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.

Amber Eduvigen is a financial advisor at OSAIC with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Woodbury Financial, Cetera Advisors, and Investors Capital Corp. Additionally, she is involved as a financial planner and insurance agent with Eternal Wealth Management in Oklahoma City. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services using various asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Andrew Self is a financial advisor with Ameriprise in Edmond, Oklahoma, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm serves a large client base through advisory, brokerage, and insurance solutions typical of an institutional firm.

Aaron Curry is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2006 and founded A & O Advisory, LLC in 2003, where he serves as managing partner. Outside of his advisory work, he serves as treasurer for the Regional Transit Authority and is a board member of the Oklahoma City Police Foundation. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

Michael Wojtek is a CFP® professional with 23 years of experience in the financial industry. He has worked at Raymond James & Associates since 2020 and previously held roles at Bank of America and Merrill from 2013 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Mason Cude is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. His prior experience includes roles at Arvest Wealth Management and IAS. He is also involved as a financial coach for WINGS FOR WIDOWS, providing virtual sessions on financial topics to spouses who have lost a significant other. OSAIC serves a diverse client base including retail and institutional investors with a range of advisory platforms and services. The firm employs various portfolio construction tools and offers access to third-party managers, supporting both discretionary and non-discretionary accounts.

Michael Mc Cormick is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of his advisory role, he is a partner in RCM Trucking LLC, a trucking business based in Edmond, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,000 advisors and manages more than $1 trillion in assets.

Eugene Thomas is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Outside of advisory work, he is involved in farming as the owner and operator of Shiloh Creek LLC. Mass Mutual Investors Services 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, wrap and money-manager programs, and educational seminars.

Jarris Davis is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Chase Grant is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience. Grant also operates Grant Estate Law, LLC, where he practices estate planning and estate administration as a solo attorney. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutions. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and affiliated firms.

Mandy Dollar is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. Her previous roles include positions at Cetera, Morgan Stanley, Bank of America, and Merrill. She serves as a board member of the Oklahoma Council on Economic Education, mentoring students on the importance of financial literacy. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, utilizing asset-allocation tools and a range of investment products to construct tailored portfolios.

Bridgette Morris is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Joseph Hladik is a financial advisor with Equitable Advisors in Oklahoma City, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2015 and has prior experience at Axa Advisors, LLC. Outside of his advisory role, he is involved in managing the Hladik Family Farm and serves as Chair of the Stewardship Committee at St. Francis Xavier Catholic 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services according to clients’ goals, risk tolerance, and time horizon.

Kyle Burch is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Northwestern Mutual. His background also includes roles in education and other fields. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from Schwab Center for Financial Research.

James Haney is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services for 36 years. In addition to his advisory role, Haney is president of Griffin & Haney, Inc. CPAs, where he manages tax preparation and accounting services, and he serves on the advisory board of the Cornerstone Equities Charitable Trust. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that supports diverse investment strategies across discretionary and non-discretionary accounts.

Johnny Nguyen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and was involved in the restaurant business at Pho Lan Asian Bistro for eight years. Merrill 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 range of clients including individuals, high-net-worth clients, and institutions.

Zachary Ellis is a financial advisor with Edelman Financial Engines, holding a Series 65 license and one year of industry experience. Prior to his current role, he worked at J Arnold Wealth Management and Valmark Financial Group. Outside of finance, Ellis has worked as a bartender at Homestead Kitchen and Cocktails. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, providing a range of discretionary and non-discretionary investment management solutions.

Debra Schumacher is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP® and Series 66 designations and 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, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stacey Jennings is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and seven years of industry experience. She previously worked at Continental Land Resources LLC before joining Edward Jones in 2018. Jennings formerly operated an independent contracting LLC related to land services, which is now inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

John Lee is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience with OptumRx and Mercy Hospital. Outside of his advisory role, he is a co-owner of rental properties in Oklahoma City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and provides a range of investment strategies, alongside affiliated mutual funds and tax-efficient services.