ADVISOR BIO

Charles Andrew Wallace is an active advisor registered with Wells Fargo Clearing Services, LLC. Charles has been working in the financial services industry since July 1992, and has experience in both the brokerage and investment advisory space. Charles is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Charles's prior experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc.

SPECIALIZATIONS

ADVISOR BIO

Chase Addison Grant is a financial advisor with Raymond James Financial Services Advisors, Inc. Chase has been in the financial industry since 2009. Chase has a Series 7, Series 9, Series 10 and Series 66. Chase works in the Oklahoma City, OK branch office. Chase has also worked with several other firms including Big Bull Little Bear LLC, Allen Americans, Oklahoma Estate Attorneys PLLC, and Grant Estate Law, LLC.

SPECIALIZATIONS

ADVISOR BIO

Chase Deen Roten is a financial advisor at Edward Jones. Chase has been in the financial services industry since 2020. Chase is registered in 18 states, including Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Kentucky, Missouri, Nebraska, New York, North Carolina, Ohio, Oklahoma, Texas and Utah. Chase holds the Series 7TO, SIE and Series 66 licenses. Chase is committed to helping individuals and families achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Chelsea Rae Schilling is a registered representative with Equitable Advisors, LLC, a leading financial services firm. Chelsea has a diverse background in the financial services industry, with experience in providing a wide range of financial planning and investment advisory services to individuals, families, and businesses. She is committed to helping clients achieve their financial goals, whether it's saving for retirement, planning for education, or protecting their assets.

SPECIALIZATIONS

ADVISOR BIO

Cheng Yang is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 6 years of experience in the industry. Cheng has a Series 66 and Series 7 licenses, as well as a SIE license. Cheng has been registered with Merrill Lynch since 2017, and previously worked at CETERA INVESTMENT SERVICES LLC and BOSC, INC. Cheng has experience working with various types of clients, including individuals, high-net-worth individuals, corporations, and pension and profit sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Cheryl Palmiter-ekaitis is a financial advisor with over 20 years of experience in the financial services industry. Cheryl is registered with UBS Financial Services Inc. and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cambridge Investment Research, Inc. and other financial institutions. Cheryl's registrations include the Series 6, 7, 9, 10, 24, 63 and 66 licenses and provides financial planning, portfolio management and investment advice to individuals, businesses and institutions. Cheryl also provides educational seminars and publication of periodicals.

SPECIALIZATIONS

ADVISOR BIO

Cheryl Faye Ross is a financial advisor with Raymond James Financial Services Advisors, Inc. Cheryl has been in the industry since 2016. Cheryl holds Series 66, Series 10, Series 9, SIE and Series 7 licenses. Cheryl also has experience at Vision Bank. Cheryl is registered to provide investment advisory services in Arkansas, California, Florida, Idaho, Kansas, Missouri, Oklahoma, and Texas.

SPECIALIZATIONS

ADVISOR BIO

Chris Meyers is a financial advisor registered with Wells Fargo Clearing Services, LLC. Chris has been in the industry since 1984. They have experience at various firms including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated and A. G. Edwards & Sons, Inc. Chris holds the Series 3, 7, 22 and 63 licenses. They are currently registered to provide investment advice in 26 states and provide securities services in 28 states. Chris Meyers is also registered as an Investment Advisor Representative in Oklahoma and Texas.

SPECIALIZATIONS

ADVISOR BIO

Christa Ragle is a financial advisor with Stifel, Nicolaus & Company, Inc. Christa has been working in the financial services industry since 2002. Her experience includes previous roles with Raymond James Financial Services, Inc. and Wachovia Securities, LLC. Christa is registered to provide investment advice in 39 states. Stifel, Nicolaus & Company, Inc. has approximately $149 billion in assets under management. The firm offers a variety of investment advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Christi Suzanne Powell is an Investment Advisor Representative with Perissos Private Wealth Management in Bethany, OK. Christi is also registered as an Investment Advisor Representative in Texas. Christi holds a Series 65 license. She is a Certified Financial Planner. Christi has been in the financial industry since June 2007 and has a strong focus on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients.

SPECIALIZATIONS