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 work includes roles at Edward Jones, Waddell & Reed, and Randal Dame. He has been involved with community organizations such as the Oklahoma Curling Club and Oklahoma Youth Orchestras. 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 access to third-party asset managers.

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 with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

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.

Ashley Webb is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 with Equitable Advisors since 2006 and previously held positions at Morgan Stanley and Mass Mutual Investors Services. His other business activities include maintaining various outside insurance and brokerage contracts. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models, including third-party TAMPs and firm-offered programs, and provides ERISA fiduciary services to qualified plans.

Timothy Mills is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Cambridge since 2019 and previously served at FSC Securities and Arvest Wealth Management. Outside of advisory work, Mills owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing proprietary and third-party strategies tailored to client objectives.

Brett Valentine is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and having three years of industry experience. His work background includes roles at Woodbury Financial Services Inc and project management at Telus Agriculture. Outside of advising, he manages a rental property and is involved in project management for a large corporation. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services with an emphasis on asset allocation, risk assessment, and portfolio construction using a variety of investment instruments and third-party solutions.

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.

Rachel Earhart is a financial advisor with Edward Jones in Yukon, OK, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and was previously employed at FirstCash Inc from 2015 to 2019. 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 offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Richard Mohr is a Series 66-licensed financial advisor with Morgan Stanley in Oklahoma City, Oklahoma, and has 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured discovery processes and advanced modeling tools in its planning services.

Kevin Arsenault is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and five years of industry experience. His prior roles include positions at Wells Fargo and First Bank of the Palm Beaches. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Stephanie Comer is a financial advisor with LPL Financial in Oklahoma City, OK, holding a Series 66 designation and three years of industry experience. She previously worked at Valliance Bank and CrossFirst Bank, each for three 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 financial planning, model portfolio programs, third-party asset management, retirement participant-level advice, and institutional platforms, utilizing a range of strategic and tactical investment approaches.

Joshua Morgan is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding a Series 66 designation and six years of industry experience. Prior to joining Mass Mutual in 2025, he worked at Momentum Independent Network Inc. and Hilltop Securities Independent Network Inc. Outside of financial advising, Morgan owns and operates two construction-related businesses, Bricktown Roofing and Construction and Morganite Fence Solutions. Mass Mutual Investors Services 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 structured approach that includes collaborative annual planning engagements and various event-driven planning programs.

Tyler Toth is a financial advisor at Ameriprise Financial Services with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Ameriprise in 2024, Tyler worked at Unlimited Officials from 2022 to 2023 and was involved in education for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.