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.

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.

Jessica Musshafen is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisors and Signal Research Group. She is a board member of St. Francis Xavier Catholic Church. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers various portfolio management solutions and allows tailored investment strategies with both proprietary and third-party model access.

Ra Layna Kennedy is a financial advisor with Raymond James Financial, holding a Series 65 designation and with nine years of industry experience. She has worked at Ancel Airington & Associates PLLC since 2019 and has been with Raymond James Financial Services Advisors, Inc. since 2018. Kennedy is also a CPA and performs related duties at two support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Amanda Ramirez 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 since 2018 and has prior experience at the Absentee Shawnee Housing Authority and Kohl’s. Ramirez is also involved with Aydelotte Baptist Church and the Absentee Shawnee Housing Authority. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

James Tappan Jr. is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and over 40 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He serves on the boards of a neighborhood historical preservation nonprofit and a church finance committee. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment products and third-party solutions.

Traci Miller is a financial advisor with Morgan Stanley in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Citigroup Global Markets from 2000 to 2009 and at Morgan Stanley since 2009, including Morgan Stanley Private Bank since 2015. Outside of her advisory work, she provides color commentary for the University of Texas at El Paso basketball team. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s approach integrates a structured planning process supported by firm-approved tools and analytical models.

William Aiken is a financial advisor at Raymond James Financial with two years of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and the Oklahoma State University Foundation. He also spent 14 years at Oklahoma Christian School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daryl Osmus is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Osmus serves as a board member for Limbs for Life, a nonprofit organization that provides prosthetic limbs to individuals who cannot afford them. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive goal-based planning on topics such as retirement, taxes, and estate planning, while keeping planning and managed-account services separate.

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.

Benjamin Souza is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Raymond James Financial Services and Tinker Federal Credit Union, as well as managing family enterprises. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Michael Stevenson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Cetera. He previously spent 28 years with Avantax entities and has operated his own CPA practice since 1995. Stevenson is also a partner in an oil and gas exploration business and manages tax preparation and accounting services through his CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, encompassing both discretionary and non-discretionary program structures.

Preston Schaefer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Thrivent Financial and its investment management division since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning and allows clients to combine these services with managed accounts under a consolidated billing option, while keeping planning and portfolio management separate.

James Lowry is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following prior roles at Merrill and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Daniel Stith is a CFP® certificant with 47 years of industry experience, currently affiliated with OSAIC since 2023. He has held leadership roles including Owner and CEO of Wealth Management Group, L.L.C. and President of Carroll Enterprises, Inc. Stith is also a founding director of the Living Through His Word Foundation, an organization promoting Christian-based activities, and serves on several nonprofit boards including the Oklahoma State Foundation and the Jim Thorpe Association. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a range of asset-allocation tools and investment products to tailor portfolios to client needs.

Connor Holman is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His work history includes roles at Edward Jones, Bailee and Co, The Watson Team, and self-employment, as well as several years in education prior to entering the financial services industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Larry Paulk is a financial advisor with Primerica Advisors in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004 and previously worked in the Washington Public School system for over 30 years. Outside of financial advising, he is co-owner of Week Knockers, a yard spraying business in Washington, Oklahoma. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options, operating primarily under a wrap-fee structure rather than serving institutional or pension plans.