Michael Grant is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James Financial since 2009 and has over a decade of experience selling term and whole life insurance. In addition to his advisory role, he owns and operates an agricultural business involved in growing crops. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Jerrell Mure is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2018, following prior experience at Foresters Financial Services. Outside of his advisory role, he is involved in group life and health sales through Benefits@Work. Mass Mutual 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 offers a range of programs including wrap and money-manager options, focusing on collaborative, annual financial planning engagements.

Christopher Chandler is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at J.P. Morgan Securities and Banc One Securities Corporation prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Justin Klein is a CFP® professional with 24 years of industry experience, currently serving at OSAIC since 2023. Prior to joining OSAIC, he spent 21 years at FSC Securities Corporation. He is involved in several related business activities, including partnerships in wealth management and financial planning firms in Oklahoma City. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage, investment advisory, and retirement plan consulting services. The firm employs a combination of proprietary tools and third-party platforms to construct and manage diversified portfolios across various asset classes.

Karim Karim is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016. Prior to that, he held multiple roles at Morgan Stanley from 1999 to 2012. Outside of his advisory work, he owns Karim Productions, a company involved in TV productions. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.

Jared Bulmer is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities America Advisors and ProEquities, Inc. Outside of his advisory work, he serves as an assistant treasurer for the Cleveland Elementary PTA and has composed music for two feature films. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using various asset classes and third-party managed account solutions.

William Mc Donald is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2025. His prior experience includes roles in both corporate and educational settings, including the University of Cincinnati and Mustang Fuel Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Robin Pierce is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 63 designation and possessing 47 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as sixteen years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Charles Rapp is a financial advisor at Edelman Financial Engines in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC before joining Financial Engines Advisors L.L.C., which later became part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, and manages a large scale of client assets with a diversified and long-term investment approach.

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, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at the University of Oklahoma and the University of Nebraska-Lincoln. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and investment strategies.

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.

James Long is a financial advisor with Wells Fargo Clearing based in Oklahoma City, OK. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Morgan Stanley and Investment Centers of America, Inc. Outside of his advisory work, he serves as a trustee for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating at large scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Daylene Bachman is a financial advisor with Edward Jones in Edmond, OK, holding the ChFC® designation and Series 63 and 66 licenses. She has 29 years of industry experience, including 20 years at Scottrade, Inc. and over nine years at Edward Jones. Bachman serves as President of the Rotary Club in Evanston, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

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.

Jessica Mc Coy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for seven years and Merrill for eight years. Outside of her advisory role, she is involved as a proprietor and partner in several retail and healthcare businesses in Edmond, Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Owen Kay is a financial advisor at Ameriprise Financial Services, holding a Series 66 designation with one year of industry experience. He has worked with firms including Raymond James Financial Services Advisors and Tinker Federal Credit Union. Outside of advisory roles, he has experience as an insurance agent and an associate financial advisor at TFCU Financial Advisors and Tinker Financial Services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering 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.