Isabela Rodriguez is a financial advisor at Thrivent Investment Management based in Oklahoma City, OK. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at The Master's University and Vector Marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Jeffrey Armstrong is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Armstrong serves as a trustee for the Town of Lake Aluma, Oklahoma City, where he is involved in local governance activities such as enacting codes and overseeing road maintenance. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Timothy Smith is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His career includes roles at New York Life and Principal Financial Services. He also works as a health insurance agent outside of his advisory duties. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning relationships and a range of investment and educational programs.

John Stark is a Series 66-licensed financial advisor with Edward Jones in Edmond, Oklahoma, bringing 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Stark volunteers with CASA, advocating for foster children in the Oklahoma Department of Human Services system by meeting with involved parties and attending court dates. 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 and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

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.

Rachelle West is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2018, following thirteen years at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global market projections in its financial planning process.

Keri James is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and over 30 years of industry experience. Her career includes roles at Wells Fargo Clearing since 2016 and prior experience with Wells Fargo Advisors LLC, Exencial Wealth Advisors, and Prudential Equity Group. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Sonja Snider is a financial advisor with Merrill in Oklahoma City, Oklahoma, holding a Series 66 designation and possessing 10 years of industry experience. She has worked at Merrill Lynch since 2014. Outside of her advisory role, she is involved as a part-time consultant for Rodan + Fields, selling skincare products. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Hunter Cottle is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and has prior work experience at Langston University and Angelo State. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Chantal Calbert is a financial advisor at Morgan Stanley in Oklahoma City, OK, holding a Series 66 designation with five years of industry experience. She has worked at Morgan Stanley since 2018 and previously spent six years at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning facilitated through firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Nick Wu is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on delivering private wealth management services to a group of private global clients. Nick has been active in the financial industry for over three decades, with prior advisory experience at Ernst & Young, AXA Advisors, and Wells Fargo Advisors. He holds a Master's Degree from Oklahoma City University and a Bachelor's Degree from Zhongshan University. Nick is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. He has been named to the Forbes "Best in State Wealth Advisors" list in 2022 and 2023. Nick serves on the advisory board of the Meinders School of Business at Oklahoma City University and the Oklahoma City Philharmonic Board of Directors. He is a member of Leadership Oklahoma City, Oklahoma City Downtown Rotary Club, and Norman Trinity Baptist Church. His personal interests include antiquing, drawing/sketching, golfing, music, painting, singing, swimming, and tennis.

Teresa Wiggins is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo affiliates since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Grant is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James Financial since 2009 and has over a decade of experience selling term and whole life insurance. In addition to his advisory role, he owns and operates an agricultural business involved in growing crops. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Jerrell Mure is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2018, following prior experience at Foresters Financial Services. Outside of his advisory role, he is involved in group life and health sales through Benefits@Work. Mass Mutual 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, and charitable organizations. The firm offers a range of programs including wrap and money-manager options, focusing on collaborative, annual financial planning engagements.

Christopher Chandler is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at J.P. Morgan Securities and Banc One Securities Corporation prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Karim Karim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2012 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns KARIM PRODUCTIONS, a TV production business based in Oklahoma City. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm employs an IPS-driven advisory process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Mc Donald is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2025. His prior experience includes roles in both corporate and educational settings, including the University of Cincinnati and Mustang Fuel Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robin Pierce is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 63 designation and possessing 47 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as sixteen years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Charles Rapp is a financial advisor at Edelman Financial Engines in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC before joining Financial Engines Advisors L.L.C., which later became part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, and manages a large scale of client assets with a diversified and long-term investment approach.