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.

Robin Pierce is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 63 designation and bringing 47 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, alongside tenure at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Charles Rapp is a financial advisor at Edelman Financial Engines in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC before joining Financial Engines Advisors L.L.C., which later became part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, and manages a large scale of client assets with a diversified and long-term investment approach.

Garren Dodson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at multiple firms including Cetera Wealth Services, LLC and Apex Financial Solutions, where he is a partner. Outside of financial services, he has held a role as a cable splicer at OG&E since 1983. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Jacqueline Jenkins is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 66 licenses and 20 years of industry experience. She previously worked at Cassidy Financial Group, Inc. and United Planners' Financial Services of America from 2006 to 2018. Outside of her advisory role, Jenkins is a partner in an agricultural business where she manages property maintenance duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm provides tailored financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Kurt Carter is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and various divisions within Raymond James dating back to 2003. He serves as Chair and board member of the Oklahoma State University Alumni Association, where he holds fiduciary responsibilities on the finance and investment committees. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management strategies, including municipal advisory services.

Marsha Mitchell is a financial advisor with Ameriprise in Edmond, OK, holding a Series 63 designation and 33 years of industry experience. She has worked at Ameriprise since 2019 and previously spent seven years with BOK Financial Securities, Inc. and Bokf, Na. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cayden Brumbaugh is a financial advisor with Cetera and holds a Series 66 designation. He has been in the industry since 2026 and has prior affiliations with the University of Oklahoma and University of Nebraska-Lincoln. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform supported by a large network of advisors and over $256 billion in assets under management.

Jerry Bass is a financial advisor with Raymond James Financial in Edmond, Oklahoma, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He is the owner of Bass Investment Group since 2013 and has been affiliated with Raymond James Financial Services since 2002. In addition, he is a partner in a business that manages office space used by financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and an array of advisory programs.

James Long is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2012. Outside of his advisory role, he serves as a trustee for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.