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.

Dustin Williams is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is the CEO of Williams Capital Ventures LLC, a business focused on the purchase and rental of office property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

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 licenses and has worked at firms including Adaptation Financial Advisors, Cambridge Investment Research, and Royal Alliance Associates. Outside of his advisory work, he is a business owner of Klutch OKC Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm uses a model-driven approach with access to third-party portfolio managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

Gregory Taylor is a financial advisor with LPL Financial based in Oklahoma City, OK, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously operated Greg Taylor, Inc. for 12 years and worked at Waddell & Reed, Inc. for over two decades. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 with Wells Fargo Clearing in Edmond, OK, holding Series 63, 65, and 66 designations and 17 years of industry experience. His career includes previous roles at Midfirst and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Cale Olbert is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has held previous advisory roles at firms including Cetera Advisors LLC and Woodbury Financial Services INC. Olbert is involved in nonprofit activities, serving as a regional executive committee member for Blood Cancer United and as co-chair and board member of the investment committee for YWCA OKC. OSAIC is a firm that serves a diverse group of retail and institutional clients through a broad network of affiliated financial advisers and advisory platforms. The firm combines brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing, supporting a variety of investment types and client-imposed restrictions.

Codie Tiffin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on building trust-based relationships with clients to provide high-quality, transparent, and reliable financial advice. Codie’s approach emphasizes clear communication and a deep understanding of each client’s individual financial goals and values. She guides clients through solutions tailored to various needs, including retirement income planning, family wealth management, tax minimization, legacy planning, college education funding, and special needs planning strategies. Codie holds a Bachelor's Degree from the University of Phoenix and professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Through one-on-one conversations and personalized strategies, she helps clients pursue their life goals while planning their legacy. Outside her professional role, Codie dedicates time to her family, serves in her church, volunteers with nonprofit organizations, and enjoys activities such as playing billiards, chess, cooking, gardening, music, reading, and running.

Ann Newman is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with seven years at Edward Jones and a total of four years in the industry. Prior to joining Edward Jones, she worked in healthcare and education, including roles at First Choice Pediatrics and Edmond Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Duvigneaud is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. His prior firms include Wells Fargo Clearing Services LLC and Wunderlich Securities, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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 at OSAIC with a Series 66 designation and three years of industry experience. She has worked at SagePoint Financial and its Office of Tappan Financial Group, and has served as a spiritual director providing guidance to individual clients. King also holds roles as a notary and Director of Communications for Tappan & Co., and participates as board secretary/treasurer for a local nonprofit organization. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and uses various tools and third-party services to construct and manage client portfolios.

Jack Ransom is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior firms include Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he serves as a basketball referee for the Oklahoma Secondary School Association and is a board member of the Oklahoma City Town Hall, a nonprofit organization focused on education and entertainment. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis intended to inform client decisions.

Kathleen Williams is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She previously worked for FSC Securities Corporation for 21 years and maintains ownership of Advance Financial Lighthouse, Inc., through which she conducts business including insurance and speaking engagements. Additionally, she operates Kathy Inspires, where she provides leadership development, motivational speaking, and coaching services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and supports a variety of third-party managed account solutions.

Debra Logan is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously was with Prudential Equity Group, LLC from 2000 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Charles Dahlgren is a financial advisor with Equitable Advisors in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes positions at PRUCO Securities, LLC and Axa Advisors, LLC. Outside of his advisory role, he is president and majority owner of Wealth Preservation Strategies, a separate business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, focusing on tailored investment models and ERISA fiduciary services.

Shane Thompson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and with 10 years of industry experience. Prior to joining OSAIC in 2023, he spent eight years at Sagepoint Financial, Inc. He is also involved in his community as an AV engineer for special occasions at his local church. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes, supporting both discretionary and non-discretionary accounts.

Bobby Neeley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Oklahoma City, OK, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 39 years of industry experience and has operated Neeley Consulting LLC since 2016. In addition to his advisory role, he is an agent involved in the sale of fixed index life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.