Ruth Sarker is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Wells Fargo. Outside of her advisory role, she is the sole owner of a rental property business in Minnesota. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies from its Chief Investment Office with discretionary and model-based approaches, leveraging its connection to Bank of America’s broader financial platform.

Nancy Lehman is a financial advisor at Morgan Stanley with 11 years of industry experience. She has previously worked at UBS Financial Services and Merrill Lynch prior to joining Morgan Stanley. Nancy is a minority owner and partner in Oklahoma Physical Therapy Spine Care-Rehab, LLC, a healthcare business based in Oklahoma City. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that extend from personal financial planning to corporate financial agreements.

John Southerland is a financial advisor with Cetera in Oklahoma City, OK, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Cetera since 2010 and at Midfirst Bank since 2010. He receives compensation through a referral program associated with Midfirst Bank. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment programs and portfolio management options through a large network of independent advisors.

Jessi Nippert is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at BOKF, N.A. and BOK Financial Securities, Inc. from 2016 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by approved tools and does not offer individual security recommendations as part of its standalone planning services.

John Giachino 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 Clever Real Estate and American Fidelity Assurance Company and was affiliated with the University of Arkansas. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental property business in Edmond, Oklahoma. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services spanning retail, institutional, and specialized investment activities.

Gary Van Duyne is a financial advisor with Edward Jones in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 30 years of industry experience, all of which have been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, including fiduciary advisory, tax-efficient services, and a large national network of advisors and branch offices.

Dustin Hellams is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Ameriprise in 2026, he spent 17 years at Raymond James Financial Services Advisors and worked at Tinker Federal Credit Union for 13 years. Outside of his advisory role, he co-owns a business involved in equine activities including buying, selling, leasing, and breeding horses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm emphasizes a written recommendation process and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Christopher Neumann is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he manages family legacy mineral assets through Neumann Brothers Limited Co., an entity established to consolidate and oversee these holdings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved tools.

Alison Shira is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to her current role, she held positions in home lending, accounting, and retail. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Vinod Joshi is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with firms including First Allied Securities and Investment Concepts, where he is also a representative. Outside of his advisory role, Joshi volunteers with Girl Scout Troop 3021. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Kelly Webster is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She has worked with various firms, including Waddell & Reed, Inc., and operates Kelly Webster, Inc., a business entity used for tax and investment purposes. Webster also serves as a Successor Trustee for a family trust in Oklahoma City. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial services supported by model portfolios, research, and advanced technologies.

François-Xavier Chenhalls-Walker is a Financial Consultant currently working at Fidelity Investments since 2023. He provides personalized financial planning services tailored to individual clients' goals and needs. He has professional experience as a Financial Advisor at Merrill Lynch from 2018 to 2023. In his work, he emphasizes understanding clients' financial situations, goals, and risk tolerance to develop customized financial plans. Outside of his professional role, François-Xavier engages in hiking, photography, skiing, and traveling.

Rita Ratcliffe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a co-owner of a real estate partnership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Harold Leverett is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns Harold Leverett & Associates, a tax preparation and accounting business in Oklahoma City. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs and products through an integrated platform combining advisory and brokerage channels.

Thomas Cotrone is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Additionally, he serves as a FINRA arbitrator. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decisions.

Chris Meyers is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent eight years with UBS Financial Services. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, and participant education, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Cassie Holmes is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Based in Oklahoma City, OK, she has been with Raymond James & Associates since 2020. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and also delivers institutional consulting and municipal finance services.

Chad Mikles is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for seven years at Express Employment International. Outside of his advisory role, he coaches CrossFit classes through Community Bridges, LLC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jason Robinson is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Edward Jones since 2014, working in their Norman, OK office. 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 and offers a range of discretionary and non-discretionary investment strategies, with a broad national network of advisors and branch offices.

Carter Hodson is a financial advisor at Merrill based in Oklahoma City, OK. He holds a Series 66 designation and has been in the industry less than a year. Prior to joining Merrill and Bank of America, he held positions with ONEOK Inc. and various other roles including at Oklahoma State University and Club Car Wash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.