Douglas Brown is a financial advisor with Raymond James Financial in Oklahoma City, holding the CFP® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including prior roles at Nautic Financial Group LLC and ongoing service with the National Guard G-RAP Program. Outside of his advisor role, he is the owner of Brownstone Financial Services LLC and serves as an independent contractor supervising staff at Rimmer Retirement Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Bryan Terry is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning his career in 2025. He has prior experience at Raymond James Financial, Vision Bank, and RBC Wealth Management. Outside of advising, he works as a Financial Planning Analyst with Tinker Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options. The firm’s investment approach integrates proprietary research and third-party data within a framework influenced by affiliated product partnerships.

Amanda Dulworth is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is involved in Stand Tall Designs, an arts and crafts business based in Moore, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Johnny Emerson is a financial advisor at Osaic Wealth, Inc. in Edmond, OK, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Osaic Wealth since 2018 and previously spent two years with Signator Investors, Inc. Emerson is president and 100% owner of Mid-America Marketing Corp., operating under Emerson and Company, which provides financial, insurance, and investment services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools and automated rebalancing to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brandon Rainbolt is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Edward Jones for five years and has held various roles including positions outside of finance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Marcia Cary is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

T Jackson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the investment committee and board of the Collins Cemetery Association of Okeene, Oklahoma. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services to individuals and institutional clients.

Gregory Hester is a financial advisor with Ameriprise in Oklahoma City, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages Jon L. Hester P.C., a separate business activity. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team in partnership with client advisors.

Scott Bulmer is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and with 29 years of industry experience. His prior roles include positions at Securities America Advisors and ProEquities, Inc. Outside of his advisory work, he is involved in owning and managing an office building that he partially occupies and subleases to legal professionals. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs firm-provided asset-allocation tools and supports multiple advisory platforms to construct diversified portfolios tailored to client risk tolerance and preferences.

Lisa Shannon is a financial advisor with Merrill in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Bank of Oklahoma Financial Securities. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Ashraf Mohamad is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to Merrill, he worked at MidFirst Bank and Bank of America, N.A. He has a background that includes roles at the University of Central Oklahoma and experience in retail and food service sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Kannon Phipps is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation. He began his advisory career at Edward Jones in 2026 and has prior experience working with Peters & Chandler, P.C. from 2021 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Jeffrey Dodson is a financial advisor with Cetera who holds the Series 63, Series 65, and Series 66 licenses and has 33 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and is currently a partner and owner of Apex Wealth Management. In addition to his advisory roles, Dodson is an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Robert Garcia is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 2012. His background includes 12 years at Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.

Steven Kirkland is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm’s planning process uses established tools and modeling techniques, with clients responsible for implementing recommendations.

Walter Corbett is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long-term tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company prior to joining Mass Mutual. Outside of his advisory work, he manages a property management business in Yukon, OK, part-time since 2005. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to a range of clients including individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements that use analytical tools and written recommendations tailored to client goals.

Michael Rainbolt is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Dede Ganzer is a financial advisor with OSAIC in Oklahoma City, holding a Series 66 designation and seven years of industry experience. Prior to joining OSAIC in 2025, Ganzer worked at Lincoln Financial Securities Corporation and First Command Advisory Services, Inc. She is also the owner of ONLY FINANCE, LLC, which provides sales and service of various insurance products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party investment solutions.

David Wray Jr. is a financial advisor with LPL Financial in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior experience includes over 25 years with Securities America Advisor, Inc. and Securities America, Inc., as well as operating his own practice since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Scott Schaefer is a financial advisor with Thrivent Investment Management in Edmond, Oklahoma, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he owns rental properties in Edmond and handles maintenance tasks personally. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering ongoing or one-time engagements that cover a broad range of financial topics.