Jacob Ogle is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Waddell & Reed, and various insurance carriers. He is a member of Ogle Wealth Management, LLC, an administrative role related to tax purposes. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services featuring portfolio construction tools, multiple investment options, and third-party managed-account solutions.

James Ford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Equitable Advisors and Axa Advisors, LLC for over two decades prior to joining LPL. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research-driven tools and a large network of investment adviser representatives.

Timothy Patterson is a financial advisor at Morgan Stanley in Oklahoma City, OK, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, after prior roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and Corporate Financial Planning agreements.

Cayla Taylor is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and a broad range of planning topics without discretionary trading authority.

Samuel Holland is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Gallagher from 2019 to 2023. Holland holds a Series 66 designation and is based in Oklahoma City, OK. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Ashaunie Mcneil is a financial advisor at Fidelity with a Series 66 designation and recent industry experience beginning in 2024. Her prior work includes roles at several organizations across diverse sectors, such as TBS Factoring, Insightful Transit, Embassy Hotel, and the University of Central Oklahoma. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction based on proprietary research, quantitative analysis, and systematic methodologies.

Thomas Avant is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with A. G. Edwards & Sons, Inc. Avant has a 100% ownership interest in a rental property in El Reno, Oklahoma. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting through a combination of brokerage and advisory solutions.

Zhana Yelubayeva is an Investment Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she worked as a Financial Representative at Fidelity Investments from 2024 to 2026. Before joining Fidelity, she served as a Registered Representative at NYLIFE Securities LLC in 2024 and was an Agent at New York Life Insurance Company from 2023 to 2024. In her professional practice, Zhana focuses on helping clients define and prioritize their financial goals. She emphasizes understanding clients' lives and values to collaboratively develop tailored financial plans. Outside of her professional work, Zhana enjoys attending concerts, visiting museums, and practicing yoga.

Lauren Jackson is a financial advisor at Morgan Stanley with Series 66 registration and no prior industry experience. Before joining Morgan Stanley in 2026, she was affiliated with the Morgan Stanley Private Bank and has experience working with the Texas Tech University System and City Bank. Outside of finance, she has been involved with the Texas Tech Pom Squad and Revolution Elite Dance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning through structured discovery conversations and utilizes proprietary tools and market models to develop client plans.

William Moyer is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Fisher Investments and Morgan Stanley Private Bank, N.A., along with diverse experience outside finance including positions at the University of Oklahoma and Buffalo Rock Golf Course. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models, including Secular Return Estimates and Monte Carlo simulations.

Jody Cinnamon is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Wells Fargo Advisors Financial Network in Oklahoma City, having worked at several firms including Edward Jones, Northwestern Mutual, and Keller Williams Realty. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold.

Emily Forte is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding a Series 66 credential and four years of industry experience. She has worked at MML Investors Services LLC since 2022 and at MassMutual Life Insurance Company since 2021. Prior to her financial services career, she spent seven years at Southwest Foodservice Excellence. Outside of her advisory role, she is an insurance broker specializing in life, disability, long-term care, and fixed annuities. 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 provides ongoing financial planning and asset management services using firm-approved analytical tools, offering collaborative, annual financial planning engagements without investment discretion.

Perry Warren is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of his advisory role, he owns ShOCKERS, LLC, a youth sports organization in Lawton, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a structured financial planning process without individual security recommendations in standalone plans.

Stephen Janzen is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Janzen serves on the Finance Advisory Council at Oklahoma Christian University, contributing to the finance department’s engagement with faculty, administration, and students. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Marcie Plumbtree is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked with MassMutual-related entities since 2014. Outside of her advisory role, she participates in organizing an annual crawfish boil fundraiser for multiple sclerosis research. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements that use advanced analytical tools to deliver written recommendations tailored to client goals.

Shaheen Rogers is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Rogers has worked at Bank of America, N.A. and Merrill since 2017. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenee Lister is a financial advisor at Merrill with 38 years of industry experience. She holds a Series 63 credential and has worked at Merrill since 1988, concurrently serving at Bank of America since 2011. Outside of her advisory role, she serves as a trustee for Casady School, an Episcopal private school, and Oklahoma City University, and is involved in family investment activities through a family LLC and an oil and gas investment LLC. She also serves on the Board of Directors of United Way of Central Oklahoma, where she is slated to become Chair of the Board in 2027. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with various features including tax-aware options and cash sweep programs.

Amanda Rosholt is a financial advisor with Edward Jones in El Reno, OK, holding a Series 66 designation and six years of industry experience. Prior to rejoining Edward Jones in 2023, she worked there from 2017 to 2023 and was involved with the Oklahoma Farming and Ranching Foundation and Oklahoma Farm Bureau from 2014 to 2017. Outside of her advisory role, she manages bookkeeping and accounting for a family farm LLC that raises cattle and holds farm and investment land. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions backed by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Meagan Moreno is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2013, including her current role at Morgan Stanley Private Bank, N.A. Prior to her career in finance, she worked with Cache Public Schools for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Mark Province is a financial advisor with Stifel in Oklahoma City, OK, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior firms include Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.