Charles Yancey is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he is also involved in a non-investment insurance agency business. Additionally, he promotes income-for-life model products and receives periodic finders fees related to estate planning. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via a variety of model portfolios and managed accounts.

Johnny Nixon III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and Sii. Nixon is also involved in insurance sales covering life, disability, and long-term care. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Tyler Finch is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, BancWest Investment Services, and Householder Group Estate and Retirement Specialists. Finch is involved with the American Financial Education Alliance, providing educational presentations related to financial topics. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment approach that combines passive and active managers supported by an internal Investment Committee.

Kelly Atkinson is a financial advisor at Voya Financial Advisors, Inc. with 17 years of industry experience. She holds the ChFC® designation and securities licenses Series 63, Series 65, and Series 66. Her prior experience includes roles at Edward Jones and Arvest Bank. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advisory services primarily through non-discretionary, recommendation-based programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Logan Wright is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise for six years and has professional experience with Waterfield Energy and Global Client Solutions. Outside of his advisory role, he is involved in a web design business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing strategic and tactical investment approaches supported by technology tools.

Lore Storm is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

Ladonna Giachino is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. She previously worked at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including financial planning and estate planning strategies. The firm employs structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Garrison Mc Cauley is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, he worked for OneOK for seven years. Outside of his advisory role, he serves as a wrestling official for the Oklahoma Secondary School Activities Association (OSSAA). Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes both proprietary and third-party advisory programs, focusing on matching clients with suitable investment models and discretionary managers.

Anthony Cross is a financial advisor at MassMutual Investors Services with 27 years of industry experience. He holds the ChFC® designation and has worked previously with Vanderbilt Advisory Services and Ohio National Life Insurance. Outside of his advisory role, he is an author of faith-based writings and serves as a board member of a charitable religious ministry. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused financial planning using firm-approved analytical tools, offering a range of programs including asset management and event-driven planning services.

Alain Verhille is a CFP® professional with 28 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Bank of America, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various investment strategies and technology tools.

Erik Kautzmann is a financial advisor with Charles Schwab in Oklahoma City, Oklahoma, holding Series 66 and Series 65 licenses and possessing 17 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as Vice President of the Cascade Estates Homeowners Association, managing the use of HOA funds in accordance with governing bylaws. Charles Schwab & Co., Inc. serves a broad client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and order-routing services.

Kevin Brown is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Align Wealth Management, Avantis Investors, and American Century Investment Services. He is also a minority investor in AllTrans Terminal Investors, a company associated with transportation services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services tailored to a broad range of client needs.

Jared Mc Coy is a financial advisor with Edward Jones in Edmond, Oklahoma, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors.

Harold Synan Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Mass Mutual Investors Services since 2003 and has worked at MassMutual Life Insurance Co. since 1996. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers event-driven planning programs and educational seminars alongside collaborative, annual financial planning engagements.

Laurie Brown is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously at UBS Financial Services Inc from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

William Greer is a financial advisor with Mass Mutual Investors Services in Oklahoma City, Oklahoma. He holds the Series 63 and Series 65 credentials and has 16 years of industry experience. He has worked with Mass Mutual Investors Services since 2010 and with MassMutual Life Insurance Company since 2008. Outside of his advisory role, he serves as president of Greer Sales and Training LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars, with implementation of recommendations arranged separately.

Zachary Newby is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 20 years of industry experience. His prior positions include roles at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, he is involved as a manager in a property management business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Angelique Morton is a financial advisor with Edward Jones in Yukon, Oklahoma, holding a Series 66 designation and six years of industry experience. She worked at Devon Energy for five years before joining Edward Jones in 2019. Outside of her advisory role, she is involved with HTeaO, a tea business based in Oklahoma City. 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 and investment options, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Nicholas Niver is a Series 66-licensed financial advisor with LPL Financial, based in Edmond, Oklahoma, and has eight years of industry experience. Prior to joining LPL Financial in 2022, he worked at Raymond James from 2018 to 2022 and spent three years at Integris Health. He is associated with NivCord LLC, a non-investment-related business venture expected to begin operations in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, combining strategic and tactical investment options with technology-supported research and operational tools.

Michelle Coble is a financial advisor with OSAIC in Oklahoma City, OK, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2013 and is the president of Odyssey Financial Group LLC, which provides investment advisory and insurance services. Outside of her advisory role, she manages family farming operations and co-manages accounting for oil and gas royalties. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.