Angela O'Keefe is a financial advisor with A-Team Financial Investments in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Estate Planning Designs, Info Access, Inc., Purshe Kaplan Sterling Investments, and Access Financial Group, Inc. Ms. O'Keefe is also a licensed insurance agent authorized to sell life, long-term care, health insurance, and fixed annuities. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profits, offering fee-based discretionary portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to implement both long- and short-term strategies across various instruments, and it provides retirement account advice under a fiduciary standard.

Danita Rose is a financial advisor with A-Team Financial Investments in Oklahoma City, holding a Series 65 designation and three years of industry experience. Prior to joining A-Team Financial Investments, she worked at Oklahoma City Community College and Advantage Bank. She also teaches several online classes annually at Southern Nazarene University and is a member of DAR Consulting, LLC, both activities unrelated to investment advising. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profit entities, offering fee-based discretionary portfolio management and investment advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis across a broad range of investment instruments and serves a high client load relative to its advisor headcount.

Rhett Wood is a financial advisor at Investment Strategies, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Retirement Income Strategies, Inc. since 2017 and at Investment Strategies, LLC since 2014. Wood operates an affiliated insurance sales business. Investment Strategies, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, utilizing a combination of fundamental, technical, and cyclical analysis. The firm offers both direct management and digital platform solutions and supervises third-party money managers while providing ongoing client support.

Carrie Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C. in Oklahoma City, holding a Series 65 credential and 19 years of industry experience. She has worked at several firms including Investment Strategies, LLC and Impact Partnership Wealth, LLC. Outside of her advisory role, she owns and manages Bertrand Longhorn & Equestrian, L.L.C., a ranch management business. Bertrand Investment Strategies provides advisory services to individuals, trusts, and estates by recommending third-party managers based on client goals and risk tolerance. The firm does not directly manage client assets but oversees third-party managers through ongoing reviews and performance monitoring.

Harry Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C. He holds Series 65 and Series 66 licenses and has 18 years of industry experience. He co-founded and serves as CEO of Bertrand Retirement Solutions, an insurance services business. Outside of financial services, he is involved in managing a feed store and a bed and breakfast in Blanchard, Oklahoma. Bertrand Investment Strategies, L.L.C. provides advisory services primarily through referrals to third-party managers, assisting clients with paperwork and monitoring without directly managing assets or taking custody. The firm serves individuals, high-net-worth clients, trusts, and estates using a referral-based model that includes disclosed revenue arrangements.

Marcus Rose is a Series 65-credentialed financial advisor with 10 years of industry experience, currently serving at Investment Strategies, LLC in Oklahoma City. His prior experience includes roles at Rose Retirement and Investments, LLC and Bertrand Retirement Solutions. Outside of finance, he owns a photography business, Figure 8 Photos, and is also involved in personal training through 321, GO, LLC. Investment Strategies, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using fundamental, technical, and cyclical analysis, offering both direct management and digital platform solutions, while also coordinating with third-party money managers.

Sandra Hegeman is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 credential and bringing 10 years of industry experience. She has been with Strategic Financial Concepts since 2016 and also maintains roles with LPL Financial and National Financial Alliance. Outside of advisory work, she serves as a for-profit board member for First Liberty Bank. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, integrating insurance-related services and multiple LPL-sponsored program offerings.

Reno Reser is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at IFP Securities, LLC and Cetera Advisors, as well as running his own business entities such as Capital Works Mortgage and Tactical Financial Solutions. Outside of financial advising, he is involved in non-investment ventures including salon ownership through Phenix Investment Group LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Angela Vetrano is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Oklahoma Heart Hospital from 2016 to 2019. Outside of her advisory role, she is the Vice President of the Williamson Farms Homeowners Association in Oklahoma City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Kelly Webster is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked with firms including Waddell & Reed and WealthFirst Financial Advisors, LLC, and has operated her own business, Kelly Webster, Inc., since 2012. Webster serves as a successor trustee on her parent’s trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plans, banks, and other institutions.

Kate Adams is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 designations and nine years of industry experience. Her work history includes roles at Rodan & Fields and PFS Investments Inc., alongside over a decade with Primerica Financial Services. Outside of advisory work, she owns Kate Adams & Associates, LLC and is involved with several other business ventures including Resurrection Realty, LLC and Freedom Awaits. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates nationally with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, utilizing model-driven investment strategies supported by third-party managers and custody services.

