Garren Dodson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at multiple firms including Cetera Wealth Services, LLC and Apex Financial Solutions, where he is a partner. Outside of financial services, he has held a role as a cable splicer at OG&E since 1983. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Jacqueline Jenkins is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 66 licenses and 20 years of industry experience. She previously worked at Cassidy Financial Group, Inc. and United Planners' Financial Services of America from 2006 to 2018. Outside of her advisory role, Jenkins is a partner in an agricultural business where she manages property maintenance duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm provides tailored financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Kurt Carter is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and various divisions within Raymond James dating back to 2003. He serves as Chair and board member of the Oklahoma State University Alumni Association, where he holds fiduciary responsibilities on the finance and investment committees. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management strategies, including municipal advisory services.

Marsha Mitchell is a financial advisor with Ameriprise in Edmond, OK, holding a Series 63 designation and 33 years of industry experience. She has worked at Ameriprise since 2019 and previously spent seven years with BOK Financial Securities, Inc. and Bokf, Na. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cayden Brumbaugh is a financial advisor with Cetera and holds a Series 66 designation. He has been in the industry since 2026 and has prior affiliations with the University of Oklahoma and University of Nebraska-Lincoln. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform supported by a large network of advisors and over $256 billion in assets under management.

Jerry Bass is a financial advisor with Raymond James Financial in Edmond, Oklahoma, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He is the owner of Bass Investment Group since 2013 and has been affiliated with Raymond James Financial Services since 2002. In addition, he is a partner in a business that manages office space used by financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and an array of advisory programs.

Daylene Bachman is a financial advisor with Edward Jones in Edmond, OK, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience, including 20 years at Scottrade, Inc. and nine years with Edward Jones. Outside of her advisory work, she serves as President of the Rotary Club in Evanston, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Bajema is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked with Cetera since 2013 and also serves as a personal banking representative at First Fidelity Bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Laura Patrick is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 11 years of industry experience. Her work history includes roles at Fidelity Investments, Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of finance, she has been involved with Bloomingdales for over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Pamela Thomas is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Sylvia Sterling is a CFP® professional with six years of industry experience, currently with OSAIC since 2025. She previously worked at Retirement Investment Advisors Inc, Wells Fargo Clearing, Windle Wealth, and XGP. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses a variety of asset-allocation and portfolio management tools across multiple investment types and account structures.

Ashley Engel is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2017, following six years at Merrill. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Darren Croy is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and previously worked at CP Management, LLC for 12 years. Outside of his advisory role, Croy is involved in several business ventures, including ownership of 2i Comics LLC, a non-investment-related enterprise. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and governmental entities, offering financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Lance Cummings is a ChFC® and holds the Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Scott Cumbie is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with Raymond James & Associates since 2012. He serves as a trustee of the Oklahoma County Utility Services Authority, a public trust that provides water to rural and underserved areas of Oklahoma County, Oklahoma. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Gregory Smith is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. He is also involved with GWS Investments, LLC, a business entity focused on tax and investment matters. 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 and model portfolio programs, and supports its advisors with research tools and a variety of investment platforms.

Dennis Packard is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Edelman Financial Engines and has previously been affiliated with Align Wealth Management, LLC and TD Ameritrade, Inc. Packard operates out of Oklahoma City, OK. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management options with an emphasis on diversified portfolios and long-term investing.

Erikka Moore is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and 10 years of industry experience. Her prior experience includes five years at Merrill and ten years at Robert W. Baird & Co., Inc. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Meredith Varner is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2021, she worked at MidFirst Bank for nine years. She is a 50% owner of Oklahoma Speed Shop LLC, a small automotive business she manages alongside her spouse by handling clerical responsibilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing research and analytics to support diversified investment approaches.

Lillie West Long is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she co-owns West Long Investments LLC, which holds investments in restaurants and other commercial properties. 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 and analytics.