Stephen Janzen is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Janzen serves on the Finance Advisory Council at Oklahoma Christian University, contributing to the finance department’s engagement with faculty, administration, and students. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

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.

Shaheen Rogers is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Rogers has worked at Bank of America, N.A. and Merrill since 2017. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenee Lister is a financial advisor at Merrill with 38 years of industry experience. She holds a Series 63 credential and has worked at Merrill since 1988, concurrently serving at Bank of America since 2011. Outside of her advisory role, she serves as a trustee for Casady School, an Episcopal private school, and Oklahoma City University, and is involved in family investment activities through a family LLC and an oil and gas investment LLC. She also serves on the Board of Directors of United Way of Central Oklahoma, where she is slated to become Chair of the Board in 2027. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with various features including tax-aware options and cash sweep programs.

Meagan Moreno is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2013, including her current role at Morgan Stanley Private Bank, N.A. Prior to her career in finance, she worked with Cache Public Schools for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Stecker is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers 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 managed services separate.

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.

Jeff McDonald is a Senior Financial Advisor and Portfolio Advisor at Merrill Lynch Wealth Management. He provides financial advice and wealth management services to a diverse clientele including physicians, dentists, corporate executives, and private business owners. With experience rooted in his early exposure to entrepreneurship and investing, Jeff joined Merrill Lynch Wealth Management after 14 years as a sales manager at Cox Communications. He focuses on areas such as tax minimization strategies, income planning, business succession, defined benefit plans, liquidity management, and philanthropic planning. Jeff offers clients access to a broad range of lending solutions through Bank of America, N.A. and collaborates closely with internal specialists, CPAs, and attorneys to develop tailored financial roadmaps. Jeff holds a Bachelor's degree in Business Management from Oklahoma City University. He has earned professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional activities, Jeff supports organizations such as the American Lung Association, Central Oklahoma Habitat for Humanity, Juvenile Diabetes Research Foundation, Oklahoma Lawyers for Children, and The Institute for Economic Empowerment of Women. He resides in Oklahoma City with his wife and two children and enjoys family time, cookouts, skiing, and traveling.

Laurie Meese is a Series 66-licensed financial advisor with Edward Jones in Norman, Oklahoma, with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

William Ahrberg is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lord Abbett Distributor LLC for seven years. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Clay David is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Baker Hughes from 2011 to 2019. 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 with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 financial advisors.

Jordan Henricks is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 12 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Amy Harper is a financial advisor at Ameriprise Financial Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including T Rowe Price and Raymond James Financial Services. Harper is also employed as a financial planning analyst with TFCU Financial Advisors and an associate at Tinker Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

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.

John Taylor is the sole advisor at John H Taylor, LLC, an independent firm based in Jones, Oklahoma. He holds a Series 66 designation and has 21 years of industry experience, including roles at a wirehouse and in insurance prior to founding his firm in 2010. Outside of his advisory work, he operates a small cattle business at his residence. John H Taylor, LLC provides investment advisory services and portfolio management primarily for individual clients, focusing on managed accounts and ongoing investment advice for households. The firm employs borrowing within separately managed accounts as part of portfolio implementation, a practice that is uncommon among similar independent advisers.

Alvin Ly is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Bison Capital Advisors, LLC, where he has worked since 2020. Prior to this, he was employed at Baker Asset Management LLC and The Baker Group. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients with discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm uses fundamental analysis and strategic asset allocation for individualized advice and leverages institutional platforms for custody and execution.

Robert Owens is a CFA® charterholder with 27 years of industry experience. He has worked at Bison Capital Advisors, LLC since 2020 and previously spent 15 years at Baker Asset Management LLC. Owens holds Series 63 and Series 65 licenses. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm emphasizes fundamental analysis and strategic asset allocation, utilizing Fidelity’s institutional platform and a third-party system for managing defined-contribution participant accounts.

Joseph Dunn is a CFA® charterholder and holds the Series 66 designation with 10 years of industry experience. He currently works at XYPN Sapphire and was previously with Commonwealth Financial Network for 10 years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based allocation strategy and offers both discretionary and non-discretionary portfolio management, supporting affiliated advisors through a centralized model with specialized services including a pilot digital-asset management program.