Joseph James is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he is involved in insurance sales through Bluecrest Financial Alliances, focusing on life, disability, long-term care, and fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Cornell Sinclair is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His background includes long-term roles with PFS Investments Inc. and Primerica Financial Services, as well as service in the U.S. Navy Reserves. Outside of finance, Sinclair is a content creator on YouTube, producing material on lifestyle, personal development, political issues, travel, and food. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies and operates at scale with approximately 3,966 advisors and $15.5 billion in assets under management.

Brianna Garon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. She also works with Strong Buy LLC in branch operations and financial advising. Her background includes roles in architecture and service with the Oklahoma Army National Guard. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Jarred Elwell is a financial advisor at Raymond James Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his financial advisory work, Elwell is a partner at Elwell and Spain, PLLC, where he practices law. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and supports its clients through various advisory programs and partnerships.

Kenneth Edmonds is a financial advisor with Edward Jones in Newcastle, OK, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Distribution NOW for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Albert Collingbourne IV is a financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Arvest Wealth Management and Arvest Bank. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Randal Dame is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at WealthFirst Financial Advisors, OKC Wealth Advisors, and Waddell & Reed, INC., among others. He serves as an adjunct instructor at Francis Tuttle Technology Center and operates a notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Rowley is a financial advisor at Edward Jones in Norman, OK, with eight years of industry experience. He holds the Series 66 designation and previously worked at MidFirst Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Catherine Lantz is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her prior work includes roles at Woodbury Financial, Cameron Financial Strategies, and OSAIC. Outside of advising, she is an insurance agent selling life insurance, fixed annuities, and long-term care products, and she provides notarial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with various program options and manages over $256 billion in assets across more than 10,000 advisors.

William Dunn is a financial advisor with Merrill in Norman, Oklahoma, holding a Series 66 designation and one year of industry experience. Prior to Merrill, he has held positions at Bank of America, Wells Fargo Advisors, and several other firms across various industries. His background includes a diverse range of work experiences outside of finance. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing internal and third-party investment management teams.

Christopher Freeland is a financial advisor with Cambridge Investment Research Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife. Freeland is also the owner of an independent insurance agency operating as Watercolor Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Jonathan Holeman is a financial advisor with Edward Jones in Mustang, Oklahoma, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and advisory services under a fiduciary standard.

Rodney Jones is a financial advisor at Cetera with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Voya Financial Advisors and operating R. C. Jones & Co., LLC. In addition to advising, he provides notary services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, utilizing both affiliated and third-party managers.

Lisa Baker is a financial advisor with Edward Jones in Norman, Oklahoma. She holds the ChFC® designation and a Series 66 license, with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at 7-Eleven Inc. In addition to her advisory role, she owns and operates Flying 86 Farm, a hobby farm where she manages livestock and occasional sales of breeding stock or meat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a large network of financial advisors and branch offices nationwide.

Virginia Wright is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024, following a 20-year tenure at Woodbury Financial. Wright also operates V. Wright Investment Partners and is an independent insurance agent with over two decades of experience in insurance sales. In addition to her advisory roles, she is involved in a family business providing clerical support. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Gary Gingrich is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, following a six-year tenure at TIAA-CREF. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

William Spain is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he spent over a decade at the University of Oklahoma. Outside of his financial advisory work, Spain is a partner at Elwell & Spain, PLLC, where he provides estate planning 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 uses a tailored, non-discretionary approach supported by analytical tools and serves clients through a large advisor network with specialized municipal and employer advisory programs.

Patrick Hine is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2024. Prior to joining LPL, his background includes roles at AML Rightsource, Southern Nazarene University, and Dick's Sporting Goods. 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. The firm offers financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Bulmer is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Securities America Advisors, ProEquities, Inc., and OneAmerica Securities, Inc. Outside of his advisory role, he is also involved as a health insurance agent and operates a small office building which he partly occupies and leases to others. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and access to third-party investment solutions.

Omar Rosales is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at various firms including MML Investors Services, MassMutual, and Pruco Securities. Outside of his advisory role, he is involved in independent insurance brokering and serves as an associate financial advisor with MEW Practice Management, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides detailed, ongoing retirement income planning and tax-aware withdrawal strategies.