Adam Bahner is a financial advisor at OSAIC with 16 years of industry experience. He holds the CFP® and Series 66 designations and has been with Royal Alliance since 2016. Outside of his advisory role, he is involved as a licensed agent in individual and group life and health insurance and owns a commercial real estate holding company, Talka, LLC, in Oklahoma City. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisors and advisory platforms. The firm offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers, employing tools such as asset-allocation models and automated rebalancing to manage portfolios.

Candace Hobbs is a CFP® professional with over 20 years of industry experience, currently serving at Edward Jones since 2005. She holds Series 63 and Series 66 licenses and is based in Edmond, OK. Hobbs is involved with the Oklahoma City Estate Planning Council as Vice President and also leads Addie Ventures, a business focused on horse care. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Christopher Crotts is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including FSC Securities Corporation and Cetera. Crotts is also managing member of Crotts Lohrey & Associates, PLLC, which provides accounting and tax services, and has interests in retail package stores and property management. OSAIC serves a diverse range of clients such as individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various investment vehicles.

Rickey Ezell is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with LPL Financial since 2019. He previously worked at Edward Jones for 12 years. Ezell serves on the board of a nonprofit organization in Oklahoma City and owns a home maintenance business. 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 and access to model portfolios, and supports advisors with technology and a broad platform of financial products.

Geri Cope is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Outside of her advisory role, she is the founder of Seoul Mamas, a contract manufacturing business. 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 advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Jason Bach is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Company, holding Series 63 and Series 65 designations with 32 years of industry experience. He has been with MassMutual Investors Services since 2004 and MassMutual Life Insurance since 2010. Outside of his advisory work, he is the owner of TILT UP!, LLC, a company through which he is writing a book and producing promotional materials unrelated to the financial industry. Mass Mutual Investors Services, LLC 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, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations as part of annual, collaborative planning engagements.

Scott Haas is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and six years of industry experience. Before joining Primerica Advisors in 2020, he worked with Environmental Testing, Inc. from 2015 to 2023. Outside of his advisory role, he serves as vice president of a local BNI chapter and works as an independent contractor for Environmental Testing, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides services through a large network of advisors.

Amber Eduvigen is a financial advisor with OSAIC in Oklahoma City, OK, holding a Series 66 designation and 19 years of industry experience. Her prior firms include Woodbury Financial, Cetera Advisors, and Raymond James Financial. She is also a financial planner and insurance agent with Eternal Wealth Management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios that may include a range of securities and alternative investments.

Robin Utley is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has previously worked in roles at Thrivent Financial and the Lord of Life Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on various financial topics without portfolio management or discretionary trading authority.

Connor Kurtz is a financial advisor with Raymond James Financial in Edmond, OK, holding a Series 66 designation and five years of industry experience. He has held roles at Raymond James Financial Services and Ancel Airington & Associates PLLC since 2021 and was previously employed at Tree3 Inc. and Oklahoma City University. He also works as a financial advisor with Airington Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports a broad network of advisors and affiliated firms.

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.