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.

Luke Gentry is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mathis Brother's Furniture, Paycom Corporate Headquarters, and Oklahoma State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach incorporates investment research, third-party data, and algorithmic tools within an investment universe influenced by affiliated product relationships.

Perry Pederson is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Richard Baker is a financial advisor at Primerica Advisors with 38 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Craig Shriner is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm‑approved tools.

William Bishop Jr. is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he co-owns BD Real Estate, LLC 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 range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Sharon Lucas is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Horace Mann Insurance. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm provides investment advisory and brokerage services with a model-driven investment approach and access to third-party asset managers and wealth portfolios.

Ted Bowling is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Beyond his advisory role, he is a 50% owner of TeNan Production LLC, an oil and gas investment company, and serves as a county board member in Palatine, Illinois. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and firm-approved tools to assist clients in modeling financial outcomes.

Graham Gore is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2022, he was affiliated with Gores Phillips 66 and has a background that includes roles at the University of Oklahoma and in education at Seiling Junior and High Schools. He serves as a board member of the Edmond Area Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm offers a range of investment programs through a network of advisers and emphasizes matching clients to appropriate models or discretionary managers, utilizing both proprietary and third-party solutions.

Creighton Gary is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with LPL Financial since 2010, following prior roles at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Cressandra Adams is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2020 and has prior experience working in healthcare and community roles, including a position at Mercy Hospital. 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 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.

Chad Rother is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Morgan Stanley since 2010, including his current role at Morgan Stanley Private Bank, National Association since 2015. His other business activities include estate administration and trust services in a successor role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Alisonn Best is a CFP®-certified financial advisor with 21 years of industry experience, currently serving clients at LPL Financial since 2021. Her prior experience includes roles at Providence Financial Group LLC and Waddell & Reed, Inc. She has been involved with several business entities related to investment and insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational resources.

Jeffry Carel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Treana Lankard is Vice President and Branch Leader at Fidelity Investments' Oklahoma City Investor Center, a role she has held since 2020. She has been part of Fidelity since 2013, progressing through positions including Assistant Branch Manager and Branch Service Manager II. Prior to Fidelity, Treana held various roles in the financial services industry dating back to 1989, including positions at Morgan Stanley, Smith Barney, and Prudential Securities. With over two decades of experience in financial services, Treana has developed expertise in branch management and client service. She is committed to utilizing available resources to support clients in reaching their financial goals. Treana values Fidelity's focus on client interests, diverse investment choices, and personalized guidance. Outside of her professional career, Treana enjoys cooking and baking, family activities, fitness, food-related interests, golf, and outdoor adventures.

Drew Williamson is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Bank of America, Merrill, and UBS Financial Services, with a combined tenure at those firms spanning from 2009 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and a wide range of capital markets and banking products.

Mason Pieratt is a financial advisor with Ameriprise in Oklahoma City, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he was affiliated with the University of Oklahoma and Deer Creek High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing investment research and algorithmic tools within a defined investment universe.

Shawn Houk is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and H.D. Vest. Outside of his advisory role, he serves as president of the OKC Metro Officials Association and volunteers with Rotary International and the FBI Oklahoma City Citizens Academy Alumni Association. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a broad network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analysis, and third-party platforms to construct diversified portfolios tailored to clients’ needs.