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 at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has spent his career primarily with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in selling fixed annuities and health and disability insurance in Edmond, Oklahoma. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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 possessing 11 years of industry experience. Prior to joining LPL Financial in 2025, Trammell worked at Edward Jones for eight years. 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 financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, with advisory services primarily delivered by investment adviser representatives using a variety of strategies and tools.

Jessica Pine is a financial advisor with Raymond James & Associates in Oklahoma City, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Simone's Kids, Aquadocs, Victory Childcare Center, and Victory Church. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and investment consulting through various programs and a broad range of portfolio management styles.

Kyle Williams is a financial advisor with Ameriprise in Edmond, OK, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Ameriprise and its affiliate since 1994. Williams also owns and manages his own advisory business, Williams, Self & Associates LLC. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Walls is a financial professional with Cetera and holds Series 63 and Series 66 licenses. He has 27 years of industry experience and has been affiliated with Cetera since 2013. Outside of advisory work, he is involved in several businesses, including serving as an independent insurance agent and participating in residential corporate housing operations. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with multiple program options and access to third-party money managers.

Steven Blair is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Cetera and its affiliates since 2013. Blair also operates The Blair Group, LLC, offering fixed insurance products including life, health, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Stephen Taylor Grimes serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since beginning his financial services career in 2005, he has focused on delivering comprehensive wealth management strategies tailored to meet his clients’ individual goals. His approach emphasizes listening carefully to clients in order to provide personalized financial advice and solutions aligned with their long-term objectives. Stephen’s expertise encompasses portfolio management services, corporate and employee benefits planning, family wealth management strategies, tax minimization, retirement income planning, and strategies for endowments, foundations, and non-profits. He also assists clients in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or business sales. Stephen works collaboratively with clients’ attorneys, accountants, and other advisors, and provides access to Bank of America Private Bank and commercial banking services to support comprehensive financial and legacy planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned his High School Diploma from Edmond North. Beyond his professional responsibilities, he participates in community organizations such as the Edmond Fine Arts Institute, Caviit Kids Foundation, Oak Tree Mens Golf Association, and Oklahoma Children’s Hospital, reflecting a commitment to service in the communities he serves.

Michael England is a financial advisor with Cetera based in Oklahoma City, OK, holding a Series 66 credential and eight years of industry experience. His prior experience includes roles at Avantax Advisory Services and Willis & Machnik Financial Services. He is also the owner of England Financial, a financial services entity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing for diverse investment strategies across various program structures.

Preston Cowan is a financial advisor with Merrill in Oklahoma City, OK, holding Series 63 and Series 66 licenses and with five years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Chase Bank, Northwestern Mutual Life Insurance Company, and Northwestern Mutual Investment Services. Outside of his financial services career, he has experience with Z3 Media and Earlywine Golf Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Michael Fox is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2005, following three years at Morgan Stanley DW Inc. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Melinda Brewer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Morgan Stanley and its Private Bank since 2009. Brewer serves as an arbitrator for FINRA and is a member of the Advisory Council for the Oklahoma Commission on the Status of Women. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery tools and modeling techniques, offering a wide range of retail and institutional investment solutions.

Michael Mc Ilvoy is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of experience in the industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carter Baumert is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. With a career spanning over three decades, he has held a leadership role within Merrill Lynch Wealth Management for the past 17 years. His professional focus includes serving Ultra High Net Worth families, business owners, and institutional clients, particularly in the qualified plan space. Since beginning his financial services career in 1987 and joining Merrill Lynch Wealth Management in 2004, Carter has emphasized a comprehensive approach to wealth management. He addresses clients' financial goals through tailored solutions that consider risk tolerance, time horizons, liquidity needs, and investment costs. His expertise extends to lending solutions, qualified retirement plan strategies, portfolio guidance, and assisting clients with private business sales or capital raising. Carter earned a bachelor's degree in Economics from Oklahoma City University, where he also played collegiate golf. He holds several professional designations, including Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Committed to community involvement, he serves on the Meinders School of Business Advisory Board at Oklahoma City University and has participated in organizations such as the Make-A-Wish Foundation, Latino Community Development Agency, and Peaceful Family Solutions. Outside of work, Carter enjoys golfing, music, running, traveling, and spending time with his wife Cara and their three children in Edmond, Oklahoma.

Jeremy Bass is a financial advisor with Raymond James Financial in Edmond, OK, holding a Series 66 credential and over 23 years of industry experience. He has worked with Raymond James and its related entities since 2003 and co-owns Bass Investment Group. Outside of financial advising, he has served as a referee since 2017 and has been a member of the Oklahoma Army National Guard since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique affiliations.

Joseph Vahlberg is a CFP® with 15 years of industry experience, currently affiliated with OSAIC since 2023. He has worked previously at FSC Securities Corporation from 2011 to 2023 and has been involved with Financial Planning Center, Inc. since 2011. Vahlberg is also the CEO of Wealth Management Group, LLC, where he leads the team and serves clients as an investment advisor and registered representative. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors such as corporations, pension plans, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and third-party money managers to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jay Kiefer is a financial advisor with Equitable Advisors in Edmond, OK. He holds Series 65 and Series 63 licenses and has three years of industry experience, including roles at Jerry Kiefer (Cornerstone Planning Group) and the Oklahoma State Business Student Success Center. He is a minority owner of two local LLCs, JAK, LLC and JK4, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models, emphasizing third-party program sponsors and offering ERISA fiduciary services through credentialed representatives.

Ruth Sarker is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked with firms including Bank of America and Wells Fargo. Outside of her advisory role, she is the sole owner of a rental property in Minnesota. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.