Lore Storm is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

Ladonna Giachino is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. She previously worked at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including financial planning and estate planning strategies. The firm employs structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Garrison Mc Cauley is a financial advisor with Equitable Advisors in Oklahoma City, holding a Series 66 license and having one year of industry experience. Prior to his current role, he worked at OneOK for seven years and was a student at the University of Oklahoma. He serves as a wrestling official for the Oklahoma Secondary School Activities Association. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Anthony Cross is a financial advisor at MassMutual Investors Services with 27 years of industry experience. He holds the ChFC® designation and has worked previously with Vanderbilt Advisory Services and Ohio National Life Insurance. Outside of his advisory role, he is an author of faith-based writings and serves as a board member of a charitable religious ministry. MassMutual 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 emphasizes collaborative, goal-focused financial planning using firm-approved analytical tools, offering a range of programs including asset management and event-driven planning services.

Alain Verhille is a CFP® professional with 27 years of industry experience, currently serving clients at LPL Financial since 2024. Prior to joining LPL, he worked at Bank of America, N.A. for 13 years and Merrill for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Erik Kautzmann is a financial advisor with Charles Schwab in Oklahoma City, Oklahoma, holding Series 66 and Series 65 licenses and possessing 17 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as Vice President of the Cascade Estates Homeowners Association, managing the use of HOA funds in accordance with governing bylaws. Charles Schwab & Co., Inc. serves a broad client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and order-routing services.

Kevin Brown is a CFP® professional with nine years of experience in financial advisory. He is currently with Edelman Financial Engines and previously worked at Align Wealth Management, Avantis Investors, and American Century Investment Services. He is a minority investor in AllTrans Terminal Investors, a private equity group linked to a transportation services company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions, planner-led wealth management, and discretionary and non-discretionary investment options, managing approximately $326 billion for about 477,000 clients.

Jared Mc Coy is a financial advisor with Edward Jones in Edmond, Oklahoma, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors.

Harold Synan Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Mass Mutual Investors Services since 2003 and has worked at MassMutual Life Insurance Co. since 1996. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers event-driven planning programs and educational seminars alongside collaborative, annual financial planning engagements.

Laurie Brown is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously at UBS Financial Services Inc from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

William Greer is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Mass Mutual Investors Services since 2010 and with MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is president of Greer Sales and Training LLC. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and delivering collaborative, goal-oriented planning.

Zachary Newby is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 20 years of industry experience. His prior positions include roles at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, he is involved as a manager in a property management business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Angelique Morton is a financial advisor with Edward Jones in Yukon, Oklahoma, holding a Series 66 designation and six years of industry experience. She worked at Devon Energy for five years before joining Edward Jones in 2019. Outside of her advisory role, she is involved with HTeaO, a tea business based in Oklahoma City. 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 and investment options, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Nicholas Niver is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James and Integris Health. Outside of his advisory role, he is planning to start a non-investment-related business called NivCord LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Paul Krus is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior positions include roles at Raymond James Financial Services and Arvest Wealth Management. He is also involved in management at TFCU Financial Advisors/Tinker Financial Services LLC and Tinker Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, third-party data, and algorithmic tools to provide ongoing, tax-aware advice.

Michelle Coble is a financial advisor with OSAIC in Oklahoma City, OK, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2013 and is the president of Odyssey Financial Group LLC, which provides investment advisory and insurance services. Outside of her advisory role, she manages family farming operations and co-manages accounting for oil and gas royalties. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Angela Brown is a financial advisor with Primerica Advisors based in Oklahoma City, OK. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to her advisory roles, she was a homemaker for 27 years. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies and discretionary management.

Christopher Smith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1990 and transitioned to LPL Enterprise in 2024. In addition to his advisory role, he sells fixed annuities and health and disability insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing a platform that integrates adviser programs with insurance sales and specialized lending programs.

Jason Stewart is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC and Securian Financial Services. Stewart is also owner of J. Stewart Financial Services LLC and is affiliated with several other investment-related entities. 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 plan advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and platforms tailored to client objectives.

Teale Trammell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2025, Trammell spent eight years at Edward Jones. He is also involved with Trammell-Strickland Wealth Management, LLC, an entity affiliated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management options supported by proprietary and third-party research.