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.

Peter Shurow Jr. is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fsc Securities Corporation and Capital Financial Services, Inc. Outside of his advisory role, he owns two LLCs established for tax planning purposes and acts as an independent agent for fixed insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of tools and platforms to construct diversified portfolios and supports a complex corporate structure with multiple advisory and brokerage business consolidations.

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.

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.

Harold Mcdown is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in business activities related to Primerica Mortgage and home security referrals. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Chad Park is a financial advisor at Edward Jones in Yukon, OK, holding the Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Justin Atyia is a financial advisor with Charles Schwab in Oklahoma City, OK, holding a Series 66 license and two years of industry experience. His prior experience includes roles at Baker Wealth Strategies LLC, JP Morgan Chase & Co., and Northwestern Mutual. He has also worked in vacation rentals and technology sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated structure provides a combination of non-discretionary and discretionary investment management, supported by centralized custody and order-routing services.

Michael Stewart is a Wealth Management Advisor with Merrill Lynch Wealth Management, beginning his financial services career in 2015. In his current role, Michael develops customized financial strategies tailored to his clients’ individual goals. He emphasizes a comprehensive approach to wealth management, focusing on listening and assisting clients to make informed decisions. Michael’s areas of expertise include corporate executive services, education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment financial planning, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned a bachelor's degree from the University of Central Oklahoma. Outside of his professional work, Michael is involved with The Care Center. His personal interests include basketball, billiards, bowling, golfing, reading, running, spending time with family, and volleyball.

Bridgit Ketner is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and having five years of industry experience. She previously worked at Merrill from 2015 to 2022 before joining Morgan Stanley, where she has been since 2022. 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’s financial planning process involves structured discovery conversations and firm-approved planning tools, emphasizing advisory services without individual security recommendations in standalone planning.

Taylor Gardner is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2024, he has been involved with several business ventures including ownership of Plains Moving LLC. Plains Moving is a household goods moving company based in Moore, OK, where he counsels operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Bryan King is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to understand their financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families based on trust, reliability, and competency. Bryan has extensive experience in the financial services industry. Prior to his current role, he was a Financial Advisor at Modern Woodmen of America from 2013 to 2021. Earlier in his career, he served as a Senior Relationship Manager at Fidelity Investments from 1997 to 2006.

Lyndi Wright is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors since 2006 and has worked with Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

David Bernstein is a financial advisor with Charles Schwab in Oklahoma City, holding a Series 66 credential and 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2009. Outside of his advisory role, he served as President of the Georgetown University Alumni Club of Oklahoma, organizing social events and annual gatherings for alumni and students. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and centralized operational infrastructure.

Derek Dorris is a financial advisor with Cetera in Oklahoma City, holding Series 66, 65, and 63 credentials and bringing 10 years of industry experience. His prior work includes roles at Ameriprise, Allstate Insurance Co, and Vault Wealth Strategies. Outside of his advisory work, he serves on the foundation board of OKC First Church of the Nazarene, assisting in the evaluation and management of church investment funds. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored 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 third-party money managers, managing over $256 billion in assets through a nationwide network of advisors.

Christopher Dickens is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1996 and holds the Series 63 designation. Outside of his advisory role, he is involved in investment decisions and execution for G. and M. D. Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a range of capital markets and research resources.

Michael Larose is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior roles include positions at Addison Avenue Financial Partners, Essex National Securities, Bancwest Investment Services, BOK Financial Securities, and CUSO Financial Services. He is also involved in providing financial advice through Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Mason Carrier is a Financial Advisor with Merrill Lynch Wealth Management and holds the designation of Certified Exit Planning Advisor (CEPA®) as well as Personal Investment Advisor (PIA). He serves individuals, families, and business owners across Oklahoma, helping them make confident financial decisions through personalized planning and trusted guidance. His expertise encompasses wealth management, retirement planning, long-term financial strategies, and assisting business owners in aligning their personal, business, and financial goals. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Mason holds a Bachelor's Degree from the University of Central Oklahoma. Outside of work, he enjoys baseball, football, golfing, pickleball, reading, running, spending time with his family, and traveling.

Leonard Bowlby is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. 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 plans to clients’ goals and risk tolerances.

Eric Dubbell 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 worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of his advisory role, Dubbell co-founded and leads the Band of Brothers Bootcamp, a men's ministry nonprofit in Oklahoma City. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm uses independent due diligence to select asset managers and offers a tiered wrap-fee structure distinct from fixed-fee billing.