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.

John Entz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. In addition to his advisory roles, he has a longstanding legal practice specializing in estate planning, wills, trusts, and probates, and is involved in managing family farming operations and oil and gas interests. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and affiliated resources.

Douglas Settle is a financial advisor with Raymond James & Associates in Oklahoma City, OK. He holds the CFA® designation and has 44 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 12 years. Outside of his advisory role, he is the owner and general partner of Excelsior Max!, LLC, a business unrelated to investment advising. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles and affiliated research to support tailored client strategies.

Meredith Doty is a CFP® with 25 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Bank of America and Merrill Lynch. Doty serves as a board member of the Denison High School PTO, where she is involved in fundraising and organizing events for students. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers both retail and institutional investment solutions.

Colton Cottrell is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and one year of industry experience. He has previously worked at Capital Asset Management and held roles in client services and retail. OSAIC Wealth, Inc. serves a diverse client base, including individual investors and institutions, providing integrated brokerage and advisory services. The firm employs various tools and third-party platforms to construct and manage portfolios across a range of asset classes, supporting both discretionary and non-discretionary accounts.

Sharon Ireland is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at BancFirst, T. S. Phillips Investments, Inc., OSAIC Services, Inc., Spelman & Co., Inc., and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michelle Soderholm is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked at several firms, including UBS Financial Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Randy Sevier is a Series 66-licensed financial advisor with Edward Jones in Oklahoma City, Oklahoma, and has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Casey Harrah is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Casey focuses on developing personalized wealth management strategies tailored to the individual financial goals and needs of clients. They provide access to Merrill's investment insights and the banking and lending solutions offered by Bank of America. Casey holds the Professional Investment Advisor (PIA) designation and completed high school at Heritage Hall. Committed to community involvement, Casey participates in local volunteer efforts consistent with Merrill's tradition of engagement within the communities it serves.

Hayley Kennon is a financial professional with seven years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at several firms including First Allied Securities and Investment Concepts and Financial Planning, where she continues to maintain a role. Outside of financial advising, she is also active as a travel agent with Best Day Ever Vacations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a large network of advisors.

Jefferson Harris is a financial advisor with Ameriprise in Oklahoma City, holding a Series 66 designation and seven years of industry experience. His career includes roles at Ameriprise Financial Services and Northwestern Mutual. Harris serves on the Board of Directors for The Landrunners, an Oklahoma City running club, and is a board member of New Elect. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Cassandra Morris is a financial advisor with Charles Schwab in Oklahoma City, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. She serves as a board member of the Greater OKC Asian Chamber of Commerce, focusing on supporting Asian business owners. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized custody, brokerage, and cash-sweep services.

Sasan Hashemi is a CFP® professional with 39 years of industry experience, currently affiliated with Cetera in Oklahoma City, OK. His career includes long tenures at First Allied Advisory Services and Investment Concepts & Financial Planning Services, the latter of which he continues to own and operate. In addition to his advisory work, he serves as a notary public and is involved in an insurance business and a holding company. Cetera Investment Advisers LLC is an SEC-registered adviser supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party manager selection, and bespoke strategies across various discretionary and non-discretionary accounts.

Derek Dick is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at First Command Financial Services and Medline Industries. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management.

John Sullivan is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. His other business activities include various outside insurance contracts. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs through its network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and specialized asset managers while providing ERISA fiduciary services to qualified plans.

James Denton is a financial advisor with Cetera and holds the PFS™ and Series 66 designations. He has seven years of industry experience and is also involved with Arledge & Associates, PC, a full-service CPA firm where he provides limited consulting services. Denton serves on the board of the Oklahoma Venture Forum as treasurer and is a board member and secretary of the Edmond Historical Society. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Jordan Fuerst is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has operated Fuerst Financial, LLC since 2016. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting supported by analytical tools and has a municipal advisor affiliation that enhances its public finance capabilities.

Elizabeth O'Malley is a Series 66-registered financial advisor with Edward Jones, based in Choctaw, Oklahoma. She has 16 years of industry experience, all with Edward Jones since 2010. 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 through a nationwide network of nearly 24,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Stephanie Woods is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked previously at FSC Securities Corp and 180 Medical. Woods also serves as a wealth manager for Capital Asset Management, Inc. and Spirit of the West Financial Corp., both involved in portfolio management and financial planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to clients’ risk tolerances.

Raymond Paquet is a financial advisor with RBC Capital Markets in Oklahoma City, holding a Series 66 designation and 12 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies, combining in-house and third-party investment managers, and provides portfolio management, financial planning, custody, and brokerage services.