Julie Marks is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory work, Marks provides pro bono financial planning to military families through a program sponsored by the Financial Planning Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on research, third-party data, and algorithmic analysis.

Paul Hayes is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of advising, he owns Paul Douglas Hayes Advisor, LLC, which operates for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Hunter Stringfellow is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alan Webb is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 1999 and has been associated with Mid American Partners since 1994. Outside of his advisory role, Webb serves as a volunteer board member for Youth for Christ, a community and charitable organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions alongside a variety of affiliated financial services.

Ryan Butts is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He is affiliated with OSAIC and has held positions at Royal Alliance Associates, Forthbridge Financial Group, and First Independent Advisory Services. Outside of his advisory work, he serves on the board of the Oklahoma Council on Economic Education and is president of the Gamma Kappa of Kappa Sigma Foundation, a nonprofit supporting educational and leadership initiatives. OSAIC serves a diverse range of clients, including individual and institutional investors, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage portfolios across various investment types.

Stephanie Bruehl is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 66 licenses and having 18 years of industry experience. Her prior work includes roles at UBS Financial Services and Merrill. Outside of her advisory practice, she is involved as a consultant in sales and marketing for Rodan and Fields Dermatology. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including customized financial planning. The firm uses structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Andrew Knox is a CFP®-certified financial advisor with 11 years of industry experience, currently with Morgan Stanley in Oklahoma City. His prior experience includes roles at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a real estate property management LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and financial strategies through its extensive network of advisors.

Kelly Khelghati is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Allied Securities and Investment Concepts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services with multiple program options and access to third-party managers.

Emile Rabito Jr. is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He holds a Series 63 license and is based in Oklahoma City, OK. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm utilizes a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kristen Silhavey is a financial advisor with LPL Financial in Oklahoma City, OK. She holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Waddell & Reed, Plexus, and various insurance carriers. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party model portfolios and strategies.

Cassandra Wilson is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has been with MassMutual and its affiliated firms since 1987. Wilson serves as a board member for Impact Oklahoma, an organization that funds grants to local nonprofits supporting women, and also for the Hough Ear Institute, which focuses on hearing research. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses collaborative, software-assisted planning approaches tailored to client goals and offers various investment and education programs.

Jacee Randall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Randall worked at Chickasaw Nation Industries for three years and LegalShield for fifteen years. Edward Jones is a full-service wealth management firm with over 23,700 advisors and more than $1 trillion in assets under management, serving individual and institutional clients with a wide range of advisory programs and affiliated financial services.

Joshua Hart is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. 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, including tailored financial planning and uses firm-approved tools and modeling techniques as part of its planning process.

Michael Carter is Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to build, implement, and monitor financial plans, taking a holistic approach to investing and planning. Michael's professional experience includes positions as a Private Client Advisor at J.P. Morgan Chase in 2021, Senior Financial Consultant at TD Ameritrade from 2016 to 2020, and Workplace Guidance Consultant at Fidelity Investments between 2010 and 2016. Outside of his professional work, Michael's interests include beach activities, camping, fitness, football, and outdoor adventures.

Michael Holland is a financial advisor at Morgan Stanley with 42 years of industry experience. He has previously worked at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory role, he serves as Board President of K-Life, a religious organization based in Branson, Missouri. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Hechtner is a financial advisor with Ameriprise Financial Services, LLC in Oklahoma City, OK, holding a Series 66 license and bringing 10 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Hechtner works as an independent contractor helping to train artificial intelligence by reviewing outputs for errors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jared Best is a financial advisor with LPL Financial in Oklahoma City, OK, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked for Waddell & Reed, Inc. and various insurance carriers affiliated with W&R Insurance Agencies for 20 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 a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both proprietary and third-party strategies.

Josh Hopkins is a Financial Consultant at the Oklahoma City Investor Center, where he provides personalized financial guidance to individuals and families. He works with clients to help them pursue their short- and long-term financial goals, aiming to support them through various life events and build lasting relationships. Josh has been with Fidelity Investments since 2019, holding roles including Senior Transaction Service Representative, Workplace Planning Consultant I and II, Relationship Manager, Investment Consultant, and currently Financial Consultant. His experience covers a range of financial planning and client relationship management responsibilities. Outside of his professional work, Josh enjoys family activities, golf, outdoor adventures, reading, and running.

Josue Villalobos Reyes is a financial advisor with Merrill in Oklahoma City, holding Series 63 and Series 66 credentials and four years of industry experience. His previous roles include positions at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, and MidFirst Bank. Outside of finance, he owns and operates WOLF COMMERCE LLC, a business selling personal items such as leather wallets on eBay. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Roberta Smith is a financial advisor with Edward Jones in Edmond, OK, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in banking and retail, including roles at Bank of the Panhandle and Hal Smith Restaurants. Outside of financial advising, she owns and operates a cattle ranch and teaches an online Human Resource Management course as an adjunct instructor at Oklahoma Panhandle State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large nationwide network of advisors and branch offices.