Cameron Broderick is a financial advisor at OSAIC with 10 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 Financial Life Insurance Co. Broderick is also involved with his investment practice under the DBA Capital Asset Management, Inc. in Oklahoma City. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers. The firm provides integrated brokerage, advisory services, and access to multiple third-party investment platforms, utilizing firm-provided tools and automated rebalancing to manage portfolios across a range of asset types.

Julie Selig is a financial advisor at Merrill with 30 years of industry experience. She has been with Merrill since 2004 and holds Series 63 and Series 66 credentials. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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.

Kenneth Edmonds is a financial advisor with Edward Jones in Newcastle, OK, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Distribution NOW for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Azmi Fakhoury is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions supported by extensive research and analytics.

Richard Henderson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining OSAIC in 2023, he spent 34 years at FSC Securities Corporation. Outside of his advisory role, he owns a sole proprietorship providing personal and small business consultation services and also trades collectibles such as sports memorabilia and numismatic coins. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple investment platforms.

William Osborne is a Series 66 licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and previously was with Edward Jones from 2015 to 2019. Outside of his advisory work, he has been involved with Bridgeway Church since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including personalized financial planning. The firm employs structured planning tools and financial modeling techniques and manages approximately $2.74 trillion in client assets.

Mathew Medcraff is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding role with Bank One beginning in 2005. He holds Series 63 and Series 65 licenses. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Danielle Burrus is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with 14 years of industry experience. She has been with Morgan Stanley since 2006. Outside of her advisory role, she serves as president of the Heartland CamarosOKC Club, a local car club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

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.

Randal Dame is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at WealthFirst Financial Advisors, OKC Wealth Advisors, and Waddell & Reed, INC., among others. He serves as an adjunct instructor at Francis Tuttle Technology Center and operates a notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nathaniel Campbell is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at MidFirst Bank, Option One, Amazon, and St Anthony Hospital. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Jacob Rowley is a financial advisor at Edward Jones in Norman, Oklahoma, holding a Series 66 designation with eight years of industry experience. He worked at MidFirst Bank for two years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Meredith Doty is a CFP® with 25 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Bank of America and Merrill Lynch. Doty serves as a board member of the Denison High School PTO, where she is involved in fundraising and organizing events for students. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers both retail and institutional investment solutions.

Colton Cottrell is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and one year of industry experience. He has previously worked at Capital Asset Management and held roles in client services and retail. OSAIC Wealth, Inc. serves a diverse client base, including individual investors and institutions, providing integrated brokerage and advisory services. The firm employs various tools and third-party platforms to construct and manage portfolios across a range of asset classes, supporting both discretionary and non-discretionary accounts.

Sharon Ireland is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at BancFirst, T. S. Phillips Investments, Inc., OSAIC Services, Inc., Spelman & Co., Inc., and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Catherine Lantz is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her prior work includes roles at Woodbury Financial, Cameron Financial Strategies, and OSAIC. Outside of advising, she is an insurance agent selling life insurance, fixed annuities, and long-term care products, and she provides notarial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with various program options and manages over $256 billion in assets across more than 10,000 advisors.

Michelle Soderholm is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at UBS Financial Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and models.

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®-credentialed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has prior experience at Country Trust Bank, Country Insurance Affiliates, and Country Capital Management Company. Outside of his advisory role, he is involved with OAK Wealth Advisors Inc. and Oak Insurance Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advisor-facing technology and a broad platform of non-advisory financial services.