Matthew Kyle Sanders is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Matthew offers expertise in areas including divorce transition planning, family wealth management strategies, managing new wealth, portfolio management services, and individual and corporate investment strategy. Matthew holds a Bachelor's Degree from East Central University and is a Personal Investment Advisor (PIA). He emphasizes a one-on-one approach with clients to develop financial strategies designed to help pursue long-term goals. Outside of his professional work, Matthew is involved with community organizations such as Delta Waterfowl and Ducks Unlimited. His personal interests include boating, football, hunting, photography, and traveling.

Tami Woodard is a Series 66-licensed financial advisor with Edward Jones in Oklahoma City, Oklahoma. She has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kurt Semtner is a Series 66 designated financial advisor with Edward Jones, where he has worked since 2010, accumulating 16 years of industry experience. He is based in Edmond, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Nathaniel Campbell is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at MidFirst Bank, Option One, Amazon, and St Anthony Hospital. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Drew Mc Garraugh is a financial advisor with Ameriprise in Edmond, OK, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the board of directors for FirstBank Southwest and is involved in an oil and gas production LLC with his family. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement recommendations, emphasizing managed accounts and algorithm-driven processes.

Anthony Garcia is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Tinker Federal Credit Union. He is involved with the Francis Tuttle Technology Center in Oklahoma City in a political or community role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

Christopher Mc Gill is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Prior to that, he was involved with Tumbleweed, LLC for nine years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Entz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. In addition to his advisory roles, he has a longstanding legal practice specializing in estate planning, wills, trusts, and probates, and is involved in managing family farming operations and oil and gas interests. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and affiliated resources.

Douglas Settle is a financial advisor with Raymond James & Associates in Oklahoma City, OK. He holds the CFA® designation and has 44 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 12 years. Outside of his advisory role, he is the owner and general partner of Excelsior Max!, LLC, a business unrelated to investment advising. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles and affiliated research to support tailored client strategies.

Meredith Doty is a CFP® with 25 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Bank of America and Merrill Lynch. Doty serves as a board member of the Denison High School PTO, where she is involved in fundraising and organizing events for students. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers both retail and institutional investment solutions.

Colton Cottrell is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and one year of industry experience. He has previously worked at Capital Asset Management and held roles in client services and retail. OSAIC Wealth, Inc. serves a diverse client base, including individual investors and institutions, providing integrated brokerage and advisory services. The firm employs various tools and third-party platforms to construct and manage portfolios across a range of asset classes, supporting both discretionary and non-discretionary accounts.

Sharon Ireland is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at BancFirst, T. S. Phillips Investments, Inc., OSAIC Services, Inc., Spelman & Co., Inc., and Equitable Advisors. 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 portfolios, third-party asset management, and institutional platforms.

Michelle Soderholm is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked at several firms, including UBS Financial Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Randy Sevier is a Series 66-licensed financial advisor with Edward Jones in Oklahoma City, Oklahoma, and has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Cooper Park is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Crimson Creek Golf Course and El Reno Municipal Pool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Casey Harrah is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Casey focuses on developing personalized wealth management strategies tailored to the individual financial goals and needs of clients. They provide access to Merrill's investment insights and the banking and lending solutions offered by Bank of America. Casey holds the Professional Investment Advisor (PIA) designation and completed high school at Heritage Hall. Committed to community involvement, Casey participates in local volunteer efforts consistent with Merrill's tradition of engagement within the communities it serves.

Hayley Kennon is a financial professional with seven years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at several firms including First Allied Securities and Investment Concepts and Financial Planning, where she continues to maintain a role. Outside of financial advising, she is also active as a travel agent with Best Day Ever Vacations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a large network of advisors.

Jefferson Harris is a financial advisor with Ameriprise in Oklahoma City, holding a Series 66 designation and seven years of industry experience. His career includes roles at Ameriprise Financial Services and Northwestern Mutual. Harris serves on the Board of Directors for The Landrunners, an Oklahoma City running club, and is a board member of New Elect. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Cassandra Morris is a financial advisor with Charles Schwab in Oklahoma City, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. She serves as a board member of the Greater OKC Asian Chamber of Commerce, focusing on supporting Asian business owners. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized custody, brokerage, and cash-sweep services.

Darren Meyer is a financial advisor with LPL Financial who holds a Series 66 designation and has 24 years of industry experience. He has been with LPL Financial since 2019 and has prior experience at Ameriprise and Waddell & Reed. He is also involved with several family and business entities outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and operational tools.