Mark Beasley is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. Outside of his advisory work, he has worked as a contractor for Lyft in the automotive and transportation sector. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

Steven Beck is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Woodbury Financial Services, St. Bernard Financial Services, and Jackson National Life Distributors. Outside of advising, he is a partner or owner in several family business ventures, including an RV park and a development company focused on cabin home sites. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Teresa Malzahn is a financial advisor at Edward Jones with 26 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 2000. Outside of her advisory role, she serves on the board of directors for Kinzie Industries and Plane Plastics, both aviation manufacturing companies, and is involved in cattle breeding through Malzahn Cattle Company LLC. 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 investment strategies and affiliated services through a nationwide network of advisors and branch offices.

Darren Telford is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as volunteer treasurer for Healthy Living OKC and is a committee member at Putnam City Baptist Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on tailored client risk assessment and model matching, without sponsoring its own wrap fee program.

Michael Visina is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Axa Advisors, LLC and PRUCO Securities, LLC. Outside of his advisory work, he is involved with Freeland Insurance LLC, focusing on property and casualty insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party managers.

Gloria Gould is a financial advisor with Cetera in Oklahoma City, OK, holding a Series 66 designation and 18 years of industry experience. She has worked with Midfirst Bank since 2020 and has been associated with RBC Capital Markets since 2006. Outside of her advisory role, she participates in the True Champion Referral Program with Midfirst Bank, which provides incentives for client referrals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party model portfolios and managers.

Samuel Kozlowski is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various media and community roles, including freelance news writing for local newspapers and videography for a non-profit Native American art organization. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Erik Peters is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through positions including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Work Place Planning & Advice Consultant, and 401k Financial Associate. His experience encompasses various aspects of financial planning and investment consulting. Erik focuses on delivering personalized financial guidance tailored to each client's goals, values, and priorities. His approach aims to simplify complex financial decisions and foster confidence in clients' financial futures. He emphasizes building lasting relationships based on trust, integrity, and exceptional service.

Susannah Awopeju Lopez is a financial advisor with Edward Jones in Edmond, OK, holding a Series 66 designation and bringing six years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is listed as a manager of an online retail business owned by her husband, though she does not actively participate in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Ann Nash is a Series 66 credentialed financial advisor with eight years of industry experience. She is currently affiliated with Morgan Stanley and has held previous roles at Bank of America, Merrill, and Coloramo Federal Credit Union. Outside of her advisory work, she owns an agricultural business in Wynnewood, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning through a structured process supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a broad range of advisory programs and investment services.

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.