Mathew Medcraff is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding role with Bank One beginning in 2005. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Danielle Burrus is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with 14 years of industry experience. She has been with Morgan Stanley since 2006. Outside of her advisory role, she serves as president of the Heartland CamarosOKC Club, a local car club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Michael Foote is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has held roles at Mid-America Christian University since 2007, including Co-Director of Library Services, and serves in the Air National Guard. Foote has also been affiliated with PFS Investments Inc. and Primerica Financial Services for over a decade. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients, with a focus on wrap-fee solutions rather than institutional plan management.

Robert Briscoe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has a long tenure at Pruco Securities, LLC and Prudential Insurance Company of America, where he worked since 1980. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Lance Polk is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and has worked at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program supported by a centralized due-diligence framework.

James Wood is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America and Merrill. He also has a referral relationship with Arcadia Structured Settlements. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and incorporates various investment strategies supported by internal and third-party research.

Henry Hasler is a CFP® and holds a Series 66 license, currently working with Fidelity Investments. He has five years of industry experience, including six years of service in the United States Air Force prior to his financial career. His background includes roles at Fidelity Brokerage Services, LLC since 2020 and Fidelity Investments since 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Minka Latta is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Raymond James & Associates since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients, offering both retail and institutional solutions.

Kacey Boothe is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 credentials and bringing 31 years of industry experience. Prior to joining Equitable Advisors in 2024, Boothe worked at American Fidelity for 30 years and held roles at several other financial firms. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm employs a delivery model that relies on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Matthew Kyle Sanders is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Matthew offers expertise in areas including divorce transition planning, family wealth management strategies, managing new wealth, portfolio management services, and individual and corporate investment strategy. Matthew holds a Bachelor's Degree from East Central University and is a Personal Investment Advisor (PIA). He emphasizes a one-on-one approach with clients to develop financial strategies designed to help pursue long-term goals. Outside of his professional work, Matthew is involved with community organizations such as Delta Waterfowl and Ducks Unlimited. His personal interests include boating, football, hunting, photography, and traveling.

Tami Woodard is a Series 66-licensed financial advisor with Edward Jones in Oklahoma City, Oklahoma. She has 18 years of industry experience and has been with Edward Jones since 2007. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Randal Dame is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining LPL Financial in 2021, he has worked with firms including WealthFirst Financial Advisors and OKC Wealth Advisors. He also serves as an adjunct instructor at Francis Tuttle Technology Center and operates a notary business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary portfolio management.

Kurt Semtner is a Series 66 designated financial advisor with Edward Jones, where he has worked since 2010, accumulating 16 years of industry experience. He is based in Edmond, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Nathaniel Campbell is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. His prior work includes roles at MidFirst Bank, Option One, Amazon, and St Anthony Hospital. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Drew Mc Garraugh is a financial advisor with Ameriprise in Edmond, OK, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the board of directors for FirstBank Southwest and is involved in an oil and gas production LLC with his family. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement recommendations, emphasizing managed accounts and algorithm-driven processes.

Anthony Garcia is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Tinker Federal Credit Union. He is also involved in political activities through his work with Francis Tuttle Technology Center. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Christopher Mc Gill is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Prior to that, he was involved with Tumbleweed, LLC for nine years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Entz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. In addition to his advisory roles, he has a longstanding legal practice specializing in estate planning, wills, trusts, and probates, and is involved in managing family farming operations and oil and gas interests. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and affiliated resources.

Douglas Settle is a CFA® charterholder with 44 years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is the owner and general partner of Excelsior Max!, LLC, a business unrelated to investment activities. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a notable presence in public finance and municipal work.

Meredith Doty is a CFP® with 25 years of experience in the financial services industry. She is currently with Morgan Stanley, having previously worked at Bank of America and Merrill Lynch. Doty serves as a board member of the Denison High School PTO, where she is involved in fundraising and organizing events for students. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers both retail and institutional investment solutions.