Daniel Stith is a CFP® certificant with 47 years of industry experience, currently affiliated with OSAIC since 2023. He has held leadership roles including Owner and CEO of Wealth Management Group, L.L.C. and President of Carroll Enterprises, Inc. Stith is also a founding director of the Living Through His Word Foundation, an organization promoting Christian-based activities, and serves on several nonprofit boards including the Oklahoma State Foundation and the Jim Thorpe Association. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a range of asset-allocation tools and investment products to tailor portfolios to client needs.

Phillip Suarez is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. Outside of his advisory role, he serves as Chief Marketing Officer for Ansible, a social networking platform for musicians, and is a drummer for the band Mopak. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors.

Reg Aldrich is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Country Financial for 13 years before joining Raymond James in 2022. Aldrich is also involved in insurance sales through ownership of First Harvest Insurance OKC, LLC, and First Harvest Insurance, LLC, and serves as an advisor and partner at True Harvest Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Michael Cain is a Series 66-licensed financial advisor at LPL Financial with seven years of industry experience. His prior roles include positions at Nellie Green, Waddell & Reed Inc., and various insurance carriers. Outside of advising, he operates Integrity Advisors Group, a DBA related to his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of advisor representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Larry Paulk is a financial advisor with Primerica Advisors in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004 and previously worked in the Washington Public School system for over 30 years. Outside of financial advising, he is co-owner of Week Knockers, a yard spraying business in Washington, Oklahoma. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options, operating primarily under a wrap-fee structure rather than serving institutional or pension plans.

Christopher Moody is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as the Chairman of Maintenance on the Calistoga Crossing Home Owners Association Board of Directors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Fuller is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Primerica Advisors since 2000 and with Primerica Financial Services since 1996. Outside of his advisory role, he is involved in selling home security and automation products through an affiliate of PFS Investments and receives compensation for loan product sales and client service referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, using model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, managing portfolio implementation through BNY Mellon Advisors.

Adam Bahner is a financial advisor at OSAIC with 16 years of industry experience. He holds the CFP® and Series 66 designations and has been with Royal Alliance since 2016. Outside of his advisory role, he is involved as a licensed agent in individual and group life and health insurance and owns a commercial real estate holding company, Talka, LLC, in Oklahoma City. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisors and advisory platforms. The firm offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers, employing tools such as asset-allocation models and automated rebalancing to manage portfolios.

Christopher Crotts is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including FSC Securities Corporation and Cetera. Crotts is also managing member of Crotts Lohrey & Associates, PLLC, which provides accounting and tax services, and has interests in retail package stores and property management. OSAIC serves a diverse range of clients such as individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment vehicles.

Rickey Ezell is a financial advisor with LPL Financial in Edmond, Oklahoma, holding a Series 66 credential and 18 years of industry experience. He previously worked for Edward Jones for 12 years before joining LPL Financial in 2019. Outside of his advisory role, he serves on the board of a nonprofit organization in Oklahoma City and owns a home maintenance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, complemented by research resources and various portfolio management options.

Jason Bach is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Company, holding Series 63 and Series 65 designations with 32 years of industry experience. He has been with MassMutual Investors Services since 2004 and MassMutual Life Insurance since 2010. Outside of his advisory work, he is the owner of TILT UP!, LLC, a company through which he is writing a book and producing promotional materials unrelated to the financial industry. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations as part of annual, collaborative planning engagements.

Scott Haas is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and six years of industry experience. Before joining Primerica Advisors in 2020, he worked with Environmental Testing, Inc. from 2015 to 2023. Outside of his advisory role, he serves as vice president of a local BNI chapter and works as an independent contractor for Environmental Testing, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides services through a large network of advisors.

Amber Eduvigen is a financial advisor at OSAIC with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Woodbury Financial, Cetera Advisors, and Investors Capital Corp. Additionally, she is involved as a financial planner and insurance agent with Eternal Wealth Management in Oklahoma City. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services using various asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Andrew Self is a financial advisor with Ameriprise in Edmond, Oklahoma, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm serves a large client base through advisory, brokerage, and insurance solutions typical of an institutional firm.

Aaron Curry is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2006 and founded A & O Advisory, LLC in 2003, where he serves as managing partner. Outside of his advisory work, he serves as treasurer for the Regional Transit Authority and is a board member of the Oklahoma City Police Foundation. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

Michael Wojtek is a CFP® professional with 23 years of experience in the financial industry. He has worked at Raymond James & Associates since 2020 and previously held roles at Bank of America and Merrill from 2013 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Mason Cude is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. His prior experience includes roles at Arvest Wealth Management and IAS. He is also involved as a financial coach for WINGS FOR WIDOWS, providing virtual sessions on financial topics to spouses who have lost a significant other. OSAIC serves a diverse client base including retail and institutional investors with a range of advisory platforms and services. The firm employs various portfolio construction tools and offers access to third-party managers, supporting both discretionary and non-discretionary accounts.

Michael Mc Cormick is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of his advisory role, he is a partner in RCM Trucking LLC, a trucking business based in Edmond, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,000 advisors and manages more than $1 trillion in assets.

Eugene Thomas is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Outside of advisory work, he is involved in farming as the owner and operator of Shiloh Creek LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jarris Davis is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities LLC since 2013. 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 through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.