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.

Joshua Wolverton is a financial advisor with Stifel in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent two years at Wells Fargo Clearing. Outside of his advisory role, he is a member of a family LLC that manages accounts in the absence of his father. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tobie Timmermans is a Financial Consultant at Fidelity Investments, where he has served since 2026. In this role, he works closely with clients to understand their unique financial situations and develop tailored plans aimed at growing, protecting, and distributing their wealth. Prior to his current position, Tobie held roles as an Investment Consultant and in Workplace Planning & Advice at Fidelity Investments, accumulating experience from 2022 onward. Throughout his career at Fidelity Investments, Tobie has emphasized establishing clear client goals and tracking their progress to identify opportunities for financial improvement. His approach focuses on co-creating and maintaining financial plans that aim to ease client concerns and foster financial confidence and peace of mind. Outside of his professional work, Tobie enjoys camping, watching movies, skiing, playing soccer and tennis, and is engaged in parenthood.

Jeannie Roberts is a financial advisor with Cambridge Investment Research Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc. and Successful Financial Strategies, Inc., among others. She serves as a committee member for the Piedmont Public Schools Education Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Daniel Heaton is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 10 years of industry experience. He has worked with Cetera and affiliated firms since 2019 and is also the president of Ladybug Baits, a coatings company. Additionally, Heaton owns Ladybug Holding, an LLC focused on mineral rights. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Natalie Tomlin is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses, and has two years of industry experience. Her prior work includes roles at the University of Oklahoma, Lowe's, OSU Housing and Residential Life, and Holiday Retirement. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized team generating tailored, non-discretionary recommendations.

Kevin Nichols is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Waddell & Reed for three years before joining LPL Financial in 2013. Nichols also operates an investment-related business, OKC Investment Advisors, which functions as a DBA for his LPL activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Tracy Flinton is a financial advisor at UBS Financial Services in Oklahoma City, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she is a partner in Kyle Flinton, Inc., a golf course and sport leisure facility business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Lori Winfield is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities. Outside of her advisory role, she is involved with the Assembly Of God Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Donald Howat is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent four years with J.P. Morgan Securities. Outside of his advisory role, he owns an outdoor and firearms supply business and serves on the board of a neighborhood organization in Edmond, Oklahoma. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Brandy Webster is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she provides financial planning and investment advisory services to clients. Brandy Webster's work focuses on helping clients manage their wealth and achieve their financial goals. No additional details regarding her experience, education, or personal interests have been provided.

Julie Marks is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory work, Marks provides pro bono financial planning to military families through a program sponsored by the Financial Planning Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on research, third-party data, and algorithmic analysis.

Hunter Stringfellow is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alan Webb is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 1999 and has been associated with Mid American Partners since 1994. Outside of his advisory role, Webb serves as a volunteer board member for Youth for Christ, a community and charitable organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions alongside a variety of affiliated financial services.

Ryan Butts is a CFP® with 24 years of industry experience, currently affiliated with OSAIC. He has worked at several firms including Royal Alliance Associates, Forthbridge Financial Group, and First Independent Advisory Services. Outside of his advisory work, he serves on the board of the Oklahoma Council on Economic Education, is president of the Gamma Kappa of Kappa Sigma Foundation, and participates on the City of Nichols Hills Parks Commission. OSAIC serves both retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers. The firm employs a range of portfolio construction tools and provides access to multiple advisory platforms and third-party money managers.

Stephanie Bruehl is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 66 licenses and having 18 years of industry experience. Her prior work includes roles at UBS Financial Services and Merrill. Outside of her advisory practice, she is involved as a consultant in sales and marketing for Rodan and Fields Dermatology. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including customized financial planning. The firm uses structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Andrew Knox is a CFP®-certified financial advisor with 11 years of industry experience, currently with Morgan Stanley in Oklahoma City. His prior experience includes roles at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a real estate property management LLC. 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 employs structured planning tools and offers a range of investment and financial strategies through its extensive network of advisors.

Kelly Khelghati is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Allied Securities and Investment Concepts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services with multiple program options and access to third-party managers.

Kristen Silhavey is a financial advisor with LPL Financial in Oklahoma City, OK. She holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Waddell & Reed, Plexus, and various insurance carriers. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party model portfolios and strategies.

Cassandra Wilson is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has been with MassMutual and its affiliated firms since 1987. Wilson serves as a board member for Impact Oklahoma, an organization that funds grants to local nonprofits supporting women, and also for the Hough Ear Institute, which focuses on hearing research. MassMutual 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 uses collaborative, software-assisted planning approaches tailored to client goals and offers various investment and education programs.