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.

Cassandra Morris is a financial advisor with Charles Schwab in Oklahoma City, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. She serves as a board member of the Greater OKC Asian Chamber of Commerce, focusing on supporting Asian business owners. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized custody, brokerage, and cash-sweep services.

Sasan Hashemi is a CFP® professional with 39 years of industry experience, currently affiliated with Cetera in Oklahoma City, OK. His career includes long tenures at First Allied Advisory Services and Investment Concepts & Financial Planning Services, the latter of which he continues to own and operate. In addition to his advisory work, he serves as a notary public and is involved in an insurance business and a holding company. Cetera Investment Advisers LLC is an SEC-registered adviser supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party manager selection, and bespoke strategies across various discretionary and non-discretionary accounts.

Derek Dick is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at First Command Financial Services and Medline Industries. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management.

John Sullivan is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. His other business activities include various outside insurance contracts. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs through its network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and specialized asset managers while providing ERISA fiduciary services to qualified plans.

James Denton is a financial advisor with Cetera and holds the PFS™ and Series 66 designations. He has seven years of industry experience and is also involved with Arledge & Associates, PC, a full-service CPA firm where he provides limited consulting services. Denton serves on the board of the Oklahoma Venture Forum as treasurer and is a board member and secretary of the Edmond Historical Society. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Jordan Fuerst is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has operated Fuerst Financial, LLC since 2016. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting supported by analytical tools and has a municipal advisor affiliation that enhances its public finance capabilities.

Elizabeth O'Malley is a Series 66-registered financial advisor with Edward Jones, based in Choctaw, Oklahoma. She has 16 years of industry experience, all with Edward Jones since 2010. 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 through a nationwide network of nearly 24,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Stephanie Woods is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked previously at FSC Securities Corp and 180 Medical. Woods also serves as a wealth manager for Capital Asset Management, Inc. and Spirit of the West Financial Corp., both involved in portfolio management and financial planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to clients’ risk tolerances.

Raymond Paquet is a financial advisor with RBC Capital Markets in Oklahoma City, holding a Series 66 designation and 12 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies, combining in-house and third-party investment managers, and provides portfolio management, financial planning, custody, and brokerage services.

James Story is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining MassMutual in 2020, he worked with NYLife Securities and New York Life Insurance Company for seven years. Outside of his advisory role, he serves as a board member for True North Ministries, participating in ministry activities and camps. MassMutual 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, emphasizing collaborative, software-driven planning tailored to client goals.

Jay Edzards is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 63 designation and bringing 38 years of industry experience. He previously worked at Merrill for 29 years and Bank of America for 7 years before joining UBS in 2017. Outside of advisory work, he is involved with a family farm, Gooch Farms LLC, and serves as a fiduciary for his daughter's retirement account. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Jim Duncan is a financial advisor with OSAIC based in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018, previously at Sii from 2014 to 2018, and has been associated with Benchmark Financial since 1985. Outside of his advisory role, he serves as President of Benchmark Financial Group, LLC, an insurance and employee benefits agency. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party managers to construct portfolios that include a range of asset classes, managed on discretionary or non-discretionary bases.

Adam Hernandez is a financial advisor with Fisher Investments, holding a Series 65 credential and six years of industry experience. He has been with Fisher Investments since 2019 and previously worked at R2Logistics and BJ's Restaurants. Outside of advising, he owns a rental property managed by a third-party property manager. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Preston Patterson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015 and 2016, respectively. He is based in Oklahoma City, OK. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools and models such as Monte Carlo simulations in its financial planning process.

Lacie Mc Cumber is a CFP® and Series 66-registered financial advisor with Edward Jones in Oklahoma City, Oklahoma, where she has 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, Mc Cumber is the owner of RISE TKLD, LLC, a retail merchandise business. 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 large network of financial advisors and branch offices nationwide.

Tanner Bonham is a financial advisor at Edward Jones in Edmond, Oklahoma, holding the Series 66 designation with six years of industry experience. His prior work includes roles at Kelley Jewelers and the Weatherford Daily News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a wide range of advisory programs and approximately $1.01 trillion in assets under management across a nationwide network of financial advisors and branch offices.

Christopher Nader is a financial advisor with Edward Jones in Edmond, Oklahoma. He holds a Series 66 designation and has one year of industry experience. He has served in the Oklahoma Army National Guard since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers various discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Jacob Rainbolt is a financial advisor with LPL Financial based in Oklahoma City, OK. He holds a Series 66 designation and has five years of industry experience, including prior roles at Banc First and a position with the United States House of Representatives. 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 variety of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple investment approaches.

Stephen Rimmer is a financial advisor with Raymond James Financial in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James Financial since 2009 and has operated supporting businesses, including a support company he manages. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients, using analytical tools and tailored approaches to address client goals. The firm offers a range of advisory programs and is noted for its municipal advisor affiliation and specialized retirement plan consulting services.