Thomas Tobin is an Investment Consultant at Fidelity Investments. He works with clients to simplify financial decision-making and help them toward their long-term goals through thoughtful planning and investment guidance. Thomas has held multiple roles at Fidelity Investments, starting as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager from 2025 to 2026, before taking on his current position as Investment Consultant in 2026.

Nathan Redman is a Series 65 licensed financial advisor with Cetera, bringing four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services for three years. Outside of his advisory role, he owns Nathan L Redman, CPA, PLLC, where he provides tax services including federal and state return preparation and tax planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with diverse program options and custodial arrangements.

Joshua Wolverton is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2012 to 2018. He is also a member of a family LLC that manages accounts in the absence of his father. Stifel serves a broad range of clients, including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

M. Elaine Dennis is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers. She also serves as a notary public. 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 offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, trust companies, and other institutions.

Tobie Timmermans is a Financial Consultant at Fidelity Investments, where he has served since 2026. In this role, he works closely with clients to understand their unique financial situations and develop tailored plans aimed at growing, protecting, and distributing their wealth. Prior to his current position, Tobie held roles as an Investment Consultant and in Workplace Planning & Advice at Fidelity Investments, accumulating experience from 2022 onward. Throughout his career at Fidelity Investments, Tobie has emphasized establishing clear client goals and tracking their progress to identify opportunities for financial improvement. His approach focuses on co-creating and maintaining financial plans that aim to ease client concerns and foster financial confidence and peace of mind. Outside of his professional work, Tobie enjoys camping, watching movies, skiing, playing soccer and tennis, and is engaged in parenthood.

Jeannie Roberts is a financial advisor with Cambridge Investment Research Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc. and Successful Financial Strategies, Inc., among others. She serves as a committee member for the Piedmont Public Schools Education Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Daniel Heaton is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 10 years of industry experience. He has worked with Cetera and affiliated firms since 2019 and is also the president of Ladybug Baits, a coatings company. Additionally, Heaton owns Ladybug Holding, an LLC focused on mineral rights. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Natalie Tomlin is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses, and has two years of industry experience. Her prior work includes roles at the University of Oklahoma, Lowe's, OSU Housing and Residential Life, and Holiday Retirement. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized team generating tailored, non-discretionary recommendations.

Kevin Nichols is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Waddell & Reed for three years before joining LPL Financial in 2013. Nichols also operates an investment-related business, OKC Investment Advisors, which functions as a DBA for his LPL activities. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.

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.

Paul Hayes is a financial advisor with Primerica Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of advising, he owns Paul Douglas Hayes Advisor, LLC, which operates for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

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.