Drew Munson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2010, following prior roles at Merrill and Edward Jones. Munson is also a partner in Tatanka Tres, an investment LLC focused on projects sourced through his network and community. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ronald Baker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Edmond, OK. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. Since 2015, he has worked at Raymond James Financial Services Advisers Inc. and Raymond James Financial Services. Outside of advising, he serves on the advisory board of Kismet Arts Studio & Theatre and is a partner in AppraisalShield, LLC, where he provides executive advisory support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal and public-finance clients as well as employer-sponsored retirement plans.

David Bernstein is a financial advisor with Charles Schwab in Oklahoma City, holding a Series 66 credential and 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2009. Outside of his advisory role, he served as President of the Georgetown University Alumni Club of Oklahoma, organizing social events and annual gatherings for alumni and students. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and centralized operational infrastructure.

Derek Dorris is a financial advisor with Cetera in Oklahoma City, holding Series 66, 65, and 63 credentials and bringing 10 years of industry experience. His prior work includes roles at Ameriprise, Allstate Insurance Co, and Vault Wealth Strategies. Outside of his advisory work, he serves on the foundation board of OKC First Church of the Nazarene, assisting in the evaluation and management of church investment funds. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of advisors.

Christopher Dickens is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1996 and holds the Series 63 designation. Outside of his advisory role, he is involved in investment decisions and execution for G. and M. D. Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a range of capital markets and research resources.

Michael Larose is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior roles include positions at Addison Avenue Financial Partners, Essex National Securities, Bancwest Investment Services, BOK Financial Securities, and CUSO Financial Services. He is also involved in providing financial advice through Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. offers 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 employs tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Mason Carrier is a Financial Advisor with Merrill Lynch Wealth Management and holds the designation of Certified Exit Planning Advisor (CEPA®) as well as Personal Investment Advisor (PIA). He serves individuals, families, and business owners across Oklahoma, helping them make confident financial decisions through personalized planning and trusted guidance. His expertise encompasses wealth management, retirement planning, long-term financial strategies, and assisting business owners in aligning their personal, business, and financial goals. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Mason holds a Bachelor's Degree from the University of Central Oklahoma. Outside of work, he enjoys baseball, football, golfing, pickleball, reading, running, spending time with his family, and traveling.

Leonard Bowlby is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Eric Dubbell 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 worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of his advisory role, Dubbell co-founded and leads the Band of Brothers Bootcamp, a men's ministry nonprofit in Oklahoma City. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm uses independent due diligence to select asset managers and offers a tiered wrap-fee structure distinct from fixed-fee billing.

David Powell is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2015. Outside of his advisory role, he serves as president of Heartland T’s of OKC, an organization promoting Model T Fords, and is chair of trustees and chairman of the finance committee at Cornerstone United Methodist Church. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of investment types.

Chase Dickens is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory role, Dickens serves as president of the Northwest Oklahoma City Rotary Club, leading meetings and setting goals for the organization. UBS Financial Services offers a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Melanie Darrow is a financial advisor with Merrill in Oklahoma City, Oklahoma, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Merrill since 2004. Outside of her advisory role, she serves as a co-trustee in a family fiduciary capacity. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Wellman is a financial advisor at Raymond James Financial in Oklahoma City, holding a Series 66 designation. He has prior experience with Liberty Mutual Insurance and legal positions including Oklahoma Estate Attorneys and Oklahoma City University School of Law. Wellman has been with Raymond James Financial since 2026. 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, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, employing tools such as risk profiling and probability modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Keri Zeder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at firms including Avantax Advisory Services and Avantax Investment Services, and she assists in the day-to-day operations of Wymer Brownlee, providing tax preparation and accounting services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining discretionary and non-discretionary strategies across various program structures.

Nellie Green is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. Her prior work includes roles at Waddell & Reed, INC. and various insurance carriers, spanning 19 years, as well as at DBNG, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Jacob Ogle is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Waddell & Reed, and various insurance carriers. He is a member of Ogle Wealth Management, LLC, an administrative role related to tax purposes. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services featuring portfolio construction tools, multiple investment options, and third-party managed-account solutions.

James Ford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Equitable Advisors and Axa Advisors, LLC for over two decades prior to joining LPL. 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 research-driven tools and a large network of investment adviser representatives.

Daniel Silhavey is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Continental Resources and several energy-related businesses. He has been associated with LPL Financial since 2019. Silhavey also has involvement with Black Edge Energy, LLC, a business entity outside of investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 large network of investment adviser representatives.

Kathryn Isernhagen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. Her career includes positions at Merrill Lynch, Pierce, Fenner & Smith, Morgan Stanley Dw Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. She is based in Oklahoma City, OK. 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 supported by advanced operational tools.

Jordan Anderson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2022, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2016 to 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and incorporates research from Wells Fargo Investment Institute alongside third-party data in its investment approach.