Matthew Kyle Sanders is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Matthew offers expertise in areas including divorce transition planning, family wealth management strategies, managing new wealth, portfolio management services, and individual and corporate investment strategy. Matthew holds a Bachelor's Degree from East Central University and is a Personal Investment Advisor (PIA). He emphasizes a one-on-one approach with clients to develop financial strategies designed to help pursue long-term goals. Outside of his professional work, Matthew is involved with community organizations such as Delta Waterfowl and Ducks Unlimited. His personal interests include boating, football, hunting, photography, and traveling.

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. Prior to joining LPL Financial in 2021, he has worked with firms including WealthFirst Financial Advisors and OKC Wealth Advisors. He also serves as an adjunct instructor at Francis Tuttle Technology Center and operates a notary business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary portfolio management.

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 with a Series 66 credential and three years of industry experience. His prior work includes roles at MidFirst Bank, Option One, Amazon, and St Anthony Hospital. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Anthony Garcia is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Tinker Federal Credit Union. He is also involved in political activities through his work with Francis Tuttle Technology Center. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

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 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 CFA® charterholder with 44 years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is the owner and general partner of Excelsior Max!, LLC, a business unrelated to investment activities. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a notable presence in public finance and municipal work.

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 25 years of industry experience. She previously worked at BancFirst and T. S. Phillips Investments, Inc., both from 2007 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Catherine Lantz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has held various roles within Cetera and its affiliates since 2016 and has prior experience at Woodbury Financial, Investors Capital Corp, Cameron Financial Strategies, and OSAIC. Outside of advisory work, she is also licensed to sell fixed insurance products and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across various program structures.

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. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 solutions, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Cooper Park is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Crimson Creek Golf Course and El Reno Municipal Pool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

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.

Christopher Freeland is a financial advisor with Cambridge Investment Research Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife. Freeland is also the owner of an independent insurance agency operating as Watercolor Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.