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.

Brett Thompson is a CFP® professional based in Edmond, OK, with 21 years of industry experience. He has been with Edward Jones since 2004. 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 under management through a nationwide network of roughly 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and alternative investment options.

Larry Ellis is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked at Midfirst, International Bank of Commerce, and LPL Financial LLC during his career. His current roles include positions at Cetera and affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

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.

John Frost is a financial advisor with Merrill in Oklahoma City, OK, holding Series 63, Series 65, and Series 66 licenses and possessing 47 years of industry experience. He has been with Merrill since 1979 and also has a 15-year tenure at Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services and model-based investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Ryland Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1992. He focuses on helping individuals, families, and small businesses by providing advice and guidance based on established goals-based wealth management principles. Robert collaborates with his team members and internal specialists to assist clients comprehensively and acts as their primary point of contact. He holds a Bachelor of Business Administration degree in Finance from the University of Oklahoma, earned in 1990, and has been a Certified Financial Planner (CFP®) since October 1999. His areas of emphasis include discretionary portfolio management, disciplined portfolio asset allocation and rebalancing, goals-based wealth management, personal retirement strategies, and tax-minimization strategies. He serves a client base that includes high-net-worth individuals, business owners, corporate executives, and professionals. Outside of his professional work, Robert participates in community organizations such as Calm Waters and the Oklahoma Council on Economic Education. In his personal time, he enjoys activities like scuba diving, basketball, football, genealogy, hiking, music, boating, and spending time with his family.

Kelly Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2024, Thompson worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. Outside of advising, Thompson is involved with Gottschalk Thompson LLC, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Justin Klein is a CFP® professional at OSAIC with 23 years of industry experience. Prior to joining OSAIC in 2023, he spent 21 years at FSC Securities Corporation. He is involved in managing clients' financial decisions and overseeing related business functions through his roles in affiliated investment-related entities. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and advisory services supported by advanced portfolio management tools and multiple advisory platforms. The firm combines a complex corporate structure with diverse third-party arrangements to deliver comprehensive wealth management solutions.

William Mc Donald is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His background includes experience at Mustang Fuel Corporation and academic roles at the University of Cincinnati and the University of Arkansas. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Robin Pierce is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 63 designation and bringing 47 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, alongside tenure at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

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.

Garren Dodson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at multiple firms including Cetera Wealth Services, LLC and Apex Financial Solutions, where he is a partner. Outside of financial services, he has held a role as a cable splicer at OG&E since 1983. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Jacqueline Jenkins is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 66 licenses and 20 years of industry experience. She previously worked at Cassidy Financial Group, Inc. and United Planners' Financial Services of America from 2006 to 2018. Outside of her advisory role, Jenkins is a partner in an agricultural business where she manages property maintenance duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm provides tailored financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Kurt Carter is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Raymond James in 2020, he worked at Bank of America and Merrill from 2013 to 2020. He serves as Chair of the Oklahoma State University Alumni Association, where he holds multiple leadership roles on the executive board and finance committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Marsha Mitchell is a financial advisor with Ameriprise in Edmond, OK, holding a Series 63 designation and 33 years of industry experience. She has worked at Ameriprise since 2019 and previously spent seven years with BOK Financial Securities, Inc. and Bokf, Na. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jerry Bass is a financial advisor with Raymond James Financial in Edmond, Oklahoma, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He is the owner of Bass Investment Group since 2013 and has been affiliated with Raymond James Financial Services since 2002. In addition, he is a partner in a business that manages office space used by financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and an array of advisory programs.

Daylene Bachman is a financial advisor with Edward Jones in Edmond, OK, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience, including 20 years at Scottrade, Inc. and nine years with Edward Jones. Outside of her advisory work, she serves as President of the Rotary Club in Evanston, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Bajema is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked with Cetera since 2013 and also serves as a personal banking representative at First Fidelity Bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Laura Patrick is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 11 years of industry experience. Her work history includes roles at Fidelity Investments, Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of finance, she has been involved with Bloomingdales for over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.