Amanda Ramirez is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Primerica since 2018 and has prior experience at the Absentee Shawnee Housing Authority and Kohl’s. Ramirez is also involved with Aydelotte Baptist Church and the Absentee Shawnee Housing Authority. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

James Tappan Jr. is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and over 40 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He serves on the boards of a neighborhood historical preservation nonprofit and a church finance committee. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment products and third-party solutions.

William Aiken is a financial advisor at Raymond James Financial with two years of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and the Oklahoma State University Foundation. He also spent 14 years at Oklahoma Christian School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daryl Osmus is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Osmus serves as a board member for Limbs for Life, a nonprofit organization that provides prosthetic limbs to individuals who cannot afford them. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive goal-based planning on topics such as retirement, taxes, and estate planning, while keeping planning and managed-account services separate.

Jeremy Hennigh is a financial advisor with Edward Jones in Edmond, OK, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Benjamin Souza is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Raymond James Financial Services and Tinker Federal Credit Union, as well as managing family enterprises. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Michael Stevenson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Cetera. He previously spent 28 years with Avantax entities and has operated his own CPA practice since 1995. Stevenson is also a partner in an oil and gas exploration business and manages tax preparation and accounting services through his CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, encompassing both discretionary and non-discretionary program structures.

Preston Schaefer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Thrivent Financial and its investment management division since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning and allows clients to combine these services with managed accounts under a consolidated billing option, while keeping planning and portfolio management separate.

Connor Holman is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His work history includes roles at Edward Jones, Bailee and Co, The Watson Team, and self-employment, as well as several years in education prior to entering the financial services industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Larry Paulk is a financial advisor with Primerica Advisors in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004 and previously worked in the Washington Public School system for over 30 years. Outside of financial advising, he is co-owner of Week Knockers, a yard spraying business in Washington, Oklahoma. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options, operating primarily under a wrap-fee structure rather than serving institutional or pension plans.

Christopher Moody is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as the Chairman of Maintenance on the Calistoga Crossing Home Owners Association Board of Directors. 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 advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Moy is a financial advisor with Ameriprise Financial Services, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Raymond James Financial Services Advisors and ongoing involvement with Tinker Federal Credit Union. Moy also serves as an insurance agent for TFCU Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Candace Hobbs is a CFP® professional with over 20 years of industry experience, currently serving at Edward Jones since 2005. She holds Series 63 and Series 66 licenses and is based in Edmond, OK. Hobbs is involved with the Oklahoma City Estate Planning Council as Vice President and also leads Addie Ventures, a business focused on horse care. 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 advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Christopher Crotts is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including FSC Securities Corporation and Cetera. Crotts is also managing member of Crotts Lohrey & Associates, PLLC, which provides accounting and tax services, and has interests in retail package stores and property management. OSAIC serves a diverse range of clients such as individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment vehicles.

Geri Cope is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Outside of her advisory role, she is the founder of Seoul Mamas, a contract manufacturing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Scott Haas is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and six years of industry experience. Before joining Primerica Advisors in 2020, he worked with Environmental Testing, Inc. from 2015 to 2023. Outside of his advisory role, he serves as vice president of a local BNI chapter and works as an independent contractor for Environmental Testing, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides services through a large network of advisors.

Robin Utley is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has previously worked in roles at Thrivent Financial and the Lord of Life Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on various financial topics without portfolio management or discretionary trading authority.

Connor Kurtz is a financial advisor with Raymond James Financial in Edmond, Oklahoma, holding a Series 66 designation and five years of industry experience. He has also been associated with Ancel Airington & Associates PLLC and has worked at Tree3 Inc. Outside of his advisory role, he is involved with Airington Advisors, where he provides financial advising and registered sales representation. 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 provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Eugene Thomas is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Outside of advisory work, he is involved in farming as the owner and operator of Shiloh Creek LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jarris Davis is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.