Michael Pendergrass is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding a Series 66 license and 20 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. He is also the managing director of BlueCrest Financial Alliances, where he focuses on the solicitation and sale of fixed life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements supported by firm-approved software and offers specialized programs including estate-settlement and employer-sponsored planning.

Tanner Hayes is a Series 66 licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Mary Bauer is a financial advisor at Edward Jones in Oklahoma City, OK, with 21 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, she worked at Hilltop Securities for nine years. Bauer has served on the Make a Wish 13th Annual Purse Luncheon Committee in Oklahoma City. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

Justin Lavender is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of his advisory role, he is involved in co-owning a small neighborhood golf club and participates in several LLCs related to managing real estate and vehicle holdings. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Bryan Terry is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Raymond James Financial and Vision Bank, and has experience as a financial planning analyst with Tinker Federal Credit Union. Outside of advisory roles, he has worked as a financial planning analyst in a support capacity at Tinker Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Amanda Dulworth is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is involved in Stand Tall Designs, an arts and crafts business based in Moore, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Gary Gingrich is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, following a six-year tenure at TIAA-CREF. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

William Spain is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he spent over a decade at the University of Oklahoma. Outside of his financial advisory work, Spain is a partner at Elwell & Spain, PLLC, where he provides estate planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach supported by analytical tools and serves clients through a large advisor network with specialized municipal and employer advisory programs.

Patrick Hine is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2024. Prior to joining LPL, his background includes roles at AML Rightsource, Southern Nazarene University, and Dick's Sporting Goods. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

T Jackson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the investment committee and board of the Collins Cemetery Association of Okeene, Oklahoma. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services to individuals and institutional clients.

Scott Bulmer is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Securities America Advisors, ProEquities, Inc., and OneAmerica Securities, Inc. Outside of his advisory role, he is also involved as a health insurance agent and operates a small office building which he partly occupies and leases to others. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and access to third-party investment solutions.

Lisa Shannon is a financial advisor with Merrill in Oklahoma City, OK, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Merrill since 2018 and previously held roles at Bank of Oklahoma Financial Securities and Wells Fargo Clearing. 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 plans, corporations, and charitable organizations.

Omar Rosales is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at various firms including MML Investors Services, MassMutual, and Pruco Securities. Outside of his advisory role, he is involved in independent insurance brokering and serves as an associate financial advisor with MEW Practice Management, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides detailed, ongoing retirement income planning and tax-aware withdrawal strategies.

Robert Garcia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with Prudential-sponsored non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Timothy Curran is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with VOYA Financial Advisors and through his own firm, Curran Financial Solutions. He is also an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Steven Kirkland is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm’s planning process uses established tools and modeling techniques, with clients responsible for implementing recommendations.

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.

Jonathan Hill is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Cetera Wealth Services, Avantax, and Wymer Brownlee Wealth Strategies. He is also the manager of Hill Connections, LLC, an online business venture exploring digital product development and newsletter publication. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and specialized services such as estate planning.

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.