Phillip Suarez is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. Outside of his advisory role, he serves as Chief Marketing Officer for Ansible, a social networking platform for musicians, and is a drummer for the band Mopak. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors.

Michael Cain is a Series 66-licensed financial advisor at LPL Financial with seven years of industry experience. His prior roles include positions at Nellie Green, Waddell & Reed Inc., and various insurance carriers. Outside of advising, he operates Integrity Advisors Group, a DBA related to his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of advisor representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

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.

Brandon Fuller is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Primerica Advisors since 2000 and with Primerica Financial Services since 1996. Outside of his advisory role, he is involved in selling home security and automation products through an affiliate of PFS Investments and receives compensation for loan product sales and client service referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, using model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, managing portfolio implementation through BNY Mellon Advisors.

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.

Jason Bach is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Company, holding Series 63 and Series 65 designations with 32 years of industry experience. He has been with MassMutual Investors Services since 2004 and MassMutual Life Insurance since 2010. Outside of his advisory work, he is the owner of TILT UP!, LLC, a company through which he is writing a book and producing promotional materials unrelated to the financial industry. Mass Mutual Investors Services, LLC 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, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations as part of annual, collaborative planning engagements.

Amber Eduvigen is a financial advisor at OSAIC with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Woodbury Financial, Cetera Advisors, and Investors Capital Corp. Additionally, she is involved as a financial planner and insurance agent with Eternal Wealth Management in Oklahoma City. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services using various asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Andrew Self is a financial advisor with Ameriprise in Edmond, Oklahoma, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm serves a large client base through advisory, brokerage, and insurance solutions typical of an institutional firm.

Aaron Curry is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2006 and founded A & O Advisory, LLC in 2003, where he serves as managing partner. Outside of his advisory work, he serves as treasurer for the Regional Transit Authority and is a board member of the Oklahoma City Police Foundation. 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 emphasizes collaborative, annual financial planning engagements and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

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.

Mandy Dollar is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. Her previous roles include positions at Cetera, Morgan Stanley, Bank of America, and Merrill. She serves as a board member of the Oklahoma Council on Economic Education, mentoring students on the importance of financial literacy. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, utilizing asset-allocation tools and a range of investment products to construct tailored portfolios.

Bridgette Morris is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

James Haney is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services for 36 years. In addition to his advisory role, Haney is president of Griffin & Haney, Inc. CPAs, where he manages tax preparation and accounting services, and he serves on the advisory board of the Cornerstone Equities Charitable Trust. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that supports diverse investment strategies across discretionary and non-discretionary accounts.

Johnny Nguyen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and was involved in the restaurant business at Pho Lan Asian Bistro for eight years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Zachary Ellis is a financial advisor with Edelman Financial Engines, holding a Series 65 license and one year of industry experience. Prior to his current role, he worked at J Arnold Wealth Management and Valmark Financial Group. Outside of finance, Ellis has worked as a bartender at Homestead Kitchen and Cocktails. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, providing a range of discretionary and non-discretionary investment management solutions.

Debra Schumacher is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2006. 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, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Lee is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience with OptumRx and Mercy Hospital. Outside of his advisory role, he is a co-owner of rental properties in Oklahoma City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and provides a range of investment strategies, alongside affiliated mutual funds and tax-efficient services.

Alexis Atchley is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Oklahoma City, OK. Alexis has been with Mass Mutual Investors Services since 2024 and also has experience at MassMutual Life Insurance Company and Bluecrest Financial Alliances. Prior to entering the financial industry, Alexis worked in various roles including at OSO on Paseo and El Coyote. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved tools, with optional implementation through separate brokerage or insurance arrangements.

Jack Cantrell is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized, goal-based financial plans aligned with their values and long-term objectives. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position. His professional experience encompasses client relationship management and financial planning, gained through his tenure at Fidelity Investments from 2023 to the present. This experience provides him with a comprehensive understanding of financial services and client-focused planning. Outside of his professional role, Jack enjoys engaging in social events with friends, playing golf, watching movies, attending theater performances, spending time with pets, and traveling.