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.

Jared Bulmer is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities America Advisors and ProEquities, Inc. Outside of his advisory work, he serves as an assistant treasurer for the Cleveland Elementary PTA and has composed music for two feature films. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using various asset classes and third-party managed account solutions.

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.

Daylene Bachman is a financial advisor with Edward Jones in Edmond, OK, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience, including 20 years at Scottrade, Inc. and nine years with Edward Jones. Outside of her advisory work, she serves as President of the Rotary Club in Evanston, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Park is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds the Series 63 and Series 66 designations. Park served 35 years in the United States Army Reserves, retiring as a Lieutenant Colonel. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

Steven Bajema is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked with Cetera since 2013 and also serves as a personal banking representative at First Fidelity Bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Jessica Mc Coy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for seven years and Merrill for eight years. Outside of her advisory role, she is involved as a proprietor and partner in several retail and healthcare businesses in Edmond, Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Owen Kay is a financial advisor at Ameriprise Financial Services, holding a Series 66 designation with one year of industry experience. He has worked with firms including Raymond James Financial Services Advisors and Tinker Federal Credit Union. Outside of advisory roles, he has experience as an insurance agent and an associate financial advisor at TFCU Financial Advisors and Tinker Financial Services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Laura Patrick is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 11 years of industry experience. Her work history includes roles at Fidelity Investments, Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of finance, she has been involved with Bloomingdales for over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Pamela Thomas is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Randall Parks is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and is committed to building and maintaining strong client relationships. Randall focuses on creating personalized financial strategies that align with his clients' goals and provides advice on wealth management, legacy planning, retirement income, tax minimization, and small business strategies. He holds the Certified Private Wealth Advisor® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Randall earned a bachelor's degree in Finance from Westminster College and is a member of professional organizations including the Financial Planning Association of Oklahoma City and the Investments & Wealth Institute™ (The Institute). His expertise also includes serving as a Personal Investment Advisor and Retirement Benefits Consultant. Randall has lived in Oklahoma for 30 years with his wife Leigh and their three children. They have been active members in their community, participating in organizations such as First Presbyterian Church of Edmond, Junior Achievement of Oklahoma City, Life Church of Edmond, and United Way of Central Oklahoma. His personal interests include baseball, cooking, fishing, football, gardening, golfing, music, and spending time with his family.