Linda Kissler is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies that align with clients’ individual goals and adapt to changing market conditions. Linda provides clients access to Merrill’s investment insights along with the banking and lending solutions offered by Bank of America. Her professional credentials include designations as a Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Linda holds a bachelor's degree from the Oklahoma State University System. Committed to community involvement, Linda follows the Merrill tradition of volunteering with organizations in the communities she serves. Her approach centers on working one-on-one with clients to help them pursue their long-term financial objectives.

Shaley Sikes is a financial advisor at Raymond James Financial with 13 years of industry experience, including 12 years at Edward Jones before joining Raymond James in 2024. She holds the Series 66 designation and operates in Edmond, OK. Outside of her advisory role, she is involved in supporting a financial planning business focused on divorce financial analysis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical modeling to tailor non-discretionary planning and consulting services aligned with client goals.

Suzanne Baxter is a CFP® with 34 years of industry experience, currently affiliated with Cetera. She has been working at Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Baxter serves as a board member and treasurer for Tactus, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management options, financial planning, and access to third-party managers within a multi-manager platform.

Christopher Kirk is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with VOYA Financial Advisors and led his own firms, Kirk Financial Group and Kirk Financial Services Inc. Kirk serves on the board of the Oklahoma Thoroughbred Retirement Program, which focuses on retraining racehorses for adoption. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various investment programs through a large nationwide network of independent advisors.

Gregory Collins is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a broad range of investment and advisory services.

David Thielke is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 24 years. He holds Series 63 and Series 65 credentials. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved tools.

Richard Pistulka is a financial advisor with LPL Financial in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with LPL Financial since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions including model portfolios, third-party subadvisors, and institutional platforms.

Robin Rush is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Outside of his advisory work, he serves as vice president of Graystone Properties of Oklahoma City, a company owned by his spouse, where he assists with record-keeping. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Thomas Tobin is an Investment Consultant at Fidelity Investments. He works with clients to simplify financial decision-making and help them toward their long-term goals through thoughtful planning and investment guidance. Thomas has held multiple roles at Fidelity Investments, starting as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager from 2025 to 2026, before taking on his current position as Investment Consultant in 2026.

Nathan Redman is a Series 65 licensed financial advisor with Cetera, bringing four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services for three years. Outside of his advisory role, he owns Nathan L Redman, CPA, PLLC, where he provides tax services including federal and state return preparation and tax planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with diverse program options and custodial arrangements.

Joshua Wolverton is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2012 to 2018. He is also a member of a family LLC that manages accounts in the absence of his father. Stifel serves a broad range of clients, including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

M. Elaine Dennis is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers. She also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, trust companies, and other institutions.

Tobie Timmermans is a Financial Consultant at Fidelity Investments, where he has served since 2026. In this role, he works closely with clients to understand their unique financial situations and develop tailored plans aimed at growing, protecting, and distributing their wealth. Prior to his current position, Tobie held roles as an Investment Consultant and in Workplace Planning & Advice at Fidelity Investments, accumulating experience from 2022 onward. Throughout his career at Fidelity Investments, Tobie has emphasized establishing clear client goals and tracking their progress to identify opportunities for financial improvement. His approach focuses on co-creating and maintaining financial plans that aim to ease client concerns and foster financial confidence and peace of mind. Outside of his professional work, Tobie enjoys camping, watching movies, skiing, playing soccer and tennis, and is engaged in parenthood.

Jeannie Roberts is a financial advisor with Cambridge Investment Research Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc. and Successful Financial Strategies, Inc., among others. She serves as a committee member for the Piedmont Public Schools Education Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Natalie Tomlin is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses, and has two years of industry experience. Her prior work includes roles at the University of Oklahoma, Lowe's, OSU Housing and Residential Life, and Holiday Retirement. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized team generating tailored, non-discretionary recommendations.

Kevin Nichols is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Waddell & Reed for three years before joining LPL Financial in 2013. Nichols also operates an investment-related business, OKC Investment Advisors, which functions as a DBA for his LPL activities. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Bryndon Manzer is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has held positions at Cetera Advisors, Securian Advisors MidAmerica, and Minnesota Life. Outside of his advisory role, he is also involved in broadcasting and owns Brooks & Banks LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies across multiple custody platforms.

Lori Winfield is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities. Outside of her advisory role, she is involved with the Assembly Of God Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Donald Howat is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent four years with J.P. Morgan Securities. Outside of his advisory role, he owns an outdoor and firearms supply business and serves on the board of a neighborhood organization in Edmond, Oklahoma. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Julie Marks is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory work, Marks provides pro bono financial planning to military families through a program sponsored by the Financial Planning Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on research, third-party data, and algorithmic analysis.