Charles Wallin is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and founded Wallin Asset Management/The Wallin Agency in 1999. He is also involved as an investment advisor with Apex Financial Solutions, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment solutions.

Michael Stevenson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Cetera. He previously spent 28 years with Avantax entities and has operated his own CPA practice since 1995. Stevenson is also a partner in an oil and gas exploration business and manages tax preparation and accounting services through his CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, encompassing both discretionary and non-discretionary program structures.

Preston Schaefer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Thrivent Financial and its investment management division since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning and allows clients to combine these services with managed accounts under a consolidated billing option, while keeping planning and portfolio management separate.

James Lowry is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Lowry is based in Oklahoma City, OK. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques but does not provide individual security recommendations as part of its standalone planning services.

Kenneth Heidenreich is a financial advisor at Raymond James Financial Services Advisors, Inc. with 42 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wells Fargo Clearing for 10 years. Heidenreich serves on the advisory board for the Logan County Rural Water Board District 1. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal and public-finance clients.

Daniel Stith is a CFP® certificant with 47 years of industry experience, currently affiliated with OSAIC since 2023. He has held leadership roles including Owner and CEO of Wealth Management Group, L.L.C. and President of Carroll Enterprises, Inc. Stith is also a founding director of the Living Through His Word Foundation, an organization promoting Christian-based activities, and serves on several nonprofit boards including the Oklahoma State Foundation and the Jim Thorpe Association. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a range of asset-allocation tools and investment products to tailor portfolios to client needs.

Phillip Suarez is a financial advisor with Edward Jones in Bethany, Oklahoma, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he is involved in the music community as the drummer for a band and serves as Chief Marketing Officer for a social networking site for musicians. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Reg Aldrich is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Country Financial for 13 years before joining Raymond James in 2022. Aldrich is also involved in insurance sales through ownership of First Harvest Insurance OKC, LLC, and First Harvest Insurance, LLC, and serves as an advisor and partner at True Harvest Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Larry Paulk is a financial advisor with Primerica Advisors in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004 and previously worked in the Washington Public School system for over 30 years. Outside of financial advising, he is co-owner of Week Knockers, a yard spraying business in Washington, Oklahoma. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options, operating primarily under a wrap-fee structure rather than serving institutional or pension plans.

Brandon Fuller is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Primerica Advisors since 2000 and with Primerica Financial Services since 1996. Outside of his advisory role, he is involved in selling home security and automation products through an affiliate of PFS Investments and receives compensation for loan product sales and client service referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, using model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, managing portfolio implementation through BNY Mellon Advisors.

Adam Bahner is a financial advisor at OSAIC with 16 years of industry experience. He holds the CFP® and Series 66 designations and has been with Royal Alliance since 2016. Outside of his advisory role, he is involved as a licensed agent in individual and group life and health insurance and owns a commercial real estate holding company, Talka, LLC, in Oklahoma City. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisors and advisory platforms. The firm offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers, employing tools such as asset-allocation models and automated rebalancing to manage portfolios.

Candace Hobbs is a CFP® professional with over 20 years of industry experience, currently serving at Edward Jones since 2005. She holds Series 63 and Series 66 licenses and is based in Edmond, OK. Hobbs is involved with the Oklahoma City Estate Planning Council as Vice President and also leads Addie Ventures, a business focused on horse care. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Christopher Crotts is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including FSC Securities Corporation and Cetera. Crotts is also managing member of Crotts Lohrey & Associates, PLLC, which provides accounting and tax services, and has interests in retail package stores and property management. OSAIC serves a diverse range of clients such as individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment vehicles.

Rickey Ezell is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with LPL Financial since 2019. He previously worked at Edward Jones for 12 years. Ezell serves on the board of a nonprofit organization in Oklahoma City and owns a home maintenance business. 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 and access to model portfolios, and supports advisors with technology and a broad platform of financial products.

Geri Cope is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Outside of her advisory role, she is the founder of Seoul Mamas, a contract manufacturing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Jason Bach is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Company, holding Series 63 and Series 65 designations with 32 years of industry experience. He has been with MassMutual Investors Services since 2004 and MassMutual Life Insurance since 2010. Outside of his advisory work, he is the owner of TILT UP!, LLC, a company through which he is writing a book and producing promotional materials unrelated to the financial industry. 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, utilizing firm-approved software to analyze client goals and deliver written recommendations as part of annual, collaborative planning engagements.

Scott Haas is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and six years of industry experience. Before joining Primerica Advisors in 2020, he worked with Environmental Testing, Inc. from 2015 to 2023. Outside of his advisory role, he serves as vice president of a local BNI chapter and works as an independent contractor for Environmental Testing, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides services through a large network of advisors.

Amber Eduvigen is a financial advisor with OSAIC in Oklahoma City, OK, holding a Series 66 designation and 19 years of industry experience. Her prior firms include Woodbury Financial, Cetera Advisors, and Raymond James Financial. She is also a financial planner and insurance agent with Eternal Wealth Management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios that may include a range of securities and alternative investments.

Robin Utley is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has previously worked in roles at Thrivent Financial and the Lord of Life Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on various financial topics without portfolio management or discretionary trading authority.

Connor Kurtz is a financial advisor with Raymond James Financial in Edmond, OK, holding a Series 66 designation and five years of industry experience. He has held roles at Raymond James Financial Services and Ancel Airington & Associates PLLC since 2021 and was previously employed at Tree3 Inc. and Oklahoma City University. He also works as a financial advisor with Airington Advisors. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports a broad network of advisors and affiliated firms.