Christopher Abernethy is a financial advisor at LPL Financial with two years of industry experience. He previously worked at MidFirst Bank for four years and has held roles at Cornerstone Financial Advisers and Sky Ranch. Abernethy also has experience working at the University of Oklahoma and Wildwood Community Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Peter Shurow Jr. is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fsc Securities Corporation and Capital Financial Services, Inc. Outside of his advisory role, he owns two LLCs established for tax planning purposes and acts as an independent agent for fixed insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of tools and platforms to construct diversified portfolios and supports a complex corporate structure with multiple advisory and brokerage business consolidations.

Amy Million is a financial advisor with Osaic Wealth, Inc. based in Norman, OK, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her prior experience includes roles at Edward Jones and FSC Securities Corporation. In addition to her advisory work, she owns Million Wealth Management, LLC, and Modern Divorce Solutions, LLC, where she assists clients with financial aspects of divorce. She also operates Branchwise Tax Solutions, a tax preparation service, and runs an educational program called My CFO Bootcamp. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.

Brian Richardson is a financial advisor at Edward Jones in Norman, OK, holding the ChFC® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2012. 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 under management and operates a large network of financial advisors and branch offices nationwide.

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.

Gregory Heiple is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated firms since 2008. In addition to his advisory role, he owns GAH Inc., a holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients across a broad range of investment and retirement services. The firm offers a multi-manager platform with access to affiliated and third-party model portfolios and program options ranging from automated allocations to direct indexing.

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.

Amanda Zamarripa is a Series 66-licensed financial advisor with Edward Jones in Norman, OK, and has seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Mid-America Christian University and Hobsons for six years. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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.

Melinda Seagraves is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has held roles at Raymond James Financial Services Advisors and TFCU Financial Advisors/Tinker Financial Services, where she has also performed management and office duties. In addition, she serves as the Executive Sponsor for a Neurodiversity Employee Resource Group at Tinker Federal Credit Union, providing coaching and support for employee collaboration. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ronald Hargis is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Raymond James Financial Services Advisors and Tinker Federal Credit Union. Outside of his advisory work, he is involved in agriculture and farming activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides retirement income planning advice through a collaborative, non-discretionary process that incorporates proprietary research and third-party data.

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.

William Ahrberg is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lord Abbett Distributor LLC for seven years. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Clay David is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Baker Hughes from 2011 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 financial advisors.

Amy Harper is a financial advisor at Ameriprise Financial Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including T Rowe Price and Raymond James Financial Services. Harper is also employed as a financial planning analyst with TFCU Financial Advisors and an associate at Tinker Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Joseph Dunn is a CFA® charterholder and holds the Series 66 designation with 10 years of industry experience. He currently works at XYPN Sapphire and was previously with Commonwealth Financial Network for 10 years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based allocation strategy and offers both discretionary and non-discretionary portfolio management, supporting affiliated advisors through a centralized model with specialized services including a pilot digital-asset management program.