Alain Verhille is a CFP® professional with 28 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Bank of America, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various investment strategies and technology tools.

Erik Kautzmann is a financial advisor with Charles Schwab in Oklahoma City, Oklahoma, holding Series 66 and Series 65 licenses and possessing 17 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as Vice President of the Cascade Estates Homeowners Association, managing the use of HOA funds in accordance with governing bylaws. Charles Schwab & Co., Inc. serves a broad client base primarily composed of 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and order-routing services.

Kevin Brown is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Align Wealth Management, Avantis Investors, and American Century Investment Services. He is also a minority investor in AllTrans Terminal Investors, a company associated with transportation services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services tailored to a broad range of client needs.

Jared Mc Coy is a financial advisor with Edward Jones in Edmond, Oklahoma, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors.

Harold Synan Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Mass Mutual Investors Services since 2003 and has worked at MassMutual Life Insurance Co. since 1996. Mass Mutual Investors Services is 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 offers event-driven planning programs and educational seminars alongside collaborative, annual financial planning engagements.

Laurie Brown is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously at UBS Financial Services Inc from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

William Greer is a financial advisor with Mass Mutual Investors Services in Oklahoma City, Oklahoma. He holds the Series 63 and Series 65 credentials and has 16 years of industry experience. He has worked with Mass Mutual Investors Services since 2010 and with MassMutual Life Insurance Company since 2008. Outside of his advisory role, he serves as president of Greer Sales and Training LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars, with implementation of recommendations arranged separately.

Zachary Newby is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 20 years of industry experience. His prior positions include roles at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, he is involved as a manager in a property management business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with 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 both direct and employer-sponsored financial planning services.

Angelique Morton is a financial advisor with Edward Jones in Yukon, Oklahoma, holding a Series 66 designation and six years of industry experience. She worked at Devon Energy for five years before joining Edward Jones in 2019. Outside of her advisory role, she is involved with HTeaO, a tea business based in Oklahoma City. 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 and investment options, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Paul Krus is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior positions include roles at Raymond James Financial Services and Arvest Wealth Management. He is also involved in management at TFCU Financial Advisors/Tinker Financial Services LLC and Tinker Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, third-party data, and algorithmic tools to provide ongoing, tax-aware advice.

Michelle Coble is a financial advisor with OSAIC in Oklahoma City, OK, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2013 and is the president of Odyssey Financial Group LLC, which provides investment advisory and insurance services. Outside of her advisory role, she manages family farming operations and co-manages accounting for oil and gas royalties. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Angela Brown is a financial advisor with Primerica Advisors based in Oklahoma City, OK. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to her advisory roles, she was a homemaker for 27 years. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies and discretionary management.

Jason Stewart is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC and Securian Financial Services. Stewart is also owner of J. Stewart Financial Services LLC and is affiliated with several other investment-related entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and platforms tailored to client objectives.

Teale Trammell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining LPL Financial in 2025, Trammell worked at Edward Jones for eight years. 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 financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, with advisory services primarily delivered by investment adviser representatives using a variety of strategies and tools.

Jessica Pine is a financial advisor with Raymond James & Associates in Oklahoma City, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Simone's Kids, Aquadocs, Victory Childcare Center, and Victory Church. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and investment consulting through various programs and a broad range of portfolio management styles.

Kyle Williams is a financial advisor with Ameriprise in Edmond, OK, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Ameriprise and its affiliate since 1994. Williams also owns and manages his own advisory business, Williams, Self & Associates LLC. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Walls is a financial professional with Cetera and holds Series 63 and Series 66 licenses. He has 27 years of industry experience and has been affiliated with Cetera since 2013. Outside of advisory work, he is involved in several businesses, including serving as an independent insurance agent and participating in residential corporate housing operations. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with multiple program options and access to third-party money managers.

Steven Blair is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Cetera and its affiliates since 2013. Blair also operates The Blair Group, LLC, offering fixed insurance products including life, health, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Stephen Taylor Grimes serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since beginning his financial services career in 2005, he has focused on delivering comprehensive wealth management strategies tailored to meet his clients’ individual goals. His approach emphasizes listening carefully to clients in order to provide personalized financial advice and solutions aligned with their long-term objectives. Stephen’s expertise encompasses portfolio management services, corporate and employee benefits planning, family wealth management strategies, tax minimization, retirement income planning, and strategies for endowments, foundations, and non-profits. He also assists clients in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or business sales. Stephen works collaboratively with clients’ attorneys, accountants, and other advisors, and provides access to Bank of America Private Bank and commercial banking services to support comprehensive financial and legacy planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned his High School Diploma from Edmond North. Beyond his professional responsibilities, he participates in community organizations such as the Edmond Fine Arts Institute, Caviit Kids Foundation, Oak Tree Mens Golf Association, and Oklahoma Children’s Hospital, reflecting a commitment to service in the communities he serves.

James Weston is a financial advisor at Cetera with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera and affiliated entities since 2017. Prior to that, he worked at IBC Bank and LPL Financial from 2015 to 2017. Outside of advising, Weston is involved in political campaign consulting, providing services such as voter contact, workflow advice, and staffing guidance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.