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.

Joni Hill is a financial advisor at Raymond James Financial in Oklahoma City, OK, with three years of industry experience. She holds the Series 66 designation and previously worked at Lasalle St. Securities, L.L.C. from 2014 to 2017. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using risk profiling and analytical tools and supports its clients through various advisory programs and institutional consulting.

Troy Brown is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 1992. Outside of his advisory role, he is involved in managing commercial office properties through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment services, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Collins is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a broad range of investment and advisory services.

David Thielke is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 24 years. He holds Series 63 and Series 65 credentials. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved tools.

Robin Rush is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent time at Prudential Equity Group, LLC. Outside of his advisory work, Rush serves as vice president of Graystone Properties of Oklahoma City, a company owned solely by his spouse, where he assists with record-keeping for monthly meetings. 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 and analytics to guide portfolio construction and investment selection.

Thomas Tobin is an Investment Consultant at Fidelity Investments. He works with clients to simplify financial decision-making and help them toward their long-term goals through thoughtful planning and investment guidance. Thomas has held multiple roles at Fidelity Investments, starting as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager from 2025 to 2026, before taking on his current position as Investment Consultant in 2026.

Joshua Wolverton is a financial advisor with Stifel in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent two years at Wells Fargo Clearing. Outside of his advisory role, he is a member of a family LLC that manages accounts in the absence of his father. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tobie Timmermans is a Financial Consultant at Fidelity Investments, where he has served since 2026. In this role, he works closely with clients to understand their unique financial situations and develop tailored plans aimed at growing, protecting, and distributing their wealth. Prior to his current position, Tobie held roles as an Investment Consultant and in Workplace Planning & Advice at Fidelity Investments, accumulating experience from 2022 onward. Throughout his career at Fidelity Investments, Tobie has emphasized establishing clear client goals and tracking their progress to identify opportunities for financial improvement. His approach focuses on co-creating and maintaining financial plans that aim to ease client concerns and foster financial confidence and peace of mind. Outside of his professional work, Tobie enjoys camping, watching movies, skiing, playing soccer and tennis, and is engaged in parenthood.

Daniel Heaton is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 10 years of industry experience. He has worked with Cetera and affiliated firms since 2019 and is also the president of Ladybug Baits, a coatings company. Additionally, Heaton owns Ladybug Holding, an LLC focused on mineral rights. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Kevin Nichols is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Waddell & Reed for three years before joining LPL Financial in 2013. Nichols also operates an investment-related business, OKC Investment Advisors, which functions as a DBA for his LPL activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jamie Blakley is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at HD Vest Insurance Agency Inc and HD Vest Advisory Services. He is also the president of Successful Financial Strategies, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides various portfolio management options, including proprietary and third-party strategies, and supports both discretionary and non-discretionary investment approaches.

Aiden Jones is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Tinker Federal Credit Union and Amazon. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers tailored retirement planning advice through a written Recommendation Report and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Seth Park is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he was employed with Sterling Public Schools from 2015 to 2017. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, investment strategies, and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

Hunter Stringfellow is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. 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.

Ryan Butts is a CFP® with 24 years of industry experience, currently affiliated with OSAIC. He has worked at several firms including Royal Alliance Associates, Forthbridge Financial Group, and First Independent Advisory Services. Outside of his advisory work, he serves on the board of the Oklahoma Council on Economic Education, is president of the Gamma Kappa of Kappa Sigma Foundation, and participates on the City of Nichols Hills Parks Commission. OSAIC serves both retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers. The firm employs a range of portfolio construction tools and provides access to multiple advisory platforms and third-party money managers.

Michael Sigmon is a financial advisor with LPL Financial in Norman, OK, holding CFP® and ChFC® designations and over 43 years of industry experience. He has been with LPL Financial since 1995. Sigmon also serves as president of Sigmon Associates, Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs various model portfolios, third-party subadvisors, and customized strategies.

John Carroll is a financial advisor with Ameriprise in Norman, OK, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Carroll serves on the Board of Directors for the Oklahoma State Chapter of the National Association of Insurance and Financial Advisors and chairs its IFAPAC committee. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through affiliated companies, utilizing research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Stephanie Bruehl is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 66 licenses and having 18 years of industry experience. Her prior work includes roles at UBS Financial Services and Merrill. Outside of her advisory practice, she is involved as a consultant in sales and marketing for Rodan and Fields Dermatology. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including customized financial planning. The firm uses structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Andrew Knox is a CFP®-certified financial advisor with 11 years of industry experience, currently with Morgan Stanley in Oklahoma City. His prior experience includes roles at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a real estate property management LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and financial strategies through its extensive network of advisors.