La Donna Crowder is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and has owned a mental health therapy practice in Norman, OK, where she currently limits her client load to a small number of sessions outside of regular business hours. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs that emphasize asset allocation and retirement planning, using model portfolios and software developed by Morningstar Investment Management.

Christian Yates is a financial advisor with First Command Advisory Services, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Edward Jones and Bank of America, including Merrill Lynch. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to manage model portfolios and third-party managers.

Reno Reser is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at IFP Securities, LLC and Cetera Advisors, as well as running his own business entities such as Capital Works Mortgage and Tactical Financial Solutions. Outside of financial advising, he is involved in non-investment ventures including salon ownership through Phenix Investment Group LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Alan Butler is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and seven years of industry experience. He has been associated with various entities under First Command since 2018. Outside of his advisory role, Butler is involved in petroleum land management as an owner and vice president of business development at Willow Creek Resources, LLC. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Garrin Bratcher is a financial advisor with LPL Financial in Norman, Oklahoma, holding a Series 66 credential and 25 years of industry experience. He worked at Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. Outside of his advisory role, Bratcher serves on the board of education for Rush Springs Public Schools and is involved in retail produce operations with Bratcher Farms and Melons. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

James Graham is a financial advisor with Cambridge Investment Research Advisors in Norman, OK, holding a Series 66 designation and 20 years of industry experience. His prior experience includes positions at Raymond James & Associates, LPL Financial, Voya Financial Advisors, and Wall Street Brokerage LLC. In addition to his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, using both proprietary and third-party strategies tailored to client objectives.

James Weston is a financial advisor at Cetera with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera and affiliated entities since 2017. Prior to that, he worked at IBC Bank and LPL Financial from 2015 to 2017. Outside of advising, Weston is involved in political campaign consulting, providing services such as voter contact, workflow advice, and staffing guidance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Angela Vetrano is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Oklahoma Heart Hospital from 2016 to 2019. Outside of her advisory role, she is the Vice President of the Williamson Farms Homeowners Association in Oklahoma City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

John Sigmon is a CFP® professional affiliated with LPL Financial in Norman, Oklahoma, with 34 years of industry experience. He has been with LPL Financial since 1995. Sigmon is also president of Sigmon Associates, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Melissa Raiford is a financial advisor with Ameriprise in Norman, OK, holding a Series 66 designation and four years of industry experience. She previously worked at Freedom Retirement Solutions, Inc. for three years before joining Ameriprise in 2020. Outside of her advisory role, she owns and manages a local café and participates in leadership and philanthropic activities with the Alpha Gamma Delta Norman Alumnae Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research with third-party tools to provide tax-aware withdrawal strategies and dependable income planning for clients approaching or in retirement.

Kelly Webster is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked with firms including Waddell & Reed and WealthFirst Financial Advisors, LLC, and has operated her own business, Kelly Webster, Inc., since 2012. Webster serves as a successor trustee on her parent’s trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plans, banks, and other institutions.

Richard Taylor is a financial advisor with Thrivent Investment Management in Norman, Oklahoma, holding a Series 66 designation and five years of industry experience. Prior to his current role, he owned and operated Taylormade Cabinetry for 14 years, a manufacturing business primarily focused on servicing long-term customers. His involvement in that business has become more inactive over time, with subcontractors handling most of the labor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and broad planning recommendations without implementation or discretionary trading authority.

Connor Osborn is a Series 66-registered financial advisor at Edward Jones with two years of industry experience. He has worked at Edward Jones since 2023 and previously held roles at Institutional Shareholder Services, White Operating Company, Zurich Oklahoma City, Oklahoma Wesleyan University, and Oklahoma Baptist Homes for Children. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Christy Nelson is a CFP®-certified financial advisor at Edward Jones in Norman, OK, with 38 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Krystal Marazzi is a financial advisor with Edward Jones in Norman, Oklahoma. She holds a Series 66 credential and has six years of industry experience, including prior roles at Ferguson GMC and Joe Cooper Ford. Outside her advisory work, she owns Mazarati Solutions INC, where she provides vitamins, sells used items, organizes networking events, serves as a continuing education instructor and keynote speaker, and supports the Untamed Psyche Podcast. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jason Robinson is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Edward Jones since 2014, working in their Norman, OK office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a broad national network of advisors and branch offices.

Katelyn Miller is a financial advisor with Edward Jones in Norman, Oklahoma. She holds a Series 66 designation and has been with Edward Jones since 2017, following three years at Mid-America Christian University. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Austin Hughes is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and SECURITIES AMERICA, Inc. Outside of his advisory role, Hughes serves on the board of directors for Camp Lu-Jo KISMIF, a church camp in Oklahoma, and is a city council member in Tuttle, Oklahoma. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers. The firm employs asset-allocation tools and risk-tolerance analysis to build diversified portfolios and provides various managed-account solutions using both proprietary and third-party platforms.

John Robinson is a Series 66 licensed financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2017 and previously operated Robinson Rain Guttering for eleven years. In addition to his advisory role, he is associated with MEW Practice Management, LLC, supporting client meetings and related tasks. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Adam Carson is a financial advisor with Ameriprise in Norman, Oklahoma, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Outside of his advisory role, he co-owns MEW Practice Management, a financial practice operations management company, where he serves as owner and Chief Financial Officer. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing comprehensive, written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.