David Powell is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2015. Outside of his advisory role, he serves as president of Heartland T’s of OKC, an organization promoting Model T Fords, and is chair of trustees and chairman of the finance committee at Cornerstone United Methodist Church. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of investment types.

Melanie Darrow is a financial advisor with Merrill in Oklahoma City, Oklahoma, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Merrill since 2004. Outside of her advisory role, she serves as a co-trustee in a family fiduciary capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Wellman is a financial advisor at Raymond James Financial in Oklahoma City, holding a Series 66 designation. He has prior experience with Liberty Mutual Insurance and legal positions including Oklahoma Estate Attorneys and Oklahoma City University School of Law. Wellman has been with Raymond James Financial since 2026. 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 non-discretionary planning and consulting tailored to client goals, employing tools such as risk profiling and probability modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jordan Anderson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2022, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2016 to 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and incorporates research from Wells Fargo Investment Institute alongside third-party data in its investment approach.

Ashaunie Mcneil is a financial advisor at Fidelity with a Series 66 designation and recent industry experience beginning in 2024. Her prior work includes roles at several organizations across diverse sectors, such as TBS Factoring, Insightful Transit, Embassy Hotel, and the University of Central Oklahoma. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction based on proprietary research, quantitative analysis, and systematic methodologies.

Zhana Yelubayeva is an Investment Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she worked as a Financial Representative at Fidelity Investments from 2024 to 2026. Before joining Fidelity, she served as a Registered Representative at NYLIFE Securities LLC in 2024 and was an Agent at New York Life Insurance Company from 2023 to 2024. In her professional practice, Zhana focuses on helping clients define and prioritize their financial goals. She emphasizes understanding clients' lives and values to collaboratively develop tailored financial plans. Outside of her professional work, Zhana enjoys attending concerts, visiting museums, and practicing yoga.

Melinda Seagraves is a financial advisor at Ameriprise Financial Services with 19 years of industry experience. She has held positions at Raymond James Financial Services Advisors and TFCU Financial Advisors/Tinker Financial Services LLC. In addition to her advisory role, she serves as the Executive Sponsor for a Neurodiversity Employee Resource Group at Tinker Federal Credit Union, providing coaching and supporting employee collaboration. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ronald Hargis is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Raymond James Financial Services Advisors and Tinker Federal Credit Union. Outside of his advisory work, he is involved in agriculture and farming activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides retirement income planning advice through a collaborative, non-discretionary process that incorporates proprietary research and third-party data.

Brian Cohlmia is a financial advisor with Edward Jones in Edmond, Oklahoma, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved with the Fountain Lake Plaza Property Owners Association and is a member of the Oklahoma Earthbike Fellowship, a local nonprofit. 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 options and operates under a fiduciary standard while maintaining a large national network of advisors and branch offices.

Ethan Hulme is a financial advisor with Thrivent Investment Management in Edmond, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, Hulme serves as a supply/interim pastor for the Evangelical Lutheran Church of America Oklahoma/Arkansas Synod, preaching and leading worship services one to two Sundays per month. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Jody Cinnamon is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Wells Fargo Advisors Financial Network in Oklahoma City, having worked at several firms including Edward Jones, Northwestern Mutual, and Keller Williams Realty. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold.

Wayne Mahan is a financial advisor with J.P. Morgan Securities in Oklahoma City, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with J.P. Morgan Securities since 2007. Outside of his advisory role, he serves as a Senior Noncommissioned Officer in the Colorado Air National Guard. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Stephen Janzen is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Janzen serves on the Finance Advisory Council at Oklahoma Christian University, contributing to the finance department’s engagement with faculty, administration, and students. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Shaheen Rogers is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Rogers has worked at Bank of America, N.A. and Merrill since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenee Lister is a financial advisor at Merrill with 38 years of industry experience. She holds a Series 63 credential and has worked at Merrill since 1988, concurrently serving at Bank of America since 2011. Outside of her advisory role, she serves as a trustee for Casady School, an Episcopal private school, and Oklahoma City University, and is involved in family investment activities through a family LLC and an oil and gas investment LLC. She also serves on the Board of Directors of United Way of Central Oklahoma, where she is slated to become Chair of the Board in 2027. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with various features including tax-aware options and cash sweep programs.

Christi Dennis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2018. Outside of advising, she has ownership interests in oil and gas mineral rights in Oklahoma. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources, employing diversification principles and modern portfolio theory in its investment approach.

Michael Stecker is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and managed services separate.

Jerry Kiefer is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at Equitable Advisors since 2006 and previously at Axa Advisors and Phillips Capital Advisors. Kiefer serves as a board member of the Oklahoma 4-H Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a combination of firm-offered programs, third-party asset managers, and LPL-sponsored advisory programs to deliver tailored investment solutions.

Jeff McDonald is a Senior Financial Advisor and Portfolio Advisor at Merrill Lynch Wealth Management. He provides financial advice and wealth management services to a diverse clientele including physicians, dentists, corporate executives, and private business owners. With experience rooted in his early exposure to entrepreneurship and investing, Jeff joined Merrill Lynch Wealth Management after 14 years as a sales manager at Cox Communications. He focuses on areas such as tax minimization strategies, income planning, business succession, defined benefit plans, liquidity management, and philanthropic planning. Jeff offers clients access to a broad range of lending solutions through Bank of America, N.A. and collaborates closely with internal specialists, CPAs, and attorneys to develop tailored financial roadmaps. Jeff holds a Bachelor's degree in Business Management from Oklahoma City University. He has earned professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional activities, Jeff supports organizations such as the American Lung Association, Central Oklahoma Habitat for Humanity, Juvenile Diabetes Research Foundation, Oklahoma Lawyers for Children, and The Institute for Economic Empowerment of Women. He resides in Oklahoma City with his wife and two children and enjoys family time, cookouts, skiing, and traveling.

William Ahrberg is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lord Abbett Distributor LLC for seven years. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.