Tracy Holt is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of her advisory role, Holt owns and operates an ice vending machine business in Del City, OK. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Patricia Shaw is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Providence Financial Group LLC and Waddell & Reed, Inc. Outside of her advisory role, she operates as a notary public and is involved in hair care sales as a market partner with MONAT Global. 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 range of advisory and brokerage services, including financial planning and access to model portfolios, supported by extensive research and technology tools.

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.

Scott Mullins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Mullins works with clients across various locations, including Oklahoma City, Tulsa, Norman, and Lawton. With over 20 years of experience, Mullins specializes in working with healthcare industry professionals nationwide. His expertise covers areas such as college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, tax minimization, and strategies for small businesses, endowments, foundations, non-profits, sports, and entertainment. He holds a Bachelor's Degree from Cameron University and a Master's Degree from The University of Oklahoma. Mullins is a Personal Investment Advisor (PIA) and is a member of professional organizations including AMBUCS, Phi Delta Theta, and Sooner Rotary. His community involvement includes roles with the Epilepsy Foundation of Oklahoma (currently Chairman), DRS Business Advisory Council, Oklahoma Rehabilitation Council, AMBUCS civic club, Rotary, and volunteering with Junior Achievement teaching financial literacy to children. Outside of work, he enjoys football, spending time with his family, and traveling.

Dustin Williams is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is the CEO of Williams Capital Ventures LLC, a business focused on the purchase and rental of office property. 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 options supported by a large network of financial advisors and branch offices.

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.

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 at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo in 2019, he worked at Midfirst for 12 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a wider range of financial products than many institutional advisors.

Cale Olbert is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has held previous advisory roles at firms including Cetera Advisors LLC and Woodbury Financial Services INC. Olbert is involved in nonprofit activities, serving as a regional executive committee member for Blood Cancer United and as co-chair and board member of the investment committee for YWCA OKC. OSAIC is a firm that serves a diverse group of retail and institutional clients through a broad network of affiliated financial advisers and advisory platforms. The firm combines brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing, supporting a variety of investment types and client-imposed restrictions.

Codie Tiffin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on building trust-based relationships with clients to provide high-quality, transparent, and reliable financial advice. Codie’s approach emphasizes clear communication and a deep understanding of each client’s individual financial goals and values. She guides clients through solutions tailored to various needs, including retirement income planning, family wealth management, tax minimization, legacy planning, college education funding, and special needs planning strategies. Codie holds a Bachelor's Degree from the University of Phoenix and professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Through one-on-one conversations and personalized strategies, she helps clients pursue their life goals while planning their legacy. Outside her professional role, Codie dedicates time to her family, serves in her church, volunteers with nonprofit organizations, and enjoys activities such as playing billiards, chess, cooking, gardening, music, reading, and running.

Michael Sikes is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2024, he worked at Edward Jones for seven years and Oklahoma Fidelity Bank for seven years. He is the owner of Sikes Wealth Partners, LLC, which operates as the DBA associated with his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ann Newman is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with seven years at Edward Jones and a total of four years in the industry. Prior to joining Edward Jones, she worked in healthcare and education, including roles at First Choice Pediatrics and Edmond Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Duvigneaud is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. His prior firms include Wells Fargo Clearing Services LLC and Wunderlich Securities, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Joli Rees is a CFP® and Series 66 holder with 17 years of industry experience, all of which has been spent at Edward Jones since 2009. Based in Edmond, OK, Rees also provides administrative support for a natural resources and oil and gas business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large branch network across the United States.

Dawn Maslar is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has more than 33 years of experience in the financial services industry, having joined Merrill in 1993. Dawn focuses on providing individualized financial guidance to high-net-worth clients, addressing a variety of needs including retirement planning, portfolio management, tax minimization, legacy planning, and family wealth management strategies. She emphasizes a collaborative approach, working with clients and, with their permission, coordinating with attorneys, accountants, and other advisors to align financial advice with their short- and long-term goals. Dawn holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She earned her high school diploma from El Reno High School and attended Oklahoma City Community College. Dawn aims to help clients navigate complex economic environments by equipping them to respond to market changes and capitalize on opportunities to preserve and grow their wealth. Outside of her professional work, Dawn engages in various personal interests including baseball, chess, cooking, drawing, gardening, knitting, sewing, woodworking, and spending time with her family. She values continuous activity, which she pursues both in her career and hobbies.

Jack Ransom is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent a combined 11 years at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a basketball official for the Oklahoma Secondary School Association and is a board member of the Oklahoma City Town Hall, a nonprofit speaker bureau focused on education and entertainment. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology from its Investment Strategy Group. The firm’s approach includes episodic, fee-based planning typically delivered without automatic implementation unless engaged by the client.

Kathleen Williams is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She previously worked for FSC Securities Corporation for 21 years and maintains ownership of Advance Financial Lighthouse, Inc., through which she conducts business including insurance and speaking engagements. Additionally, she operates Kathy Inspires, where she provides leadership development, motivational speaking, and coaching services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and supports a variety of third-party managed account solutions.

Ryan Munson is a financial advisor with Raymond James Financial in Edmond, OK, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved with Folds of Honor. Munson owns and operates several business entities, including Tatanka Tres, LLC, which invests in projects through his professional network and community. Raymond James Financial Services Advisors, Inc. provides 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 offers tailored non-discretionary planning and consulting, using analytical tools to model potential outcomes, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jared Kiefer is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Outside of his advisory role, he is involved with the Edmond Board of Realtor Power Partner and owns JK Consulting. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans through its credentialed representatives.