Robin Pierce is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 63 designation and bringing 47 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, alongside tenure at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Charles Rapp is a financial advisor at Edelman Financial Engines in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC before joining Financial Engines Advisors L.L.C., which later became part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, and manages a large scale of client assets with a diversified and long-term investment approach.

Garren Dodson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at multiple firms including Cetera Wealth Services, LLC and Apex Financial Solutions, where he is a partner. Outside of financial services, he has held a role as a cable splicer at OG&E since 1983. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Marsha Mitchell is a financial advisor with Ameriprise in Edmond, OK, holding a Series 63 designation and 33 years of industry experience. She has worked at Ameriprise since 2019 and previously spent seven years with BOK Financial Securities, Inc. and Bokf, Na. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Wilbanks is a financial advisor with Ameriprise in Goldsby, Oklahoma, holding a Series 66 credential and six years of industry experience. His career includes roles at Ameriprise Financial Services and the Mendocino County Employees Retirement Association. Outside of his advisory work, he owns Ultimate Consulting, LLC, and serves as Treasurer on the Board of Directors for the Tri-City Gun Club. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations supported by algorithmic automation and oversight.

James Long is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2012. Outside of his advisory role, he serves as a trustee for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Gregory Park is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds the Series 63 and Series 66 designations. Park served 35 years in the United States Army Reserves, retiring as a Lieutenant Colonel. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

Steven Bajema is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked with Cetera since 2013 and also serves as a personal banking representative at First Fidelity Bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Jessica Mc Coy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for seven years and Merrill for eight years. Outside of her advisory role, she is involved as a proprietor and partner in several retail and healthcare businesses in Edmond, Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Laura Patrick is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 11 years of industry experience. Her work history includes roles at Fidelity Investments, Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of finance, she has been involved with Bloomingdales for over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Randall Parks is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and is committed to building and maintaining strong client relationships. Randall focuses on creating personalized financial strategies that align with his clients' goals and provides advice on wealth management, legacy planning, retirement income, tax minimization, and small business strategies. He holds the Certified Private Wealth Advisor® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Randall earned a bachelor's degree in Finance from Westminster College and is a member of professional organizations including the Financial Planning Association of Oklahoma City and the Investments & Wealth Institute™ (The Institute). His expertise also includes serving as a Personal Investment Advisor and Retirement Benefits Consultant. Randall has lived in Oklahoma for 30 years with his wife Leigh and their three children. They have been active members in their community, participating in organizations such as First Presbyterian Church of Edmond, Junior Achievement of Oklahoma City, Life Church of Edmond, and United Way of Central Oklahoma. His personal interests include baseball, cooking, fishing, football, gardening, golfing, music, and spending time with his family.

Darren Croy is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and previously worked at CP Management, LLC for 12 years. Outside of his advisory role, Croy is involved in several business ventures, including ownership of 2i Comics LLC, a non-investment-related enterprise. Raymond James & Associates, Inc. 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 governmental entities, offering financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Cody Cabler is a financial advisor with Mass Mutual Investors Services based in Oklahoma City, Oklahoma. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, MidFirst Bank, and Allstate Insurance Company. Mass Mutual 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, providing ongoing, collaborative planning engagements tailored to clients’ goals.

Grayson Johnson is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services through both direct and corporate agreements.

Vincent Hart is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2017, previously working for Investment Centers of America, Inc. for 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Jeffrey Edwards is a financial advisor with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience and has previously worked at firms including Edward Jones, J.P. Morgan Securities, Merrill, and Bank of America. Edwards also provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolios, supported by research from LPL Research and third-party subadvisors.

Gabriel De Campus is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he serves as an Engineer Staff Officer in the U.S. Army National Guard. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Phillip Elliott is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at UBS Financial Services and Edward Jones. Outside of his advisory role, Elliott is a silent owner of a beverage import business based in Santa Monica, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and various advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research in its financial planning process.

Linda Kissler is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies that align with clients’ individual goals and adapt to changing market conditions. Linda provides clients access to Merrill’s investment insights along with the banking and lending solutions offered by Bank of America. Her professional credentials include designations as a Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Linda holds a bachelor's degree from the Oklahoma State University System. Committed to community involvement, Linda follows the Merrill tradition of volunteering with organizations in the communities she serves. Her approach centers on working one-on-one with clients to help them pursue their long-term financial objectives.

Suzanne Baxter is a CFP® with 34 years of industry experience, currently affiliated with Cetera. She has been working at Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Baxter serves as a board member and treasurer for Tactus, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management options, financial planning, and access to third-party managers within a multi-manager platform.