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.

Lenora Yankacy is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized operational structure supporting its extensive client coverage.

Mason Carrier is a Financial Advisor at Merrill Lynch Wealth Management, serving individuals, families, and business owners in the Oklahoma City area. He works closely with clients to develop personalized financial strategies that focus on wealth management, retirement planning, long-term financial planning, and navigating important life transitions. Mason aims to simplify complex financial decisions and provide proactive support to help clients stay on track with their financial goals. With expertise in areas such as divorce transition planning, legacy planning, managing new wealth, personal retirement planning, investment strategy, tax minimization, and retirement income, Mason brings clarity and direction to his clients' financial lives. His professional approach is grounded in building long-term relationships based on trust, discipline, and thoughtful preparation. Mason holds a Bachelor's Degree from the University of Central Oklahoma and the Personal Investment Advisor (PIA) designation. Outside of his professional role, 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.

David Powell is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2015. Outside of his advisory role, he serves as president of Heartland T’s of OKC, an organization promoting Model T Fords, and is chair of trustees and chairman of the finance committee at Cornerstone United Methodist Church. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of investment types.

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.

Melanie Darrow is a financial advisor with Merrill in Oklahoma City, Oklahoma, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Merrill since 2004. Outside of her advisory role, she serves as a co-trustee in a family fiduciary capacity. 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.

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.

Daniel Silhavey is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked with several firms, including Continental Resources and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Black Edge Energy LLC in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Kathryn Isernhagen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith for 17 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as retirement plan consulting and 529 account management.

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 39 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has also worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process incorporating firm-approved tools and modeling techniques.

Clark Telford is a financial advisor with Equitable Advisors in Oklahoma City, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at DoorDash and the University of Central Oklahoma. He also maintains a contract role with DoorDash. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services to client goals and risk tolerance.

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.

Ashaunie Mcneil is a financial advisor at Fidelity with a Series 66 designation and recent industry experience beginning in 2024. Her prior work includes roles at several organizations across diverse sectors, such as TBS Factoring, Insightful Transit, Embassy Hotel, and the University of Central Oklahoma. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction based on proprietary research, quantitative analysis, and systematic methodologies.

Carrie Nichols is a Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 35 years of experience to her role. She collaborates closely with partners John Frost and Rob Ryland, both CERTIFIED FINANCIAL PLANNER® professionals, to deliver personalized financial guidance and wealth management services tailored to individual client needs. Carrie and her team take a comprehensive, goals-based approach, emphasizing personalized wealth analysis and planning that considers immediate and long-term objectives to create generational wealth. Her areas of client focus include college and education planning, family wealth management, legacy and LGBT wealth planning, personal retirement planning, portfolio management, tax minimization, and strategies for women and new wealth. Carrie holds a Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the University of Oklahoma. She resides in Oklahoma City with her husband and two sons. Outside of her professional work, she has community involvement with Bishop McGuinness Catholic High School and enjoys football, reading, family time, and traveling.

Zhana Yelubayeva is an Investment Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she worked as a Financial Representative at Fidelity Investments from 2024 to 2026. Before joining Fidelity, she served as a Registered Representative at NYLIFE Securities LLC in 2024 and was an Agent at New York Life Insurance Company from 2023 to 2024. In her professional practice, Zhana focuses on helping clients define and prioritize their financial goals. She emphasizes understanding clients' lives and values to collaboratively develop tailored financial plans. Outside of her professional work, Zhana enjoys attending concerts, visiting museums, and practicing yoga.