Connie Nader is a financial advisor at Edward Jones with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors across the United States.

Brent Peck is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously with Nettworth Financial Group and FSC Securities Corporation. In addition to his advisory work, he owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management platforms and proprietary as well as third-party strategies.

Ashton Bray is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, Ashton served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Advisor at Edward Jones from 2018 to 2021. Before transitioning into financial advisory roles, Ashton worked as an Accountant at Pat Filinto CPA ESQ from 2015 to 2018. In their role as a Financial Consultant, Ashton partners with clients to understand their short and long-term goals and to develop customized financial plans tailored to the unique needs of each client and their family. Building strong relationships with clients and maintaining open lines of communication are central to their approach. Outside of their professional responsibilities, Ashton enjoys golf and traveling.

Jeffrey Diamond is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at SWS Financial Services, Momentum Independent Network, and Hilltop SEC for 28 years, and has owned Harry H Diamond Incorporated for 30 years. Outside of his advisory work, he is involved in athletic training through ownership of PCTC LLC and has roles related to oil and gas mineral interests. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm offers a range of services including educational seminars, event-driven planning programs, and new offerings such as Divorce Planning.

Brayden Buck is a Series 66-licensed financial advisor with 15 years of industry experience, currently practicing at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011. He is based in Oklahoma City, OK. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Lynne Carlson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2004 and 2005, respectively. Outside of her advisory role, Carlson is a partner in Latigo Equine Performance LLC, where she participates in horse competitions. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and implements models with custodial and trading services provided by Pershing and Primerica Brokerage Services.

Bich Nhiem Tran is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, having worked at J.P. Morgan Chase Bank, N.A. since 1994. J.P. Morgan Securities LLC provides institutional consulting services to 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Schwarz is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Schwarz also holds various outside insurance contracts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Jessica Musshafen is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her prior roles include positions at Cetera Advisors and Signal Research Group, LLC. She serves as a board member of St. Francis Xavier Catholic Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.

Logan Long is a financial advisor at Edward Jones in Oklahoma City, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Techtronic Industries and has experience in education through Bowlegs Public Schools and the University of Central Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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.

Daniel Boeckman is a financial advisor at LPL Financial with 13 years of industry experience. Before joining LPL Financial in 2024, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2024. He holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Benjamin Longoria is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors since 2020 and has worked with Primerica Financial Services since 2017. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Linda Mcdown 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 Advisors since 2018 and Primerica Financial Services since 2017. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment offerings.

Dre'onna Adkins is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 designation and six years of experience in the industry. Prior to joining Edward Jones in 2020, she worked at Arvest for three years and The First State Bank for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

John Coburn is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC. Outside of his advisory role, he is the owner of Coburn Companies, LLC and co-founder and president of a tax entity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jeremy Hennigh is a financial advisor with Edward Jones in Edmond, OK, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Charles Wallin is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and founded Wallin Asset Management/The Wallin Agency in 1999. He is also involved as an investment advisor with Apex Financial Solutions, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment solutions.

James Lowry is a financial advisor with Morgan Stanley in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery conversations, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Kenneth Heidenreich is a financial advisor at Raymond James Financial Services Advisors, Inc. with 42 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wells Fargo Clearing for 10 years. Heidenreich serves on the advisory board for the Logan County Rural Water Board District 1. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal and public-finance clients.