Debra Logan is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously was with Prudential Equity Group, LLC from 2000 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Shane Thompson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and with 10 years of industry experience. Prior to joining OSAIC in 2023, he spent eight years at Sagepoint Financial, Inc. He is also involved in his community as an AV engineer for special occasions at his local church. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes, supporting both discretionary and non-discretionary accounts.

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.

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.

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.

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.

John Robinson is a Series 66 licensed financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2017 and previously operated Robinson Rain Guttering for eleven years. In addition to his advisory role, he is associated with MEW Practice Management, LLC, supporting client meetings and related tasks. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Adam Carson is a financial advisor with Ameriprise in Norman, Oklahoma, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Outside of his advisory role, he co-owns MEW Practice Management, a financial practice operations management company, where he serves as owner and Chief Financial Officer. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing comprehensive, written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

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.

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.

Chad Rother is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2010. Prior to that, he worked at Waddell & Reed from 2004 to 2010. 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 with a focus on tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Cornell Sinclair is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His background includes long-term roles with PFS Investments Inc. and Primerica Financial Services, as well as service in the U.S. Navy Reserves. Outside of finance, Sinclair is a content creator on YouTube, producing material on lifestyle, personal development, political issues, travel, and food. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies and operates at scale with approximately 3,966 advisors and $15.5 billion in assets under management.

Brianna Garon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. She also works with Strong Buy LLC in branch operations and financial advising. Her background includes roles in architecture and service with the Oklahoma Army National Guard. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Rebecca Mills is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding a Series 63 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions.

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.

Jarred Elwell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has eight years of industry experience. In addition to his financial advisory role, he is a partner at Elwell and Spain, PLLC, where he practices law. 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, pension plans, and institutional clients. The firm emphasizes tailored non-discretionary planning and consulting, utilizing analytical tools to align recommendations with client goals.

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.