Ashaunie Mcneil is a financial advisor at Fidelity with a Series 66 designation and recent industry experience beginning in 2024. Her prior work includes roles at several organizations across diverse sectors, such as TBS Factoring, Insightful Transit, Embassy Hotel, and the University of Central Oklahoma. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction based on proprietary research, quantitative analysis, and systematic methodologies.

Zhana Yelubayeva is an Investment Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she worked as a Financial Representative at Fidelity Investments from 2024 to 2026. Before joining Fidelity, she served as a Registered Representative at NYLIFE Securities LLC in 2024 and was an Agent at New York Life Insurance Company from 2023 to 2024. In her professional practice, Zhana focuses on helping clients define and prioritize their financial goals. She emphasizes understanding clients' lives and values to collaboratively develop tailored financial plans. Outside of her professional work, Zhana enjoys attending concerts, visiting museums, and practicing yoga.

Lauren Jackson is a financial advisor at Morgan Stanley with Series 66 registration and no prior industry experience. Before joining Morgan Stanley in 2026, she was affiliated with the Morgan Stanley Private Bank and has experience working with the Texas Tech University System and City Bank. Outside of finance, she has been involved with the Texas Tech Pom Squad and Revolution Elite Dance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning through structured discovery conversations and utilizes proprietary tools and market models to develop client plans.

Melinda Seagraves is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has held roles at Raymond James Financial Services Advisors and TFCU Financial Advisors/Tinker Financial Services, where she has also performed management and office duties. In addition, she serves as the Executive Sponsor for a Neurodiversity Employee Resource Group at Tinker Federal Credit Union, providing coaching and support for employee collaboration. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

William Moyer is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Fisher Investments and Morgan Stanley Private Bank, N.A., along with diverse experience outside finance including positions at the University of Oklahoma and Buffalo Rock Golf Course. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models, including Secular Return Estimates and Monte Carlo simulations.

Ronald Hargis is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Raymond James Financial Services Advisors and Tinker Federal Credit Union. Outside of his advisory work, he is involved in agriculture and farming activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides retirement income planning advice through a collaborative, non-discretionary process that incorporates proprietary research and third-party data.

Jody Cinnamon is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Wells Fargo Advisors Financial Network in Oklahoma City, having worked at several firms including Edward Jones, Northwestern Mutual, and Keller Williams Realty. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold.

Emily Forte is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding a Series 66 credential and four years of industry experience. She has worked at MML Investors Services LLC since 2022 and at MassMutual Life Insurance Company since 2021. Prior to her financial services career, she spent seven years at Southwest Foodservice Excellence. Outside of her advisory role, she is an insurance broker specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved analytical tools, offering collaborative, annual financial planning engagements without investment discretion.

Perry Warren is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of his advisory role, he owns ShOCKERS, LLC, a youth sports organization in Lawton, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a structured financial planning process without individual security recommendations in standalone plans.

Stephen Janzen is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Janzen serves on the Finance Advisory Council at Oklahoma Christian University, contributing to the finance department’s engagement with faculty, administration, and students. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Marcie Plumbtree is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked with MassMutual-related entities since 2014. Outside of her advisory role, she participates in organizing an annual crawfish boil fundraiser for multiple sclerosis research. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements that use advanced analytical tools to deliver written recommendations tailored to client goals.

Shaheen Rogers is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Rogers has worked at Bank of America, N.A. and Merrill since 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenee Lister is a financial advisor at Merrill with 38 years of industry experience. She holds a Series 63 credential and has worked at Merrill since 1988, concurrently serving at Bank of America since 2011. Outside of her advisory role, she serves as a trustee for Casady School, an Episcopal private school, and Oklahoma City University, and is involved in family investment activities through a family LLC and an oil and gas investment LLC. She also serves on the Board of Directors of United Way of Central Oklahoma, where she is slated to become Chair of the Board in 2027. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with various features including tax-aware options and cash sweep programs.

Meagan Moreno is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2013, including her current role at Morgan Stanley Private Bank, N.A. Prior to her career in finance, she worked with Cache Public Schools for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Stecker is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and managed services separate.

Mark Province is a financial advisor with Stifel in Oklahoma City, OK, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior firms include Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Jeff McDonald is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he co-founded Lister McDonald Wealth Management in Oklahoma City. His professional focus includes tax minimization strategies, income planning, business succession strategies, and providing access to credit and lending solutions through Bank of America, N.A. Jeff serves a diverse clientele consisting primarily of physicians, dentists, engineers, corporate executives, and business owners, many of whom have sold or are in the process of selling their enterprises. Jeff's approach to wealth management involves identifying clients' life priorities through personalized questions and collaboration with internal specialists as well as clients' CPAs and attorneys. He emphasizes preparing his clients for both anticipated and unanticipated life events, ensuring comprehensive financial planning that encompasses retirement, Social Security, wealth transfer, and elder care. His commitment is reflected in his flexible scheduling and dedicated service to his multi-generational clientele. Jeff holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Oklahoma City University. Outside of his professional role, Jeff is involved with organizations such as the American Lung Association, Central Oklahoma Habitat for Humanity, Juvenile Diabetes Research Foundation, Oklahoma Lawyers for Children, and The Institute for Economic Empowerment of Women. He resides in the Oakdale area of Oklahoma City with his wife and two children, enjoying activities such as family time, cookouts, skiing, and traveling.

Laurie Meese is a Series 66-licensed financial advisor with Edward Jones in Norman, Oklahoma, with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

James Lathrop is a financial advisor at Stifel in Oklahoma City, holding a Series 66 designation with 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he spent a combined 14 years. Outside of his advisory work, he owns a ranch in Oklahoma that he leases for cattle management. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance for financial planning.

William Ahrberg is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lord Abbett Distributor LLC for seven years. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.