Amanda Ramirez is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Primerica since 2018 and has prior experience at the Absentee Shawnee Housing Authority and Kohl’s. Ramirez is also involved with Aydelotte Baptist Church and the Absentee Shawnee Housing Authority. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kevin Mcphee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank from 2009 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors while clients retain final decision-making authority.

James Tappan Jr. is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and over 40 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He serves on the boards of a neighborhood historical preservation nonprofit and a church finance committee. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment products and third-party solutions.

Daniel Boeckman is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Edward Jones. Outside of his advisory role, he is co-owner of Gottschalk Thompson LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisory and operational resources.

Kathryne Figura is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Edward Jones, she worked for seven years at Mid-America Christian University. Outside of her advisory role, she participates as a stylist for ColorStreet LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Traci Miller is a financial advisor with Morgan Stanley in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Citigroup Global Markets from 2000 to 2009 and at Morgan Stanley since 2009, including Morgan Stanley Private Bank since 2015. Outside of her advisory work, she provides color commentary for the University of Texas at El Paso basketball team. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s approach integrates a structured planning process supported by firm-approved tools and analytical models.

Benjamin Souza is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Raymond James Financial Services and Tinker Federal Credit Union, as well as managing family enterprises. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Robyn Fain is a financial advisor with LPL Financial in Norman, Oklahoma, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes positions at Morgan Stanley and Wells Fargo Clearing before joining LPL Financial and First United Wealth Management, where she has worked since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, supported by a large network of advisors and various institutional platforms.

James Lowry is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following prior roles at Merrill and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Daniel Stith is a CFP® certificant with 47 years of industry experience, currently affiliated with OSAIC since 2023. He has held leadership roles including Owner and CEO of Wealth Management Group, L.L.C. and President of Carroll Enterprises, Inc. Stith is also a founding director of the Living Through His Word Foundation, an organization promoting Christian-based activities, and serves on several nonprofit boards including the Oklahoma State Foundation and the Jim Thorpe Association. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a range of asset-allocation tools and investment products to tailor portfolios to client needs.

Connor Holman is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His work history includes roles at Edward Jones, Bailee and Co, The Watson Team, and self-employment, as well as several years in education prior to entering the financial services industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Moody is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Moody serves as Chairman of Maintenance on the Calistoga Crossing Home Owners Association Board of Directors, coordinating neighborhood maintenance efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Moy is a financial advisor with Ameriprise Financial Services, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Raymond James Financial Services Advisors and ongoing involvement with Tinker Federal Credit Union. Moy also serves as an insurance agent for TFCU Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Christopher Crotts is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including FSC Securities Corporation and Cetera. Crotts is also managing member of Crotts Lohrey & Associates, PLLC, which provides accounting and tax services, and has interests in retail package stores and property management. OSAIC serves a diverse range of clients such as individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment vehicles.

Jason Bach is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Company, holding Series 63 and Series 65 designations with 32 years of industry experience. He has been with MassMutual Investors Services since 2004 and MassMutual Life Insurance since 2010. Outside of his advisory work, he is the owner of TILT UP!, LLC, a company through which he is writing a book and producing promotional materials unrelated to the financial industry. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations as part of annual, collaborative planning engagements.

Amber Eduvigen is a financial advisor with OSAIC in Oklahoma City, OK, holding a Series 66 designation and 19 years of industry experience. Her prior firms include Woodbury Financial, Cetera Advisors, and Raymond James Financial. She is also a financial planner and insurance agent with Eternal Wealth Management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios that may include a range of securities and alternative investments.

Andrew Self is a financial advisor with Ameriprise in Edmond, Oklahoma, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm serves a large client base through advisory, brokerage, and insurance solutions typical of an institutional firm.

Aaron Curry is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2006 and founded A & O Advisory, LLC in 2003, where he serves as managing partner. Outside of his advisory work, he serves as treasurer for the Regional Transit Authority and is a board member of the Oklahoma City Police Foundation. 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, annual financial planning engagements and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

Eugene Thomas is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Outside of advisory work, he is involved in farming as the owner and operator of Shiloh Creek LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jarris Davis is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.