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.

David Wray Jr. is a financial advisor with LPL Financial in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior experience includes over 25 years with Securities America Advisor, Inc. and Securities America, Inc., as well as operating his own practice since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Scott Schaefer is a financial advisor with Thrivent Investment Management in Edmond, Oklahoma, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he owns rental properties in Edmond and handles maintenance tasks personally. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering ongoing or one-time engagements that cover a broad range of financial topics.

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.

Mark Tyson is a financial advisor with Edward Jones in Edmond, OK, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked with Timberline Builders and Pro-Tech Hardbanding Services Inc. Outside of his advisory role, Tyson is active as a pianist and band member at Henderson Hills Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a nationwide network of more than 23,000 financial advisors.

David Dick II is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at firms including Securities America Advisors and Voya Financial Advisors. Outside of his advisory role, he owns an agricultural business and a consulting service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement services through independent financial professionals, utilizing a range of portfolio management approaches and proprietary as well as third-party strategies.

James O'Malley Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Richard Porter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and over 52 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, John Hancock Mutual Life Insurance Company, and Mutual of New York. He serves as the national chairman of the Political Action Committee for the National Association of Insurance and Financial Advisors and volunteers with Junior Achievement. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Lauren Nowell is Vice President and Financial Consultant at Fidelity Investments, where she currently partners with clients to build custom-fit financial plans aligned with their financial goals. She emphasizes a relationship-based approach that focuses on trust and care, working with clients and their families to organize and prioritize financial objectives. Lauren has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Dedicated Retirement Planner, and Financial Consultant. She holds an Arkansas Insurance License, supporting her expertise in retirement and investment planning. Outside of her professional work, Lauren's personal interests include cooking and baking, family activities, parenthood, traveling, and yoga.

Michael Jewell is a CFP® professional with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His background includes roles at Cambridge Investment Research, BleuChip Solutions, Higginbotham Insurance, Royal Alliance Associates, and SII. Jewell also conducts independent insurance agency work and operates under the Adaptation Financial trade name in his advisory capacity. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary and third-party model strategies and a variety of custody platforms.

John Maloney is a CFP® professional with 42 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Waddell & Reed, Inc. for 37 years. Maloney is also involved with Maloney & Dennis Wealth Partners, LLC, an investment-related business he has operated since 2018. 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 advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

Blake Brown is a financial advisor at Edward Jones in Oklahoma City, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he was involved in the restaurant and food service industry through several business ventures, including Blake Brown Restaurant Group LLC and D Squared Foods, LLC. Outside of advisory work, he has engaged in restaurant food preparation and customer service roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and is known for its extensive retail advisor network and affiliated financial services.

William Fink is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 65 and Series 63 credentials and 33 years of industry experience. His prior work includes roles at American Alliance Insurance Services Inc and Allstate Insurance. 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 research from Wells Fargo Investment Institute and third-party sources.

Joshua Bakare is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 designation. He has been with Ameriprise since 2026 and has a diverse background including roles in education and healthcare, notably working with Caring Hearts Hospice Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Ashton Bray is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, Ashton served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Advisor at Edward Jones from 2018 to 2021. Before transitioning into financial advisory roles, Ashton worked as an Accountant at Pat Filinto CPA ESQ from 2015 to 2018. In their role as a Financial Consultant, Ashton partners with clients to understand their short and long-term goals and to develop customized financial plans tailored to the unique needs of each client and their family. Building strong relationships with clients and maintaining open lines of communication are central to their approach. Outside of their professional responsibilities, Ashton enjoys golf and traveling.

Bich Nhiem Tran is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, having worked at J.P. Morgan Chase Bank, N.A. since 1994. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jessica Musshafen is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her prior roles include positions at Cetera Advisors and Signal Research Group, LLC. She serves as a board member of St. Francis Xavier Catholic Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.

Ra Layna Kennedy is a financial advisor with Raymond James Financial, holding a Series 65 designation and with nine years of industry experience. She has worked at Ancel Airington & Associates PLLC since 2019 and has been with Raymond James Financial Services Advisors, Inc. since 2018. Kennedy is also a CPA and performs related duties at two support companies. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.