Cameron Broderick is a financial advisor at OSAIC with 10 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 Financial Life Insurance Co. Broderick is also involved with his investment practice under the DBA Capital Asset Management, Inc. in Oklahoma City. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers. The firm provides integrated brokerage, advisory services, and access to multiple third-party investment platforms, utilizing firm-provided tools and automated rebalancing to manage portfolios across a range of asset types.

Shawn Powell is a financial advisor with Raymond James Financial in Midwest City, OK, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James Financial since 2004 and also operates Powell Financial Services and Oklahoma Financial Planning Group, Inc. Outside of advising, Powell owns and manages several real estate and business consulting ventures. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers advisory programs as well as specialized services in municipal finance and retirement plan consulting.

Joseph Charron is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63, 65, and 66 credentials. His prior work includes roles at First Allied Securities Inc, American Fidelity Securities, Inc., and Equitable Advisors. He is also involved with Investment Concepts, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and financial planning services, supported by over 10,000 advisors nationwide.

Danny Polite is a financial advisor with Merrill based in Oklahoma City, OK. He holds a Series 66 designation and has eight years of industry experience. Danny has worked at both Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Azmi Fakhoury is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

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 with J.P. Morgan Securities in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 with LPL Financial in Oklahoma City, holding Series 63 and Series 65 registrations and 28 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. He also maintains a referral relationship with Arcadia Structured Settlements. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

Minka Latta is a financial advisor with Raymond James & Associates in Oklahoma City, OK, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Wells Fargo Clearing and Edward Jones before joining Raymond James & Associates in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and investment consulting with a variety of portfolio management styles and research resources.

Kacey Boothe is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Equitable Advisors in 2024, Boothe worked at Transamerica Financial Advisors, World Financial Group, Employee Benefit Professionals, and spent 30 years with American Fidelity. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using both proprietary and third-party solutions.

Tami Woodard is a Series 66-licensed financial advisor with Edward Jones in Oklahoma City, Oklahoma. She has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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 more than 23,700 financial advisors.

Randal Dame is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at WealthFirst Financial Advisors, OKC Wealth Advisors, and Waddell & Reed, INC., among others. He serves as an adjunct instructor at Francis Tuttle Technology Center and operates a notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kurt Semtner is a Series 66 designated financial advisor with Edward Jones, where he has worked since 2010, accumulating 16 years of industry experience. He is based in Edmond, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Nathaniel Campbell is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at MidFirst Bank, Option One, Amazon, and St Anthony Hospital. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Anthony Garcia is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Tinker Federal Credit Union. He is involved with the Francis Tuttle Technology Center in Oklahoma City in a political or community role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

Christopher Mc Gill is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Prior to that, he was involved with Tumbleweed, LLC for nine years. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Entz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His background includes roles at Paramount Financial LLC and legal services as an attorney specializing in estate planning, wills, trusts, and probates. Outside of advising, he is involved in family farming and operates a legal practice focused on estate planning. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by significant scale and a wide network of advisors.