Jonathan Hill is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Cetera Wealth Services, Avantax, and Wymer Brownlee Wealth Strategies. He is also the manager of Hill Connections, LLC, an online business venture exploring digital product development and newsletter publication. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and specialized services such as estate planning.

Levi Fortune is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Club Car Wash and Masters Car Wash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services.

William Coleman is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Coleman holds Series 63 and Series 66 designations and is based in Oklahoma City, OK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of over 23,700 advisors.

Jonathan Roth is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously operated Company de Roth for nine years. Roth also engages in related business activities including sales of loan products and home services referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm emphasizes a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Johnson Noerdlinger is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Tyson is a financial advisor with Edward Jones in Edmond, OK, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked with Timberline Builders and Pro-Tech Hardbanding Services Inc. Outside of his advisory role, Tyson is active as a pianist and band member at Henderson Hills Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a nationwide network of more than 23,000 financial advisors.

Kelly Wisdom is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining LPL Financial in 2019, Wisdom worked at BancFirst and T S Phillips Investments, Inc for 11 years. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.

David Dick II is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at firms including Securities America Advisors and Voya Financial Advisors. Outside of his advisory role, he owns an agricultural business and a consulting service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement services through independent financial professionals, utilizing a range of portfolio management approaches and proprietary as well as third-party strategies.

James Johnson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner at Greenleaf Lane LLC and serves as a board member of the Remerge charity. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Donald Sickles is a CFP® professional affiliated with UBS Financial Services in Oklahoma City, OK, with 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory work, he served as Board President for the Oklahoma Arts Institute, where he was involved in conducting arts workshops and overseeing organizational operations. UBS Financial Services serves individual, corporate, and institutional clients, offering a combination of brokerage and investment advisory services that include financial planning, portfolio management, and alternative product distribution. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with comprehensive wealth management services.

Richard Porter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and over 52 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, John Hancock Mutual Life Insurance Company, and Mutual of New York. He serves as the national chairman of the Political Action Committee for the National Association of Insurance and Financial Advisors and volunteers with Junior Achievement. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

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.

Franklin Van Beckum is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Shearer Supply from 2015 to 2017. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lauren Nowell is Vice President and Financial Consultant at Fidelity Investments, where she currently partners with clients to build custom-fit financial plans aligned with their financial goals. She emphasizes a relationship-based approach that focuses on trust and care, working with clients and their families to organize and prioritize financial objectives. Lauren has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Dedicated Retirement Planner, and Financial Consultant. She holds an Arkansas Insurance License, supporting her expertise in retirement and investment planning. Outside of her professional work, Lauren's personal interests include cooking and baking, family activities, parenthood, traveling, and yoga.

Brock Hunter is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at PFS Investments Inc., Progrexion, and Primerica Financial Services, where he has worked since 2004. Outside of finance, he serves as a care partner for SendaRide, a non-emergency medical transportation service in Oklahoma City. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodial services, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

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.