Richard Henderson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining OSAIC in 2023, he spent 34 years at FSC Securities Corporation. Outside of his advisory role, he owns a sole proprietorship providing personal and small business consultation services and also trades collectibles such as sports memorabilia and numismatic coins. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple investment platforms.

William Osborne is a Series 66 licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and previously was with Edward Jones from 2015 to 2019. Outside of his advisory work, he has been involved with Bridgeway Church since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including personalized financial planning. The firm employs structured planning tools and financial modeling techniques and manages approximately $2.74 trillion in client assets.

Danielle Burrus is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with 14 years of industry experience. She has been with Morgan Stanley since 2006. Outside of her advisory role, she serves as president of the Heartland CamarosOKC Club, a local car club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Robert Briscoe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven approach to investment implementation and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Lance Polk is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and has worked at JPMorgan Chase Bank, N.A. since 2012. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program supported by a centralized due-diligence framework.

Henry Hasler is a CFP® and holds a Series 66 license, currently working with Fidelity Investments. He has five years of industry experience, including six years of service in the United States Air Force prior to his financial career. His background includes roles at Fidelity Brokerage Services, LLC since 2020 and Fidelity Investments since 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kacey Boothe is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Equitable Advisors in 2024, Boothe worked at Transamerica Financial Advisors, World Financial Group, Employee Benefit Professionals, and spent 30 years with American Fidelity. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using both proprietary and third-party solutions.

Leah Willis is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones in Harrah, Oklahoma. She has six years of industry experience, including prior roles at Senegence International Inc and Devon Energy Company. Willis was previously involved as a distributor with Senegence International, a cosmetic distributorship. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tami Woodard is a Series 66-licensed financial advisor with Edward Jones in Oklahoma City, Oklahoma. She has 18 years of industry experience and has been with Edward Jones since 2007. 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, supported by a nationwide network of more than 23,700 financial advisors.

Kurt Semtner is a Series 66 designated financial advisor with Edward Jones, where he has worked since 2010, accumulating 16 years of industry experience. He is based in Edmond, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Nathaniel Campbell is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at MidFirst Bank, Option One, Amazon, and St Anthony Hospital. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Drew Mc Garraugh is a financial advisor with Ameriprise in Edmond, OK, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the board of directors for FirstBank Southwest and is involved in an oil and gas production LLC with his family. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement recommendations, emphasizing managed accounts and algorithm-driven processes.

Meredith Doty is a CFP® with 25 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Bank of America and Merrill Lynch. Doty serves as a board member of the Denison High School PTO, where she is involved in fundraising and organizing events for students. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers both retail and institutional investment solutions.

Sharon Ireland is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at BancFirst, T. S. Phillips Investments, Inc., OSAIC Services, Inc., Spelman & Co., Inc., and Equitable Advisors. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michelle Soderholm is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at UBS Financial Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and models.

Jefferson Harris is a financial advisor with Ameriprise in Oklahoma City, holding a Series 66 designation and seven years of industry experience. His career includes roles at Ameriprise Financial Services and Northwestern Mutual. Harris serves on the Board of Directors for The Landrunners, an Oklahoma City running club, and is a board member of New Elect. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Cassandra Morris is a financial advisor with Charles Schwab in Oklahoma City, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. She serves as a board member of the Greater OKC Asian Chamber of Commerce, focusing on supporting Asian business owners. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized custody, brokerage, and cash-sweep services.

Sebastian Oukassou is a CFP®-credentialed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has prior experience at Country Trust Bank, Country Insurance Affiliates, and Country Capital Management Company. Outside of his advisory role, he is involved with OAK Wealth Advisors Inc. and Oak Insurance Services, Inc. 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 and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advisor-facing technology and a broad platform of non-advisory financial services.

Derek Dick is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at First Command Financial Services and Medline Industries. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management.

John Sullivan is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. His other business activities include various outside insurance contracts. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs through its network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and specialized asset managers while providing ERISA fiduciary services to qualified plans.