Jack Cantrell is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized, goal-based financial plans aligned with their values and long-term objectives. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position. His professional experience encompasses client relationship management and financial planning, gained through his tenure at Fidelity Investments from 2023 to the present. This experience provides him with a comprehensive understanding of financial services and client-focused planning. Outside of his professional role, Jack enjoys engaging in social events with friends, playing golf, watching movies, attending theater performances, spending time with pets, and traveling.

Kristi Anna Abdoo is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has held positions at firms including Schwab Wealth Advisory Inc, Charles Schwab, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutions, charitable organizations, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and in-house research.

John Baughman is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors since 2024 and is also involved with Loe Financial Group. Outside of advisory work, he is engaged in sales of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and offers a range of account options supported by BNY Mellon Advisors and Pershing.

James Chiconas is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Equitable Advisors since 2006 and previously held roles at Axa Advisors, OSAIC Services, Spelman & Co., and Century Advisors. He serves as the treasurer and a board member of St. George Greek Orthodox Church on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory programs catering to various client needs, including ERISA fiduciary services for qualified plans.

Thomas Conklin is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Mass Mutual Investors Services since 1990 and with MassMutual Life Insurance Company since 1989. Outside of his advisory role, he serves as a part-time minister to senior adults at Memorial Road Church of Christ. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers specialized services such as divorce and estate-settlement planning.

Elizabeth Lents is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 credential and totaling 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2007, following two years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing proprietary tools and modeling techniques.

Steven Curry is a financial advisor with Cetera in Oklahoma City, holding Series 63 and Series 65 credentials and 13 years of industry experience. Prior to joining Cetera and MidFirst Bank in 2025, he worked at BOK Financial Securities and Bokf, NA from 2012 to 2025. Outside of his advisory role, he is a trust officer at MidFirst Bank and owns SACTLC LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing multiple program structures and access to both affiliated and third-party money managers.

Ashley Webb is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

James Browning is a financial advisor with Edward Jones in Oklahoma City, OK, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Michael McCall is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years and has been with MassMutual-related firms since 2016. Outside of advising, he is involved in independent insurance agencies and tax preparation services. MassMutual 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 with a focus on collaborative, annual client relationships and event-driven planning programs.

Timothy Mills is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Cambridge since 2019 and previously served at FSC Securities and Arvest Wealth Management. Outside of advisory work, Mills owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing proprietary and third-party strategies tailored to client objectives.

Justin Covey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He supports clients in making informed financial decisions by applying disciplined planning and strategic management tailored to their individual goals. His professional approach is shaped by his experience as a former Army pilot and Commissioned Officer, where meticulous planning was critical to mission success. Justin's areas of expertise include legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Oklahoma State University. Beyond his professional role, Justin is involved with the Dale K. Graham Veterans Foundation. He resides in Norman, Oklahoma, with his wife Tennille and their two daughters. His personal interests include adventure sports, basketball, boating, cooking, golfing, hunting, skiing, spending time with family, traveling, and watching movies.

Sidney Klem is a financial advisor with Merrill based in Oklahoma City, OK. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Merrill since 1995 and Bank of America, N.A. since 2011. Klem is also a limited partner in SKK&MKK LLC, a for-profit LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment 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 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a 20% owner of a vinyl music download business and co-owns a private charitable foundation 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 broader set of financial products than typical institutional advisors, such as insurance-related vehicles and bank deposit sweep options.

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 since 2016. He serves as successor trustee for the ORZA Revocable Trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

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.