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.

Brett Valentine is a financial advisor at OSAIC with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc and has project management experience at Telus Agriculture. He also manages a separate project management business focused on coordinating stakeholder requirements and maintaining regulatory compliance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and advisory services with a variety of investment solutions and platforms.

David Bott is a financial advisor with Cetera Wealth Services, LLC in Oklahoma City, holding a Series 66 designation and bringing 26 years of industry experience. He has a long career history with Avantax firms dating back to 1999 and is also a CPA with over 31 years of experience operating his own accounting and tax preparation practice. Additionally, he manages a family trust and is involved in farming operations through ownership of agricultural land. Cetera Investment Advisers LLC provides services through a large network of independent advisors, offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform with a wide range of investment programs and access to both affiliated and third-party managers.

Rachel Earhart is a financial advisor with Edward Jones in Yukon, OK, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and was previously employed at FirstCash Inc from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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.

Kevin Arsenault is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and five years of industry experience. His prior roles include positions at Wells Fargo and First Bank of the Palm Beaches. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Stephanie Comer is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. She previously worked at Valliance Bank and CrossFirst Bank, each for three years. Comer is based in Oklahoma City, OK. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and research-supported investment strategies.

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.

Tyler Toth is a financial advisor at Ameriprise Financial Services with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Ameriprise in 2024, Tyler worked at Unlimited Officials from 2022 to 2023 and was involved in education for ten years. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Wedel is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Wymer Brownlee Wealth Strategies prior to joining Cetera. Wedel also serves as a trustee of a family trust that includes special needs provisions. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party money managers.

William Sanders Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and over 22 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2003. Outside of his advisory role, he is involved in health-related sales activities through an independent business. Mass Mutual 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, wrap and money-manager programs, and educational seminars.

Charles Lundeen Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with MassMutual Financial Group and its affiliate MML Investors Services since 2003. Outside of his advisory role, he has been involved in health-related sales since 1996. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes without investment discretion.

Pamela Fuerst is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., with two years of industry experience. She has been with Raymond James since 2024 and is also associated with Fuerst Financial LLC, a non-investment-related support company based in Erie, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Patterson is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 63 designation and over 41 years of industry experience. He has been with Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, he is involved as managing general partner in a real estate partnership. 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 and financial planning services that utilize structured planning tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Valerie Tunnell is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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 strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Timothy Smith is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at NYLife Securities and Princor Financial Services Corporation. In addition to his advisory role, he is active as a health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools.

Dewayne Crunk is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and affiliated firms since 2013, as well as at Venturi Wealth Management from 2018 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Brian Hancock is a financial advisor with Edward Jones in Oklahoma City, OK. He holds the Series 66 designation and has 13 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Anthony Howard is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC for 21 years. Outside of his financial services career, he is an ordained minister with no compensation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jeffrey Kitchens is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Edward Jones, having previously worked at Merrill, Inherent Real Estate, LLC, and J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.