Bryan King is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to understand their financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families based on trust, reliability, and competency. Bryan has extensive experience in the financial services industry. Prior to his current role, he was a Financial Advisor at Modern Woodmen of America from 2013 to 2021. Earlier in his career, he served as a Senior Relationship Manager at Fidelity Investments from 1997 to 2006.

Drew Munson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2010, following prior roles at Merrill and Edward Jones. Munson is also a partner in Tatanka Tres, an investment LLC focused on projects sourced through his network and community. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ronald Baker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Edmond, OK. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. Since 2015, he has worked at Raymond James Financial Services Advisers Inc. and Raymond James Financial Services. Outside of advising, he serves on the advisory board of Kismet Arts Studio & Theatre and is a partner in AppraisalShield, LLC, where he provides executive advisory support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal and public-finance clients as well as employer-sponsored retirement plans.

David Bernstein is a financial advisor with Charles Schwab in Oklahoma City, holding a Series 66 credential and 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2009. Outside of his advisory role, he served as President of the Georgetown University Alumni Club of Oklahoma, organizing social events and annual gatherings for alumni and students. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and centralized operational infrastructure.

Derek Dorris is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 10 years of industry experience. His work history includes roles at Ameriprise, Allstate Insurance, Vault Wealth Strategies, and Waddell & Reed. Outside of advising, he serves on the foundation board of OKC First Church of Nazarene and works as an independent contractor for Door Dash. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various investment management and advisory services through a multi-manager platform with discretionary and non-discretionary options.

Lenora Yankacy is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary SMA portfolios and offers a centralized operational structure supporting its extensive client coverage.

David Powell is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2015. Outside of his advisory role, he serves as president of Heartland T’s of OKC, an organization promoting Model T Fords, and is chair of trustees and chairman of the finance committee at Cornerstone United Methodist Church. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of investment types.

Melanie Darrow is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2004, with a recent tenure beginning in 2026 at Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as a co-trustee in a fiduciary capacity. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Wellman is a financial advisor at Raymond James Financial in Oklahoma City, holding a Series 66 designation. He has prior experience with Liberty Mutual Insurance and legal positions including Oklahoma Estate Attorneys and Oklahoma City University School of Law. Wellman has been with Raymond James Financial since 2026. 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, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing tools such as risk profiling and probability modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Phillip Wolf is a financial advisor with Primerica Advisors in Edmond, Oklahoma. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his advisory roles, he worked at USPS for 12 years. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through Pershing.

Jordan Anderson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2022, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2016 to 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and incorporates research from Wells Fargo Investment Institute alongside third-party data in its investment approach.

Timothy Patterson is a financial advisor at Morgan Stanley in Oklahoma City, OK, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, after prior roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and Corporate Financial Planning agreements.

Samuel Holland is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Gallagher from 2019 to 2023. Holland holds a Series 66 designation and is based in Oklahoma City, OK. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Rachel Johns is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2022. Prior to that, she was employed by Southern Airways Express from 2019 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

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 at Ameriprise Financial Services with 19 years of industry experience. She has held positions at Raymond James Financial Services Advisors and TFCU Financial Advisors/Tinker Financial Services LLC. In addition to her advisory role, she serves as the Executive Sponsor for a Neurodiversity Employee Resource Group at Tinker Federal Credit Union, providing coaching and supporting employee collaboration. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes written recommendation reports and ongoing advice focused on 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.

Gail Van Nest is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2013. She is president of Bridgepoint Financial, focusing on insurance, benefits, and human resources, and also leads Bridgepoint Succession and Consulting as well as Bridgepoint Gap Consulting. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides services through a network of independent financial professionals with flexible investment strategies and a range of custody and platform arrangements.