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.

Brock Hunter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Primerica Financial Services since 2004 and has held roles at Primerica Advisors, PFS Investments Inc., and Progrexion. Outside of financial advising, Hunter is involved with SendaRide, a non-emergency medical transportation service in Oklahoma City, where he serves as a care partner. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets using model-driven strategies developed by third-party asset managers.

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.

Heather Candler is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Citigroup Global Markets, and Hilltop Securities, as well as earlier tenure at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Melissa Hines is a financial advisor with Stifel in Oklahoma City, holding a Series 63 designation and bringing 22 years of industry experience. She has worked at Stifel Nicolaus & Co. Inc. since 2018 and previously spent six years at Wells Fargo Clearing. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services with a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.

Blake Brown is a Series 66 licensed financial advisor with Edward Jones in Oklahoma City, bringing three years of industry experience. Prior to joining Edward Jones, he was involved in the restaurant and food service industry through his ownership and management of multiple food-related businesses. Outside of his advisory role, he has worked in food preparation and service roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is distinguished by its large network of advisors and branches, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and trust services.

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.

William Fink is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at American Alliance Insurance Services and Allstate Insurance. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Heather Winslow is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo Clearing, as well as earlier tenure at UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of financial advisors who utilize 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.

Ashton Bray is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, Ashton served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Advisor at Edward Jones from 2018 to 2021. Before transitioning into financial advisory roles, Ashton worked as an Accountant at Pat Filinto CPA ESQ from 2015 to 2018. In their role as a Financial Consultant, Ashton partners with clients to understand their short and long-term goals and to develop customized financial plans tailored to the unique needs of each client and their family. Building strong relationships with clients and maintaining open lines of communication are central to their approach. Outside of their professional responsibilities, Ashton enjoys golf and traveling.

Jeffrey Diamond is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at SWS Financial Services, Momentum Independent Network, and Hilltop SEC for 28 years, and has owned Harry H Diamond Incorporated for 30 years. Outside of his advisory work, he is involved in athletic training through ownership of PCTC LLC and has roles related to oil and gas mineral interests. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm offers a range of services including educational seminars, event-driven planning programs, and new offerings such as Divorce Planning.

Brayden Buck is a financial advisor with UBS Financial Services in Oklahoma City, OK, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated for 15 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.