Christopher Neumann is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he manages family legacy mineral assets through Neumann Brothers Limited Co., an entity established to consolidate and oversee these holdings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved tools.

Alison Shira is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to her current role, she held positions in home lending, accounting, and retail. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Paul Morton is a CFP® and ChFC® with 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Guardian Life Insurance and Park Avenue Securities. Morton serves as a board member of the Oklahoma County Medical Society and participates in fundraising campaigns for the Leukemia & Lymphoma Society. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and custody arrangements tailored to client objectives.

Vinod Joshi is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with firms including First Allied Securities and Investment Concepts, where he is also a representative. Outside of his advisory role, Joshi volunteers with Girl Scout Troop 3021. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

François-Xavier Chenhalls-Walker is a Financial Consultant currently working at Fidelity Investments since 2023. He provides personalized financial planning services tailored to individual clients' goals and needs. He has professional experience as a Financial Advisor at Merrill Lynch from 2018 to 2023. In his work, he emphasizes understanding clients' financial situations, goals, and risk tolerance to develop customized financial plans. Outside of his professional role, François-Xavier engages in hiking, photography, skiing, and traveling.

Rita Ratcliffe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a co-owner of a real estate partnership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Harold Leverett is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. In addition to his advisory role, he owns and operates a tax preparation and accounting business in Oklahoma City. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning, access to external asset managers, and affiliated insurance and trust services.

Thomas Cotrone is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Additionally, he serves as a FINRA arbitrator. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decisions.

Jennifer Wallis is a Series 65-licensed financial advisor at OSAIC with eight years of industry experience. Her prior roles include positions at Citizens Bank of Edmond and Retirement Investment Advisors, Inc. She has been with OSAIC since 2025. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services through a large network of advisors, employing integrated brokerage and advisory platforms with advanced portfolio construction tools and access to third-party money managers.

Emmanuel Allende is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018. His prior roles include positions at The Home Depot, Massachusetts Mutual Life, Allied Universal, Dial America, and Lincoln Financial Advisors Corporation. Merrill, along 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, plans, corporations, and charitable organizations.

Chris Meyers is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent eight years with UBS Financial Services. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, and participant education, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Cassie Holmes is a Series 66-licensed financial advisor with Raymond James & Associates, based in Oklahoma City, OK, and has 12 years of industry experience. She previously worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Chad Mikles is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for seven years at Express Employment International. Outside of his advisory role, he coaches CrossFit classes through Community Bridges, LLC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Carter Hodson is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, ONEOK Inc., and Oklahoma State University, among others. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients with model-based and discretionary investment strategies.

Tracy Holt is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of her advisory role, Holt owns and operates an ice vending machine business in Del City, OK. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Patricia Shaw is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Providence Financial Group LLC and Waddell & Reed, Inc. Outside of her advisory role, she operates as a notary public and is involved in hair care sales as a market partner with MONAT Global. 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 advisory and brokerage services, including financial planning and access to model portfolios, supported by extensive research and technology tools.

Tyler Jordan is a CFP®-credentialed financial advisor with Mass Mutual Investors Services, based in Oklahoma City, OK. He has four years of industry experience, having worked with MassMutual and affiliated firms since 2021. Prior to entering financial services, he spent 12 years with Springfield Public Schools. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, collaborative client engagements.

Scott Mullins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Mullins works with clients across various locations, including Oklahoma City, Tulsa, Norman, and Lawton. With over 20 years of experience, Mullins specializes in working with healthcare industry professionals nationwide. His expertise covers areas such as college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, tax minimization, and strategies for small businesses, endowments, foundations, non-profits, sports, and entertainment. He holds a Bachelor's Degree from Cameron University and a Master's Degree from The University of Oklahoma. Mullins is a Personal Investment Advisor (PIA) and is a member of professional organizations including AMBUCS, Phi Delta Theta, and Sooner Rotary. His community involvement includes roles with the Epilepsy Foundation of Oklahoma (currently Chairman), DRS Business Advisory Council, Oklahoma Rehabilitation Council, AMBUCS civic club, Rotary, and volunteering with Junior Achievement teaching financial literacy to children. Outside of work, he enjoys football, spending time with his family, and traveling.

Dustin Williams is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is the CEO of Williams Capital Ventures LLC, a business focused on the purchase and rental of office property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Habib Yousefzadeh is a Financial Advisor at Merrill Lynch Wealth Management, specializing in areas such as college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, and women and wealth. Since joining Merrill in 2020, Habib has focused on helping clients and their families pursue financial health as a key part of their overall wellbeing. She emphasizes understanding clients' challenges and goals to prepare for both expected and unforeseen financial events. Prior to her current role, Habib helped start and grow a wellness business while building client relationships. She especially enjoys working with women undergoing life transitions that impact their wealth, including retirement, divorce, or the death of a spouse, and is attentive to families seeking to provide for loved ones beyond the wealth creator's lifetime. Habib adopts a personalized approach to wealth management that balances long-term planning with opportunities in the financial markets. She holds the Personal Investment Advisor (PIA) designation. Habib holds a High School Diploma from Putnam City North. Outside of work, she is involved in causes related to mental health and financial education for women. An avid runner, she has completed nine marathons, including the New York City Marathon, raising funds for suicide awareness and prevention. Habib lives with her husband, Brandon, and their daughter, Sophia.