Darren Croy is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and previously worked at CP Management, LLC for 12 years. Outside of his advisory role, Croy is involved in several business ventures, including ownership of 2i Comics LLC, a non-investment-related enterprise. Raymond James & Associates, Inc. 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 governmental entities, offering financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Lance Cummings is a ChFC® and holds the Series 66 designation with 12 years of industry experience. He 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, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Scott Cumbie is a financial advisor with Raymond James & Associates in Oklahoma City, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with Raymond James & Associates since 2012. He serves as a trustee of the Oklahoma County Utility Services Authority, a public trust that provides water to rural and underserved areas of Oklahoma County, Oklahoma. 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, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Gregory Smith is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. He is also involved with GWS Investments, LLC, a business entity focused on tax and investment matters. 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 advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with research tools and a variety of investment platforms.

Dennis Packard is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Edelman Financial Engines and has previously been affiliated with Align Wealth Management, LLC and TD Ameritrade, Inc. Packard operates out of Oklahoma City, OK. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management options with an emphasis on diversified portfolios and long-term investing.

Erikka Moore is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and 10 years of industry experience. Her prior experience includes five years at Merrill and ten years at Robert W. Baird & Co., Inc. 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 broad range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Meredith Varner is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2021, she worked at MidFirst Bank for nine years. She is a 50% owner of Oklahoma Speed Shop LLC, a small automotive business she manages alongside her spouse by handling clerical responsibilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing research and analytics to support diversified investment approaches.

Lillie West Long is a financial advisor with Wells Fargo Clearing in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she co-owns West Long Investments LLC, which holds investments in restaurants and other commercial properties. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Sandre Naumoski is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, Naumoski serves as a high school soccer coach for the Edmond School District. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brent Remerowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Merrill for 12 years before joining LPL Financial in 2009. Remerowski is also a registered notary with the State of Oklahoma for official business purposes. 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, model portfolio programs, and institutional platforms, supporting a large network of advisors with proprietary research and technology tools.

Cody Cabler is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes positions at MassMutual Life Insurance Company, MidFirst Bank, and Allstate Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and recommends investment strategies without discretionary authority.

Grayson Johnson is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services through both direct and corporate agreements.

Nicole Hughes is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of her advisory role, Hughes is a partner in Hughes International USA, Inc., a business formed for Primerica purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jeffrey Edwards is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with LPL Financial in Yukon, Oklahoma. His prior roles include positions at Edward Jones, J.P. Morgan Securities, Merrill, and Bank of America. He also provides investment advisory services through Cornerstone Wealth Management, an independent registered investment advisory firm. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Gabriel De Campus is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he serves as an Engineer Staff Officer in the U.S. Army National Guard. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Hendrix is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc. in Oklahoma City, OK, with 11 years of industry experience. He previously spent nine years at Mariner Wealth Advisors before joining Raymond James in 2024 and founding Wealth Planning, a support company related to his Raymond James affiliation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a range of advisory programs, including municipal finance and SIMPLE IRA employer advisory services.

Phillip Elliott is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at UBS Financial Services and Edward Jones. Outside of his advisory role, Elliott is a silent owner of a beverage import business based in Santa Monica, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and various advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research in its financial planning process.

Kelly Witters is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for 10 years before joining UBS in 2017. UBS Financial Services 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 leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Linda Kissler is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies that align with clients’ individual goals and adapt to changing market conditions. Linda provides clients access to Merrill’s investment insights along with the banking and lending solutions offered by Bank of America. Her professional credentials include designations as a Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Linda holds a bachelor's degree from the Oklahoma State University System. Committed to community involvement, Linda follows the Merrill tradition of volunteering with organizations in the communities she serves. Her approach centers on working one-on-one with clients to help them pursue their long-term financial objectives.

Shaley Sikes is a financial advisor at Raymond James Financial with 13 years of industry experience, including 12 years at Edward Jones before joining Raymond James in 2024. She holds the Series 66 designation and operates in Edmond, OK. Outside of her advisory role, she is involved in supporting a financial planning business focused on divorce financial analysis. 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 investors. The firm uses risk profiling and analytical modeling to tailor non-discretionary planning and consulting services aligned with client goals.