Tracy Flinton is a financial advisor at UBS Financial Services in Oklahoma City, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she is a partner in Kyle Flinton, Inc., a golf course and sport leisure facility business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Bryndon Manzer is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has held positions at Cetera Advisors, Securian Advisors MidAmerica, and Minnesota Life. Outside of his advisory role, he is also involved in broadcasting and owns Brooks & Banks LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies across multiple custody platforms.

Lori Winfield is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities. Outside of her advisory role, she is involved with the Assembly Of God Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jamie Blakley is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at HD Vest Insurance Agency Inc and HD Vest Advisory Services. He is also the president of Successful Financial Strategies, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides various portfolio management options, including proprietary and third-party strategies, and supports both discretionary and non-discretionary investment approaches.

Seth Park is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he was employed with Sterling Public Schools from 2015 to 2017. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, investment strategies, and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

Donald Howat is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent four years with J.P. Morgan Securities. Outside of his advisory role, he owns an outdoor and firearms supply business and serves on the board of a neighborhood organization in Edmond, Oklahoma. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brandy Webster is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Neal Freeman is a CFP® professional affiliated with Cetera who has seven years of industry experience. He has worked with firms including Avantax Investment Services and Wymer Brownlee Wealth Strategies. Freeman also serves as the initial trustee for the Freeman Family Trust, which includes provisions to protect grantors eligible for Medicaid benefits. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Julie Marks is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory work, Marks provides pro bono financial planning to military families through a program sponsored by the Financial Planning Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on research, third-party data, and algorithmic analysis.

Hunter Stringfellow is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alan Webb is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 1999 and has been associated with Mid American Partners since 1994. Outside of his advisory role, Webb serves as a volunteer board member for Youth for Christ, a community and charitable organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions alongside a variety of affiliated financial services.

Ryan Butts is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He is affiliated with OSAIC and has held positions at Royal Alliance Associates, Forthbridge Financial Group, and First Independent Advisory Services. Outside of his advisory work, he serves on the board of the Oklahoma Council on Economic Education and is president of the Gamma Kappa of Kappa Sigma Foundation, a nonprofit supporting educational and leadership initiatives. OSAIC serves a diverse range of clients, including individual and institutional investors, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage portfolios across various investment types.

Stephanie Bruehl is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 66 licenses and having 18 years of industry experience. Her prior work includes roles at UBS Financial Services and Merrill. Outside of her advisory practice, she is involved as a consultant in sales and marketing for Rodan and Fields Dermatology. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including customized financial planning. The firm uses structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Andrew Knox is a CFP®-certified financial advisor with 11 years of industry experience, currently with Morgan Stanley in Oklahoma City. His prior experience includes roles at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a real estate property management LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and financial strategies through its extensive network of advisors.

Derrick Morton is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds the Series 63 designation and has worked at Cambridge since 2018. Prior to that, he held roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions across multiple platforms, employing both proprietary and third-party strategies tailored to client objectives.

Kelly Khelghati is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Allied Securities and Investment Concepts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services with multiple program options and access to third-party managers.

Emile Rabito Jr. is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He holds a Series 63 license and is based in Oklahoma City, OK. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm utilizes a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kristen Silhavey is a financial advisor with LPL Financial in Oklahoma City, OK. She holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Waddell & Reed, Plexus, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party model portfolios and strategies.

Cassandra Wilson is a financial advisor with MassMutual Investors Services in Oklahoma City, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has been with MassMutual and its affiliated firms since 1987. Wilson serves as a board member for Impact Oklahoma, an organization that funds grants to local nonprofits supporting women, and also for the Hough Ear Institute, which focuses on hearing research. MassMutual 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 uses collaborative, software-assisted planning approaches tailored to client goals and offers various investment and education programs.

Jacee Randall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Randall worked at Chickasaw Nation Industries for three years and LegalShield for fifteen years. Edward Jones is a full-service wealth management firm with over 23,700 advisors and more than $1 trillion in assets under management, serving individual and institutional clients with a wide range of advisory programs and affiliated financial services.