Omar Rosales is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at various firms including MML Investors Services, MassMutual, and Pruco Securities. Outside of his advisory role, he is involved in independent insurance brokering and serves as an associate financial advisor with MEW Practice Management, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides detailed, ongoing retirement income planning and tax-aware withdrawal strategies.

Jeffrey Dodson is a financial advisor with Cetera who holds the Series 63, Series 65, and Series 66 licenses and has 33 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and is currently a partner and owner of Apex Wealth Management. In addition to his advisory roles, Dodson is an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Robert Garcia is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 2012. His background includes 12 years at Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.

Timothy Curran is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with VOYA Financial Advisors and through his own firm, Curran Financial Solutions. He is also an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Steven Kirkland is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm’s planning process uses established tools and modeling techniques, with clients responsible for implementing recommendations.

Walter Corbett is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long-term tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company prior to joining Mass Mutual. Outside of his advisory work, he manages a property management business in Yukon, OK, part-time since 2005. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to a range of clients including individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements that use analytical tools and written recommendations tailored to client goals.

Dede Ganzer is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and seven years of industry experience. Prior to joining OSAIC in 2025, Ganzer worked at Lincoln Financial Securities Corporation and First Command Advisory Services, Inc. She is also the owner of ONLY FINANCE, LLC, which provides sales and service of various insurance products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party investment solutions.

Jonathan Hill is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Cetera Wealth Services, Avantax, and Wymer Brownlee Wealth Strategies. He is also the manager of Hill Connections, LLC, an online business venture exploring digital product development and newsletter publication. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and specialized services such as estate planning.

Levi Fortune is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Club Car Wash and Masters Car Wash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services.

William Coleman is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Coleman holds Series 63 and Series 66 designations and is based in Oklahoma City, OK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of over 23,700 advisors.

Kimberly Sutton is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones and Eide Bailly LLP, and has a background spanning roles at Intuit and JMA Energy Company LLC. Outside of advising, Sutton serves as a council member for the City of Newcastle and operates a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and technology solutions.

Johnson Noerdlinger is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kelly Wisdom is a financial advisor with LPL Financial in Oklahoma City, OK, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at BancFirst and T S Phillips Investments, Inc. for 11 years each before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both LPL Research and third-party subadvisors.

James Johnson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner at Greenleaf Lane LLC and serves as a board member of the Remerge charity. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Ronnie Dutton is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is involved as a partner in Dutton Properties LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models to support client financial plans while generally acting in an advisory capacity.

Serena Beckett is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a sole proprietor and owner of a rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis as part of its financial planning process.

Bradley Lester is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP®, Series 63, and Series 65 designations and bringing 29 years of industry experience. He previously worked with Partners In Planning Financial Services and United Planners' Financial Services of America. Lester serves on the finance and investment committee of New Life Bible Church, where he supervises financial recordkeeping. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains unique affiliations that support its municipal finance work.

Brock Hunter is a financial advisor with Primerica Advisors in Warr Acres, OK, holding Series 65 and Series 63 licenses and having six years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved as a Care Partner with SendaRide, a non-emergency medical transportation service. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts, supported by third-party custodians and overlay managers.

Dillon Freie is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2016. He is involved with the Athletic Supporters Foundation in Oklahoma City, assisting with scheduling, coaching support, and related administrative duties. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

Austin Graves is a CFP® and Series 66-registered financial advisor with Edward Jones, based in El Reno, OK. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.