Ann Nash is a Series 66 credentialed financial advisor with eight years of industry experience. She is currently affiliated with Morgan Stanley and has held previous roles at Bank of America, Merrill, and Coloramo Federal Credit Union. Outside of her advisory work, she owns an agricultural business in Wynnewood, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning through a structured process supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a broad range of advisory programs and investment services.

Sang Tran is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing member of two LLCs involved in real estate ownership and land management in Warr Acres, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Gregory Hall is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process is based on modern portfolio theory and includes both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Katherine Ellis is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2005. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Price is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of Oklahoma and BOSC, Inc. He has ownership interests in investment-related entities KAPRI LLC and SAMDAK, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Darlene Eisel is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Align Wealth Management for 21 years before joining Edelman Financial Engines in 2023. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Jeffrey Burton is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He also practices as an attorney, providing estate and business planning, commercial litigation, and Social Security disability assistance through J. Michael Entz, Inc. dba Entz Burton & Associates. His financial services work includes roles at Cetera and Apex Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Kevin Gaspard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His background includes roles at Bank of America, Merrill, and Equitable Advisors prior to joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment process.

Robin Byford is a CFP® professional with 37 years of experience in the financial services industry. She has worked at Raymond James & Associates since 2020 and previously held positions at Bank of America and Merrill. Outside of her advisory role, she is the CEO of Byrdbyford, LLC, a business entity managing investments held at Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by a nationwide adviser force and a broad range of investment management styles.

Tyler Fields is a financial advisor at Equitable Advisors with 12 years of industry experience and holds Series 65 and Series 63 licenses. His prior experience includes roles at Copper Financial Network, Ameriprise Financial Services, LPL Financial, and J.P. Morgan Securities, among others. Outside of finance, he is involved in stand-up comedy. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, 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 broker-dealer, working extensively with program sponsors and third-party managers.

Nathan Geist is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Oklahoma City, OK. No notable outside activities are reported. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Pendergrass is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding a Series 66 license and 20 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. He is also the managing director of BlueCrest Financial Alliances, where he focuses on the solicitation and sale of fixed life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services operates as 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 emphasizes annual, collaborative financial planning engagements supported by firm-approved software and offers specialized programs including estate-settlement and employer-sponsored planning.

Mary Bauer is a financial advisor at Edward Jones in Oklahoma City, OK, with 21 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, she worked at Hilltop Securities for nine years. Bauer has served on the Make a Wish 13th Annual Purse Luncheon Committee in Oklahoma City. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

Justin Lavender is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of his advisory role, he is involved in co-owning a small neighborhood golf club and participates in several LLCs related to managing real estate and vehicle holdings. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Douglas Brown is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Oklahoma City, OK. His prior experience includes roles at Nautic Financial Group LLC and involvement with non-variable insurance since 2011. He is also the owner of Brownstone Financial Services LLC and provides advisory services at Rimmer Retirement Advisors, where he supervises office employees under an independent contractor agreement. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor and specialized retirement plan advisory programs.

Amanda Dulworth is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is involved in Stand Tall Designs, an arts and crafts business based in Moore, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Brandon Rainbolt is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Edward Jones for five years and has held various roles including positions outside of finance. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

T Jackson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the investment committee and board of the Collins Cemetery Association of Okeene, Oklahoma. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services to individuals and institutional clients.

Gregory Hester is a financial advisor with Ameriprise in Oklahoma City, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages Jon L. Hester P.C., a separate business activity. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team in partnership with client advisors.

Scott Bulmer is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and with 29 years of industry experience. His prior roles include positions at Securities America Advisors and ProEquities, Inc. Outside of his advisory work, he is involved in owning and managing an office building that he partially occupies and subleases to legal professionals. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs firm-provided asset-allocation tools and supports multiple advisory platforms to construct diversified portfolios tailored to client risk tolerance and preferences.