James Denton is a financial advisor at Cetera with 8 years of industry experience and holds the PFS™ designation and Series 66 license. He has worked at several firms including Avantax Investment Services and Arledge & Associates, where he also provides consulting services to the tax and audit team. Denton serves on the boards of the Oklahoma Venture Forum and the Edmond Historical Society, where he holds the position of treasurer and secretary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform allowing advisors to implement a variety of portfolio management strategies including discretionary and non-discretionary approaches, with over $256 billion in assets under management.

Elizabeth O'Malley is a Series 66-registered financial advisor with Edward Jones, based in Choctaw, Oklahoma. She has 16 years of industry experience, all with Edward Jones since 2010. 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 through a nationwide network of nearly 24,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Raymond Paquet is a financial advisor with RBC Capital Markets in Oklahoma City, holding a Series 66 designation and 12 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies, combining in-house and third-party investment managers, and provides portfolio management, financial planning, custody, and brokerage services.

James Story is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining MassMutual in 2020, he worked with NYLife Securities and New York Life Insurance Company for seven years. Outside of his advisory role, he serves as a board member for True North Ministries, participating in ministry activities and camps. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, software-driven planning tailored to client goals.

Adam Hernandez is a financial advisor with Fisher Investments, holding a Series 65 credential and six years of industry experience. He has been with Fisher Investments since 2019 and previously worked at R2Logistics and BJ's Restaurants. Outside of advising, he owns a rental property managed by a third-party property manager. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Preston Patterson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015 and 2016, respectively. He is based in Oklahoma City, OK. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations in its financial planning process.

Tanner Bonham is a financial advisor at Edward Jones in Edmond, Oklahoma, holding the Series 66 designation with six years of industry experience. His prior work includes roles at Kelley Jewelers and the Weatherford Daily News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a wide range of advisory programs and approximately $1.01 trillion in assets under management across a nationwide network of financial advisors and branch offices.

Christopher Nader is a financial advisor with Edward Jones in Edmond, Oklahoma. He holds a Series 66 designation and has one year of industry experience. He has served in the Oklahoma Army National Guard since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers various discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Jacob Rainbolt is a financial advisor with LPL Financial based in Oklahoma City, OK. He holds a Series 66 designation and has five years of industry experience, including prior roles at Banc First and a position with the United States House of Representatives. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple investment approaches.

Mark Beasley is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. Outside of his advisory work, he has worked as a contractor for Lyft in the automotive and transportation sector. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

Laudena Fields is a Financial Advisor with Merrill Lynch Wealth Management, where she has served since 2020. In her role, she focuses on providing personalized wealth management services with an emphasis on long-term planning and seizing immediate market opportunities. Her client specialties include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, and women and wealth. Prior to joining Merrill Lynch, Ms. Fields contributed to the growth of a successful wellness business while developing client relationships. She applies this experience to assist clients in pursuing financial health as part of their overall wellbeing, particularly supporting women navigating life transitions such as retirement, divorce, or the death of a spouse. She also addresses the planning needs of families who seek to ensure the care of loved ones beyond the wealth creator’s lifetime. Ms. Fields holds the Personal Investment Advisor (PIA) designation and completed her high school education at Putnam City North. Outside of her professional work, Ms. Fields is committed to mental health and financial education for women. An avid runner, she has completed nine marathons, including the New York City Marathon, while fundraising for suicide awareness and prevention. She enjoys cooking, hiking, music, reading, running, spending time with her family, traveling, and practicing yoga. She lives with her husband, Brandon, and their young daughter, Sophia.

Julie Easterly is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK. She holds a Series 63 designation and has 14 years of industry experience, including 10 years at Wells Fargo Clearing and 5 years at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and other sources.

Gloria Gould is a financial advisor with Cetera in Oklahoma City, OK, holding a Series 66 designation and bringing 18 years of industry experience. She has worked with Midfirst Bank since 2020 and was previously with RBC Capital Markets for 14 years. She participates in a referral program that generates new customer relationships for Midfirst Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, employing multiple program structures and custodial relationships with over $256 billion in assets under management.

Samuel Kozlowski is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various media and community roles, including freelance news writing for local newspapers and videography for a non-profit Native American art organization. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Erik Peters is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through positions including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Work Place Planning & Advice Consultant, and 401k Financial Associate. His experience encompasses various aspects of financial planning and investment consulting. Erik focuses on delivering personalized financial guidance tailored to each client's goals, values, and priorities. His approach aims to simplify complex financial decisions and foster confidence in clients' financial futures. He emphasizes building lasting relationships based on trust, integrity, and exceptional service.

Susannah Awopeju Lopez is a financial advisor with Edward Jones in Edmond, OK, holding a Series 66 designation and bringing six years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is listed as a manager of an online retail business owned by her husband, though she does not actively participate in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Ann Nash is a Series 66 credentialed financial advisor with eight years of industry experience. She is currently affiliated with Morgan Stanley and has held previous roles at Bank of America, Merrill, and Coloramo Federal Credit Union. Outside of her advisory work, she owns an agricultural business in Wynnewood, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning through a structured process supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a broad range of advisory programs and investment services.

Alana Word is a financial advisor with Edward Jones in Edmond, OK, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she worked at DoorDash for two years and has experience in the healthcare sector with Great Plains Regional Medical Center and Alliance Health CRH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Gregory Hall is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process is based on modern portfolio theory and includes both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Samuel Price is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of Oklahoma and BOSC, Inc. He has ownership interests in investment-related entities KAPRI LLC and SAMDAK, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.