James Story is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining MassMutual in 2020, he worked with NYLife Securities and New York Life Insurance Company for seven years. Outside of his advisory role, he serves as a board member for True North Ministries, participating in ministry activities and camps. MassMutual Investors Services 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, and educational seminars, emphasizing collaborative, software-driven planning tailored to client goals.

Jay Edzards is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 63 designation and bringing 38 years of industry experience. He previously worked at Merrill for 29 years and Bank of America for 7 years before joining UBS in 2017. Outside of advisory work, he is involved with a family farm, Gooch Farms LLC, and serves as a fiduciary for his daughter's retirement account. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Jim Duncan is a financial advisor with OSAIC based in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018, previously at Sii from 2014 to 2018, and has been associated with Benchmark Financial since 1985. Outside of his advisory role, he serves as President of Benchmark Financial Group, LLC, an insurance and employee benefits agency. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party managers to construct portfolios that include a range of asset classes, managed on discretionary or non-discretionary bases.

Adam Hernandez is a financial advisor with Fisher Investments, holding a Series 65 credential and six years of industry experience. He has been with Fisher Investments since 2019 and previously worked at R2Logistics and BJ's Restaurants. Outside of advising, he owns a rental property managed by a third-party property manager. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Preston Patterson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015 and 2016, respectively. He is based in Oklahoma City, OK. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations in its financial planning process.

Lacie Mc Cumber is a CFP® and Series 66-registered financial advisor with Edward Jones in Oklahoma City, Oklahoma, where she has 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, Mc Cumber is the owner of RISE TKLD, LLC, a retail merchandise 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 advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tanner Bonham is a financial advisor at Edward Jones in Edmond, Oklahoma, holding the Series 66 designation with six years of industry experience. His prior work includes roles at Kelley Jewelers and the Weatherford Daily News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a wide range of advisory programs and approximately $1.01 trillion in assets under management across a nationwide network of financial advisors and branch offices.

Christopher Nader is a financial advisor with Edward Jones in Edmond, Oklahoma. He holds a Series 66 designation and has one year of industry experience. He has served in the Oklahoma Army National Guard since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers various discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Jacob Rainbolt is a financial advisor with LPL Financial based in Oklahoma City, OK, holding a Series 66 designation and 5 years of industry experience. His prior roles include work with Banc First and a position at the United States House of Representatives. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios and research from both in-house and third-party sources.

Stephen Rimmer is a financial advisor with Raymond James Financial in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James since 2006. Rimmer is also the managing owner of Rimmer Retirement Advisors, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs, emphasizing tailored advice supported by firm research and a broad affiliate network.

Mark Beasley is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. Outside of his advisory work, he has worked as a contractor for Lyft in the automotive and transportation sector. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

Steven Beck is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Woodbury Financial Services, St. Bernard Financial Services, and Jackson National Life Distributors. Outside of advising, he is a partner or owner in several family business ventures, including an RV park and a development company focused on cabin home sites. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Teresa Malzahn is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 2000. Outside of her advisory role, she serves on the board of directors for two aviation manufacturing companies and is involved in longhorn cattle breeding through Malzahn Cattle Company LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Darren Telford is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he volunteers as the treasurer for Healthy Living OKC and serves as a committee member at Putnam City Baptist Church. 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 third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Laudena Fields is a Financial Advisor with Merrill Lynch Wealth Management, where she has served since 2020. In her role, she focuses on providing personalized wealth management services with an emphasis on long-term planning and seizing immediate market opportunities. Her client specialties include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, and women and wealth. Prior to joining Merrill Lynch, Ms. Fields contributed to the growth of a successful wellness business while developing client relationships. She applies this experience to assist clients in pursuing financial health as part of their overall wellbeing, particularly supporting women navigating life transitions such as retirement, divorce, or the death of a spouse. She also addresses the planning needs of families who seek to ensure the care of loved ones beyond the wealth creator’s lifetime. Ms. Fields holds the Personal Investment Advisor (PIA) designation and completed her high school education at Putnam City North. Outside of her professional work, Ms. Fields is committed to mental health and financial education for women. An avid runner, she has completed nine marathons, including the New York City Marathon, while fundraising for suicide awareness and prevention. She enjoys cooking, hiking, music, reading, running, spending time with her family, traveling, and practicing yoga. She lives with her husband, Brandon, and their young daughter, Sophia.

Michael Visina is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved in property and casualty insurance through Freeland Insurance LLC and various other insurance and brokerage contracts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to address client needs.

Julie Easterly is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Based in Oklahoma City, OK, she focuses on institutional advisory services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Gloria Gould is a financial advisor with Cetera in Oklahoma City, OK, holding a Series 66 designation and 18 years of industry experience. She has worked with Midfirst Bank since 2020 and has been associated with RBC Capital Markets since 2006. Outside of her advisory role, she participates in the True Champion Referral Program with Midfirst Bank, which provides incentives for client referrals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party model portfolios and managers.

Samuel Kozlowski is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various media and community roles, including freelance news writing for local newspapers and videography for a non-profit Native American art organization. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Erik Peters is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through positions including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Work Place Planning & Advice Consultant, and 401k Financial Associate. His experience encompasses various aspects of financial planning and investment consulting. Erik focuses on delivering personalized financial guidance tailored to each client's goals, values, and priorities. His approach aims to simplify complex financial decisions and foster confidence in clients' financial futures. He emphasizes building lasting relationships based on trust, integrity, and exceptional service.