Richard Porter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and over 52 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, John Hancock Mutual Life Insurance Company, and Mutual of New York. He serves as the national chairman of the Political Action Committee for the National Association of Insurance and Financial Advisors and volunteers with Junior Achievement. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Mark Worley is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he is involved in a side venture investing funds in land used as collateral for construction loans with an Oklahoma housing developer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Ronnie Dutton is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is involved as a partner in Dutton Properties LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models to support client financial plans while generally acting in an advisory capacity.

Serena Beckett is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a sole proprietor and owner of a rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis as part of its financial planning process.

Franklin Van Beckum is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Shearer Supply from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lauren Nowell is Vice President and Financial Consultant at Fidelity Investments, where she currently partners with clients to build custom-fit financial plans aligned with their financial goals. She emphasizes a relationship-based approach that focuses on trust and care, working with clients and their families to organize and prioritize financial objectives. Lauren has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Dedicated Retirement Planner, and Financial Consultant. She holds an Arkansas Insurance License, supporting her expertise in retirement and investment planning. Outside of her professional work, Lauren's personal interests include cooking and baking, family activities, parenthood, traveling, and yoga.

Brock Hunter is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at PFS Investments Inc., Progrexion, and Primerica Financial Services, where he has worked since 2004. Outside of finance, he serves as a care partner for SendaRide, a non-emergency medical transportation service in Oklahoma City. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodial services, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

Dillon Freie is a Series 66 licensed financial advisor with Morgan Stanley in Oklahoma City, Oklahoma, bringing eight years of industry experience. He has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory work, he is involved with the Athletic Supporters Foundation, assisting with scheduling, booking, coaching, and administrative duties to support athlete development in Oklahoma. 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 and financial planning services that utilize structured planning tools and investment outlook models to support client goals.

Derek Howell is a financial advisor at Edward Jones in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Abel is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 designation and 26 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Smith is a financial advisor with Mass Mutual Investors Services in Oklahoma City, OK. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at MassMutual Life Insurance Co, Bluecrest Financial Alliances, and involvement with Smith Farm & Garden and Splitsville Luxury Lanes. 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, charitable organizations, and employers. The firm offers collaborative, goal-focused planning engagements supported by firm-approved software tools.

Micah Thomason is a financial advisor with Primerica Advisors in Warr Acres, OK, holding Series 63 and Series 65 licenses and having three years of industry experience. His work history includes roles at Primerica Financial Services since 2004 and other positions in retail and wholesale sectors. He is involved in sales of investment-related products and also receives compensation for referrals related to home security and automation services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and 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.

Michael Jewell is a CFP® professional with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His background includes roles at Cambridge Investment Research, BleuChip Solutions, Higginbotham Insurance, Royal Alliance Associates, and SII. Jewell also conducts independent insurance agency work and operates under the Adaptation Financial trade name in his advisory capacity. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary and third-party model strategies and a variety of custody platforms.

John Maloney is a financial advisor with LPL Financial in Edmond, OK, holding the CFP® designation and over 40 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 37 years with Waddell & Reed, Inc. Maloney also co-manages Maloney & Dennis Wealth Partners, LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Heather Candler is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes supported by firm-approved tools and methodologies.

Melissa Hines is a financial advisor with Stifel, holding a Series 63 designation and 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2022, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Alysha Dailey is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing nine years of industry experience. She has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joshua Cain is a CFP® professional with eight years of industry experience and currently works at Edward Jones in Edmond, OK. Prior to joining Edward Jones in 2017, he served in the United States Marine Corps from 2013 to 2017. Outside of his advisory role, Cain serves as a board member and treasurer for the Piedmont Area Veterans Association and participates as a board member of the Piedmont Public Schools Education Foundation. 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 operates a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Heather Winslow is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her previous roles include positions at Morgan Stanley and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial plans using proprietary research and model-based asset allocations.

Joshua Bakare is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 designation. He has been with Ameriprise since 2026 and has a diverse background including roles in education and healthcare, notably working with Caring Hearts Hospice Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.