Richard Mohr is a Series 66-licensed financial advisor with Morgan Stanley in Oklahoma City, Oklahoma, and has 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured discovery processes and advanced modeling tools in its planning services.

Kevin Arsenault is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and five years of industry experience. His prior roles include positions at Wells Fargo and First Bank of the Palm Beaches. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Stephanie Comer is a financial advisor with LPL Financial in Oklahoma City, OK, holding a Series 66 designation and three years of industry experience. She previously worked at Valliance Bank and CrossFirst Bank, each for three years. 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 financial planning, model portfolio programs, third-party asset management, retirement participant-level advice, and institutional platforms, utilizing a range of strategic and tactical investment approaches.

Joshua Morgan is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding a Series 66 designation and six years of industry experience. Prior to joining Mass Mutual in 2025, he worked at Momentum Independent Network Inc. and Hilltop Securities Independent Network Inc. Outside of financial advising, Morgan owns and operates two construction-related businesses, Bricktown Roofing and Construction and Morganite Fence Solutions. Mass Mutual Investors Services 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 structured approach that includes collaborative annual planning engagements and various event-driven planning programs.

Gregory Ashton is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 24 years of industry experience with prior roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. In addition to his advisory work, he is involved in publishing through Ashton Publications and operates The Ashton Group, a business he has maintained for over two decades. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, offering a range of portfolio management solutions including proprietary and third-party strategies.

Jeffrey Blumenthal is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a 20% owner of a vinyl music download business and co-owns a private charitable foundation with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisors, such as insurance-related vehicles and bank deposit sweep options.

Peter Harlin is a financial advisor at Wells Fargo Clearing in Oklahoma City, OK, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2016. He serves as successor trustee for the ORZA Revocable Trust. 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 diversified investment approaches.

Tyler Toth is a financial advisor at Ameriprise Financial Services with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Ameriprise in 2024, Tyler worked at Unlimited Officials from 2022 to 2023 and was involved in education for ten years. Ameriprise Financial Services is a large, diversified 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 focused on dependable income sources and tax-aware withdrawal strategies.

Isabela Rodriguez is a financial advisor at Thrivent Investment Management based in Oklahoma City, OK. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at The Master's University and Vector Marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Jeffrey Armstrong is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Armstrong serves as a trustee for the Town of Lake Aluma, Oklahoma City, where he is involved in local governance activities such as enacting codes and overseeing road maintenance. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Wedel is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Wymer Brownlee Wealth Strategies prior to joining Cetera. Wedel also serves as a trustee of a family trust that includes special needs provisions. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party money managers.

William Sanders Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and over 22 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2003. Outside of his advisory role, he is involved in health-related sales activities through an independent business. 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, wrap and money-manager programs, and educational seminars.

Charles Lundeen Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with MassMutual Financial Group and its affiliate MML Investors Services since 2003. Outside of his advisory role, he has been involved in health-related sales since 1996. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes without investment discretion.

Pamela Fuerst is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., with two years of industry experience. She has been with Raymond James since 2024 and is also associated with Fuerst Financial LLC, a non-investment-related support company based in Erie, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Patterson is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 63 designation and over 41 years of industry experience. He has been with Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, he is involved as managing general partner in a real estate partnership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Valerie Tunnell is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and 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. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Timothy Smith is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His career includes roles at New York Life and Principal Financial Services. He also works as a health insurance agent outside of his advisory duties. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning relationships and a range of investment and educational programs.

John Stark is a Series 66-licensed financial advisor with Edward Jones in Edmond, Oklahoma, bringing 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Stark volunteers with CASA, advocating for foster children in the Oklahoma Department of Human Services system by meeting with involved parties and attending court dates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Dewayne Crunk is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and affiliated firms since 2013, as well as at Venturi Wealth Management from 2018 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Brian Hancock is a financial advisor with Edward Jones in Oklahoma City, OK. He holds the Series 66 designation and has 13 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.