Benjamin Longoria is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors since 2020 and has worked with Primerica Financial Services since 2017. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Linda Mcdown is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Primerica Advisors since 2018 and Primerica Financial Services since 2017. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment offerings.

Dre'onna Adkins is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 designation and six years of experience in the industry. Prior to joining Edward Jones in 2020, she worked at Arvest for three years and The First State Bank for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

John Coburn is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is the owner of Coburn Companies, LLC, which operates Ice Hut, and is co-founder and president of a tax-related entity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance to align with appropriate investment programs, utilizing both proprietary and third-party managers and programs.

Charles Wallin is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and founded Wallin Asset Management/The Wallin Agency in 1999. He is also involved as an investment advisor with Apex Financial Solutions, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment solutions.

Benjamin Souza is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Raymond James Financial Services and Tinker Federal Credit Union, as well as managing family enterprises. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Michael Stevenson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Cetera. He previously spent 28 years with Avantax entities and has operated his own CPA practice since 1995. Stevenson is also a partner in an oil and gas exploration business and manages tax preparation and accounting services through his CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, encompassing both discretionary and non-discretionary program structures.

James Lowry is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Lowry is based in Oklahoma City, OK. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques but does not provide individual security recommendations as part of its standalone planning services.

Daniel Stith is a CFP® certificant with 47 years of industry experience, currently affiliated with OSAIC since 2023. He has held leadership roles including Owner and CEO of Wealth Management Group, L.L.C. and President of Carroll Enterprises, Inc. Stith is also a founding director of the Living Through His Word Foundation, an organization promoting Christian-based activities, and serves on several nonprofit boards including the Oklahoma State Foundation and the Jim Thorpe Association. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a range of asset-allocation tools and investment products to tailor portfolios to client needs.

Phillip Suarez is a financial advisor with Edward Jones in Bethany, Oklahoma, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he is involved in the music community as the drummer for a band and serves as Chief Marketing Officer for a social networking site for musicians. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Reg Aldrich is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Country Financial for 13 years before joining Raymond James in 2022. Aldrich is also involved in insurance sales through ownership of First Harvest Insurance OKC, LLC, and First Harvest Insurance, LLC, and serves as an advisor and partner at True Harvest Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Connor Holman is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His work history includes roles at Edward Jones, Bailee and Co, The Watson Team, and self-employment, as well as several years in education prior to entering the financial services industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Moody is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Moody serves as Chairman of Maintenance on the Calistoga Crossing Home Owners Association Board of Directors, coordinating neighborhood maintenance efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Moy is a financial advisor with Ameriprise Financial Services, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Raymond James Financial Services Advisors and ongoing involvement with Tinker Federal Credit Union. Moy also serves as an insurance agent for TFCU Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Brandon Fuller is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Primerica Advisors since 2000 and with Primerica Financial Services since 1996. Outside of his advisory role, he is involved in selling home security and automation products through an affiliate of PFS Investments and receives compensation for loan product sales and client service referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, using model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, managing portfolio implementation through BNY Mellon Advisors.

Adam Bahner is a financial advisor at OSAIC with 16 years of industry experience. He holds the CFP® and Series 66 designations and has been with Royal Alliance since 2016. Outside of his advisory role, he is involved as a licensed agent in individual and group life and health insurance and owns a commercial real estate holding company, Talka, LLC, in Oklahoma City. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisors and advisory platforms. The firm offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers, employing tools such as asset-allocation models and automated rebalancing to manage portfolios.

Christopher Crotts is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including FSC Securities Corporation and Cetera. Crotts is also managing member of Crotts Lohrey & Associates, PLLC, which provides accounting and tax services, and has interests in retail package stores and property management. OSAIC serves a diverse range of clients such as individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment vehicles.

Jason Bach is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Company, holding Series 63 and Series 65 designations with 32 years of industry experience. He has been with MassMutual Investors Services since 2004 and MassMutual Life Insurance since 2010. Outside of his advisory work, he is the owner of TILT UP!, LLC, a company through which he is writing a book and producing promotional materials unrelated to the financial industry. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations as part of annual, collaborative planning engagements.

Amber Eduvigen is a financial advisor with OSAIC in Oklahoma City, OK, holding a Series 66 designation and 19 years of industry experience. Her prior firms include Woodbury Financial, Cetera Advisors, and Raymond James Financial. She is also a financial planner and insurance agent with Eternal Wealth Management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios that may include a range of securities and alternative investments.

Andrew Self is a financial advisor with Ameriprise in Edmond, Oklahoma, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm serves a large client base through advisory, brokerage, and insurance solutions typical of an institutional firm.