Tyler Toth is a financial advisor at Ameriprise Financial Services with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Ameriprise in 2024, Tyler worked at Unlimited Officials from 2022 to 2023 and was involved in education for ten years. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Isabela Rodriguez is a financial advisor at Thrivent Investment Management based in Oklahoma City, OK. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at The Master's University and Vector Marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on 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 portfolio management services separate.

Jeffrey Armstrong is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Armstrong serves as a trustee for the Town of Lake Aluma, Oklahoma City, where he is involved in local governance activities such as enacting codes and overseeing road maintenance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Wedel is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Wymer Brownlee Wealth Strategies prior to joining Cetera. Wedel also serves as a trustee of a family trust that includes special needs provisions. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party money managers.

William Sanders Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and over 22 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2003. Outside of his advisory role, he is involved in health-related sales activities through an independent business. 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 offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Charles Lundeen Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with MassMutual Financial Group and its affiliate MML Investors Services since 2003. Outside of his advisory role, he has been involved in health-related sales since 1996. MML 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, asset management, and educational seminars, employing firm-approved software and collaborative planning processes without investment discretion.

Pamela Fuerst is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., with two years of industry experience. She has been with Raymond James since 2024 and is also associated with Fuerst Financial LLC, a non-investment-related support company based in Erie, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Patterson is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 63 designation and over 41 years of industry experience. He has been with Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, he is involved as managing general partner in a real estate partnership. 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 scenario modeling, managing approximately $2.74 trillion in client assets.

Valerie Tunnell is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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 strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Timothy Smith is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at NYLife Securities and Princor Financial Services Corporation. In addition to his advisory role, he is active as a health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools.

Dewayne Crunk is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and affiliated firms since 2013, as well as at Venturi Wealth Management from 2018 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Brian Hancock is a financial advisor with Edward Jones in Oklahoma City, OK. He holds the Series 66 designation and has 13 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Anthony Howard is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC for 21 years. Outside of his financial services career, he is an ordained minister with no compensation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jeffrey Kitchens is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Edward Jones, having previously worked at Merrill, Inherent Real Estate, LLC, and J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rachelle West is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2018, following thirteen years at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global market projections in its financial planning process.

Keri James is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63, 65, and 66 licenses and possessing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes an IPS-driven approach and a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brett Thompson is a CFP® professional based in Edmond, OK, with 21 years of industry experience. He has been with Edward Jones since 2004. 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 through a nationwide network of roughly 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and alternative investment options.

Sonja Snider is a financial advisor with Merrill in Oklahoma City, Oklahoma, holding a Series 66 designation and possessing 10 years of industry experience. She has worked at Merrill Lynch since 2014. Outside of her advisory role, she is involved as a part-time consultant for Rodan + Fields, selling skincare products. Merrill, along 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Larry Ellis is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked at Midfirst, International Bank of Commerce, and LPL Financial LLC during his career. His current roles include positions at Cetera and affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Chantal Calbert is a financial advisor at Morgan Stanley in Oklahoma City, OK, holding a Series 66 designation with five years of industry experience. She has worked at Morgan Stanley since 2018 and previously spent six years at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning facilitated through firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.