Pamela Fuerst is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., with two years of industry experience. She has been with Raymond James since 2024 and is also associated with Fuerst Financial LLC, a non-investment-related support company based in Erie, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Patterson is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 63 designation and over 41 years of industry experience. He has been with Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, he is involved as managing general partner in a real estate partnership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Valerie Tunnell is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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 strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Timothy Smith is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His career includes roles at New York Life and Principal Financial Services. He also works as a health insurance agent outside of his advisory duties. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning relationships and a range of investment and educational programs.

John Stark is a Series 66-licensed financial advisor with Edward Jones in Edmond, Oklahoma, bringing 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Stark volunteers with CASA, advocating for foster children in the Oklahoma Department of Human Services system by meeting with involved parties and attending court dates. 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 and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Dewayne Crunk is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and affiliated firms since 2013, as well as at Venturi Wealth Management from 2018 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Brian Hancock is a financial advisor with Edward Jones in Oklahoma City, OK. He holds the Series 66 designation and has 13 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Anthony Howard is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of financial advising, he is an ordained minister without compensation. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of advisers, utilizing both proprietary and third-party investment solutions.

Jeffrey Kitchens is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Edward Jones, having previously worked at Merrill, Inherent Real Estate, LLC, and J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cooper Hamilton is a financial advisor at Raymond James & Associates in Oklahoma City, OK. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Raymond James, he worked at Frontier Trading and also spent two years at Oklahoma State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rachelle West is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2018, following thirteen 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 range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global market projections in its financial planning process.

Keri James is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and over 30 years of industry experience. Her career includes roles at Wells Fargo Clearing since 2016 and prior experience with Wells Fargo Advisors LLC, Exencial Wealth Advisors, and Prudential Equity Group. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services 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 alongside diversification principles and modern portfolio theory.

Brett Thompson is a CFP® professional based in Edmond, OK, with 21 years of industry experience. He has been with Edward Jones since 2004. 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 through a nationwide network of roughly 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and alternative investment options.

Sonja Snider is a financial advisor with Merrill in Oklahoma City, Oklahoma, holding a Series 66 designation and possessing 10 years of industry experience. She has worked at Merrill Lynch since 2014. Outside of her advisory role, she is involved as a part-time consultant for Rodan + Fields, selling skincare products. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Hunter Cottle is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and has prior work experience at Langston University and Angelo State. 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 and operates a large network of financial advisors and branch offices nationwide.

Larry Ellis is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked at Midfirst, International Bank of Commerce, and LPL Financial LLC during his career. His current roles include positions at Cetera and affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

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.