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.

Angela Brown is a financial advisor with Primerica Advisors based in Oklahoma City, OK. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to her advisory roles, she was a homemaker for 27 years. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies and discretionary management.

Teale Trammell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2025, Trammell spent eight years at Edward Jones. He is also involved with Trammell-Strickland Wealth Management, LLC, an entity affiliated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Jessica Pine is a financial advisor with Raymond James & Associates, holding a Series 66 designation and based in Oklahoma City, OK. She began her advisory career in 2024 and has prior experience working with organizations such as Simone's Kids and Victory Childcare Center. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing non-discretionary wealth advisory planning and investment consulting through various programs and institutional services.

Kyle Williams is a financial advisor with Ameriprise in Edmond, OK, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Ameriprise and its affiliate since 1994. Williams also owns and manages his own advisory business, Williams, Self & Associates LLC. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Walls is a financial professional with Cetera and holds Series 63 and Series 66 licenses. He has 27 years of industry experience and has been affiliated with Cetera since 2013. Outside of advisory work, he is involved in several businesses, including serving as an independent insurance agent and participating in residential corporate housing operations. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with multiple program options and access to third-party money managers.

Garrin Bratcher is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked for Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. Outside of his advisory role, Bratcher serves on the board of Rush Springs Public Schools and is involved in managing retail produce operations through Bratcher Farms and Melons. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research and model portfolios.

Steven Blair is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Cetera and its affiliates since 2013. Blair also operates The Blair Group, LLC, offering fixed insurance products including life, health, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Stephen Taylor Grimes serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since beginning his financial services career in 2005, he has focused on delivering comprehensive wealth management strategies tailored to meet his clients’ individual goals. His approach emphasizes listening carefully to clients in order to provide personalized financial advice and solutions aligned with their long-term objectives. Stephen’s expertise encompasses portfolio management services, corporate and employee benefits planning, family wealth management strategies, tax minimization, retirement income planning, and strategies for endowments, foundations, and non-profits. He also assists clients in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or business sales. Stephen works collaboratively with clients’ attorneys, accountants, and other advisors, and provides access to Bank of America Private Bank and commercial banking services to support comprehensive financial and legacy planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned his High School Diploma from Edmond North. Beyond his professional responsibilities, he participates in community organizations such as the Edmond Fine Arts Institute, Caviit Kids Foundation, Oak Tree Mens Golf Association, and Oklahoma Children’s Hospital, reflecting a commitment to service in the communities he serves.

James Weston is a financial advisor at Cetera with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera and affiliated entities since 2017. Prior to that, he worked at IBC Bank and LPL Financial from 2015 to 2017. Outside of advising, Weston is involved in political campaign consulting, providing services such as voter contact, workflow advice, and staffing guidance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Michael England is a financial advisor with Cetera based in Oklahoma City, OK, holding a Series 66 credential and eight years of industry experience. His prior experience includes roles at Avantax Advisory Services and Willis & Machnik Financial Services. He is also the owner of England Financial, a financial services entity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing for diverse investment strategies across various program structures.

Preston Cowan is a financial advisor at Merrill in Oklahoma City, OK, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Chase Bank, Northwestern Mutual Life Insurance Company, and Northwestern Mutual Investment Services. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other entities. The firm leverages its integration with Bank of America’s platform to deliver access to various investment products and services.

Michael Fox is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2005. Based in Yukon, Oklahoma, he holds the Series 66 license and has a longstanding tenure at the firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory and brokerage services utilizing diverse strategies, model portfolios, and research resources.

Melinda Brewer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Morgan Stanley and its Private Bank since 2009. Brewer serves as an arbitrator for FINRA and is a member of the Advisory Council for the Oklahoma Commission on the Status of Women. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery tools and modeling techniques, offering a wide range of retail and institutional investment solutions.

Michael Mc Ilvoy is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of experience in the industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and 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.

Carter Baumert is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has held a leadership role for the past 17 years. With a career in financial services dating back to 1987, he joined Merrill Lynch Wealth Management in February 2004. Carter's professional focus encompasses serving Ultra High Net Worth families, business owners, and institutional clients in areas such as qualified plan consulting, portfolio management, and legacy and philanthropic planning. He approaches wealth management by thoroughly understanding his clients' financial situations and objectives, providing tailored solutions that address risk tolerance, time horizon, liquidity needs, and investment goals. His expertise includes supporting clients with lending solutions, qualified retirement plans, sale and capital-raising strategies for private businesses, and proactive portfolio guidance. Carter holds a Bachelor's Degree in Economics from Oklahoma City University, where he also played golf. He has earned several professional designations, including Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Active in his community, he serves on several boards and committees such as the Latino Community Development Agency, the Meinders School of Business Advisory Board at Oklahoma City University, and the Finance Committee of the Oklahoma Make-A-Wish Foundation. He participates in philanthropic activities like Walk for Alzheimer's and Habitat for Humanity. Carter lives in Edmond, Oklahoma, with his wife, Cara, and their three children, Lauren, Mackenzie, and Garrett.

Angela Vetrano is a financial advisor with Edward Jones in Oklahoma City, holding CFP® and Series 66 designations and six years of industry experience. She has worked at Edward Jones since 2019 and previously spent three years at Oklahoma Heart Hospital. Outside of her advisory role, she serves as Vice President of the Williamson Farms Homeowners Association. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Bass is a financial advisor with Raymond James Financial based in Edmond, OK, holding a Series 66 designation and 23 years of industry experience. He has been associated with Raymond James Financial Services since 2003 and also co-owns Bass Investment Group. In addition to his financial advisory work, Bass serves as a referee since 2017 and has been a member of the Oklahoma Army National Guard since 1995. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and maintains a notable affiliation with municipal and public finance through its referral arrangements and affiliate network.

Joseph Vahlberg is a CFP® with 15 years of industry experience, currently affiliated with OSAIC since 2023. He has worked previously at FSC Securities Corporation from 2011 to 2023 and has been involved with Financial Planning Center, Inc. since 2011. Vahlberg is also the CEO of Wealth Management Group, LLC, where he leads the team and serves clients as an investment advisor and registered representative. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors such as corporations, pension plans, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and third-party money managers to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jay Kiefer is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes work with Cornerstone Planning Group and involvement at Oklahoma State University. He is a minority owner of two local LLCs. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.