David Bernstein is a financial advisor with Charles Schwab in Oklahoma City, holding a Series 66 credential and 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2009. Outside of his advisory role, he served as President of the Georgetown University Alumni Club of Oklahoma, organizing social events and annual gatherings for alumni and students. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and centralized operational infrastructure.

Christopher Dickens is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1996 and holds the Series 63 designation. Outside of his advisory role, he is involved in investment decisions and execution for G. and M. D. Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a range of capital markets and research resources.

Michael Larose is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior roles include positions at Addison Avenue Financial Partners, Essex National Securities, Bancwest Investment Services, BOK Financial Securities, and CUSO Financial Services. He is also involved in providing financial advice through Addison Avenue Investment Services. 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 employs tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Mason Carrier is a Financial Advisor with Merrill Lynch Wealth Management and holds the designation of Certified Exit Planning Advisor (CEPA®) as well as Personal Investment Advisor (PIA). He serves individuals, families, and business owners across Oklahoma, helping them make confident financial decisions through personalized planning and trusted guidance. His expertise encompasses wealth management, retirement planning, long-term financial strategies, and assisting business owners in aligning their personal, business, and financial goals. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Mason holds a Bachelor's Degree from the University of Central Oklahoma. Outside of work, he enjoys baseball, football, golfing, pickleball, reading, running, spending time with his family, and traveling.

Leonard Bowlby is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Eric Dubbell is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of his advisory role, Dubbell co-founded and leads the Band of Brothers Bootcamp, a men's ministry nonprofit in Oklahoma City. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm uses independent due diligence to select asset managers and offers a tiered wrap-fee structure distinct from fixed-fee billing.

Chase Dickens is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory role, Dickens serves as president of the Northwest Oklahoma City Rotary Club, leading meetings and setting goals for the organization. UBS Financial Services offers a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Keri Zeder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at firms including Avantax Advisory Services and Avantax Investment Services, and she assists in the day-to-day operations of Wymer Brownlee, providing tax preparation and accounting services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining discretionary and non-discretionary strategies across various program structures.

Jacob Ogle is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Waddell & Reed, and various insurance carriers. He is a member of Ogle Wealth Management, LLC, an administrative role related to tax purposes. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services featuring portfolio construction tools, multiple investment options, and third-party managed-account solutions.

James Ford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Equitable Advisors and Axa Advisors, LLC for over two decades prior to joining LPL. 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 institutional platforms, supported by research-driven tools and a large network of investment adviser representatives.

Daniel Silhavey is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Continental Resources and several energy-related businesses. He has been associated with LPL Financial since 2019. Silhavey also has involvement with Black Edge Energy, LLC, a business entity outside of investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Phillip Wolf is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2024 and has been employed with the USPS since 2014. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-based investment strategies and operates at scale with thousands of advisors and billions in assets under management.

Kathryn Isernhagen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. Her career includes positions at Merrill Lynch, Pierce, Fenner & Smith, Morgan Stanley Dw Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. She is based in Oklahoma City, OK. 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 supported by advanced operational tools.

Jordan Anderson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2022, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2016 to 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and incorporates research from Wells Fargo Investment Institute alongside third-party data in its investment approach.

Timothy Patterson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Merrill for 21 years and ongoing tenures with Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and integrates various investment and financial planning services without providing individual security recommendations as part of its standalone planning programs.

Clark Telford is a financial advisor with Equitable Advisors based in Oklahoma City, OK. He holds a Series 66 designation and has four years of industry experience. Prior to joining Equitable Advisors, he worked at DoorDash and the University of Central Oklahoma. He also serves as a contract employee for DoorDash, working approximately 20 hours per month. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients. The firm utilizes a range of advisory programs and third-party managers, serving both non-high-net-worth and high-net-worth clients with a variety of investment options.

Jonathan Shields is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Primerica Financial Services since 2009 and has been involved with PFS Investments Inc. since 2021. Outside of his advisory role, Shields tutors at Ray Chinese School and teaches artificial intelligence through Outlier AI. Primerica Advisors is a large firm offering a wrap-fee asset management program primarily to individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-based investment strategies managed by third-party asset managers and provides advisory services through a broad network of financial advisors.

Samuel Holland is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Gallagher from 2019 to 2023. Holland holds a Series 66 designation and is based in Oklahoma City, OK. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Audrey Katigan is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she began her career in 2019. She holds a Bachelor of Business Administration with a dual focus in Management Information Systems and International Business from the University of Oklahoma. Audrey is fluent in both English and Spanish, enhancing her ability to serve a diverse client base. Her expertise encompasses a comprehensive approach to wealth management, which includes areas such as education planning, family wealth management strategies, legacy planning, and managing new wealth. She is a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA), credentials that reflect her commitment to professional standards and investment management. Audrey collaborates closely with clients to understand their financial situations and priorities, helping to design personalized and adaptable wealth management plans that consider market conditions and clients' evolving needs. Beyond her professional duties, Audrey is involved in community organizations such as the Oklahoma City Republican Women's Club and has served on boards including Cleats for Kids Young Professionals and the Oklahoma Department of Libraries. She resides in Oklahoma City, Oklahoma with her husband and dog. Her personal interests include traveling, cooking, dancing, music, running, scrapbooking, skydiving, spending time with family, and watching movies.

Rachel Johns is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2022. Prior to that, she was employed by Southern Airways Express from 2019 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.