Chase Grant is a financial advisor at Raymond James Financial with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles with Oklahoma Estate Attorneys PLLC and Terrell Monks. In addition to financial advising, he is a solo practitioner focusing on estate planning and administration through his own law firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Mandy Dollar is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. Her previous roles include positions at Cetera, Morgan Stanley, Bank of America, and Merrill. She serves as a board member of the Oklahoma Council on Economic Education, mentoring students on the importance of financial literacy. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, utilizing asset-allocation tools and a range of investment products to construct tailored portfolios.

Bridgette Morris is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

James Haney is a financial advisor at Cetera with 38 years of industry experience. He holds the Series 63 designation and has worked at firms including Avantax Advisory Services and Farrell Griffin & Haney PLLC. Outside of his advisory work, Haney serves on the advisory board of the Cornerstone Equities Charitable Trust, helping to allocate funds to local charities, and is president of Griffin & Haney, Inc., a CPA firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base ranging from individuals to institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of advisors and supports multiple investment strategies and program structures.

Zachary Ellis is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds a Series 65 designation and has previously worked at J Arnold Wealth Management, LLC and Valmark Financial Group. Outside of finance, he has experience working in food service as a bartender at Homestead Kitchen and Cocktails. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including planner-led wealth management and online advice, employing diversified model portfolios and long-term investment strategies.

Debra Schumacher is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2006. 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, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Lee is a Series 66-licensed financial advisor with Edward Jones in Oklahoma City, OK, where he has worked since 2018, accumulating seven years of industry experience. Prior to joining Edward Jones, he was employed at OptumRx from 2016 to 2018. Outside of his financial advisory role, Lee is a co-owner of rental properties in Oklahoma City. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm provides a range of advisory strategies and maintains a large network of advisors and branch offices nationwide.

Alexis Atchley is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Oklahoma City, OK. Alexis has been with Mass Mutual Investors Services since 2024 and also has experience at MassMutual Life Insurance Company and Bluecrest Financial Alliances. Prior to entering the financial industry, Alexis worked in various roles including at OSO on Paseo and El Coyote. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved tools, with optional implementation through separate brokerage or insurance arrangements.

Jack Cantrell is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized, goal-based financial plans aligned with their values and long-term objectives. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position. His professional experience encompasses client relationship management and financial planning, gained through his tenure at Fidelity Investments from 2023 to the present. This experience provides him with a comprehensive understanding of financial services and client-focused planning. Outside of his professional role, Jack enjoys engaging in social events with friends, playing golf, watching movies, attending theater performances, spending time with pets, and traveling.

Kristi Anna Abdoo is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has held positions at firms including Schwab Wealth Advisory Inc, Charles Schwab, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutions, charitable organizations, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and in-house research.

Thomas Conklin is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Mass Mutual Investors Services since 1990 and with MassMutual Life Insurance Company since 1989. Outside of his advisory role, he serves as a part-time minister to senior adults at Memorial Road Church of Christ. MassMutual Investors Services is 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 planning engagements using firm-approved analytical tools and offers specialized services such as divorce and estate-settlement planning.

Randall Cloud is a financial advisor with Cetera in Oklahoma City, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He is also the owner of R L Cloud CPA, Inc., an accounting and tax preparation firm, and participates as an assistant treasurer in the Oklahoma City AMBUCS community service chapter. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that provides access to various investment strategies and program options.

Elizabeth Lents is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 credential and totaling 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2007, following two years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing proprietary tools and modeling techniques.

William Daniel is a financial advisor with Osaic Wealth Inc in Oklahoma City, holding a Series 63 designation and bringing 51 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advisory work, he serves as president of TG&E Insurance Agency. Osaic Wealth Inc serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, leveraging asset-allocation tools and third-party solutions to construct diversified portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Steven Curry is a financial advisor with Cetera in Oklahoma City, holding Series 63 and Series 65 credentials and 13 years of industry experience. Prior to joining Cetera and MidFirst Bank in 2025, he worked at BOK Financial Securities and Bokf, NA from 2012 to 2025. Outside of his advisory role, he is a trust officer at MidFirst Bank and owns SACTLC LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing multiple program structures and access to both affiliated and third-party money managers.

James Browning is a financial advisor with Edward Jones in Oklahoma City, OK, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Michael McCall is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years and has been with MassMutual-related firms since 2016. Outside of advising, he is involved in independent insurance agencies and tax preparation services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual client relationships and event-driven planning programs.

Justin Covey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He supports clients in making informed financial decisions by applying disciplined planning and strategic management tailored to their individual goals. His professional approach is shaped by his experience as a former Army pilot and Commissioned Officer, where meticulous planning was critical to mission success. Justin's areas of expertise include legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Oklahoma State University. Beyond his professional role, Justin is involved with the Dale K. Graham Veterans Foundation. He resides in Norman, Oklahoma, with his wife Tennille and their two daughters. His personal interests include adventure sports, basketball, boating, cooking, golfing, hunting, skiing, spending time with family, traveling, and watching movies.

Brett Valentine is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and having three years of industry experience. His work background includes roles at Woodbury Financial Services Inc and project management at Telus Agriculture. Outside of advising, he manages a rental property and is involved in project management for a large corporation. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services with an emphasis on asset allocation, risk assessment, and portfolio construction using a variety of investment instruments and third-party solutions.

Sidney Klem is a financial advisor with Merrill based in Oklahoma City, OK. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Merrill since 1995 and Bank of America, N.A. since 2011. Klem is also a limited partner in SKK&MKK LLC, a for-profit LLC. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.