Donald Sickles is a CFP® professional affiliated with UBS Financial Services in Oklahoma City, OK, with 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory work, he served as Board President for the Oklahoma Arts Institute, where he was involved in conducting arts workshops and overseeing organizational operations. UBS Financial Services serves individual, corporate, and institutional clients, offering a combination of brokerage and investment advisory services that include financial planning, portfolio management, and alternative product distribution. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with comprehensive wealth management services.

Richard Porter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and over 52 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, John Hancock Mutual Life Insurance Company, and Mutual of New York. He serves as the national chairman of the Political Action Committee for the National Association of Insurance and Financial Advisors and volunteers with Junior Achievement. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Mark Worley is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2001 and holds a Series 66 designation. Outside of his advisory role, Worley is involved in a construction loan investment arrangement with an Oklahoma housing developer, where he participates as a part-owner and monitors the construction process. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Ronnie Dutton is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is involved as a partner in Dutton Properties LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models to support client financial plans while generally acting in an advisory capacity.

Serena Beckett is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a sole proprietor and owner of a rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis as part of its financial planning process.

Franklin Van Beckum is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Shearer Supply from 2015 to 2017. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brock Hunter is a financial advisor with Primerica Advisors in Warr Acres, OK, holding Series 65 and Series 63 licenses and having six years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved as a Care Partner with SendaRide, a non-emergency medical transportation service. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts, supported by third-party custodians and overlay managers.

Dillon Freie is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2016. He is involved with the Athletic Supporters Foundation in Oklahoma City, assisting with scheduling, coaching support, and related administrative duties. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

Derek Howell is a financial advisor at Edward Jones in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Graves is a CFP® and Series 66-registered financial advisor with Edward Jones, based in El Reno, OK. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Abel is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 designation and 26 years of industry experience. He has been with Edward Jones since 2006. 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, operating under a fiduciary standard.

Austin Smith is a financial advisor with Mass Mutual Investors Services in Oklahoma City, OK. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at MassMutual Life Insurance Co, Bluecrest Financial Alliances, and involvement with Smith Farm & Garden and Splitsville Luxury Lanes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-focused planning engagements supported by firm-approved software tools.

Micah Thomason is a financial advisor with Primerica Advisors in Warr Acres, OK, holding Series 63 and Series 65 licenses and having three years of industry experience. His work history includes roles at Primerica Financial Services since 2004 and other positions in retail and wholesale sectors. He is involved in sales of investment-related products and also receives compensation for referrals related to home security and automation services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure.

Michael Jewell is a CFP® professional with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His background includes roles at Cambridge Investment Research, BleuChip Solutions, Higginbotham Insurance, Royal Alliance Associates, and SII. Jewell also conducts independent insurance agency work and operates under the Adaptation Financial trade name in his advisory capacity. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary and third-party model strategies and a variety of custody platforms.

Heather Candler is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes supported by firm-approved tools and methodologies.

Melissa Hines is a financial advisor at Stifel with 21 years of industry experience. She holds the Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2022, following six years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Alysha Dailey is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing nine years of industry experience. She has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. 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 annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joshua Cain is a CFP® professional with eight years of industry experience and currently works at Edward Jones in Edmond, OK. Prior to joining Edward Jones in 2017, he served in the United States Marine Corps from 2013 to 2017. Outside of his advisory role, Cain serves as a board member and treasurer for the Piedmont Area Veterans Association and participates as a board member of the Piedmont Public Schools Education Foundation. 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 operates a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Heather Winslow is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her previous roles include positions at Morgan Stanley and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial plans using proprietary research and model-based asset allocations.

Joshua Bakare is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 designation. He has been with Ameriprise since 2026 and has a diverse background including roles in education and healthcare, notably working with Caring Hearts Hospice Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.