Samuel Kozlowski is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various media and community roles, including freelance news writing for local newspapers and videography for a non-profit Native American art organization. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Erik Peters is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through positions including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Work Place Planning & Advice Consultant, and 401k Financial Associate. His experience encompasses various aspects of financial planning and investment consulting. Erik focuses on delivering personalized financial guidance tailored to each client's goals, values, and priorities. His approach aims to simplify complex financial decisions and foster confidence in clients' financial futures. He emphasizes building lasting relationships based on trust, integrity, and exceptional service.

Ann Nash is a Series 66 credentialed financial advisor with eight years of industry experience. She is currently affiliated with Morgan Stanley and has held previous roles at Bank of America, Merrill, and Coloramo Federal Credit Union. Outside of her advisory work, she owns an agricultural business in Wynnewood, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning through a structured process supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a broad range of advisory programs and investment services.

Sang Tran is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing member of two LLCs involved in real estate ownership and land management in Warr Acres, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Gregory Hall is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process is based on modern portfolio theory and includes both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Katherine Ellis is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2005. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Price is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of Oklahoma and BOSC, Inc. He has ownership interests in investment-related entities KAPRI LLC and SAMDAK, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Virginia Wright is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024, following a 20-year tenure at Woodbury Financial. Wright also operates V. Wright Investment Partners and is an independent insurance agent with over two decades of experience in insurance sales. In addition to her advisory roles, she is involved in a family business providing clerical support. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Darlene Eisel is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Align Wealth Management for 21 years before joining Edelman Financial Engines in 2023. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Jeffrey Burton is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He also practices as an attorney, providing estate and business planning, commercial litigation, and Social Security disability assistance through J. Michael Entz, Inc. dba Entz Burton & Associates. His financial services work includes roles at Cetera and Apex Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Kevin Gaspard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His background includes roles at Bank of America, Merrill, and Equitable Advisors prior to joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment process.

Robin Byford is a CFP® professional with 37 years of experience in the financial services industry. She has worked at Raymond James & Associates since 2020 and previously held positions at Bank of America and Merrill. Outside of her advisory role, she is the CEO of Byrdbyford, LLC, a business entity managing investments held at Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by a nationwide adviser force and a broad range of investment management styles.

Michael Slack is a financial advisor at Wells Fargo Clearing in Edmond, OK. He holds a Series 66 designation and has prior experience at AVIO Consulting, Clevyr, Hoegg Software, StarSpace46, and Water4. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Tyler Fields is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Copper Financial Network, Ameriprise Financial Services, LPL Financial, and JPMorgan Chase Bank. Outside of finance, he is involved in stand-up comedy. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party investment models and provides ERISA fiduciary services through a network of Investment Adviser Representatives.

Nathan Geist is a Certified Financial Planner (CFP®) affiliated with Edward Jones in Oklahoma City, OK, with 11 years of industry experience, all at Edward Jones since 2015. There are no notable prior firms or additional business activities reported. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Michael Pendergrass is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding a Series 66 license and 20 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. He is also the managing director of BlueCrest Financial Alliances, where he focuses on the solicitation and sale of fixed life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services operates as 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 financial planning engagements supported by firm-approved software and offers specialized programs including estate-settlement and employer-sponsored planning.

Tanner Hayes is a Series 66 licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2012. 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 strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Mary Bauer is a financial advisor at Edward Jones in Oklahoma City, OK, with 21 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, she worked at Hilltop Securities for nine years. Bauer has served on the Make a Wish 13th Annual Purse Luncheon Committee in Oklahoma City. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

Justin Lavender is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of his advisory role, he is involved in co-owning a small neighborhood golf club and participates in several LLCs related to managing real estate and vehicle holdings. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Douglas Brown is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Oklahoma City, OK. His prior experience includes roles at Nautic Financial Group LLC and involvement with non-variable insurance since 2011. He is also the owner of Brownstone Financial Services LLC and provides advisory services at Rimmer Retirement Advisors, where he supervises office employees under an independent contractor agreement. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor and specialized retirement plan advisory programs.