Peter Shurow Jr. is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fsc Securities Corporation and Capital Financial Services, Inc. Outside of his advisory role, he owns two LLCs established for tax planning purposes and acts as an independent agent for fixed insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of tools and platforms to construct diversified portfolios and supports a complex corporate structure with multiple advisory and brokerage business consolidations.

Matthew Hechtner is a financial advisor with Ameriprise Financial Services, LLC in Oklahoma City, OK, holding a Series 66 license and bringing 10 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Hechtner works as an independent contractor helping to train artificial intelligence by reviewing outputs for errors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Amy Million is a financial advisor with Osaic Wealth, Inc. based in Norman, OK, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her prior experience includes roles at Edward Jones and FSC Securities Corporation. In addition to her advisory work, she owns Million Wealth Management, LLC, and Modern Divorce Solutions, LLC, where she assists clients with financial aspects of divorce. She also operates Branchwise Tax Solutions, a tax preparation service, and runs an educational program called My CFO Bootcamp. 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 offers integrated brokerage and advisory services and employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.

Josh Hopkins is a Financial Consultant at the Oklahoma City Investor Center, where he provides personalized financial guidance to individuals and families. He works with clients to help them pursue their short- and long-term financial goals, aiming to support them through various life events and build lasting relationships. Josh has been with Fidelity Investments since 2019, holding roles including Senior Transaction Service Representative, Workplace Planning Consultant I and II, Relationship Manager, Investment Consultant, and currently Financial Consultant. His experience covers a range of financial planning and client relationship management responsibilities. Outside of his professional work, Josh enjoys family activities, golf, outdoor adventures, reading, and running.

Josue Villalobos Reyes is a financial advisor with Merrill in Oklahoma City, holding Series 63 and Series 66 credentials and four years of industry experience. His previous roles include positions at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, and MidFirst Bank. Outside of finance, he owns and operates WOLF COMMERCE LLC, a business selling personal items such as leather wallets on eBay. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Woody is a CFP® professional with 36 years of industry experience, currently advising clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Woody serves as an elder on the Board of Directors for the South Canadian Valley Church of Christ in Norman, OK, and is involved in managing a real estate business and a practice management company. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Stewart is a Wealth Management Advisor with Merrill Lynch Wealth Management, beginning his financial services career in 2015. In his current role, Michael develops customized financial strategies tailored to his clients’ individual goals. He emphasizes a comprehensive approach to wealth management, focusing on listening and assisting clients to make informed decisions. Michael’s areas of expertise include corporate executive services, education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment financial planning, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned a bachelor's degree from the University of Central Oklahoma. Outside of his professional work, Michael is involved with The Care Center. His personal interests include basketball, billiards, bowling, golfing, reading, running, spending time with family, and volleyball.

Bridgit Ketner is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and having five years of industry experience. She previously worked at Merrill from 2015 to 2022 before joining Morgan Stanley, where she has been since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved planning tools, emphasizing advisory services without individual security recommendations in standalone planning.

Taylor Gardner is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2024, he has been involved with several business ventures including ownership of Plains Moving LLC. Plains Moving is a household goods moving company based in Moore, OK, where he counsels operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Derek Dorris is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 10 years of industry experience. His work history includes roles at Ameriprise, Allstate Insurance, Vault Wealth Strategies, and Waddell & Reed. Outside of advising, he serves on the foundation board of OKC First Church of Nazarene and works as an independent contractor for Door Dash. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various investment management and advisory services through a multi-manager platform with discretionary and non-discretionary options.

Lenora Yankacy is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary SMA portfolios and offers a centralized operational structure supporting its extensive client coverage.

David Powell is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2015. Outside of his advisory role, he serves as president of Heartland T’s of OKC, an organization promoting Model T Fords, and is chair of trustees and chairman of the finance committee at Cornerstone United Methodist Church. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of investment types.

Ervin Decker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has involvement as a deacon overseeing worship and finances at Deer Creek Church of Christ. In addition, he is a partial owner and general partner in Hagle Motors, a car buying and selling business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Amanda Zamarripa is a Series 66-licensed financial advisor with Edward Jones in Norman, OK, and has seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mid-America Christian University and Hobsons for six years. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Melanie Darrow is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Merrill for 22 years. She serves as a co-trustee in an unrelated fiduciary role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets through a range of tailored programs.

Matthew Wellman is a financial advisor at Raymond James Financial in Oklahoma City, holding a Series 66 designation. He has prior experience with Liberty Mutual Insurance and legal positions including Oklahoma Estate Attorneys and Oklahoma City University School of Law. Wellman has been with Raymond James Financial since 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing tools such as risk profiling and probability modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jacob Ogle is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Waddell & Reed, and various insurance carriers. He is a member of Ogle Wealth Management, LLC, an administrative role related to tax purposes. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services featuring portfolio construction tools, multiple investment options, and third-party managed-account solutions.

Timothy Patterson is a financial advisor at Morgan Stanley in Oklahoma City, OK, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, after prior roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and Corporate Financial Planning agreements.

Cayla Taylor is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and a broad range of planning topics without discretionary trading authority.

Samuel Holland is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Gallagher from 2019 to 2023. Holland holds a Series 66 designation and is based in Oklahoma City, OK. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.