Mandy Dollar is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. Her previous roles include positions at Cetera, Morgan Stanley, Bank of America, and Merrill. She serves as a board member of the Oklahoma Council on Economic Education, mentoring students on the importance of financial literacy. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, utilizing asset-allocation tools and a range of investment products to construct tailored portfolios.

Bridgette Morris is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Joseph Hladik is a financial advisor with Equitable Advisors in Oklahoma City, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2015 and has prior experience at Axa Advisors, LLC. Outside of his advisory role, he is involved in managing the Hladik Family Farm and serves as Chair of the Stewardship Committee at St. Francis Xavier Catholic Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services according to clients’ goals, risk tolerance, and time horizon.

Kyle Burch is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Northwestern Mutual. His background also includes roles in education and other fields. 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 employs multi-asset model portfolios supported by research from Schwab Center for Financial Research.

James Haney is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services for 36 years. In addition to his advisory role, Haney is president of Griffin & Haney, Inc. CPAs, where he manages tax preparation and accounting services, and he serves on the advisory board of the Cornerstone Equities Charitable Trust. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that supports diverse investment strategies across discretionary and non-discretionary accounts.

Johnny Nguyen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and was involved in the restaurant business at Pho Lan Asian Bistro for eight years. Merrill 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 range of clients including individuals, high-net-worth clients, and institutions.

Zachary Ellis is a financial advisor with Edelman Financial Engines, holding a Series 65 license and one year of industry experience. Prior to his current role, he worked at J Arnold Wealth Management and Valmark Financial Group. Outside of finance, Ellis has worked as a bartender at Homestead Kitchen and Cocktails. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, providing a range of discretionary and non-discretionary investment management solutions.

James Counts is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Primerica since 2005 and previously served six years at Oak Hills Church. Counts also owns Counts and Associates, a Primerica-affiliated business entity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, providing a wrap-fee solution with a tiered percentage-based fee structure.

Stacey Jennings is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and seven years of industry experience. She previously worked at Continental Land Resources LLC before joining Edward Jones in 2018. Jennings formerly operated an independent contracting LLC related to land services, which is now inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

John Lee is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience with OptumRx and Mercy Hospital. Outside of his advisory role, he is a co-owner of rental properties in Oklahoma City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and provides a range of investment strategies, alongside affiliated mutual funds and tax-efficient services.

Alexis Atchley is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Oklahoma City, OK. Alexis has been with Mass Mutual Investors Services since 2024 and also has experience at MassMutual Life Insurance Company and Bluecrest Financial Alliances. Prior to entering the financial industry, Alexis worked in various roles including at OSO on Paseo and El Coyote. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved tools, with optional implementation through separate brokerage or insurance arrangements.

Gary Mcintire is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he provides general business advice to a skin care treatments and products company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jack Cantrell is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized, goal-based financial plans aligned with their values and long-term objectives. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position. His professional experience encompasses client relationship management and financial planning, gained through his tenure at Fidelity Investments from 2023 to the present. This experience provides him with a comprehensive understanding of financial services and client-focused planning. Outside of his professional role, Jack enjoys engaging in social events with friends, playing golf, watching movies, attending theater performances, spending time with pets, and traveling.

Kristi Anna Abdoo is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has held positions at firms including Schwab Wealth Advisory Inc, Charles Schwab, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutions, charitable organizations, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and in-house research.

John Baughman is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at various firms including Loe Financial Group and has been associated with Primerica Financial Services since 1987. Outside of advising, he is involved in sales of home security and automation products through related companies. Primerica Advisors serves primarily individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Alan Beamish is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Horizon RV Transport and PFS Investments Inc. He also has involvement in selling loan products and referring home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by third-party asset managers and supports accounts through Pershing custody and BNY Mellon Advisors overlay management.

Frederick Mischler is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Waddell & Reed Inc and Randal Dame. Outside of his advisory work, he has been involved with the Oklahoma Curling Club and the Oklahoma Youth Orchestras. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kari Riggs is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Joel Williams is a financial advisor at Merrill in Oklahoma City, OK, holding a Series 66 designation. He has been with Merrill since 2024 and has prior experience at Bank of America, N.A., American Fidelity, and Kirkpatrick Bank. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Conklin is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Mass Mutual Investors Services since 1990 and with MassMutual Life Insurance Company since 1989. Outside of his advisory role, he serves as a part-time minister to senior adults at Memorial Road Church of Christ. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers specialized services such as divorce and estate-settlement planning.