Azmi Fakhoury is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He 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 non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Richard Henderson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining OSAIC in 2023, he spent 34 years at FSC Securities Corporation. Outside of his advisory role, he owns a sole proprietorship providing personal and small business consultation services and also trades collectibles such as sports memorabilia and numismatic coins. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple investment platforms.

William Osborne is a Series 66 licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and previously was with Edward Jones from 2015 to 2019. Outside of his advisory work, he has been involved with Bridgeway Church since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including personalized financial planning. The firm employs structured planning tools and financial modeling techniques and manages approximately $2.74 trillion in client assets.

Mathew Medcraff is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding role with Bank One beginning in 2005. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Danielle Burrus is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with 14 years of industry experience. She has been with Morgan Stanley since 2006. Outside of her advisory role, she serves as president of the Heartland CamarosOKC Club, a local car club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Michael Foote is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has held roles at Mid-America Christian University since 2007, including Co-Director of Library Services, and serves in the Air National Guard. Foote has also been affiliated with PFS Investments Inc. and Primerica Financial Services for over a decade. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients, with a focus on wrap-fee solutions rather than institutional plan management.

James Wood is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 registrations and 28 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. He also maintains a referral relationship with Arcadia Structured Settlements. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

Minka Latta is a financial advisor with Raymond James & Associates in Oklahoma City, OK, holding Series 63 and Series 66 credentials and totaling 28 years of industry experience. She has worked at Raymond James & Associates since 2018 and previously was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Latta is an owner of a small rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Leah Willis is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones in Harrah, Oklahoma. She has six years of industry experience, including prior roles at Senegence International Inc and Devon Energy Company. Willis was previously involved as a distributor with Senegence International, a cosmetic distributorship. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Kyle Sanders 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. Matthew offers expertise in areas including divorce transition planning, family wealth management strategies, managing new wealth, portfolio management services, and individual and corporate investment strategy. Matthew holds a Bachelor's Degree from East Central University and is a Personal Investment Advisor (PIA). He emphasizes a one-on-one approach with clients to develop financial strategies designed to help pursue long-term goals. Outside of his professional work, Matthew is involved with community organizations such as Delta Waterfowl and Ducks Unlimited. His personal interests include boating, football, hunting, photography, and traveling.

Tami Woodard is a Series 66-licensed financial advisor with Edward Jones in Oklahoma City, Oklahoma. She has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Randal Dame is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at WealthFirst Financial Advisors, OKC Wealth Advisors, and Waddell & Reed, INC., among others. He serves as an adjunct instructor at Francis Tuttle Technology Center and operates a notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nathaniel Campbell is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at MidFirst Bank, Option One, Amazon, and St Anthony Hospital. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Anthony Garcia is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Tinker Federal Credit Union. He is involved with the Francis Tuttle Technology Center in Oklahoma City in a political or community role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

John Entz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. In addition to his advisory roles, he has a longstanding legal practice specializing in estate planning, wills, trusts, and probates, and is involved in managing family farming operations and oil and gas interests. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and affiliated resources.

Douglas Settle is a financial advisor with Raymond James & Associates in Oklahoma City, OK. He holds the CFA® designation and has 44 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 12 years. Outside of his advisory role, he is the owner and general partner of Excelsior Max!, LLC, a business unrelated to investment advising. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles and affiliated research to support tailored client strategies.

Meredith Doty is a CFP® with 25 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Bank of America and Merrill Lynch. Doty serves as a board member of the Denison High School PTO, where she is involved in fundraising and organizing events for students. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers both retail and institutional investment solutions.

Colton Cottrell is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and one year of industry experience. He has previously worked at Capital Asset Management and held roles in client services and retail. OSAIC Wealth, Inc. serves a diverse client base, including individual investors and institutions, providing integrated brokerage and advisory services. The firm employs various tools and third-party platforms to construct and manage portfolios across a range of asset classes, supporting both discretionary and non-discretionary accounts.

Sharon Ireland is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at BancFirst, T. S. Phillips Investments, Inc., OSAIC Services, Inc., Spelman & Co., Inc., and Equitable Advisors. 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, model portfolios, third-party asset management, and institutional platforms.

Catherine Lantz is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her prior work includes roles at Woodbury Financial, Cameron Financial Strategies, and OSAIC. Outside of advising, she is an insurance agent selling life insurance, fixed annuities, and long-term care products, and she provides notarial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with various program options and manages over $256 billion in assets across more than 10,000 advisors.