Perry Smith is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with LPL Financial since 1999. He also operates a registered business under the name Smith Financial Group. 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, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Randall Fidler is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He worked at Prudential Equity Group from 1998 to 2002 before joining LPL Financial, where he has been since 2002. Beyond his advisory role, he owns Fidler's Bend Outdoor Adventure LLC and Fidler's Bend RV, LLC, which are non-investment-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary and third-party investment strategies.

Lorn Lyman is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. He is also a co-trustee of the Lorn & Luanne Lyman Revocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Jennifer Dunn is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2014, with a brief period outside the firm in 2018 at Logos Construction Co., LLC. In addition to her advisory role, she is a notary public in Sapulpa, Oklahoma. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing a diverse mix of investment strategies and technology tools across a large network of advisors.