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.

Gregory Park is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds the Series 63 and Series 66 designations. Park served 35 years in the United States Army Reserves, retiring as a Lieutenant Colonel. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

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.

Laura Patrick is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Fidelity. She also has a long-standing role at Bloomingdales outside of her financial career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods, advisory role to multiple registered investment companies, and formal governance procedures.

Randall Parks is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and is committed to building and maintaining strong client relationships. Randall focuses on creating personalized financial strategies that align with his clients' goals and provides advice on wealth management, legacy planning, retirement income, tax minimization, and small business strategies. He holds the Certified Private Wealth Advisor® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Randall earned a bachelor's degree in Finance from Westminster College and is a member of professional organizations including the Financial Planning Association of Oklahoma City and the Investments & Wealth Institute™ (The Institute). His expertise also includes serving as a Personal Investment Advisor and Retirement Benefits Consultant. Randall has lived in Oklahoma for 30 years with his wife Leigh and their three children. They have been active members in their community, participating in organizations such as First Presbyterian Church of Edmond, Junior Achievement of Oklahoma City, Life Church of Edmond, and United Way of Central Oklahoma. His personal interests include baseball, cooking, fishing, football, gardening, golfing, music, and spending time with his family.

Victor Kizushi is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kestra Financial and Daiwa Capital Markets America. Victor is based in Del City, OK. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group provides financial planning and portfolio services tailored to client goals, utilizing a combination of in-house and third-party managers across a range of investment strategies.

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.

Ronald Stevens Jr. is a financial advisor with Raymond James Financial, holding a Series 66 credential and seven years of industry experience. He has worked at Raymond James Financial Services Advisors since 2018 and previously spent three years with United Auto Group. Outside of his advisory role, Stevens serves as CEO of Lighthouse Financial Group LLC and is the owner of Lighthouse Legal Group, LLC, where he prepares legal estate planning documents. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.

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.

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.