Steven Bajema is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked with Cetera since 2013 and also serves as a personal banking representative at First Fidelity Bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Jessica Mc Coy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for seven years and Merrill for eight years. Outside of her advisory role, she is involved as a proprietor and partner in several retail and healthcare businesses in Edmond, Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Laura Patrick is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 11 years of industry experience. Her work history includes roles at Fidelity Investments, Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of finance, she has been involved with Bloomingdales for over a decade. Fidelity’s 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Pamela Thomas is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Randall Parks is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and is committed to building and maintaining strong client relationships. Randall focuses on creating personalized financial strategies that align with his clients' goals and provides advice on wealth management, legacy planning, retirement income, tax minimization, and small business strategies. He holds the Certified Private Wealth Advisor® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Randall earned a bachelor's degree in Finance from Westminster College and is a member of professional organizations including the Financial Planning Association of Oklahoma City and the Investments & Wealth Institute™ (The Institute). His expertise also includes serving as a Personal Investment Advisor and Retirement Benefits Consultant. Randall has lived in Oklahoma for 30 years with his wife Leigh and their three children. They have been active members in their community, participating in organizations such as First Presbyterian Church of Edmond, Junior Achievement of Oklahoma City, Life Church of Edmond, and United Way of Central Oklahoma. His personal interests include baseball, cooking, fishing, football, gardening, golfing, music, and spending time with his family.

Ashley Engel is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2017, following six years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Darren Croy is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and previously worked at CP Management, LLC for 12 years. Outside of his advisory role, Croy is involved in several business ventures, including ownership of 2i Comics LLC, a non-investment-related enterprise. Raymond James & Associates, Inc. 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 governmental entities, offering financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Lance Cummings is a ChFC® and holds the Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. 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 strategies supported by a nationwide network of over 23,700 financial advisors.

Scott Cumbie is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with Raymond James & Associates since 2012. He serves as a trustee of the Oklahoma County Utility Services Authority, a public trust that provides water to rural and underserved areas of Oklahoma County, Oklahoma. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Gregory Smith is a Certified Financial Planner (CFP®) affiliated with LPL Financial, bringing 38 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. In addition to his advisory role, he is involved with GWS Investments, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and a range of institutional services.

Dennis Packard is a CFP® professional with 22 years of experience in financial advising. He currently works at Edelman Financial Engines and previously spent 17 years at Align Wealth Management, LLC. He is based in Oklahoma City, OK. 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 both discretionary and non-discretionary investment options.

Erikka Moore is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with LPL Financial and has previously worked at Merrill and Robert W. Baird & Co., Inc. for a combined 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and research-supported investment strategies through its network of investment adviser representatives.

Sandre Naumoski is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, Naumoski serves as a high school soccer coach for the Edmond School District. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brent Remerowski is a financial advisor with LPL Financial in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2009. He is also registered as a notary with the State of Oklahoma for official business purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, including high-net-worth individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Cody Cabler is a financial advisor with Mass Mutual Investors Services based in Oklahoma City, Oklahoma. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, MidFirst Bank, and Allstate Insurance Company. Mass Mutual 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, providing ongoing, collaborative planning engagements tailored to clients’ goals.

Grayson Johnson is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services through both direct and corporate agreements.

Nicole Hughes is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of her advisory role, Hughes is a partner in Hughes International USA, Inc., a business formed for Primerica purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jeffrey Edwards is a financial advisor with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience and has previously worked at firms including Edward Jones, J.P. Morgan Securities, Merrill, and Bank of America. Edwards also provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolios, supported by research from LPL Research and third-party subadvisors.

Gabriel De Campus is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he serves as an Engineer Staff Officer in the U.S. Army National Guard. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Hendrix is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc. in Oklahoma City, OK, with 11 years of industry experience. He previously spent nine years at Mariner Wealth Advisors before joining Raymond James in 2024 and founding Wealth Planning, a support company related to his Raymond James affiliation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a range of advisory programs, including municipal finance and SIMPLE IRA employer advisory services.