Austin Hughes is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and SECURITIES AMERICA, Inc. Outside of his advisory role, Hughes serves on the board of directors for Camp Lu-Jo KISMIF, a church camp in Oklahoma, and is a city council member in Tuttle, Oklahoma. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers. The firm employs asset-allocation tools and risk-tolerance analysis to build diversified portfolios and provides various managed-account solutions using both proprietary and third-party platforms.

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.

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.

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.

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.

Kimberly Sutton is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones, Eide Bailly LLP, Intuit, and JMA Energy Company LLC. In addition to her advisory role, she serves as a council member for the City of Newcastle and owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by advanced operational tools and a broad platform of financial solutions.

Edward Clouse is a Series 66–licensed financial advisor with Edward Jones, based in Blanchard, OK. He has one year of industry experience, including prior roles at Liberty National Bank and First United Bank. His earlier work experience includes five years in construction at Rosco Construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Tanner Foster is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at First National Bank & Trust for two years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial services beyond advisory offerings.

Amanda Ramirez is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Primerica since 2018 and has prior experience at the Absentee Shawnee Housing Authority and Kohl’s. Ramirez is also involved with Aydelotte Baptist Church and the Absentee Shawnee Housing Authority. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts 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.

Logan Long is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he held positions at Techtronic Industries, Bowlegs Public Schools, and the University of Central Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Kathryne Figura is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Edward Jones, she worked for seven years at Mid-America Christian University. Outside of her advisory role, she participates as a stylist for ColorStreet LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Soutee is a financial advisor with Edward Jones in Tuttle, Oklahoma, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a managing member of 1315 Investments LLC, a real estate business based in Tuttle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and proprietary investment products, operating under a fiduciary standard with a nationwide network of more than 23,000 advisors.

Christopher Moody is a financial advisor with Edward Jones in Oklahoma City, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Moody serves as Chairman of Maintenance on the Calistoga Crossing Home Owners Association Board of Directors, coordinating neighborhood maintenance efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Shelby Roberts is a financial advisor with Fidelity, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. Prior to joining Fidelity Investments in 2025, Roberts worked at Fidelity Brokerage Services LLC, Valmark Securities, Inc., W3 Wealth Management, Bank of America, Merrill, and RBC Capital Markets LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is notable for its use of AI-driven methods and its formal advisory roles to multiple registered investment companies.

Jarris Davis is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Brian Wells is a financial advisor with Ameriprise in Blanchard, Oklahoma, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and Cetera Advisor Networks LLC. Outside of his advisory work, he has been involved in local community activities with the Blanchard Lions Club and co-owns a logistics business focused on hauling frac sand in the oil industry. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brayden Stringer is a CFP® with eight years of industry experience, currently serving at Edward Jones in Tuttle, OK. He has worked at Edward Jones since 2018, with a three-year period at Stifel between 2023 and 2026. Prior to his financial advisory career, he was involved with Arkansas Tech University and Russellville Youth Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and providing affiliated investment products alongside its advisory services.

James Browning is a financial advisor with Edward Jones in Oklahoma City, OK, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

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.

Jamie Blakley is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at HD Vest Insurance Agency Inc and HD Vest Advisory Services. He is also the president of Successful Financial Strategies, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides various portfolio management options, including proprietary and third-party strategies, and supports both discretionary and non-discretionary investment approaches.

Hunter Stringfellow is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jacee Randall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Randall worked at Chickasaw Nation Industries for three years and LegalShield for fifteen years. Edward Jones is a full-service wealth management firm with over 23,700 advisors and more than $1 trillion in assets under management, serving individual and institutional clients with a wide range of advisory programs and affiliated financial services.

Josue Villalobos Reyes is a financial advisor with Merrill in Oklahoma City, holding Series 63 and Series 66 credentials and four years of industry experience. His previous roles include positions at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, and MidFirst Bank. Outside of finance, he owns and operates WOLF COMMERCE LLC, a business selling personal items such as leather wallets on eBay. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Taylor Gardner is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2024, he has been involved with several business ventures including ownership of Plains Moving LLC. Plains Moving is a household goods moving company based in Moore, OK, where he counsels operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.