Cody Cabler is a financial advisor with Mass Mutual Investors Services based in Oklahoma City, Oklahoma. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, MidFirst Bank, and Allstate Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing ongoing, collaborative planning engagements tailored to clients’ goals.

Grayson Johnson is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services through both direct and corporate agreements.

Vincent Hart is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2017, previously working for Investment Centers of America, Inc. for 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Nicole Hughes is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of her advisory role, Hughes is a partner in Hughes International USA, Inc., a business formed for Primerica purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Gabriel De Campus is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he serves as an Engineer Staff Officer in the U.S. Army National Guard. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Hendrix is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc. in Oklahoma City, OK, with 11 years of industry experience. He previously spent nine years at Mariner Wealth Advisors before joining Raymond James in 2024 and founding Wealth Planning, a support company related to his Raymond James affiliation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a range of advisory programs, including municipal finance and SIMPLE IRA employer advisory services.

Phillip Elliott is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at UBS Financial Services and Edward Jones. Outside of his advisory role, Elliott is a silent owner of a beverage import business based in Santa Monica, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and various advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research in its financial planning process.

Kelly Witters is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for 10 years before joining UBS in 2017. 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 leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Linda Kissler is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies that align with clients’ individual goals and adapt to changing market conditions. Linda provides clients access to Merrill’s investment insights along with the banking and lending solutions offered by Bank of America. Her professional credentials include designations as a Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Linda holds a bachelor's degree from the Oklahoma State University System. Committed to community involvement, Linda follows the Merrill tradition of volunteering with organizations in the communities she serves. Her approach centers on working one-on-one with clients to help them pursue their long-term financial objectives.

Suzanne Baxter is a CFP® with 34 years of industry experience, currently affiliated with Cetera. She has been working at Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Baxter serves as a board member and treasurer for Tactus, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management options, financial planning, and access to third-party managers within a multi-manager platform.

Joni Hill is a financial advisor at Raymond James Financial in Oklahoma City, OK, with three years of industry experience. She holds the Series 66 designation and previously worked at Lasalle St. Securities, L.L.C. from 2014 to 2017. 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 provides tailored, non-discretionary advice using risk profiling and analytical tools and supports its clients through various advisory programs and institutional consulting.

Troy Brown is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 1992. Outside of his advisory role, he is involved in managing commercial office properties through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment services, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Bertsch is a Financial Advisor and Retirement Benefits Consultant with Merrill Lynch Wealth Management, specializing in tailored financial strategies for individuals, businesses, endowments, foundations, and nonprofits. After an 18-plus year career culminating as the Institutional Client Advisor for the state of Oklahoma, he now focuses on bringing institutional discipline to personal financial strategies. He works directly with families, business owners, nonprofit organizations, and retirement plan sponsors, providing disciplined guidance and transparent advice to help clients navigate financial complexities with clarity and confidence. James holds a Bachelor's degree from the University of Oklahoma and an MBA from Oklahoma City University. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach reflects a commitment to integrity and a respect for the trust placed in him, values shaped by his faith and upbringing. Beyond his professional work, James is involved with several community organizations including Crossings Community Church, Rotary Club 29 Oklahoma City, the Arts Council of Oklahoma City, OU President's Associates, and the Oklahoma Zoological Society. He enjoys a variety of personal interests such as baseball, cooking, football, golfing, hiking, reading, skiing, spending time with his family, traveling, and watching movies.

Leigh Higgins is a Series 65-licensed financial advisor with eight years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Oklahoma City. Prior to joining Raymond James, Higgins worked at Mariner Wealth and Midfirst Bank. He serves as Treasurer for the Alpha Chi Omega Gamma Epsilon House Corp, a nonprofit organization, where he prepares financial statements and manages budgeting. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to individual, institutional, and high-net-worth clients. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

Jordan Edwards is a financial advisor with LPL Financial in Edmond, OK, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Tristar Pension Consulting, the University of Oklahoma, Ernst & Young, and the Oklahoma City Thunder. Outside of finance, he has experience in personal training and fitness management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Gregory Collins is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a broad range of investment and advisory services.

David Thielke is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 24 years. He holds Series 63 and Series 65 credentials. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved tools.

Henry Luster Jr. is a financial advisor with UBS Financial Services, holding a Series 63 designation and bringing 47 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 offers proprietary research and a range of capital markets services.

Robin Rush is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as vice president of Graystone Properties of Oklahoma City, a company solely owned by her spouse, where she manages record keeping for monthly meetings. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Tobin is an Investment Consultant at Fidelity Investments. He works with clients to simplify financial decision-making and help them toward their long-term goals through thoughtful planning and investment guidance. Thomas has held multiple roles at Fidelity Investments, starting as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager from 2025 to 2026, before taking on his current position as Investment Consultant in 2026.