Marcie Plumbtree is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked with MassMutual-related entities since 2014. Outside of her advisory role, she participates in organizing an annual crawfish boil fundraiser for multiple sclerosis research. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements that use advanced analytical tools to deliver written recommendations tailored to client goals.

Aaron Waters is a financial advisor with Cetera in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Avantax Insurance Agency, Avantax Advisory Services, and Wymer Brownlee, where he is also a shareholder and serves as a Wealth Advisor. Outside of his advisory role, Waters serves as a non-compensated board member and volunteer for the Oklahoma Sports Hall of Fame and participates as a voting member for the Paycom Jim Thorpe Award in college football. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Meagan Moreno is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2013, including her current role at Morgan Stanley Private Bank, N.A. Prior to her career in finance, she worked with Cache Public Schools for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Christi Dennis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2018. Outside of advising, she has ownership interests in oil and gas mineral rights in Oklahoma. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, employing diversification principles and modern portfolio theory in its investment approach.

Jerry Kiefer is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at Equitable Advisors since 2006 and previously at Axa Advisors and Phillips Capital Advisors. Kiefer serves as a board member of the Oklahoma 4-H Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a combination of firm-offered programs, third-party asset managers, and LPL-sponsored advisory programs to deliver tailored investment solutions.

Mark Province is a financial advisor with Stifel in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior firms include Wells Fargo Advisors and Wells Fargo Clearing. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance for client decision-making.

Jolie Airington is a Series 66-registered financial advisor with Raymond James Financial, based in Edmond, OK, with 18 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 2007 and is currently associated with Ancel Airington & Associates, PLLC. In addition to her financial advisory work, she is an attorney who prepares wills and trusts through her own law practice, Jolie Airington Boke, Attorney at Law, PLLC. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs, with a notable affiliation that enhances its municipal and public finance services.

Linda Dowers is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of products including fee-based financial planning, portfolio management, and mutual funds. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

James Lathrop is a financial advisor at Stifel in Oklahoma City, holding a Series 66 designation with 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he spent a combined 14 years. Outside of his advisory work, he owns a ranch in Oklahoma that he leases for cattle management. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance for financial planning.

Levi Wade is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked for four years, following a 17-year tenure at Country Insurance & Financial Services. In addition to his advisory role, Wade owns and operates several insurance-related businesses and a personal LLC. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting supported by advanced analytical tools and maintains a unique municipal advisory affiliation uncommon among large institutional advisors.

Douglas Garone is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has previously worked at firms including Drawbridge Capital, LPL Financial, MassMutual, and Edward Jones. Outside of advising, he is the owner of an e-commerce business called Bricklahoma. Cetera Investment Advisers LLC serves a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Eric Russell is a financial advisor with LPL Financial in Oklahoma City, holding Series 63, 65, and 66 registrations and bringing 28 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Waddell & Reed, and various insurance carriers. Outside of his advisory work, he served with the Edmond Huskies Basketball Association for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors across various strategies.

Alvin Ly is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Bison Capital Advisors, LLC, where he has worked since 2020. Prior to this, he was employed at Baker Asset Management LLC and The Baker Group. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients with discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm uses fundamental analysis and strategic asset allocation for individualized advice and leverages institutional platforms for custody and execution.

Robert Owens is a CFA® charterholder with 27 years of industry experience. He has worked at Bison Capital Advisors, LLC since 2020 and previously spent 15 years at Baker Asset Management LLC. Owens holds Series 63 and Series 65 licenses. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm emphasizes fundamental analysis and strategic asset allocation, utilizing Fidelity’s institutional platform and a third-party system for managing defined-contribution participant accounts.