Kevin Mcphee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank from 2009 to 2018. 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. The firm delivers these services through Wealth Advisors while clients retain final decision-making authority.

Daniel Boeckman is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Edward Jones. Outside of his advisory role, he is co-owner of Gottschalk Thompson LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisory and operational resources.

Traci Miller is a financial advisor with Morgan Stanley in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Citigroup Global Markets from 2000 to 2009 and at Morgan Stanley since 2009, including Morgan Stanley Private Bank since 2015. Outside of her advisory work, she provides color commentary for the University of Texas at El Paso basketball team. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s approach integrates a structured planning process supported by firm-approved tools and analytical models.

Benjamin Longoria is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors since 2020 and has worked with Primerica Financial Services since 2017. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

William Aiken is a financial advisor at Raymond James Financial with two years of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and the Oklahoma State University Foundation. He also spent 14 years at Oklahoma Christian School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Linda Mcdown is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Primerica Advisors since 2018 and Primerica Financial Services since 2017. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment offerings.

Dre'onna Adkins is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 designation and six years of experience in the industry. Prior to joining Edward Jones in 2020, she worked at Arvest for three years and The First State Bank for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

John Coburn is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is the owner of Coburn Companies, LLC, which operates Ice Hut, and is co-founder and president of a tax-related entity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance to align with appropriate investment programs, utilizing both proprietary and third-party managers and programs.

Daryl Osmus is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Osmus serves as a board member for Limbs for Life, a nonprofit organization that provides prosthetic limbs to individuals who cannot afford them. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive goal-based planning on topics such as retirement, taxes, and estate planning, while keeping planning and managed-account services separate.

Jeremy Hennigh is a financial advisor with Edward Jones in Edmond, OK, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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.