

Sharon Lucas is a financial advisor at LPL Enterprise with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Horace Mann Insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with sales of financial products and insurance.

Ted Bowling is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Beyond his advisory role, he is a 50% owner of TeNan Production LLC, an oil and gas investment company, and serves as a county board member in Palatine, Illinois. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and firm-approved tools to assist clients in modeling financial outcomes.

Graham Gore is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles at Gores Phillips 66 and worked in education at the University of Oklahoma and Seiling Junior and High Schools. He serves as a board member of the Edmond Area Chamber of Commerce. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, with regulatory assets managed on both discretionary and non-discretionary bases.

Creighton Gary is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Cressandra Adams is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2020 and has prior experience working in healthcare and community roles, including a position at Mercy Hospital. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Rother is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Morgan Stanley since 2010, including his current role at Morgan Stanley Private Bank, National Association since 2015. His other business activities include estate administration and trust services in a successor role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 employs a structured planning process supported by firm-approved tools and market modeling techniques.

Alisonn Best is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include work at Providence Financial Group LLC and Waddell & Reed, Inc. She has held several business entities primarily for tax and investment purposes and has experience as an insurance broker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and advanced portfolio management technologies.

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.

Drew Williamson is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has previously worked at Bank of America and Merrill, each for eight years before joining UBS in 2017. Based in Oklahoma City, OK, Williamson’s career includes extensive experience with major financial institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

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.

Shawn Houk is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and H.D. Vest. Outside of his advisory role, he serves as president of the OKC Metro Officials Association and volunteers with Rotary International and the FBI Oklahoma City Citizens Academy Alumni Association. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a broad network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analysis, and third-party platforms to construct diversified portfolios tailored to clients’ needs.

Cameron Broderick is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Equitable Advisors, LLC. Broderick manages his investment practice through related business entities affiliated with FSC Securities Corporation. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment options, utilizing asset-allocation tools and third-party platforms to support discretionary and non-discretionary portfolio management.

Joseph Charron is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63, 65, and 66 licenses. His work history includes roles at American Fidelity Securities, First Allied Securities, and Cetera entities. He is also involved with Investment Concepts, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Danny Polite is a financial advisor with Merrill based in Oklahoma City, OK. He holds a Series 66 designation and has eight years of industry experience. Danny has worked at both Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Scott Hartman is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Financial Consultants to develop personalized financial plans aimed at achieving financial security and peace of mind. He focuses on creating strategies that account for clients' current financial situations, goals, and risk tolerance, while providing ongoing support to adapt plans as life circumstances evolve. Prior to his current role, Scott worked as a Relationship Manager at Fidelity Investments from 2021 to 2023 and began his financial services career as a Financial Advisor at Equitable Advisors, LLC from 2020 to 2021. His experience spans client relationship management and financial planning. Outside of his professional work, Scott engages in activities such as cooking and baking, fishing, playing musical instruments, spending time with pets, scuba diving, and snowboarding.