Julie Easterly is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Based in Oklahoma City, OK, she focuses on institutional advisory services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gloria Gould is a financial advisor with Cetera in Oklahoma City, OK, holding a Series 66 designation and 18 years of industry experience. She has worked with Midfirst Bank since 2020 and has been associated with RBC Capital Markets since 2006. Outside of her advisory role, she participates in the True Champion Referral Program with Midfirst Bank, which provides incentives for client referrals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party model portfolios and managers.

Samuel Kozlowski is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various media and community roles, including freelance news writing for local newspapers and videography for a non-profit Native American art organization. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Erik Peters is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through positions including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Work Place Planning & Advice Consultant, and 401k Financial Associate. His experience encompasses various aspects of financial planning and investment consulting. Erik focuses on delivering personalized financial guidance tailored to each client's goals, values, and priorities. His approach aims to simplify complex financial decisions and foster confidence in clients' financial futures. He emphasizes building lasting relationships based on trust, integrity, and exceptional service.

Susannah Awopeju Lopez is a financial advisor with Edward Jones in Edmond, OK, holding a Series 66 designation and bringing six years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is listed as a manager of an online retail business owned by her husband, though she does not actively participate in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Alana Word is a financial advisor with Edward Jones in Edmond, OK, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she worked at DoorDash for two years and has experience in the healthcare sector with Great Plains Regional Medical Center and Alliance Health CRH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Gregory Hall is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process is based on modern portfolio theory and includes both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Samuel Price is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of Oklahoma and BOSC, Inc. He has ownership interests in investment-related entities KAPRI LLC and SAMDAK, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Virginia Wright is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024, following a 20-year tenure at Woodbury Financial. Wright also operates V. Wright Investment Partners and is an independent insurance agent with over two decades of experience in insurance sales. In addition to her advisory roles, she is involved in a family business providing clerical support. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kevin Gaspard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His background includes roles at Bank of America, Merrill, and Equitable Advisors prior to joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment process.

Michael Slack is a financial advisor at Wells Fargo Clearing in Edmond, OK. He holds a Series 66 designation and has prior experience at AVIO Consulting, Clevyr, Hoegg Software, StarSpace46, and Water4. 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 a range of brokerage and advisory solutions supported by research and analytics.

Tanner Hayes is a Series 66 licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Christopher Mcneil is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and LPL Financial. Mcneil was also involved with the New York Society of Security Analysts for over a decade and previously operated McNeil Wealth Management. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management across a broad range of asset classes.

Justin Lavender is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of his advisory role, he is involved in co-owning a small neighborhood golf club and participates in several LLCs related to managing real estate and vehicle holdings. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Bryan Terry is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his career in 2025. He has prior experience at Raymond James Financial, Vision Bank, and RBC Wealth Management. Outside of advising, he works as a Financial Planning Analyst with Tinker Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options. The firm’s investment approach integrates proprietary research and third-party data within a framework influenced by affiliated product partnerships.

Johnny Emerson is a financial advisor at Osaic Wealth, Inc. in Edmond, OK, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Osaic Wealth since 2018 and previously spent two years with Signator Investors, Inc. Emerson is president and 100% owner of Mid-America Marketing Corp., operating under Emerson and Company, which provides financial, insurance, and investment services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools and automated rebalancing to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Marcia Cary is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Bulmer is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and with 29 years of industry experience. His prior roles include positions at Securities America Advisors and ProEquities, Inc. Outside of his advisory work, he is involved in owning and managing an office building that he partially occupies and subleases to legal professionals. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs firm-provided asset-allocation tools and supports multiple advisory platforms to construct diversified portfolios tailored to client risk tolerance and preferences.

Lisa Shannon is a financial advisor with Merrill in Oklahoma City, OK, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Merrill since 2018 and previously held roles at Bank of Oklahoma Financial Securities and Wells Fargo Clearing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kannon Phipps is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation. He began his advisory career at Edward Jones in 2026 and has prior experience working with Peters & Chandler, P.C. from 2021 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.