Derek Dorris is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 10 years of industry experience. His work history includes roles at Ameriprise, Allstate Insurance, Vault Wealth Strategies, and Waddell & Reed. Outside of advising, he serves on the foundation board of OKC First Church of Nazarene and works as an independent contractor for Door Dash. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various investment management and advisory services through a multi-manager platform with discretionary and non-discretionary options.

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 with Merrill Lynch Wealth Management and holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. He works with individuals, families, and business owners across Oklahoma to help them navigate important financial decisions with clarity and confidence. Mason specializes in wealth management, retirement planning, and long-term financial strategies, with a particular focus on helping business owners align their personal, business, and financial goals. He assists clients in areas such as divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and tax minimization. Mason's approach centers on simplifying complex financial decisions and building long-term relationships to support clients in staying focused on their priorities. Mason holds a bachelor's degree from the University of Central Oklahoma. Outside of his professional work, he enjoys golf, traveling, and spending time with family and friends.

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 at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Merrill for 22 years. She serves as a co-trustee in an unrelated fiduciary role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets through a range of tailored programs.

Matthew Wellman is a financial advisor at Raymond James Financial in Oklahoma City, holding a Series 66 designation. He has prior experience with Liberty Mutual Insurance and legal positions including Oklahoma Estate Attorneys and Oklahoma City University School of Law. Wellman has been with Raymond James Financial since 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing tools such as risk profiling and probability modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 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.

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 at Morgan Stanley in Oklahoma City, OK, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, after prior roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and Corporate Financial Planning agreements.

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 in Oklahoma City, OK, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Primerica Financial Services since 2009 and is also involved in tutoring at Ray Chinese School and teaching AI courses at Outlier AI. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies, supported by third-party asset managers and custodians.

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. She joined the firm in 2019 after earning a Bachelor of Business Administration degree in Management Information Systems and International Business from the University of Oklahoma. Fluent in English and Spanish, Audrey offers comprehensive wealth management services tailored to her clients' individual and family financial situations. Her approach involves creating personalized wealth management plans that take into account clients' priorities and can adapt to changing needs and market conditions. Audrey specializes in areas including education planning, family wealth management strategies, legacy planning, retirement planning, philanthropic planning, and portfolio management services. Audrey is actively involved in the community and professional organizations, including the Oklahoma City Republican Women's Club, the Cleats for Kids Young Professionals Board of Directors, and has previously served on the Boards of the Folds of Honor OKC Young Professionals and the Oklahoma Department of Libraries. She holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations.

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.