Joshua Wolverton is a financial advisor with Stifel in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent two years at Wells Fargo Clearing. Outside of his advisory role, he is a member of a family LLC that manages accounts in the absence of his father. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tobie Timmermans is a Financial Consultant at Fidelity Investments, where he has served since 2026. In this role, he works closely with clients to understand their unique financial situations and develop tailored plans aimed at growing, protecting, and distributing their wealth. Prior to his current position, Tobie held roles as an Investment Consultant and in Workplace Planning & Advice at Fidelity Investments, accumulating experience from 2022 onward. Throughout his career at Fidelity Investments, Tobie has emphasized establishing clear client goals and tracking their progress to identify opportunities for financial improvement. His approach focuses on co-creating and maintaining financial plans that aim to ease client concerns and foster financial confidence and peace of mind. Outside of his professional work, Tobie enjoys camping, watching movies, skiing, playing soccer and tennis, and is engaged in parenthood.

Jeannie Roberts is a financial advisor with Cambridge Investment Research Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc. and Successful Financial Strategies, Inc., among others. She serves as a committee member for the Piedmont Public Schools Education Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Natalie Tomlin is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses, and has two years of industry experience. Her prior work includes roles at the University of Oklahoma, Lowe's, OSU Housing and Residential Life, and Holiday Retirement. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized team generating tailored, non-discretionary recommendations.

Kevin Nichols is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Waddell & Reed for three years before joining LPL Financial in 2013. Nichols also operates an investment-related business, OKC Investment Advisors, which functions as a DBA for his LPL activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Aiden Jones is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Tinker Federal Credit Union and Amazon. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers tailored retirement planning advice through a written Recommendation Report and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Christopher Abernethy is a financial advisor at LPL Financial with two years of industry experience. He previously worked at MidFirst Bank for four years and has held roles at Cornerstone Financial Advisers and Sky Ranch. Abernethy also has experience working at the University of Oklahoma and Wildwood Community Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julie Marks is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory work, Marks provides pro bono financial planning to military families through a program sponsored by the Financial Planning Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on research, third-party data, and algorithmic analysis.

Hunter Stringfellow is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Butts is a CFP® with 24 years of industry experience, currently affiliated with OSAIC. He has worked at several firms including Royal Alliance Associates, Forthbridge Financial Group, and First Independent Advisory Services. Outside of his advisory work, he serves on the board of the Oklahoma Council on Economic Education, is president of the Gamma Kappa of Kappa Sigma Foundation, and participates on the City of Nichols Hills Parks Commission. OSAIC serves both retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers. The firm employs a range of portfolio construction tools and provides access to multiple advisory platforms and third-party money managers.

Michael Sigmon is a financial advisor with LPL Financial in Norman, OK, holding CFP® and ChFC® designations and over 43 years of industry experience. He has been with LPL Financial since 1995. Sigmon also serves as president of Sigmon Associates, Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs various model portfolios, third-party subadvisors, and customized strategies.

John Carroll is a financial advisor with Ameriprise in Norman, OK, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Carroll serves on the Board of Directors for the Oklahoma State Chapter of the National Association of Insurance and Financial Advisors and chairs its IFAPAC committee. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through affiliated companies, utilizing research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Stephanie Bruehl is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 66 licenses and having 18 years of industry experience. Her prior work includes roles at UBS Financial Services and Merrill. Outside of her advisory practice, she is involved as a consultant in sales and marketing for Rodan and Fields Dermatology. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including customized financial planning. The firm uses structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Andrew Knox is a CFP®-certified financial advisor with 11 years of industry experience, currently with Morgan Stanley in Oklahoma City. His prior experience includes roles at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a real estate property management LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and financial strategies through its extensive network of advisors.

Cassandra Wilson is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has been with MassMutual and its affiliated firms since 1987. Wilson serves as a board member for Impact Oklahoma, an organization that funds grants to local nonprofits supporting women, and also for the Hough Ear Institute, which focuses on hearing research. MassMutual 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 uses collaborative, software-assisted planning approaches tailored to client goals and offers various investment and education programs.

Jacee Randall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Randall worked at Chickasaw Nation Industries for three years and LegalShield for fifteen years. Edward Jones is a full-service wealth management firm with over 23,700 advisors and more than $1 trillion in assets under management, serving individual and institutional clients with a wide range of advisory programs and affiliated financial services.

Matt Haben is a financial advisor at Edward Jones in Norman, OK, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at QuadGraphics Inc for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joshua Hart is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and uses firm-approved tools and modeling techniques as part of its planning process.

Michael Carter is Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to build, implement, and monitor financial plans, taking a holistic approach to investing and planning. Michael's professional experience includes positions as a Private Client Advisor at J.P. Morgan Chase in 2021, Senior Financial Consultant at TD Ameritrade from 2016 to 2020, and Workplace Guidance Consultant at Fidelity Investments between 2010 and 2016. Outside of his professional work, Michael's interests include beach activities, camping, fitness, football, and outdoor adventures.

Michael Holland is a financial advisor at Morgan Stanley with 42 years of industry experience. He has previously worked at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory role, he serves as Board President of K-Life, a religious organization based in Branson, Missouri. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.