Joseph Hobbs is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, International Bank of Commerce OK, BOK Financial Securities, and Bokf, Na. He is also the owner of Financial Vision Consulting, LLC, where he provides insurance services. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and oversees over $256 billion in assets through a variety of program structures.

James Counts is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Primerica since 2005 and previously served six years at Oak Hills Church. Counts also owns Counts and Associates, a Primerica-affiliated business entity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, providing a wrap-fee solution with a tiered percentage-based fee structure.

Stacey Jennings is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and seven years of industry experience. She previously worked at Continental Land Resources LLC before joining Edward Jones in 2018. Jennings formerly operated an independent contracting LLC related to land services, which is now inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

John Lee is a Series 66-licensed financial advisor with Edward Jones in Oklahoma City, OK, where he has worked since 2018, accumulating seven years of industry experience. Prior to joining Edward Jones, he was employed at OptumRx from 2016 to 2018. Outside of his financial advisory role, Lee is a co-owner of rental properties in Oklahoma City. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm provides a range of advisory strategies and maintains a large network of advisors and branch offices nationwide.

Alexis Atchley is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Oklahoma City, OK. Alexis has been with Mass Mutual Investors Services since 2024 and also has experience at MassMutual Life Insurance Company and Bluecrest Financial Alliances. Prior to entering the financial industry, Alexis worked in various roles including at OSO on Paseo and El Coyote. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved tools, with optional implementation through separate brokerage or insurance arrangements.

Gary Mcintire is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he provides general business advice to a skin care treatments and products company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jack Cantrell is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized, goal-based financial plans aligned with their values and long-term objectives. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position. His professional experience encompasses client relationship management and financial planning, gained through his tenure at Fidelity Investments from 2023 to the present. This experience provides him with a comprehensive understanding of financial services and client-focused planning. Outside of his professional role, Jack enjoys engaging in social events with friends, playing golf, watching movies, attending theater performances, spending time with pets, and traveling.

Kristi Anna Abdoo is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has held positions at firms including Schwab Wealth Advisory Inc, Charles Schwab, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutions, charitable organizations, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and in-house research.

John Baughman is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at various firms including Loe Financial Group and has been associated with Primerica Financial Services since 1987. Outside of advising, he is involved in sales of home security and automation products through related companies. Primerica Advisors serves primarily individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

James Chiconas is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Equitable Advisors since 2006 and previously held roles at Axa Advisors, OSAIC Services, Spelman & Co., and Century Advisors. He serves as the treasurer and a board member of St. George Greek Orthodox Church on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory programs catering to various client needs, including ERISA fiduciary services for qualified plans.

Alan Beamish is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Horizon RV Transport and PFS Investments Inc. He also has involvement in selling loan products and referring home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by third-party asset managers and supports accounts through Pershing custody and BNY Mellon Advisors overlay management.

Frederick Mischler is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Edward Jones, Waddell & Reed, and Randal Dame. He has been involved with community organizations such as the Oklahoma Curling Club and Oklahoma Youth Orchestras. 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 access to third-party asset managers.

Kari Riggs is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Joel Williams is a financial advisor at Merrill in Oklahoma City, OK, holding a Series 66 designation. He has been with Merrill since 2024 and has prior experience at Bank of America, N.A., American Fidelity, and Kirkpatrick Bank. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Conklin is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Mass Mutual Investors Services since 1990 and with MassMutual Life Insurance Company since 1989. Outside of his advisory role, he serves as a part-time minister to senior adults at Memorial Road Church of Christ. MassMutual Investors Services is 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 annual collaborative planning engagements using firm-approved analytical tools and offers specialized services such as divorce and estate-settlement planning.

Randall Cloud is a financial advisor with Cetera in Oklahoma City, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He is also the owner of R L Cloud CPA, Inc., an accounting and tax preparation firm, and participates as an assistant treasurer in the Oklahoma City AMBUCS community service chapter. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that provides access to various investment strategies and program options.

Elizabeth Lents is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved 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, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining Cetera in 2025, he worked at BOK Financial Securities, Inc. and MidFirst Bank. He is also the owner of SACTLC LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Ashley Webb is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.