John Maloney is a financial advisor with LPL Financial in Edmond, OK, holding the CFP® designation and over 40 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 37 years with Waddell & Reed, Inc. Maloney also co-manages Maloney & Dennis Wealth Partners, LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Heather Candler is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes supported by firm-approved tools and methodologies.

Melissa Hines is a financial advisor with Stifel, holding a Series 63 designation and 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2022, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Alysha Dailey is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing nine years of industry experience. She has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. 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 recommendation reports and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joshua Cain is a CFP® professional with eight years of industry experience and currently works at Edward Jones in Edmond, OK. Prior to joining Edward Jones in 2017, he served in the United States Marine Corps from 2013 to 2017. Outside of his advisory role, Cain serves as a board member and treasurer for the Piedmont Area Veterans Association and participates as a board member of the Piedmont Public Schools Education Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Fink is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 65 and Series 63 credentials and 33 years of industry experience. His prior work includes roles at American Alliance Insurance Services Inc and Allstate Insurance. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Heather Winslow is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her previous roles include positions at Morgan Stanley and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial plans using proprietary research and model-based asset allocations.

Joshua Bakare is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 designation. He has been with Ameriprise since 2026 and has a diverse background including roles in education and healthcare, notably working with Caring Hearts Hospice Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Connie Nader is a financial advisor at Edward Jones with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors across the United States.

Brent Peck is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously with Nettworth Financial Group and FSC Securities Corporation. In addition to his advisory work, he owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management platforms and proprietary as well as third-party strategies.

Ashton Bray is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, Ashton served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Advisor at Edward Jones from 2018 to 2021. Before transitioning into financial advisory roles, Ashton worked as an Accountant at Pat Filinto CPA ESQ from 2015 to 2018. In their role as a Financial Consultant, Ashton partners with clients to understand their short and long-term goals and to develop customized financial plans tailored to the unique needs of each client and their family. Building strong relationships with clients and maintaining open lines of communication are central to their approach. Outside of their professional responsibilities, Ashton enjoys golf and traveling.

Jeffrey Diamond is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at SWS Financial Services, Momentum Independent Network, and Hilltop SEC for 28 years, and has owned Harry H Diamond Incorporated for 30 years. Outside of his advisory work, he is involved in athletic training through ownership of PCTC LLC and has roles related to oil and gas mineral interests. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm offers a range of services including educational seminars, event-driven planning programs, and new offerings such as Divorce Planning.

Brayden Buck is a financial advisor with UBS Financial Services in Oklahoma City, OK, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated for 15 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Lynne Carlson is a financial advisor with Primerica Advisors in Oklahoma City, Oklahoma. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Carlson has been associated with PFS Investments Inc. since 2005 and Primerica Financial Services since 2004. Outside of her advisory role, she is a partner in Latigo Equine Performance LLC, where she participates in horse competitions. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale, providing model-driven investment strategies supported by third-party asset managers and custodial services.

Bich Nhiem Tran is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, having worked at J.P. Morgan Chase Bank, N.A. since 1994. 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.

Kevin Schwarz is a financial advisor at Equitable Advisors with 32 years of industry experience. He has held his current role since 1999 following prior tenure at AXA Advisors. Schwarz holds Series 63 and Series 65 licenses and is based in Oklahoma City, OK. His outside business activities include various insurance contracts. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory programs.

Jessica Musshafen is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisors and Signal Research Group. Outside of her advisory role, she serves as a board member at St. Francis Xavier Catholic Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing both proprietary models and third-party strategies tailored to client objectives.

Ra Layna Kennedy is a financial advisor with Raymond James Financial, holding a Series 65 designation and with nine years of industry experience. She has worked at Ancel Airington & Associates PLLC since 2019 and has been with Raymond James Financial Services Advisors, Inc. since 2018. Kennedy is also a CPA and performs related duties at two support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Amanda Ramirez is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Primerica since 2018 and has prior experience at the Absentee Shawnee Housing Authority and Kohl’s. Ramirez is also involved with Aydelotte Baptist Church and the Absentee Shawnee Housing Authority. 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 curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kevin Mcphee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank from 2009 to 2018. 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 delivers these services through Wealth Advisors while clients retain final decision-making authority.