Keri Zeder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at firms including Avantax Advisory Services and Avantax Investment Services, and she assists in the day-to-day operations of Wymer Brownlee, providing tax preparation and accounting services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining discretionary and non-discretionary strategies across various program structures.

Jacob Ogle is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Waddell & Reed, and various insurance carriers. He is a member of Ogle Wealth Management, LLC, an administrative role related to tax purposes. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services featuring portfolio construction tools, multiple investment options, and third-party managed-account solutions.

James Ford is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Equitable Advisors and Axa Advisors for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research from LPL and third-party subadvisors.

Daniel Silhavey is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked with several firms, including Continental Resources and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Black Edge Energy LLC in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Phillip Wolf is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2024 and has been employed with the USPS since 2014. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-based investment strategies and operates at scale with thousands of advisors and billions in assets under management.

Kathryn Isernhagen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith for 17 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as retirement plan consulting and 529 account management.

Timothy Patterson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has also worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process incorporating firm-approved tools and modeling techniques.

Clark Telford is a financial advisor with Equitable Advisors in Oklahoma City, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at DoorDash and the University of Central Oklahoma. He also maintains a contract role with DoorDash. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services to client goals and risk tolerance.

Jonathan Shields is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Primerica Financial Services since 2009 and has been involved with PFS Investments Inc. since 2021. Outside of his advisory role, Shields tutors at Ray Chinese School and teaches artificial intelligence through Outlier AI. Primerica Advisors is a large firm offering a wrap-fee asset management program primarily to individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-based investment strategies managed by third-party asset managers and provides advisory services through a broad network of financial advisors.

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.

Audrey Katigan is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she began her career in 2019. She holds a Bachelor of Business Administration with a dual focus in Management Information Systems and International Business from the University of Oklahoma. Audrey is fluent in both English and Spanish, enhancing her ability to serve a diverse client base. Her expertise encompasses a comprehensive approach to wealth management, which includes areas such as education planning, family wealth management strategies, legacy planning, and managing new wealth. She is a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA), credentials that reflect her commitment to professional standards and investment management. Audrey collaborates closely with clients to understand their financial situations and priorities, helping to design personalized and adaptable wealth management plans that consider market conditions and clients' evolving needs. Beyond her professional duties, Audrey is involved in community organizations such as the Oklahoma City Republican Women's Club and has served on boards including Cleats for Kids Young Professionals and the Oklahoma Department of Libraries. She resides in Oklahoma City, Oklahoma with her husband and dog. Her personal interests include traveling, cooking, dancing, music, running, scrapbooking, skydiving, spending time with family, and watching movies.

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.

Carrie Nichols is a Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 35 years of experience to her role. She collaborates closely with partners John Frost and Rob Ryland, both CERTIFIED FINANCIAL PLANNER® professionals, to deliver personalized financial guidance and wealth management services tailored to individual client needs. Carrie and her team take a comprehensive, goals-based approach, emphasizing personalized wealth analysis and planning that considers immediate and long-term objectives to create generational wealth. Her areas of client focus include college and education planning, family wealth management, legacy and LGBT wealth planning, personal retirement planning, portfolio management, tax minimization, and strategies for women and new wealth. Carrie holds a Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the University of Oklahoma. She resides in Oklahoma City with her husband and two sons. Outside of her professional work, she has community involvement with Bishop McGuinness Catholic High School and enjoys football, reading, family time, and traveling.

Thomas Avant is a financial advisor with Wells Fargo Clearing in El Reno, Oklahoma, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an investment approach grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

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.

Cordell Setters is a financial advisor with Edward Jones in Oklahoma City, OK. He holds a Series 66 designation and has professional experience spanning several roles, including eight years at Cummins-Setters Commercial Partners and five years at BSOK Marketing. His background also includes positions at Verizon Wireless, Autozone, and Cameron University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages assets of approximately $1.01 trillion and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options through a nationwide network of financial advisors and branch offices.

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.

Rachel Wiley is a financial advisor at Charles Schwab with 19 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including USAA Financial Advisors, Fisher Investments, and Fidelity Investments. Wiley is currently based in Oklahoma City, OK. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts through its integrated and scaled advisory platform.

Katherine Nithman is a CFP® professional with 37 years of industry experience, currently advising with Cetera. Her career includes long-term roles at First Allied Securities and First Allied Advisory Services, as well as operating Nithman Financial Group since 1999. She is also commissioned as a notary public. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.