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.

Deirdre Barnes is a financial advisor with LPL Financial in Yukon, Oklahoma, holding a Series 66 designation and bringing 27 years of industry experience. Her background includes work with Waddell & Reed, Inc. and various insurance carriers from 1998 to 2021. She is also a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

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.

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.

James Tappan Jr. is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 credentials and over 40 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He serves on the boards of a neighborhood historical preservation nonprofit and a church finance committee. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment products and third-party solutions.

Daniel Boeckman is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Edward Jones. Outside of his advisory role, he is co-owner of Gottschalk Thompson LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisory and operational resources.

Traci Miller is a financial advisor with Morgan Stanley in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Citigroup Global Markets from 2000 to 2009 and at Morgan Stanley since 2009, including Morgan Stanley Private Bank since 2015. Outside of her advisory work, she provides color commentary for the University of Texas at El Paso basketball team. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s approach integrates a structured planning process supported by firm-approved tools and analytical models.

Benjamin Longoria is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors since 2020 and has worked with Primerica Financial Services since 2017. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

William Aiken is a financial advisor at Raymond James Financial with two years of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and the Oklahoma State University Foundation. He also spent 14 years at Oklahoma Christian School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Linda Mcdown 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 Advisors since 2018 and Primerica Financial Services since 2017. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment offerings.

Dre'onna Adkins is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 designation and six years of experience in the industry. Prior to joining Edward Jones in 2020, she worked at Arvest for three years and The First State Bank for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

John Coburn is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is the owner of Coburn Companies, LLC, which operates Ice Hut, and is co-founder and president of a tax-related entity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance to align with appropriate investment programs, utilizing both proprietary and third-party managers and programs.

Daryl Osmus is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Osmus serves as a board member for Limbs for Life, a nonprofit organization that provides prosthetic limbs to individuals who cannot afford them. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive goal-based planning on topics such as retirement, taxes, and estate planning, while keeping planning and managed-account services separate.

Jeremy Hennigh is a financial advisor with Edward Jones in Edmond, OK, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.