Michael Rainbolt is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Dede Ganzer is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and seven years of industry experience. Prior to joining OSAIC in 2025, Ganzer worked at Lincoln Financial Securities Corporation and First Command Advisory Services, Inc. She is also the owner of ONLY FINANCE, LLC, which provides sales and service of various insurance products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party investment solutions.

Jonathan Hill is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Cetera Wealth Services, Avantax, and Wymer Brownlee Wealth Strategies. He is also the manager of Hill Connections, LLC, an online business venture exploring digital product development and newsletter publication. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and specialized services such as estate planning.

Levi Fortune is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Club Car Wash and Masters Car Wash. Fidelity’s affiliate, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services.

William Coleman is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Coleman holds Series 63 and Series 66 designations and is based in Oklahoma City, OK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of over 23,700 advisors.

Jonathan Roth is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously operated Company de Roth for nine years. Roth also engages in related business activities including sales of loan products and home services referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm emphasizes a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Johnson Noerdlinger is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kelly Wisdom is a financial advisor with LPL Financial in Oklahoma City, OK, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at BancFirst and T S Phillips Investments, Inc. for 11 years each before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both LPL Research and third-party subadvisors.

James Johnson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner at Greenleaf Lane LLC and serves as a board member of the Remerge charity. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

James O'Malley Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Donald Sickles is a CFP® professional affiliated with UBS Financial Services in Oklahoma City, OK, with 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory work, he served as Board President for the Oklahoma Arts Institute, where he was involved in conducting arts workshops and overseeing organizational operations. UBS Financial Services serves individual, corporate, and institutional clients, offering a combination of brokerage and investment advisory services that include financial planning, portfolio management, and alternative product distribution. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with comprehensive wealth management services.

Richard Porter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and over 52 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, John Hancock Mutual Life Insurance Company, and Mutual of New York. He serves as the national chairman of the Political Action Committee for the National Association of Insurance and Financial Advisors and volunteers with Junior Achievement. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Mark Worley is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2001 and holds a Series 66 designation. Outside of his advisory role, Worley is involved in a construction loan investment arrangement with an Oklahoma housing developer, where he participates as a part-owner and monitors the construction process. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Ronnie Dutton is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is involved as a partner in Dutton Properties LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models to support client financial plans while generally acting in an advisory capacity.

Serena Beckett is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a sole proprietor and owner of a rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis as part of its financial planning process.

Brock Hunter is a financial advisor with Primerica Advisors in Warr Acres, OK, holding Series 65 and Series 63 licenses and having six years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved as a Care Partner with SendaRide, a non-emergency medical transportation service. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts, supported by third-party custodians and overlay managers.

Dillon Freie is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2016. He is involved with the Athletic Supporters Foundation in Oklahoma City, assisting with scheduling, coaching support, and related administrative duties. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and 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 both direct individual plans and corporate financial planning agreements.

Derek Howell is a financial advisor at Edward Jones in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Abel is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 designation and 26 years of industry experience. He has been with Edward Jones since 2006. 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 and 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.

Austin Smith is a financial advisor with Mass Mutual Investors Services in Oklahoma City, OK. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at MassMutual Life Insurance Co, Bluecrest Financial Alliances, and involvement with Smith Farm & Garden and Splitsville Luxury Lanes. 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, charitable organizations, and employers. The firm offers collaborative, goal-focused planning engagements supported by firm-approved software tools.