Ashraf Mohamad is a financial advisor with Merrill in Oklahoma City, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MidFirst Bank and Bank of America, N.A., and he has experience in both financial services and other sectors. Merrill, along 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Kannon Phipps is a financial advisor at Edward Jones in Oklahoma City, OK, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Peters & Chandler, P.C. for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Dodson is a financial advisor with Cetera who holds the Series 63, Series 65, and Series 66 licenses and has 33 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and is currently a partner and owner of Apex Wealth Management. In addition to his advisory roles, Dodson is an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Robert Garcia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with Prudential-sponsored non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Steven Kirkland is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm’s planning process uses established tools and modeling techniques, with clients responsible for implementing recommendations.

Walter Corbett is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long-term tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company prior to joining Mass Mutual. Outside of his advisory work, he manages a property management business in Yukon, OK, part-time since 2005. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to a range of clients including individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements that use analytical tools and written recommendations tailored to client goals.

Michael Rainbolt is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Edward Jones for 14 years before joining LPL Financial in 2020. Outside of his advisory role, Rainbolt is involved with several business entities related to his practice, including multiple DBAs associated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing a range of discretionary and non-discretionary strategies.

David Wray Jr. is a financial advisor with LPL Financial in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Securities America Advisor, Inc. and Securities America, Inc. for over 25 years and has operated his own advisory business since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice implemented through a broad network of investment adviser representatives using a variety of portfolio strategies.

Scott Schaefer is a financial advisor with Thrivent Investment Management in Edmond, Oklahoma, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he owns rental properties in Edmond and handles maintenance tasks personally. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering ongoing or one-time engagements that cover a broad range of financial topics.

Ashlie Nader is a CFP® and holds a Series 66 license, with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked in wound management from 2010 to 2017. Outside of her advisory role, she is a consultant for a skin care products business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Jonathan Hill is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Cetera Wealth Services, Avantax, and Wymer Brownlee Wealth Strategies. He is also the manager of Hill Connections, LLC, an online business venture exploring digital product development and newsletter publication. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and specialized services such as estate planning.

Levi Fortune is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Club Car Wash and Masters Car Wash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services.

William Coleman is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Coleman holds Series 63 and Series 66 designations and is based in Oklahoma City, OK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of over 23,700 advisors.

Jonathan Roth is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously operated Company de Roth for nine years. Roth also engages in related business activities including sales of loan products and home services referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm emphasizes a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Johnson Noerdlinger is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Tyson is a financial advisor with Edward Jones in Edmond, OK, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked with Timberline Builders and Pro-Tech Hardbanding Services Inc. Outside of his advisory role, Tyson is active as a pianist and band member at Henderson Hills Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a nationwide network of more than 23,000 financial advisors.

Kelly Wisdom is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining LPL Financial in 2019, Wisdom worked at BancFirst and T S Phillips Investments, Inc for 11 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.

David Dick II is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at firms including Securities America Advisors and Voya Financial Advisors. Outside of his advisory role, he owns an agricultural business and a consulting service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement services through independent financial professionals, utilizing a range of portfolio management approaches and proprietary as well as third-party strategies.

James Johnson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner at Greenleaf Lane LLC and serves as a board member of the Remerge charity. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

James O'Malley Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.