Shane Thompson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and with 10 years of industry experience. Prior to joining OSAIC in 2023, he spent eight years at Sagepoint Financial, Inc. He is also involved in his community as an AV engineer for special occasions at his local church. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes, supporting both discretionary and non-discretionary accounts.

Bobby Neeley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Oklahoma City, OK, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 39 years of industry experience and has operated Neeley Consulting LLC since 2016. In addition to his advisory role, he is an agent involved in the sale of fixed index life insurance products. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

Luke Gentry is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mathis Brother's Furniture, Paycom Corporate Headquarters, and Oklahoma State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach incorporates investment research, third-party data, and algorithmic tools within an investment universe influenced by affiliated product relationships.

Daniel Bruner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and families to develop long-term wealth strategies aimed at reducing the stress often connected to financial management. Daniel holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniel's professional focus includes areas such as college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. He earned a bachelor's degree from the University of Oklahoma and has more than ten years of experience living outside his native Oklahoma. He is married to Meghan since 2005, and they have three children together. Daniel lives and works in central Oklahoma City. He is involved with community organizations including Restore OKC, Blood Cancer United, and Wilson Arts Inc. His personal interests include basketball, boating, drawing/sketching, music, painting, reading, spending time with his family, traveling, and coaching kids sports.

Perry Pederson is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Adam Belusko is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and 11 years of industry experience. Prior to joining OSAIC in 2024, he spent eight years at Securities America Advisors. Outside of his advisory role, he owns A Joseph Belusko LLC, a consulting firm focused on business development and marketing strategies primarily within the aviation sector. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with tools and strategies designed to manage diversified portfolios across various asset classes.

Richard Baker is a financial advisor at Primerica Advisors with 38 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Craig Shriner is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. 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, including tailored financial planning supported by structured discovery processes and firm‑approved tools.

William Bishop Jr. is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he co-owns BD Real Estate, LLC with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Keith Carter is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior roles include positions at Arvest Wealth Management, Raymond James Financial Services, Cetera, and MidFirst Bank. He is an officer and treasurer on the board of Community Health Centers of Oklahoma, a nonprofit focused on healthcare facility development and operation, and is a partner in Yes I Can! Learning Center, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice based on a combination of proprietary research, third-party data, and algorithmic tools.

Sharon Lucas is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Horace Mann Insurance. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm provides investment advisory and brokerage services with a model-driven investment approach and access to third-party asset managers and wealth portfolios.

Ted Bowling is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Beyond his advisory role, he is a 50% owner of TeNan Production LLC, an oil and gas investment company, and serves as a county board member in Palatine, Illinois. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and firm-approved tools to assist clients in modeling financial outcomes.

Graham Gore is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2022, he was affiliated with Gores Phillips 66 and has a background that includes roles at the University of Oklahoma and in education at Seiling Junior and High Schools. He serves as a board member of the Edmond Area Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm offers a range of investment programs through a network of advisers and emphasizes matching clients to appropriate models or discretionary managers, utilizing both proprietary and third-party solutions.

Creighton Gary is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with LPL Financial since 2010, following prior roles at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Cressandra Adams is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2020 and has prior experience working in healthcare and community roles, including a position at Mercy Hospital. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shaena Carter is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies designed to help clients pursue their long-term financial goals. Shaena integrates a comprehensive understanding of each client's financial picture with access to Merrill's investment insights and Bank of America's banking and lending solutions. With the Professional Investment Advisor (PIA) designation, Shaena brings expertise in personalized financial planning to her role. She holds a Bachelor's Degree from Northeastern State University. In addition to her professional work, she is active in community service, following Merrill's tradition of giving back through volunteerism.

Chad Rother is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Morgan Stanley since 2010, including his current role at Morgan Stanley Private Bank, National Association since 2015. His other business activities include estate administration and trust services in a successor role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Cornell Sinclair is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His background includes long-term roles with PFS Investments Inc. and Primerica Financial Services, as well as service in the U.S. Navy Reserves. Outside of finance, Sinclair is a content creator on YouTube, producing material on lifestyle, personal development, political issues, travel, and food. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies and operates at scale with approximately 3,966 advisors and $15.5 billion in assets under management.

Alisonn Best is a CFP®-certified financial advisor with 21 years of industry experience, currently serving clients at LPL Financial since 2021. Her prior experience includes roles at Providence Financial Group LLC and Waddell & Reed, Inc. She has been involved with several business entities related to investment and insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational resources.

Jeffry Carel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.