Shawn Powell is a financial advisor with Raymond James Financial in Midwest City, OK, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James Financial since 2004 and also operates Powell Financial Services and Oklahoma Financial Planning Group, Inc. Outside of advising, Powell owns and manages several real estate and business consulting ventures. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers advisory programs as well as specialized services in municipal finance and retirement plan consulting.

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.

Azmi Fakhoury is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He 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 non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Robert Briscoe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has a long tenure at Pruco Securities, LLC and Prudential Insurance Company of America, where he worked since 1980. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Lance Polk is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and has worked at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program supported by a centralized due-diligence framework.

Henry Hasler is a CFP® and holds a Series 66 license, currently working with Fidelity Investments. He has five years of industry experience, including six years of service in the United States Air Force prior to his financial career. His background includes roles at Fidelity Brokerage Services, LLC since 2020 and Fidelity Investments since 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kacey Boothe is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 credentials and bringing 31 years of industry experience. Prior to joining Equitable Advisors in 2024, Boothe worked at American Fidelity for 30 years and held roles at several other financial firms. Equitable Advisors serves a diverse client base including 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 employs a delivery model that relies on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Leah Willis is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones in Harrah, Oklahoma. She has six years of industry experience, including prior roles at Senegence International Inc and Devon Energy Company. Willis was previously involved as a distributor with Senegence International, a cosmetic distributorship. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individuals, institutions, and charitable organizations. The firm manages over $1 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.

Tami Woodard is a Series 66-licensed financial advisor with Edward Jones in Oklahoma City, Oklahoma. She has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kurt Semtner is a Series 66 designated financial advisor with Edward Jones, where he has worked since 2010, accumulating 16 years of industry experience. He is based in Edmond, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

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.

Jefferson Harris is a financial advisor with Ameriprise in Oklahoma City, holding a Series 66 designation and seven years of industry experience. His career includes roles at Ameriprise Financial Services and Northwestern Mutual. Harris serves on the Board of Directors for The Landrunners, an Oklahoma City running club, and is a board member of New Elect. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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.

Derek Dick is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at First Command Financial Services and Medline Industries. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management.

John Sullivan is a financial advisor at Equitable Advisors with 46 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. His outside activities include various insurance contracts. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer and works extensively with program sponsors and endorsed third-party managers.

James Denton is a financial advisor with Cetera and holds the PFS™ and Series 66 designations. He has seven years of industry experience and is also involved with Arledge & Associates, PC, a full-service CPA firm where he provides limited consulting services. Denton serves on the board of the Oklahoma Venture Forum as treasurer and is a board member and secretary of the Edmond Historical Society. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Elizabeth O'Malley is a Series 66-registered financial advisor with Edward Jones, based in Choctaw, Oklahoma. She has 16 years of industry experience, all with Edward Jones since 2010. 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 through a nationwide network of nearly 24,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Adam Hernandez is a financial advisor with Fisher Investments, holding a Series 65 credential and six years of industry experience. He has been with Fisher Investments since 2019 and previously worked at R2Logistics and BJ's Restaurants. Outside of advising, he owns a rental property managed by a third-party property manager. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Tanner Bonham is a financial advisor at Edward Jones in Edmond, Oklahoma, holding the Series 66 designation with six years of industry experience. His prior work includes roles at Kelley Jewelers and the Weatherford Daily News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a wide range of advisory programs and approximately $1.01 trillion in assets under management across a nationwide network of financial advisors and branch offices.

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.