Alana Word is a financial advisor with Edward Jones in Edmond, OK, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she worked at DoorDash for two years and has experience in the healthcare sector with Great Plains Regional Medical Center and Alliance Health CRH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Sang Tran is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing member of two LLCs involved in real estate ownership and land management in Warr Acres, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Katherine Ellis is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2005. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Darlene Eisel is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Align Wealth Management for 21 years before joining Edelman Financial Engines in 2023. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Jeffrey Burton is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He also practices as an attorney, providing estate and business planning, commercial litigation, and Social Security disability assistance through J. Michael Entz, Inc. dba Entz Burton & Associates. His financial services work includes roles at Cetera and Apex Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Kevin Gaspard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His background includes roles at Bank of America, Merrill, and Equitable Advisors prior to joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment process.

Robin Byford is a CFP® professional with 37 years of experience in the financial services industry. She has worked at Raymond James & Associates since 2020 and previously held positions at Bank of America and Merrill. Outside of her advisory role, she is the CEO of Byrdbyford, LLC, a business entity managing investments held at Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by a nationwide adviser force and a broad range of investment management styles.

Michael Slack is a financial advisor at Wells Fargo Clearing in Edmond, OK. He holds a Series 66 designation and has prior experience at AVIO Consulting, Clevyr, Hoegg Software, StarSpace46, and Water4. 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 a range of brokerage and advisory solutions supported by research and analytics.

Tyler Fields is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Copper Financial Network, Ameriprise Financial Services, LPL Financial, and JPMorgan Chase Bank. Outside of finance, he is involved in stand-up comedy. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party investment models and provides ERISA fiduciary services through a network of Investment Adviser Representatives.

Nathan Geist is a Certified Financial Planner (CFP®) affiliated with Edward Jones in Oklahoma City, OK, with 11 years of industry experience, all at Edward Jones since 2015. There are no notable prior firms or additional business activities reported. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Michael Pendergrass is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding a Series 66 license and 20 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. He is also the managing director of BlueCrest Financial Alliances, where he focuses on the solicitation and sale of fixed life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services operates as 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 financial planning engagements supported by firm-approved software and offers specialized programs including estate-settlement and employer-sponsored planning.

Christopher Mcneil is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and LPL Financial. Mcneil was also involved with the New York Society of Security Analysts for over a decade and previously operated McNeil Wealth Management. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management across a broad range of asset classes.

Mary Bauer is a financial advisor at Edward Jones in Oklahoma City, OK, with 21 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, she worked at Hilltop Securities for nine years. Bauer has served on the Make a Wish 13th Annual Purse Luncheon Committee in Oklahoma City. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

Douglas Brown is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Oklahoma City, OK. His prior experience includes roles at Nautic Financial Group LLC and involvement with non-variable insurance since 2011. He is also the owner of Brownstone Financial Services LLC and provides advisory services at Rimmer Retirement Advisors, where he supervises office employees under an independent contractor agreement. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor and specialized retirement plan advisory programs.

Amanda Dulworth is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is involved in Stand Tall Designs, an arts and crafts business based in Moore, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Johnny Emerson is a financial advisor at Osaic Wealth, Inc. in Edmond, OK, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Osaic Wealth since 2018 and previously spent two years with Signator Investors, Inc. Emerson is president and 100% owner of Mid-America Marketing Corp., operating under Emerson and Company, which provides financial, insurance, and investment services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools and automated rebalancing to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brandon Rainbolt is a financial advisor with LPL Financial in Edmond, Oklahoma, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and has experience in retail and service roles prior to his advisory career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services supported by technology and model portfolios, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Marcia Cary is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

T Jackson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the investment committee and board of the Collins Cemetery Association of Okeene, Oklahoma. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services to individuals and institutional clients.

Gregory Hester is a financial advisor with Ameriprise in Edmond, Oklahoma, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he manages Jon L. Hester P.C., an outside business activity. 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 recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies.