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.

William Sanders Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and over 22 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2003. Outside of his advisory role, he is involved in health-related sales activities through an independent business. 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 offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Charles Lundeen Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with MassMutual Financial Group and its affiliate MML Investors Services since 2003. Outside of his advisory role, he has been involved in health-related sales since 1996. MML 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, asset management, and educational seminars, employing firm-approved software and collaborative planning processes without investment discretion.

Michael Patterson is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 63 designation and over 41 years of industry experience. He has been with Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, he is involved as managing general partner in a real estate partnership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Timothy Smith is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His career includes roles at New York Life and Principal Financial Services. He also works as a health insurance agent outside of his advisory duties. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning relationships and a range of investment and educational programs.

John Stark is a Series 66-licensed financial advisor with Edward Jones in Edmond, Oklahoma, bringing 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Stark volunteers with CASA, advocating for foster children in the Oklahoma Department of Human Services system by meeting with involved parties and attending court dates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Dewayne Crunk is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at Venturi Wealth Management, Wells Fargo Clearing, RBC Capital Markets, and Citigroup Global Markets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Brian Hancock is a financial advisor with Edward Jones in Oklahoma City, OK. He holds the Series 66 designation and has 13 years of industry experience, including 14 years with Edward Jones. 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 strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Anthony Howard is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of financial advising, he is an ordained minister without compensation. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of advisers, utilizing both proprietary and third-party investment solutions.