Rachel Wiley is a financial advisor at Charles Schwab with 19 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including USAA Financial Advisors, Fisher Investments, and Fidelity Investments. Wiley is currently based in Oklahoma City, OK. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts through its integrated and scaled advisory platform.

Katherine Nithman is a CFP® professional with 37 years of industry experience, currently advising with Cetera. Her career includes long-term roles at First Allied Securities and First Allied Advisory Services, as well as operating Nithman Financial Group since 1999. She is also commissioned as a notary public. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Brian Cohlmia is a financial advisor with Edward Jones in Edmond, Oklahoma, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved with the Fountain Lake Plaza Property Owners Association and is a member of the Oklahoma Earthbike Fellowship, a local nonprofit. 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 options and operates under a fiduciary standard while maintaining a large national network of advisors and branch offices.

Kadie Hare is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Oklahoma City, OK. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Jody Cinnamon is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Wells Fargo Advisors Financial Network in Oklahoma City, having worked at several firms including Edward Jones, Northwestern Mutual, and Keller Williams Realty. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold.

Wayne Mahan is a financial advisor with J.P. Morgan Securities in Oklahoma City, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with J.P. Morgan Securities since 2007. Outside of his advisory role, he serves as a Senior Noncommissioned Officer in the Colorado Air National Guard. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Emily Forte is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding a Series 66 credential and four years of industry experience. She has worked at MML Investors Services LLC since 2022 and at MassMutual Life Insurance Company since 2021. Prior to her financial services career, she spent seven years at Southwest Foodservice Excellence. Outside of her advisory role, she is an insurance broker specializing in life, disability, long-term care, and fixed annuities. 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 provides ongoing financial planning and asset management services using firm-approved analytical tools, offering collaborative, annual financial planning engagements without investment discretion.

Michael Brown is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and totaling 28 years of industry experience. His career includes positions at Equitable Advisors since 2012, AXA Advisors, Concourse Financial Group Securities, MSI Financial Services, and TIAA-CREF. He also serves as power of attorney for his spouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients, utilizing a range of firm-offered programs and third-party asset managers. The firm’s approach involves assessing client risk tolerance and matching them to suitable advisory models that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Perry Warren is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of his advisory role, he owns ShOCKERS, LLC, a youth sports organization in Lawton, Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a structured financial planning process without individual security recommendations in standalone plans.

Yolanda Kernes is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has also been involved with Distinct Wealth Management LLC since 2018 and The Flora May Foundation since 2020. In addition to her advisory work, Kernes has roles in real estate through YKA Properties LLC and PDK Properties LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research tools and a broad platform infrastructure.

Stephen Janzen is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Janzen serves on the Finance Advisory Council at Oklahoma Christian University, contributing to the finance department’s engagement with faculty, administration, and students. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Charles Potts is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and totaling 36 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 1996. Outside of advising, he serves as a board member for a homeowners association, manages accounting and tax duties for a ranch operation, and is a member of the executive committee for the Oklahoma County Republican Party. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved software and educational seminars, emphasizing investment categories and strategies without discretionary authority.

Marcie Plumbtree is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked with MassMutual-related entities since 2014. Outside of her advisory role, she participates in organizing an annual crawfish boil fundraiser for multiple sclerosis research. MassMutual Investors Services operates as 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 collaborative, annual planning engagements that use advanced analytical tools to deliver written recommendations tailored to client goals.

Shaheen Rogers is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Rogers has worked at Bank of America, N.A. and Merrill since 2017. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenee Lister is a financial advisor at Merrill with 38 years of industry experience. She holds a Series 63 credential and has worked at Merrill since 1988, concurrently serving at Bank of America since 2011. Outside of her advisory role, she serves as a trustee for Casady School, an Episcopal private school, and Oklahoma City University, and is involved in family investment activities through a family LLC and an oil and gas investment LLC. She also serves on the Board of Directors of United Way of Central Oklahoma, where she is slated to become Chair of the Board in 2027. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with various features including tax-aware options and cash sweep programs.

Meagan Moreno is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2013, including her current role at Morgan Stanley Private Bank, N.A. Prior to her career in finance, she worked with Cache Public Schools for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Christi Dennis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2018. Outside of advising, she has ownership interests in oil and gas mineral rights in Oklahoma. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, employing diversification principles and modern portfolio theory in its investment approach.

Michael Stecker is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers 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 managed services separate.

Mark Province is a financial advisor with Stifel in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior firms include Wells Fargo Advisors and Wells Fargo Clearing. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance for client decision-making.

Linda Dowers is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of products including fee-based financial planning, portfolio management, and mutual funds. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.