Anthony Howard is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of financial advising, he is an ordained minister without compensation. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of advisers, utilizing both proprietary and third-party investment solutions.

Jeffrey Kitchens is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Edward Jones, having previously worked at Merrill, Inherent Real Estate, LLC, and J.P. Morgan Securities. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cooper Hamilton is a financial advisor at Raymond James & Associates in Oklahoma City, OK. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Raymond James, he worked at Frontier Trading and also spent two years at Oklahoma State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rachelle West is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2018, following thirteen years at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global market projections in its financial planning process.

Keri James is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and over 30 years of industry experience. Her career includes roles at Wells Fargo Clearing since 2016 and prior experience with Wells Fargo Advisors LLC, Exencial Wealth Advisors, and Prudential Equity Group. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services 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 alongside diversification principles and modern portfolio theory.

Brett Thompson is a CFP® professional based in Edmond, OK, with 21 years of industry experience. He has been with Edward Jones since 2004. 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 under management through a nationwide network of roughly 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and alternative investment options.

Sonja Snider is a financial advisor with Merrill in Oklahoma City, Oklahoma, holding a Series 66 designation and possessing 10 years of industry experience. She has worked at Merrill Lynch since 2014. Outside of her advisory role, she is involved as a part-time consultant for Rodan + Fields, selling skincare products. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Hunter Cottle is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and has prior work experience at Langston University and Angelo State. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Larry Ellis is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked at Midfirst, International Bank of Commerce, and LPL Financial LLC during his career. His current roles include positions at Cetera and affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Chantal Calbert is a financial advisor at Morgan Stanley in Oklahoma City, OK, holding a Series 66 designation with five years of industry experience. She has worked at Morgan Stanley since 2018 and previously spent six years at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning facilitated through firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Nick Wu is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on delivering private wealth management services to a group of private global clients. Nick has been active in the financial industry for over three decades, with prior advisory experience at Ernst & Young, AXA Advisors, and Wells Fargo Advisors. He holds a Master's Degree from Oklahoma City University and a Bachelor's Degree from Zhongshan University. Nick is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. He has been named to the Forbes "Best in State Wealth Advisors" list in 2022 and 2023. Nick serves on the advisory board of the Meinders School of Business at Oklahoma City University and the Oklahoma City Philharmonic Board of Directors. He is a member of Leadership Oklahoma City, Oklahoma City Downtown Rotary Club, and Norman Trinity Baptist Church. His personal interests include antiquing, drawing/sketching, golfing, music, painting, singing, swimming, and tennis.

John Frost is a financial advisor with Merrill in Oklahoma City, OK, holding Series 63, Series 65, and Series 66 licenses and possessing 47 years of industry experience. He has been with Merrill since 1979 and also has a 15-year tenure at Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services and model-based investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Ryland Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1992. He focuses on helping individuals, families, and small businesses by providing advice and guidance based on established goals-based wealth management principles. Robert collaborates with his team members and internal specialists to assist clients comprehensively and acts as their primary point of contact. He holds a Bachelor of Business Administration degree in Finance from the University of Oklahoma, earned in 1990, and has been a Certified Financial Planner (CFP®) since October 1999. His areas of emphasis include discretionary portfolio management, disciplined portfolio asset allocation and rebalancing, goals-based wealth management, personal retirement strategies, and tax-minimization strategies. He serves a client base that includes high-net-worth individuals, business owners, corporate executives, and professionals. Outside of his professional work, Robert participates in community organizations such as Calm Waters and the Oklahoma Council on Economic Education. In his personal time, he enjoys activities like scuba diving, basketball, football, genealogy, hiking, music, boating, and spending time with his family.

Kelly Thompson is a financial advisor with LPL Financial in Oklahoma City, OK, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2024, Thompson worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 19 years. Thompson is also involved with Gottschalk Thompson LLC, a non-investment-related business entity. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Teresa Wiggins is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo affiliates since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jerrell Mure is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2018, following prior experience at Foresters Financial Services. Outside of his advisory role, he is involved in group life and health sales through Benefits@Work. Mass Mutual 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 offers a range of programs including wrap and money-manager options, focusing on collaborative, annual financial planning engagements.

Christopher Chandler is a financial advisor with Wells Fargo Clearing in Oklahoma City, OK, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at J.P. Morgan Securities and Banc One Securities Corporation prior to joining Wells Fargo. 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 its investment approach.

Justin Klein is a CFP® professional with 24 years of industry experience, currently serving at OSAIC since 2023. Prior to joining OSAIC, he spent 21 years at FSC Securities Corporation. He is involved in several related business activities, including partnerships in wealth management and financial planning firms in Oklahoma City. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage, investment advisory, and retirement plan consulting services. The firm employs a combination of proprietary tools and third-party platforms to construct and manage diversified portfolios across various asset classes.

Karim Karim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2012 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns KARIM PRODUCTIONS, a TV production business based in Oklahoma City. 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 employs an IPS-driven advisory process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Mc Donald is an advisor with LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2025 and has prior experience at Mustang Fuel Corporation and several educational institutions, including the University of Cincinnati and the University of Arkansas. 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 institutional platforms, utilizing both proprietary and third-party investment strategies.