Katelyn Miller is a financial advisor with Edward Jones in Norman, Oklahoma. She holds a Series 66 designation and has been with Edward Jones since 2017, following three years at Mid-America Christian University. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patricia Shaw is a financial advisor with LPL Financial based in Oklahoma City, OK, holding Series 65 and Series 63 licenses and with 11 years of industry experience. She has previously worked with Providence Financial Group LLC and Waddell & Reed, Inc. Outside of her advisory work, she operates a notary public service and participates as a market partner in hair care sales with Monat Global. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary management and utilizes a variety of model portfolios, third-party research, and technology-driven solutions.

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 specializes in providing personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Scott utilizes the investment research and insights of Merrill and the banking services of Bank of America to offer comprehensive financial solutions. With over 20 years of experience, Scott has expertise in areas including college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, and services tailored for endowments, foundations, and non-profits. He has a particular passion for assisting healthcare industry professionals with their business and personal financial needs. Scott holds a Bachelor's Degree from Cameron University and a Master's Degree from The University of Oklahoma. He is a Personal Investment Advisor (PIA) and speaks both English and Spanish. His community involvement includes serving as Chairman of the Advisory Board for The Epilepsy Foundation of Oklahoma, participating in the DRS Business Advisory Council, the Oklahoma Rehabilitation Council, and volunteering with Junior Achievement. He is also an active member of AMBUCS and Rotary.

Habib Yousefzadeh is a Financial Advisor at Merrill Lynch Wealth Management, specializing in areas such as college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, and women and wealth. Since joining Merrill in 2020, Habib has focused on helping clients and their families pursue financial health as a key part of their overall wellbeing. She emphasizes understanding clients' challenges and goals to prepare for both expected and unforeseen financial events. Prior to her current role, Habib helped start and grow a wellness business while building client relationships. She especially enjoys working with women undergoing life transitions that impact their wealth, including retirement, divorce, or the death of a spouse, and is attentive to families seeking to provide for loved ones beyond the wealth creator's lifetime. Habib adopts a personalized approach to wealth management that balances long-term planning with opportunities in the financial markets. She holds the Personal Investment Advisor (PIA) designation. Habib holds a High School Diploma from Putnam City North. Outside of work, she is involved in causes related to mental health and financial education for women. An avid runner, she has completed nine marathons, including the New York City Marathon, raising funds for suicide awareness and prevention. Habib lives with her husband, Brandon, and their daughter, Sophia.

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.

Clinton Taylor is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cambridge Investment Research and Royal Alliance Associates. Outside of his advisory role, he is a business owner at Klutch OKC Bar. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and corporations, offering advisory and brokerage services through an integrated platform that combines financial planning, model portfolios, and access to third-party asset managers.

Kate Adams is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 designations and nine years of industry experience. Her work history includes roles at Rodan & Fields and PFS Investments Inc., alongside over a decade with Primerica Financial Services. Outside of advisory work, she owns Kate Adams & Associates, LLC and is involved with several other business ventures including Resurrection Realty, LLC and Freedom Awaits. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates nationally with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, utilizing model-driven investment strategies supported by third-party managers and custody services.

Gregory Taylor is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2021, he operated his own business, Greg Taylor, Inc., for 12 years and worked at Waddell & Reed, Inc. for 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology tools.

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® and holds a Series 66 license with nine years of industry experience. He currently works at OSAIC and previously held roles at Woodbury Financial Services, Weokie Financial Group, LPL Financial, and Cetera Advisors. Olbert is active in his community as a regional executive committee member for Blood Cancer United and serves as co-chair of the investment committee and board member for YWCA Oklahoma City. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm utilizes a range of investment tools and platforms to construct portfolios and supports legacy programs alongside third-party managed-account solutions.

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.

Kristen King is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and two years of industry experience. She has worked with SagePoint Financial and Tappan Financial Group before joining OSAIC. Outside of her advisory work, King serves as a spiritual director and holds a nonprofit board role as secretary/treasurer of Ranger Creek Yacht Club, Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with diverse portfolio options and third-party managed account solutions.

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 42 years of industry experience. She previously worked at FSC Securities Corporation for 21 years and has been involved with Advance Financial Lighthouse, Inc. for over three decades. Outside of her advisory work, she engages in coaching, motivational speaking, and leadership development through her initiative, Kathy Inspires. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various portfolio construction tools and supports a broad array of investment products, with services tailored to both discretionary and non-discretionary management.

Ryan Munson is a financial advisor with Raymond James Financial in Edmond, Oklahoma, 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 a partner in Elcai Management, LLC, which manages investment-related projects within his network. Munson operates additional investment-related and support businesses, including Tatanka Tres, LLC, which focuses on investments through community and network offerings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services supported by risk-based reviews and institutional consulting solutions, along with specialized programs for small business retirement plans.

Debra Logan is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Jared Kiefer is a financial advisor with Equitable Advisors in Edmond, Oklahoma, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Axa Advisors and roles in the food service industry. He is involved with the Edmond Board of Realtor Power Partner and owns a consulting business. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer platform.

Charles Dahlgren is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked with Equitable Advisors since 2012 and previously was associated with Axa Advisors. Outside of his advisory role, Dahlgren is president and majority owner of Wealth Preservation Strategies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and retirement plan support alongside access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored financial solutions.