Bryan King is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to understand their financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families based on trust, reliability, and competency. Bryan has extensive experience in the financial services industry. Prior to his current role, he was a Financial Advisor at Modern Woodmen of America from 2013 to 2021. Earlier in his career, he served as a Senior Relationship Manager at Fidelity Investments from 1997 to 2006.

Lyndi Wright is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors since 2006 and has worked with Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Drew Munson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 17 years of industry experience. He has been with Raymond James since 2010. Munson is a partner in Tatanka Tres, an investment-related LLC that focuses on projects sourced through his network and community. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ronald Baker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Edmond, OK. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. Since 2015, he has worked at Raymond James Financial Services Advisers Inc. and Raymond James Financial Services. Outside of advising, he serves on the advisory board of Kismet Arts Studio & Theatre and is a partner in AppraisalShield, LLC, where he provides executive advisory support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal and public-finance clients as well as employer-sponsored retirement plans.

David Bernstein is a financial advisor with Charles Schwab in Oklahoma City, holding a Series 66 credential and 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2009. Outside of his advisory role, he served as President of the Georgetown University Alumni Club of Oklahoma, organizing social events and annual gatherings for alumni and students. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and centralized operational infrastructure.

Derek Dorris is a financial advisor with Cetera in Oklahoma City, holding Series 66, 65, and 63 credentials and bringing 10 years of industry experience. His prior work includes roles at Ameriprise, Allstate Insurance Co, and Vault Wealth Strategies. Outside of his advisory work, he serves on the foundation board of OKC First Church of the Nazarene, assisting in the evaluation and management of church investment funds. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of advisors.

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.

Keri Zeder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at firms including Avantax Advisory Services and Avantax Investment Services, and she assists in the day-to-day operations of Wymer Brownlee, providing tax preparation and accounting services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining discretionary and non-discretionary strategies across various program structures.

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.