Elizabeth Lents is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 credential and totaling 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2007, following two years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing proprietary 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 in Oklahoma City, holding Series 63 and Series 65 credentials and 13 years of industry experience. Prior to joining Cetera and MidFirst Bank in 2025, he worked at BOK Financial Securities and Bokf, NA from 2012 to 2025. Outside of his advisory role, he is a trust officer at MidFirst Bank and owns SACTLC LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing multiple program structures and access to both affiliated and third-party money managers.

James Browning is a financial advisor with Edward Jones in Oklahoma City, OK, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

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.

Justin Covey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He supports clients in making informed financial decisions by applying disciplined planning and strategic management tailored to their individual goals. His professional approach is shaped by his experience as a former Army pilot and Commissioned Officer, where meticulous planning was critical to mission success. Justin's areas of expertise include legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Oklahoma State University. Beyond his professional role, Justin is involved with the Dale K. Graham Veterans Foundation. He resides in Norman, Oklahoma, with his wife Tennille and their two daughters. His personal interests include adventure sports, basketball, boating, cooking, golfing, hunting, skiing, spending time with family, traveling, and watching movies.

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.

Sidney Klem is a financial advisor with Merrill based in Oklahoma City, OK. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Merrill since 1995 and Bank of America, N.A. since 2011. Klem is also a limited partner in SKK&MKK LLC, a for-profit LLC. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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 in Oklahoma City, holding a Series 66 designation and six years of industry experience. His work history includes roles at JPMorgan Chase Bank, Wells Fargo, and First Bank of the Palm Beaches. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Gregory Ashton is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 24 years of industry experience with prior roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. In addition to his advisory work, he is involved in publishing through Ashton Publications and operates The Ashton Group, a business he has maintained for over two decades. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, offering a range of portfolio management solutions including proprietary and third-party strategies.

Jeffrey Blumenthal is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Prudential Equity Group, LLC for 11 years before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he is involved with a private charitable foundation he owns with his spouse and serves as co-trustee for several family trusts. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Joshua Do is a financial advisor at Mass Mutual Investors Services in Oklahoma City, OK, holding a Series 66 designation with approximately one year of experience. His prior work includes roles at Bluecrest Financial Alliances, MassMutual Life Insurance Company, and Masa Ramen & Sushi. Outside of finance, he has experience working in the restaurant industry, including positions at Pappadeaux Seafood Kitchen and American Ale House. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including estate and employer-sponsored planning, with financial planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.

Peter Harlin is a financial advisor at Wells Fargo Clearing in Oklahoma City, OK, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. He serves as successor trustee for the ORZA Revocable Trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Tyler Toth is a financial advisor at Ameriprise in Oklahoma City, holding Series 63 and Series 65 registrations with one year of industry experience. His prior work includes a year at Unlimited Officials and a decade in education. 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 recommendations and ongoing retirement planning advice focused on income stability and tax-aware withdrawal strategies.

Isabela Rodriguez is a financial advisor at Thrivent Investment Management based in Oklahoma City, OK. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at The Master's University and Vector Marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Jeffrey Armstrong is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding a Series 63 credential and 38 years of industry experience. He previously worked at Prudential Equity Group, LLC for nine years before joining Wells Fargo in 2016. Armstrong serves as a trustee for the Town of Lake Aluma, Oklahoma City, a position involving municipal responsibilities such as enacting codes and managing tax regulations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support diversified investment strategies.