Kelly Webster is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked with firms including Waddell & Reed and WealthFirst Financial Advisors, LLC, and has operated her own business, Kelly Webster, Inc., since 2012. Webster serves as a successor trustee on her parent’s trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plans, banks, and other institutions.

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 designations and totaling 39 years of industry experience. She previously worked at Prudential Equity Group, LLC for 16 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

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 at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. In addition to his advisory role, he owns and operates a tax preparation and accounting business in Oklahoma City. 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 entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning, access to external asset managers, and affiliated insurance and trust services.

Thomas Cotrone is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes positions at Stifel Nicolaus & Co., Wells Fargo Clearing, A. G. Edwards & Sons, UBS Financial Services, and Prudential Equity Group. He also serves as a FINRA arbitrator. Stifel serves a diverse client base ranging from individuals to institutional investors, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

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 13 years of industry experience. She holds a Series 66 credential and has worked at Merrill, Wells Fargo Clearing, and Morgan Stanley prior to joining Raymond James in 2020. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a focus on tailored, non-discretionary planning supported by extensive research and portfolio management resources.

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 with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, ONEOK Inc., and Oklahoma State University, among others. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients with model-based and discretionary investment strategies.

Katelyn Miller is a financial advisor with Edward Jones in Norman, Oklahoma. She holds a Series 66 designation and has been with Edward Jones since 2017, following three years at Mid-America Christian University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patricia Shaw is a financial advisor with LPL Financial in Oklahoma City, Oklahoma, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked previously with Providence Financial Group LLC and Waddell & Reed, Inc. Outside of her advisory role, she operates a notary public service. 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 institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Tyler Jordan is a CFP®-credentialed financial advisor with Mass Mutual Investors Services, based in Oklahoma City, OK. He has four years of industry experience, having worked with MassMutual and affiliated firms since 2021. Prior to entering financial services, he spent 12 years with Springfield Public Schools. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, collaborative client engagements.

Habib Yousefzadeh is a Financial Advisor at Merrill Lynch Wealth Management, specializing in areas such as college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, and women and wealth. Since joining Merrill in 2020, Habib has focused on helping clients and their families pursue financial health as a key part of their overall wellbeing. She emphasizes understanding clients' challenges and goals to prepare for both expected and unforeseen financial events. Prior to her current role, Habib helped start and grow a wellness business while building client relationships. She especially enjoys working with women undergoing life transitions that impact their wealth, including retirement, divorce, or the death of a spouse, and is attentive to families seeking to provide for loved ones beyond the wealth creator's lifetime. Habib adopts a personalized approach to wealth management that balances long-term planning with opportunities in the financial markets. She holds the Personal Investment Advisor (PIA) designation. Habib holds a High School Diploma from Putnam City North. Outside of work, she is involved in causes related to mental health and financial education for women. An avid runner, she has completed nine marathons, including the New York City Marathon, raising funds for suicide awareness and prevention. Habib lives with her husband, Brandon, and their daughter, Sophia.

Ryan OMalley is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he collaborates with clients to build and manage their wealth by developing personalized financial plans that address both short-term and long-term goals. He emphasizes understanding clients personally and financially to tailor strategies that can be updated throughout their financial journey. Before joining Fidelity Investments, Ryan gained experience as a Financial Solutions Advisor at Merrill from 2017 to 2021 and as a Financial Advisor at Edward Jones from 2016 to 2017. He also worked as a Customer Service Representative at CitiBank from 2010 to 2012.

Clinton Taylor is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Adaptation Financial Advisors, Cambridge Investment Research, and Royal Alliance Associates. Outside of his advisory work, he is a business owner of Klutch OKC Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm uses a model-driven approach with access to third-party portfolio managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

Kate Adams is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 designations and nine years of industry experience. Her work history includes roles at Rodan & Fields and PFS Investments Inc., alongside over a decade with Primerica Financial Services. Outside of advisory work, she owns Kate Adams & Associates, LLC and is involved with several other business ventures including Resurrection Realty, LLC and Freedom Awaits. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates nationally with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, utilizing model-driven investment strategies supported by third-party managers and custody services.

Gregory Taylor is a financial advisor with LPL Financial based in Oklahoma City, OK, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously operated Greg Taylor, Inc. for 12 years and worked at Waddell & Reed, Inc. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Cromling is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2017, following roles at Bank of America and Merrill. Based in Oklahoma City, OK, his career spans multiple leading financial firms. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor investment plans.

Mitchell Frankfurt is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding Series 63, 65, and 66 designations and 17 years of industry experience. His career includes previous roles at Midfirst and Citigroup Global Markets. 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 roughly $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.