Brian Cohlmia is a financial advisor with Edward Jones in Edmond, Oklahoma, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved with the Fountain Lake Plaza Property Owners Association and is a member of the Oklahoma Earthbike Fellowship, a local nonprofit. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options and operates under a fiduciary standard while maintaining a large national network of advisors and branch offices.

Richard Marshall is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial for 17 years. He operates under the DBA Rick Marshall Wealth Management Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Kadie Hare is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Oklahoma City, OK. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Wayne Mahan is a financial advisor with J.P. Morgan Securities in Oklahoma City, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with J.P. Morgan Securities since 2007. Outside of his advisory role, he serves as a Senior Noncommissioned Officer in the Colorado Air National Guard. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Cole Daugherty is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Granite Re, Inc. and AFR Insurance, and has educational experience at Oklahoma State University and Oklahoma Christian University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Emily Forte is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding a Series 66 credential and four years of industry experience. She has worked at MML Investors Services LLC since 2022 and at MassMutual Life Insurance Company since 2021. Prior to her financial services career, she spent seven years at Southwest Foodservice Excellence. Outside of her advisory role, she is an insurance broker specializing in life, disability, long-term care, and fixed annuities. 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 provides ongoing financial planning and asset management services using firm-approved analytical tools, offering collaborative, annual financial planning engagements without investment discretion.

Michael Brown is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, previously working at AXA Advisors, LLC. Outside of his advisory role, he serves as power of attorney for his spouse. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model utilizing LPL programs and third-party asset managers to tailor services based on client goals, risk tolerance, and time horizon.

Perry Warren is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of his advisory role, he owns ShOCKERS, LLC, a youth sports organization in Lawton, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a structured financial planning process without individual security recommendations in standalone plans.

Yolanda Kernes is a financial advisor with LPL Financial based in Oklahoma City, OK, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed, Inc. and Providence Capital Partners LLC among other roles. She is also involved with The Flora May Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Stephen Janzen is a financial advisor with Ameriprise in Edmond, Oklahoma, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Janzen serves on the Finance Advisory Council at Oklahoma Christian University and manages agricultural businesses including cattle and ass breeding operations. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charles Potts is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and totaling 36 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 1996. Outside of advising, he serves as a board member for a homeowners association, manages accounting and tax duties for a ranch operation, and is a member of the executive committee for the Oklahoma County Republican Party. MML 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 software and educational seminars, emphasizing investment categories and strategies without discretionary authority.

Marcie Plumbtree is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked with MassMutual-related entities since 2014. Outside of her advisory role, she participates in organizing an annual crawfish boil fundraiser for multiple sclerosis research. MassMutual Investors Services operates as 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 collaborative, annual planning engagements that use advanced analytical tools to deliver written recommendations tailored to client goals.

Amanda Rosholt is a financial advisor with Edward Jones in El Reno, OK, holding a Series 66 designation and six years of industry experience. Prior to rejoining Edward Jones in 2023, she worked there from 2017 to 2023 and was involved with the Oklahoma Farming and Ranching Foundation and Oklahoma Farm Bureau from 2014 to 2017. Outside of her advisory role, she manages bookkeeping and accounting for a family farm LLC that raises cattle and holds farm and investment land. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions backed by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Meagan Moreno is a Series 66 licensed financial advisor with Morgan Stanley in Oklahoma City, OK. She has been with Morgan Stanley since 2013 and worked with Morgan Stanley Private Bank, N.A. since 2026. Prior to her finance career, she was employed by Cache Public Schools for four years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and advisory services but does not provide individual security recommendations as part of its standalone planning programs.

Mark Province is a financial advisor with Stifel in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior firms include Wells Fargo Advisors and Wells Fargo Clearing. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance for client decision-making.

Linda Dowers is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of products including fee-based financial planning, portfolio management, and mutual funds. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

James Lathrop is a financial advisor at Stifel in Oklahoma City, holding a Series 66 designation with 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he spent a combined 14 years. Outside of his advisory work, he owns a ranch in Oklahoma that he leases for cattle management. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance for financial planning.

Levi Wade is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked for four years, following a 17-year tenure at Country Insurance & Financial Services. In addition to his advisory role, Wade owns and operates several insurance-related businesses and a personal LLC. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting supported by advanced analytical tools and maintains a unique municipal advisory affiliation uncommon among large institutional advisors.

Douglas Garone is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has previously worked at firms including Drawbridge Capital, LPL Financial, MassMutual, and Edward Jones. Outside of advising, he is the owner of an e-commerce business called Bricklahoma. Cetera Investment Advisers LLC serves a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Eric Russell is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed and various insurance agencies. From 2018 to 2020, he was involved with the Edmond Huskies Basketball Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.