Everett Samuels is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Samuels serves on the board of directors for First Oklahoma Bank. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jeffrey Shaughnessy is a Series 66-registered financial advisor with seven years of industry experience, currently affiliated with Mass Mutual Investors Services in Tulsa, Oklahoma. His prior roles include positions at Ameritas Advisory Services, Heritage Financial, and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns and operates a personal disc jockey service and a meal prep business, and serves on the Board of Directors for the Jenks Chamber of Commerce. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager strategies and educational seminars.

Patrick Nowak is a financial advisor with Robert W. Baird & Co. in Tulsa, Oklahoma, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Company since 2000. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Bretton Patchett is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients to develop financial plans that align with their goals and personal definitions of financial success. Bretton emphasizes the importance of a strong, holistic financial plan that clients can feel confident and comfortable with. Prior to his current role, Bretton held several positions at Fidelity Investments, including Investment Consultant from 2022 to 2023, Planning Consultant from 2021 to 2022, Relationship Manager from 2019 to 2021, and Workplace Planning Consultant from 2018 to 2019. This progression reflects his experience in various aspects of financial consulting and investment planning.

Denice Land is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and having 21 years of industry experience. Her prior roles include positions at Dominion Investor Services, Penn Mutual Life Insurance, and Hornor Townsend & Kent. She serves as president of the Creek County OHCE and is involved in her local high school reunion committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and custody platforms.

Barbara Hess is a financial advisor at Morgan Stanley with 38 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Hess holds the Series 63 and Series 65 designations and is based in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Lindsey Waffle is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies that align with her clients' unique financial goals. Lindsey focuses on areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and services tailored for defined benefit and contribution plans. With years of experience in the financial industry, Lindsey is dedicated to helping individuals and businesses navigate their financial journeys through clear communication, proactive planning, and long-term relationships. She holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Lindsey earned her High School Diploma from East Central High School. Outside of her professional role, Lindsey is involved with the Bixby Central Elementary PTO and the Bixby Metro Chamber of Commerce. She enjoys antiquing, baseball, camping, reading, spending time with her family, and traveling.

John Spaeth is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved as a partner in agricultural enterprises and real estate businesses based in Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market insights.

Joshua James is a Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2016, with prior experience at JP Morgan Securities LLC and Mass Mutual Life Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large nationwide network of advisors and offices.

Brian Mckinney is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 registrations and possessing 29 years of industry experience. His career includes positions at Citigroup Global Markets and Morgan Stanley Smith Barney, where he has worked since 2002 and 2009 respectively. He is also the sole proprietor of BMAC PEP, LLC, an investment-related business based in Tulsa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools to deliver its services.

Peter Reardon is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and Summit Financial Group since 2020. He also has experience working at The University of Tulsa and Publix, Inc. Reardon serves as a financial analyst at Summit Financial Group, focusing on the retirement planning division. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Stacia Lykins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She previously worked with UMB Financial Services Inc. and UMB Bank, where she spent over two decades in various financial services roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary planning using analytical tools to tailor strategies to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Jeffrey James is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He has also been affiliated with Northeastern State University since 2000. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kent Wolever is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding the CFP® designation and Series 66 license. He has 17 years of industry experience, including nine years at Edward Jones prior to joining Morgan Stanley and its affiliate private bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Corey Baney is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at The Gathering Church, Fastenal, and Buckle Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nicholas Cordle is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with additional offerings such as wrap programs and affiliated broker-dealer operations.

Thomas Shaughnessy is a financial advisor with MassMutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has been with MML Investors Services since 2001 and MassMutual Life Insurance Company since 2000. Outside of his advisory role, he serves as president of the ORU Golden Eagle Club, supporting the athletic department and its athletes. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop personalized client strategies.

Richard Wheeler is a financial professional with Cetera, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has worked with Cetera since 2019 and serves as a board member of Plumbline Ministries. Wheeler is also affiliated with Summit Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services, including access to third-party managers and multi-manager platform options.

Jeffrey Schuman is a financial advisor at Raymond James Financial with five years of industry experience. He previously worked at Grant Thornton and was affiliated with Oklahoma State University early in his career. Schuman is a Series 66 license holder and is also employed as an associate at The Advsors, a support company outside of investment-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports consulting and portfolio management through a large advisor network.

Charles Younger is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he serves as a board member for Stone Cemetery in St. Joe, Arkansas. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to develop customized financial plans without offering individual security recommendations as part of its standalone planning service.