Mary Bauer is a financial advisor at Edward Jones in Oklahoma City, OK, with 21 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, she worked at Hilltop Securities for nine years. Bauer has served on the Make a Wish 13th Annual Purse Luncheon Committee in Oklahoma City. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

Douglas Brown is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Oklahoma City, OK. His prior experience includes roles at Nautic Financial Group LLC and involvement with non-variable insurance since 2011. He is also the owner of Brownstone Financial Services LLC and provides advisory services at Rimmer Retirement Advisors, where he supervises office employees under an independent contractor agreement. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor and specialized retirement plan advisory programs.

Amanda Dulworth is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is involved in Stand Tall Designs, an arts and crafts business based in Moore, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Brandon Rainbolt is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Edward Jones for five years and has held various roles including positions outside of finance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

T Jackson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the investment committee and board of the Collins Cemetery Association of Okeene, Oklahoma. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services to individuals and institutional clients.

Gregory Hester is a financial advisor with Ameriprise in Oklahoma City, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages Jon L. Hester P.C., a separate business activity. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team in partnership with client advisors.

Ashraf Mohamad is a financial advisor with Merrill in Oklahoma City, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MidFirst Bank and Bank of America, N.A., and he has experience in both financial services and other sectors. Merrill, along with its affiliate Managed Account Advisors LLC, 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.

Jeffrey Dodson is a financial advisor with Cetera who holds the Series 63, Series 65, and Series 66 licenses and has 33 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and is currently a partner and owner of Apex Wealth Management. In addition to his advisory roles, Dodson is an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Robert Garcia is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 2012. His background includes 12 years at Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.

Steven Kirkland is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm’s planning process uses established tools and modeling techniques, with clients responsible for implementing recommendations.

Walter Corbett is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long-term tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company prior to joining Mass Mutual. Outside of his advisory work, he manages a property management business in Yukon, OK, part-time since 2005. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to a range of clients including individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements that use analytical tools and written recommendations tailored to client goals.

Michael Rainbolt is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Jonathan Hill is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Cetera Wealth Services, Avantax, and Wymer Brownlee Wealth Strategies. He is also the manager of Hill Connections, LLC, an online business venture exploring digital product development and newsletter publication. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and specialized services such as estate planning.

Levi Fortune is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Club Car Wash and Masters Car Wash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services.

William Coleman is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Coleman holds Series 63 and Series 66 designations and is based in Oklahoma City, OK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of over 23,700 advisors.

Jonathan Roth is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously operated Company de Roth for nine years. Roth also engages in related business activities including sales of loan products and home services referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm emphasizes a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Johnson Noerdlinger is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kelly Wisdom is a financial advisor with LPL Financial in Oklahoma City, OK, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at BancFirst and T S Phillips Investments, Inc. for 11 years each before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both LPL Research and third-party subadvisors.

David Dick II is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at firms including Securities America Advisors and Voya Financial Advisors. Outside of his advisory role, he owns an agricultural business and a consulting service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement services through independent financial professionals, utilizing a range of portfolio management approaches and proprietary as well as third-party strategies.

James Johnson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner at Greenleaf Lane LLC and serves as a board member of the Remerge charity. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.