Debra Logan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC and three years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves clients through a large network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by research and analytics.

Jared Kiefer is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Outside of his advisory role, he is involved with the Edmond Board of Realtor Power Partner and owns JK Consulting. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans through its credentialed representatives.

Daniel Bruner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and families to develop long-term wealth strategies aimed at reducing the stress often connected to financial management. Daniel holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniel's professional focus includes areas such as college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. He earned a bachelor's degree from the University of Oklahoma and has more than ten years of experience living outside his native Oklahoma. He is married to Meghan since 2005, and they have three children together. Daniel lives and works in central Oklahoma City. He is involved with community organizations including Restore OKC, Blood Cancer United, and Wilson Arts Inc. His personal interests include basketball, boating, drawing/sketching, music, painting, reading, spending time with his family, traveling, and coaching kids sports.

Adam Belusko is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and 11 years of industry experience. Prior to joining OSAIC in 2024, he spent eight years at Securities America Advisors. Outside of his advisory role, he owns A Joseph Belusko LLC, a consulting firm focused on business development and marketing strategies primarily within the aviation sector. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with tools and strategies designed to manage diversified portfolios across various asset classes.

Craig Shriner is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm‑approved tools.

William Bishop Jr. is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he co-owns BD Real Estate, LLC with his spouse. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Keith Carter is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior roles include positions at Arvest Wealth Management, Raymond James Financial Services, Cetera, and MidFirst Bank. He is an officer and treasurer on the board of Community Health Centers of Oklahoma, a nonprofit focused on healthcare facility development and operation, and is a partner in Yes I Can! Learning Center, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice based on a combination of proprietary research, third-party data, and algorithmic tools.

Ted Bowling is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Beyond his advisory role, he is a 50% owner of TeNan Production LLC, an oil and gas investment company, and serves as a county board member in Palatine, Illinois. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and firm-approved tools to assist clients in modeling financial outcomes.

Shaena Carter is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies designed to help clients pursue their long-term financial goals. Shaena integrates a comprehensive understanding of each client's financial picture with access to Merrill's investment insights and Bank of America's banking and lending solutions. With the Professional Investment Advisor (PIA) designation, Shaena brings expertise in personalized financial planning to her role. She holds a Bachelor's Degree from Northeastern State University. In addition to her professional work, she is active in community service, following Merrill's tradition of giving back through volunteerism.

Chad Rother is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2010. Prior to that, he worked at Waddell & Reed from 2004 to 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Cornell Sinclair is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His background includes long-term roles with PFS Investments Inc. and Primerica Financial Services, as well as service in the U.S. Navy Reserves. Outside of finance, Sinclair is a content creator on YouTube, producing material on lifestyle, personal development, political issues, travel, and food. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies and operates at scale with approximately 3,966 advisors and $15.5 billion in assets under management.

Jeffry Carel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Rebecca Mills is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Treana Lankard is Vice President and Branch Leader at Fidelity Investments' Oklahoma City Investor Center, a role she has held since 2020. She has been part of Fidelity since 2013, progressing through positions including Assistant Branch Manager and Branch Service Manager II. Prior to Fidelity, Treana held various roles in the financial services industry dating back to 1989, including positions at Morgan Stanley, Smith Barney, and Prudential Securities. With over two decades of experience in financial services, Treana has developed expertise in branch management and client service. She is committed to utilizing available resources to support clients in reaching their financial goals. Treana values Fidelity's focus on client interests, diverse investment choices, and personalized guidance. Outside of her professional career, Treana enjoys cooking and baking, family activities, fitness, food-related interests, golf, and outdoor adventures.

Mason Pieratt is a financial advisor with Ameriprise in Oklahoma City, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he was affiliated with the University of Oklahoma and Deer Creek High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing investment research and algorithmic tools within a defined investment universe.

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.

Danny Polite is a financial advisor with Merrill based in Oklahoma City, OK. He holds a Series 66 designation and has eight years of industry experience. Danny has worked at both Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

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.

Anthony Manning is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His previous roles include positions at Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he serves as Secretary of the Board of Directors for OCUSA Water Utility and owns a home-based retail sales business. 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 services including financial planning, model portfolios, and third-party asset management, supported by technology tools for operational and research assistance.