Joni Hill is a financial advisor at Raymond James Financial in Oklahoma City, OK, with three years of industry experience. She holds the Series 66 designation and previously worked at Lasalle St. Securities, L.L.C. from 2014 to 2017. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using risk profiling and analytical tools and supports its clients through various advisory programs and institutional consulting.

James Bertsch is a Financial Advisor and Retirement Benefits Consultant with Merrill Lynch Wealth Management, specializing in tailored financial strategies for individuals, businesses, endowments, foundations, and nonprofits. After an 18-plus year career culminating as the Institutional Client Advisor for the state of Oklahoma, he now focuses on bringing institutional discipline to personal financial strategies. He works directly with families, business owners, nonprofit organizations, and retirement plan sponsors, providing disciplined guidance and transparent advice to help clients navigate financial complexities with clarity and confidence. James holds a Bachelor's degree from the University of Oklahoma and an MBA from Oklahoma City University. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach reflects a commitment to integrity and a respect for the trust placed in him, values shaped by his faith and upbringing. Beyond his professional work, James is involved with several community organizations including Crossings Community Church, Rotary Club 29 Oklahoma City, the Arts Council of Oklahoma City, OU President's Associates, and the Oklahoma Zoological Society. He enjoys a variety of personal interests such as baseball, cooking, football, golfing, hiking, reading, skiing, spending time with his family, traveling, and watching movies.

Leigh Higgins is a Series 65-licensed financial advisor with eight years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Oklahoma City. Prior to joining Raymond James, Higgins worked at Mariner Wealth and Midfirst Bank. He serves as Treasurer for the Alpha Chi Omega Gamma Epsilon House Corp, a nonprofit organization, where he prepares financial statements and manages budgeting. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to individual, institutional, and high-net-worth clients. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

Jordan Edwards is a financial advisor with LPL Financial in Edmond, OK, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Tristar Pension Consulting and the University of Oklahoma, as well as experience in fitness and sports management. 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, supported by a large network of investment adviser representatives.

Gregory Collins is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a broad range of investment and advisory services.

David Thielke is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 24 years. He holds Series 63 and Series 65 credentials. 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, focusing on collaborative, annual planning engagements using firm-approved tools.

Henry Luster Jr. is a financial advisor with UBS Financial Services, holding a Series 63 designation and bringing 47 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. 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 offers proprietary research and a range of capital markets services.

Robin Rush is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Outside of his advisory work, he serves as vice president of Graystone Properties of Oklahoma City, a company owned by his spouse, where he assists with record-keeping. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Thomas Tobin is an Investment Consultant at Fidelity Investments. He works with clients to simplify financial decision-making and help them toward their long-term goals through thoughtful planning and investment guidance. Thomas has held multiple roles at Fidelity Investments, starting as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager from 2025 to 2026, before taking on his current position as Investment Consultant in 2026.

Joshua Wolverton is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2012 to 2018. He is also a member of a family LLC that manages accounts in the absence of his father. Stifel serves a broad range of clients, including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Tobie Timmermans is a Financial Consultant at Fidelity Investments, where he has served since 2026. In this role, he works closely with clients to understand their unique financial situations and develop tailored plans aimed at growing, protecting, and distributing their wealth. Prior to his current position, Tobie held roles as an Investment Consultant and in Workplace Planning & Advice at Fidelity Investments, accumulating experience from 2022 onward. Throughout his career at Fidelity Investments, Tobie has emphasized establishing clear client goals and tracking their progress to identify opportunities for financial improvement. His approach focuses on co-creating and maintaining financial plans that aim to ease client concerns and foster financial confidence and peace of mind. Outside of his professional work, Tobie enjoys camping, watching movies, skiing, playing soccer and tennis, and is engaged in parenthood.

Jeannie Roberts is a financial advisor with Cambridge Investment Research Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc. and Successful Financial Strategies, Inc., among others. She serves as a committee member for the Piedmont Public Schools Education Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Daniel Heaton is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 10 years of industry experience. He has worked with Cetera and affiliated firms since 2019 and is also the president of Ladybug Baits, a coatings company. Additionally, Heaton owns Ladybug Holding, an LLC focused on mineral rights. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Natalie Tomlin is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses, and has two years of industry experience. Her prior work includes roles at the University of Oklahoma, Lowe's, OSU Housing and Residential Life, and Holiday Retirement. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized team generating tailored, non-discretionary recommendations.

Kevin Nichols is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Waddell & Reed for three years before joining LPL Financial in 2013. Nichols also operates an investment-related business, OKC Investment Advisors, which functions as a DBA for his LPL activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Tracy Flinton is a financial advisor at UBS Financial Services in Oklahoma City, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she is a partner in Kyle Flinton, Inc., a golf course and sport leisure facility business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Jamie Blakley is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at HD Vest Insurance Agency Inc and HD Vest Advisory Services. He is also the president of Successful Financial Strategies, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides various portfolio management options, including proprietary and third-party strategies, and supports both discretionary and non-discretionary investment approaches.

Seth Park is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he was employed with Sterling Public Schools from 2015 to 2017. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, investment strategies, and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

Brandy Webster is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Neal Freeman is a CFP® professional affiliated with Cetera who has seven years of industry experience. He has worked with firms including Avantax Investment Services and Wymer Brownlee Wealth Strategies. Freeman also serves as the initial trustee for the Freeman Family Trust, which includes provisions to protect grantors eligible for Medicaid benefits. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.