Rebecca Mills is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Treana Lankard is Vice President and Branch Leader at Fidelity Investments' Oklahoma City Investor Center, a role she has held since 2020. She has been part of Fidelity since 2013, progressing through positions including Assistant Branch Manager and Branch Service Manager II. Prior to Fidelity, Treana held various roles in the financial services industry dating back to 1989, including positions at Morgan Stanley, Smith Barney, and Prudential Securities. With over two decades of experience in financial services, Treana has developed expertise in branch management and client service. She is committed to utilizing available resources to support clients in reaching their financial goals. Treana values Fidelity's focus on client interests, diverse investment choices, and personalized guidance. Outside of her professional career, Treana enjoys cooking and baking, family activities, fitness, food-related interests, golf, and outdoor adventures.

Drew Williamson is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has previously worked at Bank of America and Merrill, each for eight years before joining UBS in 2017. Based in Oklahoma City, OK, Williamson’s career includes extensive experience with major financial institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Mason Pieratt is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 credential and one year of industry experience. His background includes roles at Ameriprise Financial since 2022 and prior experience at the University of Oklahoma and Deer Creek High School. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver customized recommendations through a centralized consulting team.

Shawn Houk is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and H.D. Vest. Outside of his advisory role, he serves as president of the OKC Metro Officials Association and volunteers with Rotary International and the FBI Oklahoma City Citizens Academy Alumni Association. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a broad network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analysis, and third-party platforms to construct diversified portfolios tailored to clients’ needs.

Cameron Broderick is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Equitable Advisors, LLC. Broderick manages his investment practice through related business entities affiliated with FSC Securities Corporation. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment options, utilizing asset-allocation tools and third-party platforms to support discretionary and non-discretionary portfolio management.

Julie Selig is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Merrill since 2004, based in Oklahoma City, OK. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm benefits from its integration within Bank of America’s platform, providing access to a wide range of investment products and services.

Shawn Powell is a financial advisor with Raymond James Financial in Midwest City, OK, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James Financial since 2004 and operates Powell Financial Services and Oklahoma Financial Planning Group, Inc. Outside of financial advising, Powell owns and manages several business ventures including real estate management consulting and commercial property leasing. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting supported by extensive firm research and a broad affiliate network. The firm emphasizes tailored financial plans developed through detailed client collaboration and provides a mix of advisory and implementation-support services.

Joseph Charron is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63, 65, and 66 licenses. His work history includes roles at American Fidelity Securities, First Allied Securities, and Cetera entities. He is also involved with Investment Concepts, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Danny Polite is a financial advisor at Merrill based in Oklahoma City, OK, with eight years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Scott Hartman is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Financial Consultants to develop personalized financial plans aimed at achieving financial security and peace of mind. He focuses on creating strategies that account for clients' current financial situations, goals, and risk tolerance, while providing ongoing support to adapt plans as life circumstances evolve. Prior to his current role, Scott worked as a Relationship Manager at Fidelity Investments from 2021 to 2023 and began his financial services career as a Financial Advisor at Equitable Advisors, LLC from 2020 to 2021. His experience spans client relationship management and financial planning. Outside of his professional work, Scott engages in activities such as cooking and baking, fishing, playing musical instruments, spending time with pets, scuba diving, and snowboarding.

Azmi Fakhoury is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Richard Henderson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining OSAIC in 2023, he spent 34 years at FSC Securities Corporation. Outside of his advisory role, he owns a sole proprietorship providing personal and small business consultation services and also trades collectibles such as sports memorabilia and numismatic coins. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple investment platforms.

William Osborne is a Series 66 licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and previously was with Edward Jones from 2015 to 2019. Outside of his advisory work, he has been involved with Bridgeway Church since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including personalized financial planning. The firm employs structured planning tools and financial modeling techniques and manages approximately $2.74 trillion in client assets.

Mathew Medcraff is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding role with Bank One beginning in 2005. He holds Series 63 and Series 65 licenses. 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. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Danielle Burrus is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with 14 years of industry experience. She has been with Morgan Stanley since 2006. Outside of her advisory role, she serves as president of the Heartland CamarosOKC Club, a local car club. 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, including tailored financial planning supported by firm-approved tools and methodologies.

Michael Foote is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has held roles at Mid-America Christian University since 2007, including Co-Director of Library Services, and serves in the Air National Guard. Foote has also been affiliated with PFS Investments Inc. and Primerica Financial Services for over a decade. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients, with a focus on wrap-fee solutions rather than institutional plan management.

James Wood is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America and Merrill. He also has a referral relationship with Arcadia Structured Settlements. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and incorporates various investment strategies supported by internal and third-party research.

Minka Latta is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Raymond James & Associates since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients, offering both retail and institutional solutions.

Kacey Boothe is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 credentials and bringing 31 years of industry experience. Prior to joining Equitable Advisors in 2024, Boothe worked at American Fidelity for 30 years and held roles at several other financial firms. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm employs a delivery model that relies on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.