Timothy Patterson is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Merrill for 21 years and ongoing tenures with Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and integrates various investment and financial planning services without providing individual security recommendations as part of its standalone planning programs.

Clark Telford is a financial advisor with Equitable Advisors based in Oklahoma City, OK. He holds a Series 66 designation and has four years of industry experience. Prior to joining Equitable Advisors, he worked at DoorDash and the University of Central Oklahoma. He also serves as a contract employee for DoorDash, working approximately 20 hours per month. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients. The firm utilizes a range of advisory programs and third-party managers, serving both non-high-net-worth and high-net-worth clients with a variety of investment options.

Jonathan Shields is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Primerica Financial Services since 2009 and has been involved with PFS Investments Inc. since 2021. Outside of his advisory role, Shields tutors at Ray Chinese School and teaches artificial intelligence through Outlier AI. Primerica Advisors is a large firm offering a wrap-fee asset management program primarily to individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-based investment strategies managed by third-party asset managers and provides advisory services through a broad network of financial advisors.

Samuel Holland is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Gallagher from 2019 to 2023. Holland holds a Series 66 designation and is based in Oklahoma City, OK. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Audrey Katigan is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she began her career in 2019. She holds a Bachelor of Business Administration with a dual focus in Management Information Systems and International Business from the University of Oklahoma. Audrey is fluent in both English and Spanish, enhancing her ability to serve a diverse client base. Her expertise encompasses a comprehensive approach to wealth management, which includes areas such as education planning, family wealth management strategies, legacy planning, and managing new wealth. She is a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA), credentials that reflect her commitment to professional standards and investment management. Audrey collaborates closely with clients to understand their financial situations and priorities, helping to design personalized and adaptable wealth management plans that consider market conditions and clients' evolving needs. Beyond her professional duties, Audrey is involved in community organizations such as the Oklahoma City Republican Women's Club and has served on boards including Cleats for Kids Young Professionals and the Oklahoma Department of Libraries. She resides in Oklahoma City, Oklahoma with her husband and dog. Her personal interests include traveling, cooking, dancing, music, running, scrapbooking, skydiving, spending time with family, and watching movies.

Ashaunie Mcneil is a financial advisor at Fidelity with a Series 66 designation and recent industry experience beginning in 2024. Her prior work includes roles at several organizations across diverse sectors, such as TBS Factoring, Insightful Transit, Embassy Hotel, and the University of Central Oklahoma. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction based on proprietary research, quantitative analysis, and systematic methodologies.

Carrie Nichols is a Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 35 years of experience to her role. She collaborates closely with partners John Frost and Rob Ryland, both CERTIFIED FINANCIAL PLANNER® professionals, to deliver personalized financial guidance and wealth management services tailored to individual client needs. Carrie and her team take a comprehensive, goals-based approach, emphasizing personalized wealth analysis and planning that considers immediate and long-term objectives to create generational wealth. Her areas of client focus include college and education planning, family wealth management, legacy and LGBT wealth planning, personal retirement planning, portfolio management, tax minimization, and strategies for women and new wealth. Carrie holds a Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the University of Oklahoma. She resides in Oklahoma City with her husband and two sons. Outside of her professional work, she has community involvement with Bishop McGuinness Catholic High School and enjoys football, reading, family time, and traveling.

Zhana Yelubayeva is an Investment Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she worked as a Financial Representative at Fidelity Investments from 2024 to 2026. Before joining Fidelity, she served as a Registered Representative at NYLIFE Securities LLC in 2024 and was an Agent at New York Life Insurance Company from 2023 to 2024. In her professional practice, Zhana focuses on helping clients define and prioritize their financial goals. She emphasizes understanding clients' lives and values to collaboratively develop tailored financial plans. Outside of her professional work, Zhana enjoys attending concerts, visiting museums, and practicing yoga.

Lauren Jackson is a financial advisor at Morgan Stanley with Series 66 registration and no prior industry experience. Before joining Morgan Stanley in 2026, she was affiliated with the Morgan Stanley Private Bank and has experience working with the Texas Tech University System and City Bank. Outside of finance, she has been involved with the Texas Tech Pom Squad and Revolution Elite Dance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning through structured discovery conversations and utilizes proprietary tools and market models to develop client plans.

Melinda Seagraves is a financial advisor at Ameriprise Financial Services with 19 years of industry experience. She has held positions at Raymond James Financial Services Advisors and TFCU Financial Advisors/Tinker Financial Services LLC. In addition to her advisory role, she serves as the Executive Sponsor for a Neurodiversity Employee Resource Group at Tinker Federal Credit Union, providing coaching and supporting employee collaboration. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Cordell Setters is a financial advisor with Edward Jones in Oklahoma City, OK. He holds a Series 66 designation and has professional experience spanning several roles, including eight years at Cummins-Setters Commercial Partners and five years at BSOK Marketing. His background also includes positions at Verizon Wireless, Autozone, and Cameron University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages assets of approximately $1.01 trillion and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment options through a nationwide network of financial advisors and branch offices.

William Moyer is a financial advisor with Morgan Stanley in Oklahoma City, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Fisher Investments and Morgan Stanley Private Bank, N.A., along with diverse experience outside finance including positions at the University of Oklahoma and Buffalo Rock Golf Course. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models, including Secular Return Estimates and Monte Carlo simulations.

Ronald Hargis is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Raymond James Financial Services Advisors and Tinker Federal Credit Union. Outside of his advisory work, he is involved in agriculture and farming activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides retirement income planning advice through a collaborative, non-discretionary process that incorporates proprietary research and third-party data.

Rachel Wiley is a financial advisor at Charles Schwab with 19 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including USAA Financial Advisors, Fisher Investments, and Fidelity Investments. Wiley is currently based in Oklahoma City, OK. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts through its integrated and scaled advisory platform.

Katherine Nithman is a CFP® professional with 37 years of industry experience, currently advising with Cetera. Her career includes long-term roles at First Allied Securities and First Allied Advisory Services, as well as operating Nithman Financial Group since 1999. She is also commissioned as a notary public. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Brian Cohlmia is a financial advisor with Edward Jones in Edmond, Oklahoma, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved with the Fountain Lake Plaza Property Owners Association and is a member of the Oklahoma Earthbike Fellowship, a local nonprofit. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options and operates under a fiduciary standard while maintaining a large national network of advisors and branch offices.

Richard Marshall is a financial advisor at LPL Financial with 27 years of industry experience. He has held positions at Morgan Stanley DW Inc. and Banc of America Investment Services before joining LPL Financial in 2009. He operates a business under the name Rick Marshall Wealth Management Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ethan Hulme is a financial advisor with Thrivent Investment Management in Edmond, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, Hulme serves as a supply/interim pastor for the Evangelical Lutheran Church of America Oklahoma/Arkansas Synod, preaching and leading worship services one to two Sundays per month. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Kadie Hare is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Oklahoma City, OK. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Jody Cinnamon is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Wells Fargo Advisors Financial Network in Oklahoma City, having worked at several firms including Edward Jones, Northwestern Mutual, and Keller Williams Realty. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold.