James Chiconas is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Equitable Advisors since 2006 and previously held roles at Axa Advisors, OSAIC Services, Spelman & Co., and Century Advisors. He serves as the treasurer and a board member of St. George Greek Orthodox Church on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory programs catering to various client needs, including ERISA fiduciary services for qualified plans.

Alan Beamish is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Horizon RV Transport and PFS Investments Inc. He also has involvement in selling loan products and referring home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by third-party asset managers and supports accounts through Pershing custody and BNY Mellon Advisors overlay management.

Frederick Mischler is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Edward Jones, Waddell & Reed, and Randal Dame. He has been involved with community organizations such as the Oklahoma Curling Club and Oklahoma Youth Orchestras. 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, model portfolio programs, and access to third-party asset managers.

Kari Riggs is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Joel Williams is a financial advisor at Merrill in Oklahoma City, OK, holding a Series 66 designation. He has been with Merrill since 2024 and has prior experience at Bank of America, N.A., American Fidelity, and Kirkpatrick Bank. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Conklin is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Mass Mutual Investors Services since 1990 and with MassMutual Life Insurance Company since 1989. Outside of his advisory role, he serves as a part-time minister to senior adults at Memorial Road Church of Christ. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers specialized services such as divorce and estate-settlement planning.

Randall Cloud is a financial advisor with Cetera in Oklahoma City, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He is also the owner of R L Cloud CPA, Inc., an accounting and tax preparation firm, and participates as an assistant treasurer in the Oklahoma City AMBUCS community service chapter. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that provides access to various investment strategies and program options.

Elizabeth Lents is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

William Daniel is a financial advisor with Osaic Wealth Inc in Oklahoma City, holding a Series 63 designation and bringing 51 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advisory work, he serves as president of TG&E Insurance Agency. Osaic Wealth Inc serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, leveraging asset-allocation tools and third-party solutions to construct diversified portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Steven Curry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining Cetera in 2025, he worked at BOK Financial Securities, Inc. and MidFirst Bank. He is also the owner of SACTLC LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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 various third-party money managers.

Ashley Webb is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael McCall is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years and has been with MassMutual-related firms since 2016. Outside of advising, he is involved in independent insurance agencies and tax preparation services. MassMutual 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 with a focus on collaborative, annual client relationships and event-driven planning programs.

John Wilson is a financial advisor with Equitable Advisors in Oklahoma City, holding a Series 66 designation and 25 years of industry experience. He has worked with Equitable Advisors since 2006 and previously held positions at Morgan Stanley and Mass Mutual Investors Services. His other business activities include maintaining various outside insurance and brokerage contracts. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models, including third-party TAMPs and firm-offered programs, and provides ERISA fiduciary services to qualified plans.

Timothy Mills is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Cambridge since 2019 and previously served at FSC Securities and Arvest Wealth Management. Outside of advisory work, Mills owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing proprietary and third-party strategies tailored to client objectives.

Justin Covey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He supports clients in making informed financial decisions by applying disciplined planning and strategic management tailored to their individual goals. His professional approach is shaped by his experience as a former Army pilot and Commissioned Officer, where meticulous planning was critical to mission success. Justin's areas of expertise include legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Oklahoma State University. Beyond his professional role, Justin is involved with the Dale K. Graham Veterans Foundation. He resides in Norman, Oklahoma, with his wife Tennille and their two daughters. His personal interests include adventure sports, basketball, boating, cooking, golfing, hunting, skiing, spending time with family, traveling, and watching movies.

Brett Valentine is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and having three years of industry experience. His work background includes roles at Woodbury Financial Services Inc and project management at Telus Agriculture. Outside of advising, he manages a rental property and is involved in project management for a large corporation. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services with an emphasis on asset allocation, risk assessment, and portfolio construction using a variety of investment instruments and third-party solutions.

David Bott is a financial advisor with Cetera Wealth Services, LLC in Oklahoma City, holding a Series 66 designation and bringing 26 years of industry experience. He has a long career history with Avantax firms dating back to 1999 and is also a CPA with over 31 years of experience operating his own accounting and tax preparation practice. Additionally, he manages a family trust and is involved in farming operations through ownership of agricultural land. Cetera Investment Advisers LLC provides services through a large network of independent advisors, offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform with a wide range of investment programs and access to both affiliated and third-party managers.

Sidney Klem is a financial advisor with Merrill based in Oklahoma City, OK. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Merrill since 1995 and Bank of America, N.A. since 2011. Klem is also a limited partner in SKK&MKK LLC, a for-profit LLC. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Leitasha Rodriguez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has previously worked at RBC Wealth/RBC Capital Markets and JPMorgan Chase Bank, N.A. Prior to her career in finance, she spent time working at Trinity School of Midland. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Rachel Earhart is a financial advisor with Edward Jones in Yukon, OK, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and was previously employed at FirstCash Inc from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.