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.

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.

Jennifer Wallis is a Series 65-licensed financial advisor at OSAIC with eight years of industry experience. Her prior roles include positions at Citizens Bank of Edmond and Retirement Investment Advisors, Inc. She has been with OSAIC since 2025. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services through a large network of advisors, employing integrated brokerage and advisory platforms with advanced portfolio construction tools and access to third-party money managers.

Chris Meyers is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent eight years with UBS Financial Services. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, and participant education, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

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.

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.

Habib Yousefzadeh is a Financial Advisor at Merrill Lynch Wealth Management, specializing in areas such as college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, and women and wealth. Since joining Merrill in 2020, Habib has focused on helping clients and their families pursue financial health as a key part of their overall wellbeing. She emphasizes understanding clients' challenges and goals to prepare for both expected and unforeseen financial events. Prior to her current role, Habib helped start and grow a wellness business while building client relationships. She especially enjoys working with women undergoing life transitions that impact their wealth, including retirement, divorce, or the death of a spouse, and is attentive to families seeking to provide for loved ones beyond the wealth creator's lifetime. Habib adopts a personalized approach to wealth management that balances long-term planning with opportunities in the financial markets. She holds the Personal Investment Advisor (PIA) designation. Habib holds a High School Diploma from Putnam City North. Outside of work, she is involved in causes related to mental health and financial education for women. An avid runner, she has completed nine marathons, including the New York City Marathon, raising funds for suicide awareness and prevention. Habib lives with her husband, Brandon, and their daughter, Sophia.

Ryan OMalley is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he collaborates with clients to build and manage their wealth by developing personalized financial plans that address both short-term and long-term goals. He emphasizes understanding clients personally and financially to tailor strategies that can be updated throughout their financial journey. Before joining Fidelity Investments, Ryan gained experience as a Financial Solutions Advisor at Merrill from 2017 to 2021 and as a Financial Advisor at Edward Jones from 2016 to 2017. He also worked as a Customer Service Representative at CitiBank from 2010 to 2012.

Clinton Taylor is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Adaptation Financial Advisors, Cambridge Investment Research, and Royal Alliance Associates. Outside of his advisory work, he is a business owner of Klutch OKC Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm uses a model-driven approach with access to third-party portfolio managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

Kate Adams is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 designations and nine years of industry experience. Her work history includes roles at Rodan & Fields and PFS Investments Inc., alongside over a decade with Primerica Financial Services. Outside of advisory work, she owns Kate Adams & Associates, LLC and is involved with several other business ventures including Resurrection Realty, LLC and Freedom Awaits. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates nationally with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, utilizing model-driven investment strategies supported by third-party managers and custody services.

Mitchell Frankfurt is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo in 2019, he worked at Midfirst for 12 years. 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 based on modern portfolio theory, incorporating a wider range of financial products than many institutional advisors.

Codie Tiffin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on building trust-based relationships with clients to provide high-quality, transparent, and reliable financial advice. Codie’s approach emphasizes clear communication and a deep understanding of each client’s individual financial goals and values. She guides clients through solutions tailored to various needs, including retirement income planning, family wealth management, tax minimization, legacy planning, college education funding, and special needs planning strategies. Codie holds a Bachelor's Degree from the University of Phoenix and professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Through one-on-one conversations and personalized strategies, she helps clients pursue their life goals while planning their legacy. Outside her professional role, Codie dedicates time to her family, serves in her church, volunteers with nonprofit organizations, and enjoys activities such as playing billiards, chess, cooking, gardening, music, reading, and running.

Michael Sikes is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2024, he worked at Edward Jones for seven years and Oklahoma Fidelity Bank for seven years. He is the owner of Sikes Wealth Partners, LLC, which operates as the DBA associated with his Raymond James practice. 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 consulting using analytical tools and supports a broad network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Duvigneaud is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. His prior firms include Wells Fargo Clearing Services LLC and Wunderlich Securities, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Joli Rees is a CFP® and Series 66 holder with 17 years of industry experience, all of which has been spent at Edward Jones since 2009. Based in Edmond, OK, Rees also provides administrative support for a natural resources and oil and gas business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large branch network across the United States.

Kristen King is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. She has worked at SagePoint Financial and its Office of Tappan Financial Group, and has served as a spiritual director providing guidance to individual clients. King also holds roles as a notary and Director of Communications for Tappan & Co., and participates as board secretary/treasurer for a local nonprofit organization. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and uses various tools and third-party services to construct and manage client portfolios.

Jack Ransom is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent a combined 11 years at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a basketball official for the Oklahoma Secondary School Association and is a board member of the Oklahoma City Town Hall, a nonprofit speaker bureau focused on education and entertainment. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology from its Investment Strategy Group. The firm’s approach includes episodic, fee-based planning typically delivered without automatic implementation unless engaged by the client.

Ryan Munson is a financial advisor with Raymond James Financial in Edmond, OK, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved with Folds of Honor. Munson owns and operates several business entities, including Tatanka Tres, LLC, which invests in projects through his professional network and community. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, using analytical tools to model potential outcomes, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.