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.

James Chiconas is a financial advisor with Equitable Advisors in Edmond, Oklahoma, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as the treasurer and a board member of St. George Greek Orthodox 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 third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk tolerances.

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.

Frederick Mischler is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Waddell & Reed Inc and Randal Dame. Outside of his advisory work, he has been involved with the Oklahoma Curling Club and the Oklahoma Youth Orchestras. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kari Riggs is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Joel Williams is a financial advisor at Merrill in Oklahoma City, OK, holding a Series 66 designation. He has been with Merrill since 2024 and has prior experience at Bank of America, N.A., American Fidelity, and Kirkpatrick Bank. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Conklin is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Mass Mutual Investors Services since 1990 and with MassMutual Life Insurance Company since 1989. Outside of his advisory role, he serves as a part-time minister to senior adults at Memorial Road Church of Christ. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers specialized services such as divorce and estate-settlement planning.

Randall Cloud is a financial advisor with Cetera in Oklahoma City, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He is also the owner of R L Cloud CPA, Inc., an accounting and tax preparation firm, and participates as an assistant treasurer in the Oklahoma City AMBUCS community service chapter. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that provides access to various investment strategies and program options.

Elizabeth Lents is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and worked at Citigroup Global Markets beginning in 2007. She holds a Series 66 designation and is based in Oklahoma City, OK. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

William Daniel is a financial advisor with Osaic Wealth Inc in Oklahoma City, holding a Series 63 designation and bringing 51 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advisory work, he serves as president of TG&E Insurance Agency. Osaic Wealth Inc serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, leveraging asset-allocation tools and third-party solutions to construct diversified portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Steven Curry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining Cetera in 2025, he worked at BOK Financial Securities, Inc. and MidFirst Bank. He is also the owner of SACTLC LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

James Browning is a financial advisor with Edward Jones in Oklahoma City, OK, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Michael McCall is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years and has been with MassMutual-related firms since 2016. Outside of advising, he is involved in independent insurance agencies and tax preparation services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual client relationships and event-driven planning programs.

John Wilson is a financial advisor with Equitable Advisors in Oklahoma City, holding a Series 66 designation and 25 years of industry experience. He has worked at Equitable Advisors since 2006 and previously was affiliated with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Justin Covey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He supports clients in making informed financial decisions by applying disciplined planning and strategic management tailored to their individual goals. His professional approach is shaped by his experience as a former Army pilot and Commissioned Officer, where meticulous planning was critical to mission success. Justin's areas of expertise include legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Oklahoma State University. Beyond his professional role, Justin is involved with the Dale K. Graham Veterans Foundation. He resides in Norman, Oklahoma, with his wife Tennille and their two daughters. His personal interests include adventure sports, basketball, boating, cooking, golfing, hunting, skiing, spending time with family, traveling, and watching movies.

Brett Valentine is a financial advisor at OSAIC with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc and has project management experience at Telus Agriculture. He also manages a separate project management business focused on coordinating stakeholder requirements and maintaining regulatory compliance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and advisory services with a variety of investment solutions and platforms.

David Bott is a financial advisor with Cetera Wealth Services, LLC in Oklahoma City, holding a Series 66 designation and bringing 26 years of industry experience. He has a long career history with Avantax firms dating back to 1999 and is also a CPA with over 31 years of experience operating his own accounting and tax preparation practice. Additionally, he manages a family trust and is involved in farming operations through ownership of agricultural land. Cetera Investment Advisers LLC provides services through a large network of independent advisors, offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform with a wide range of investment programs and access to both affiliated and third-party managers.