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Brian B

Series 66

Tulsa, OK

LPL Financial

Brian Bizjack is a Series 66-licensed financial advisor with LPL Financial, based in Tulsa, OK, and has nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine years. Brian took a one-year hiatus as a stay-at-home parent prior to joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Travis C

Series 66

Tulsa, OK

LPL Financial

Travis Cambern is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2011 and has operated his own advisory business since 2006. 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, model portfolio programs, and institutional platforms, with a focus on customizable strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert B

Series 66

Tulsa, OK

LPL Financial

Robert Bentley is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Arvest Wealth Management for six years before joining LPL Financial in 2021. 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 a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad spectrum of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John B

Series 66

Tulsa, OK

LPL Financial

John Bizjack is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include ten years at Morgan Stanley and five years at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tom B

CFP®, Series 63, Series 65

Tulsa, OK

LPL Financial

Tom Barclay is a CFP® professional working with LPL Financial in Tulsa, OK, with 34 years of industry experience. He has been with LPL Financial since 2018, following five years at Cetera Advisors LLC and over four decades at Stotts, Barclay, Pettus, Moore, Whipple. In addition to his advisory work, he is involved in tax preparation and accounting through Scotts, Archambo, Mueggenborg & Barclay PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John H

Series 63, Series 65, Series 66

Tulsa, OK

LPL Financial

John Harding Jr. is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Arvest Wealth Management, OFI Private Investments Inc., Quick & Reilly, Inc., and CUNA Brokerage Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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