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 in Oklahoma City, OK, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2021 and is also a partner in RCM Trucking LLC, a trucking business based in Edmond, OK. Previously, he was involved with Northern Industrial Sands for three years. 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 approximately $1.01 trillion in assets and offers a range of investment strategies, advisory services, and affiliated financial products through a large nationwide network of advisors and branch offices.

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.

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 previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved in his family farm operation and serves as chair of the stewardship committee at St. Francis Xavier Catholic Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to advisory program models or discretionary managers, utilizing both proprietary and third-party solutions.

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.

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.

Joseph Hobbs is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, International Bank of Commerce OK, BOK Financial Securities, and Bokf, Na. He is also the owner of Financial Vision Consulting, LLC, where he provides insurance services. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and oversees over $256 billion in assets through a variety of program structures.

James Counts is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Primerica since 2005 and previously served six years at Oak Hills Church. Counts also owns Counts and Associates, a Primerica-affiliated business entity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, providing a wrap-fee solution with a tiered percentage-based fee structure.

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.

Alexis Atchley is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Oklahoma City, OK. Alexis has been with Mass Mutual Investors Services since 2024 and also has experience at MassMutual Life Insurance Company and Bluecrest Financial Alliances. Prior to entering the financial industry, Alexis worked in various roles including at OSO on Paseo and El Coyote. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved tools, with optional implementation through separate brokerage or insurance arrangements.

Gary Mcintire is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he provides general business advice to a skin care treatments and products company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jack Cantrell is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized, goal-based financial plans aligned with their values and long-term objectives. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position. His professional experience encompasses client relationship management and financial planning, gained through his tenure at Fidelity Investments from 2023 to the present. This experience provides him with a comprehensive understanding of financial services and client-focused planning. Outside of his professional role, Jack enjoys engaging in social events with friends, playing golf, watching movies, attending theater performances, spending time with pets, and traveling.

Kristi Anna Abdoo is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has held positions at firms including Schwab Wealth Advisory Inc, Charles Schwab, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutions, charitable organizations, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and in-house research.

John Baughman is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at various firms including Loe Financial Group and has been associated with Primerica Financial Services since 1987. Outside of advising, he is involved in sales of home security and automation products through related companies. Primerica Advisors serves primarily individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

James Chiconas is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Equitable Advisors since 2006 and previously held roles at Axa Advisors, OSAIC Services, Spelman & Co., and Century Advisors. He serves as the treasurer and a board member of St. George Greek Orthodox Church on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory programs catering to various client needs, including ERISA fiduciary services for qualified plans.

Alan Beamish is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Horizon RV Transport and PFS Investments Inc. He also has involvement in selling loan products and referring home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by third-party asset managers and supports accounts through Pershing custody and BNY Mellon Advisors overlay management.