Stephen Jones is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with Cetera. He has previously worked at VOYA Financial Advisors, Inc. and Wall St Brokerage. Jones is the owner of Jones Financial Partners, where he provides services related to estate planning and financial products. He also holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Richard Mohr is a Series 66-licensed financial advisor with Morgan Stanley in Oklahoma City, Oklahoma, and has 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured discovery processes and advanced modeling tools in its planning services.

Joshua Morgan is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding a Series 66 designation and six years of industry experience. Prior to joining Mass Mutual in 2025, he worked at Momentum Independent Network Inc. and Hilltop Securities Independent Network Inc. Outside of financial advising, Morgan owns and operates two construction-related businesses, Bricktown Roofing and Construction and Morganite Fence Solutions. Mass Mutual Investors Services 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 structured approach that includes collaborative annual planning engagements and various event-driven planning programs.

Gregory Ashton is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 24 years of industry experience with prior roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. In addition to his advisory work, he is involved in publishing through Ashton Publications and operates The Ashton Group, a business he has maintained for over two decades. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, offering a range of portfolio management solutions including proprietary and third-party strategies.

Jeffrey Blumenthal is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Prudential Equity Group, LLC for 11 years before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he is involved with a private charitable foundation he owns with his spouse and serves as co-trustee for several family trusts. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Joshua Do is a financial advisor at Mass Mutual Investors Services in Oklahoma City, OK, holding a Series 66 designation with approximately one year of experience. His prior work includes roles at Bluecrest Financial Alliances, MassMutual Life Insurance Company, and Masa Ramen & Sushi. Outside of finance, he has experience working in the restaurant industry, including positions at Pappadeaux Seafood Kitchen and American Ale House. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including estate and employer-sponsored planning, with financial planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.

Peter Harlin is a financial advisor at Wells Fargo Clearing in Oklahoma City, OK, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. He serves as successor trustee for the ORZA Revocable Trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Tyler Toth is a financial advisor at Ameriprise in Oklahoma City, holding Series 63 and Series 65 registrations with one year of industry experience. His prior work includes a year at Unlimited Officials and a decade in education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on income stability and tax-aware withdrawal strategies.

Anthony Cruse Jr. is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Raymond James and Modern Woodmen and spent five years at the University of Oklahoma. In addition to his advisory role, he is involved with MEW Practice Management as a client service specialist. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Isabela Rodriguez is a financial advisor at Thrivent Investment Management based in Oklahoma City, OK. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at The Master's University and Vector Marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Jeffrey Armstrong is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding a Series 63 credential and 38 years of industry experience. He previously worked at Prudential Equity Group, LLC for nine years before joining Wells Fargo in 2016. Armstrong serves as a trustee for the Town of Lake Aluma, Oklahoma City, a position involving municipal responsibilities such as enacting codes and managing tax regulations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support diversified investment strategies.

Courtney Engel is a financial advisor at Thrivent Investment Management in Norman, OK. She holds a Series 66 designation and has prior experience at Paycom and MidFirst Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

William Sanders Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and over 22 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2003. Outside of his advisory role, he is involved in health-related sales activities through an independent business. 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, wrap and money-manager programs, and educational seminars.

Charles Lundeen Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with MassMutual Financial Group and its affiliate MML Investors Services since 2003. Outside of his advisory role, he has been involved in health-related sales since 1996. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes without investment discretion.

Michael Patterson is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 63 designation and over 41 years of industry experience. He has been with Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, he is involved as managing general partner in a real estate partnership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Timothy Smith is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His career includes roles at New York Life and Principal Financial Services. He also works as a health insurance agent outside of his advisory duties. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning relationships and a range of investment and educational programs.

Rachelle West is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2018, following thirteen years at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global market projections in its financial planning process.

Keri James is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. Her career includes tenures at Wells Fargo Clearing since 2003 with a break in 2004, as well as roles at Exencial Wealth Advisors and Prudential Equity Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Sonja Snider is a financial advisor with Merrill in Oklahoma City, Oklahoma, holding a Series 66 designation and possessing 10 years of industry experience. She has worked at Merrill Lynch since 2014. Outside of her advisory role, she is involved as a part-time consultant for Rodan + Fields, selling skincare products. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Natalie Lim Taylor is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for six years and Paycom for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.