Chase Grant is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience. Grant also operates Grant Estate Law, LLC, where he practices estate planning and estate administration as a solo attorney. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutions. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and affiliated firms.

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.

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.

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.

Joseph Hobbs is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, International Bank of Commerce OK, BOK Financial Securities, and Bokf, Na. He is also the owner of Financial Vision Consulting, LLC, where he provides insurance services. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and oversees over $256 billion in assets through a variety of program structures.

James Counts is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Primerica since 2005 and previously served six years at Oak Hills Church. Counts also owns Counts and Associates, a Primerica-affiliated business entity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, providing a wrap-fee solution with a tiered percentage-based fee structure.

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.

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.

John Baughman is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at various firms including Loe Financial Group and has been associated with Primerica Financial Services since 1987. Outside of advising, he is involved in sales of home security and automation products through related companies. Primerica Advisors serves primarily individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

James Chiconas is a financial advisor with Equitable Advisors in Edmond, Oklahoma, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as the treasurer and a board member of St. George Greek Orthodox Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk tolerances.

Steven Curry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining Cetera in 2025, he worked at BOK Financial Securities, Inc. and MidFirst Bank. He is also the owner of SACTLC LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Ashley Webb is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Browning is a financial advisor with Edward Jones in Oklahoma City, OK, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Justin Covey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He supports clients in making informed financial decisions by applying disciplined planning and strategic management tailored to their individual goals. His professional approach is shaped by his experience as a former Army pilot and Commissioned Officer, where meticulous planning was critical to mission success. Justin's areas of expertise include legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Oklahoma State University. Beyond his professional role, Justin is involved with the Dale K. Graham Veterans Foundation. He resides in Norman, Oklahoma, with his wife Tennille and their two daughters. His personal interests include adventure sports, basketball, boating, cooking, golfing, hunting, skiing, spending time with family, traveling, and watching movies.

Sidney Klem is a financial advisor with Merrill based in Oklahoma City, OK. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Merrill since 1995 and Bank of America, N.A. since 2011. Klem is also a limited partner in SKK&MKK LLC, a for-profit LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Gregory Ashton is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 24 years of industry experience with prior roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. In addition to his advisory work, he is involved in publishing through Ashton Publications and operates The Ashton Group, a business he has maintained for over two decades. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, offering a range of portfolio management solutions including proprietary and third-party strategies.

Jeffrey Blumenthal is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a 20% owner of a vinyl music download business and co-owns a private charitable foundation with his spouse. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisors, such as insurance-related vehicles and bank deposit sweep options.

Peter Harlin is a financial advisor at Wells Fargo Clearing in Oklahoma City, OK, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2016. He serves as successor trustee for the ORZA Revocable Trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

Tyler Toth is a financial advisor at Ameriprise Financial Services with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Ameriprise in 2024, Tyler worked at Unlimited Officials from 2022 to 2023 and was involved in education for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Isabela Rodriguez is a financial advisor at Thrivent Investment Management based in Oklahoma City, OK. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at The Master's University and Vector Marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.