Mason Pieratt is a financial advisor with Ameriprise in Oklahoma City, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he was affiliated with the University of Oklahoma and Deer Creek High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing investment research and algorithmic tools within a defined investment universe.

Shawn Houk is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and H.D. Vest. Outside of his advisory role, he serves as president of the OKC Metro Officials Association and volunteers with Rotary International and the FBI Oklahoma City Citizens Academy Alumni Association. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a broad network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analysis, and third-party platforms to construct diversified portfolios tailored to clients’ needs.

Cameron Broderick is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Equitable Financial Life Insurance Co. Broderick is also involved with his investment practice under the DBA Capital Asset Management, Inc. in Oklahoma City. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers. The firm provides integrated brokerage, advisory services, and access to multiple third-party investment platforms, utilizing firm-provided tools and automated rebalancing to manage portfolios across a range of asset types.

Julie Selig is a financial advisor at Merrill with 30 years of industry experience. She has been with Merrill since 2004 and holds Series 63 and Series 66 credentials. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Shawn Powell is a financial advisor with Raymond James Financial in Midwest City, OK, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James Financial since 2004 and also operates Powell Financial Services and Oklahoma Financial Planning Group, Inc. Outside of advising, Powell owns and manages several real estate and business consulting ventures. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers advisory programs as well as specialized services in municipal finance and retirement plan consulting.

Joseph Charron is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63, 65, and 66 licenses. His work history includes roles at American Fidelity Securities, First Allied Securities, and Cetera entities. He is also involved with Investment Concepts, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Danny Polite is a financial advisor with Merrill based in Oklahoma City, OK. He holds a Series 66 designation and has eight years of industry experience. Danny has worked at both Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party teams.

Azmi Fakhoury is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Anthony Manning is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His previous roles include positions at Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he serves as Secretary of the Board of Directors for OCUSA Water Utility and owns a home-based retail sales business. 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 range of advisory services including financial planning, model portfolios, and third-party asset management, supported by technology tools for operational and research assistance.

Richard Henderson is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining OSAIC in 2023, he spent 34 years at FSC Securities Corporation. Outside of his advisory role, he owns a sole proprietorship providing personal and small business consultation services and also trades collectibles such as sports memorabilia and numismatic coins. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple investment platforms.

William Osborne is a Series 66 licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and previously was with Edward Jones from 2015 to 2019. Outside of his advisory work, he has been involved with Bridgeway Church since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including personalized financial planning. The firm employs structured planning tools and financial modeling techniques and manages approximately $2.74 trillion in client assets.

Mathew Medcraff is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding role with Bank One beginning in 2005. He holds Series 63 and Series 65 licenses. 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. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Danielle Burrus is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with 14 years of industry experience. She has been with Morgan Stanley since 2006. Outside of her advisory role, she serves as president of the Heartland CamarosOKC Club, a local car club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Michael Foote is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has held roles at Mid-America Christian University since 2007, including Co-Director of Library Services, and serves in the Air National Guard. Foote has also been affiliated with PFS Investments Inc. and Primerica Financial Services for over a decade. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients, with a focus on wrap-fee solutions rather than institutional plan management.

Robert Briscoe is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities, LLC and Prudential Insurance Company of America since 1980. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Lance Polk is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and has worked at JPMorgan Chase Bank, N.A. since 2012. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program supported by a centralized due-diligence framework.

James Wood is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 registrations and 28 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. He also maintains a referral relationship with Arcadia Structured Settlements. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

Henry Hasler is a CFP® and holds a Series 66 license, currently working with Fidelity Investments. He has five years of industry experience, including six years of service in the United States Air Force prior to his financial career. His background includes roles at Fidelity Brokerage Services, LLC since 2020 and Fidelity Investments since 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Minka Latta is a financial advisor with Raymond James & Associates in Oklahoma City, OK, holding Series 63 and Series 66 credentials and totaling 28 years of industry experience. She has worked at Raymond James & Associates since 2018 and previously was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Latta is an owner of a small rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Kacey Boothe is a financial advisor at Equitable Advisors with 31 years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Equitable Advisors, she spent 30 years at American Fidelity and held positions at several other firms, including Transamerica Financial Advisors and World Financial Group. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing third-party asset managers and advisory platforms alongside proprietary offerings.