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.

Keri James is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and over 30 years of industry experience. Her career includes roles at Wells Fargo Clearing since 2016 and prior experience with Wells Fargo Advisors LLC, Exencial Wealth Advisors, and Prudential Equity Group. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Sonja Snider is a financial advisor with Merrill in Oklahoma City, Oklahoma, holding a Series 66 designation and possessing 10 years of industry experience. She has worked at Merrill Lynch since 2014. Outside of her advisory role, she is involved as a part-time consultant for Rodan + Fields, selling skincare products. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Natalie Lim Taylor is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for six years and Paycom for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Emily Windolph is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated entities since 2011. Windolph is also the owner of Absolute Wealth Management LLC and is active as a licensed insurance agent selling life and annuity products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program options and custodial relationships.

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.

Nick Wu is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on delivering private wealth management services to a group of private global clients. Nick has been active in the financial industry for over three decades, with prior advisory experience at Ernst & Young, AXA Advisors, and Wells Fargo Advisors. He holds a Master's Degree from Oklahoma City University and a Bachelor's Degree from Zhongshan University. Nick is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. He has been named to the Forbes "Best in State Wealth Advisors" list in 2022 and 2023. Nick serves on the advisory board of the Meinders School of Business at Oklahoma City University and the Oklahoma City Philharmonic Board of Directors. He is a member of Leadership Oklahoma City, Oklahoma City Downtown Rotary Club, and Norman Trinity Baptist Church. His personal interests include antiquing, drawing/sketching, golfing, music, painting, singing, swimming, and tennis.

Kelly Thompson is a financial advisor with LPL Financial in Oklahoma City, OK, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2024, Thompson worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 19 years. Thompson is also involved with Gottschalk Thompson LLC, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Jared Cook is a financial advisor at Edward Jones in Norman, Oklahoma, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for seven years at MarkWest Energy Partners. Outside of his advisory role, Cook is involved in tending cattle and farming at the Cook Family Ranch & Farm in Hardesty, Oklahoma. 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 network of financial advisors and branch offices nationwide.

Teresa Wiggins is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo affiliates since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Grant is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James Financial since 2009 and has over a decade of experience selling term and whole life insurance. In addition to his advisory role, he owns and operates an agricultural business involved in growing crops. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

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.

Christopher Chandler is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at J.P. Morgan Securities and Banc One Securities Corporation prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Justin Klein is a CFP® professional with 24 years of industry experience, currently serving at OSAIC since 2023. Prior to joining OSAIC, he spent 21 years at FSC Securities Corporation. He is involved in several related business activities, including partnerships in wealth management and financial planning firms in Oklahoma City. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage, investment advisory, and retirement plan consulting services. The firm employs a combination of proprietary tools and third-party platforms to construct and manage diversified portfolios across various asset classes.

Jared Bulmer is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities America Advisors and ProEquities, Inc. Outside of his advisory work, he serves as an assistant treasurer for the Cleveland Elementary PTA and has composed music for two feature films. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using various asset classes and third-party managed account solutions.

William Mc Donald is an advisor with LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2025 and has prior experience at Mustang Fuel Corporation and several educational institutions, including the University of Cincinnati and the University of Arkansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, utilizing both proprietary and third-party investment strategies.

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.

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.