Kaci Skidgel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been associated with Cetera since 2013 and also leads Summit Capital Ventures, Inc. outside of her advisory role. Skidgel serves on several nonprofit and community boards, including Goodwill Industries of Tulsa and the Tulsa Regional Chamber. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and features a multi-manager platform with access to affiliated and unaffiliated investment managers.

Kenneth Giager III is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently affiliated with Cetera and has held roles at Cetera Wealth Services, Gierer Wealth Management, First Financial Equity Corporation, and Arvest Wealth Management. Outside of his advisory work, he serves as president of Giager Wealth Management, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Brent Keith is a financial advisor with LPL Financial in Owasso, Oklahoma, holding the ChFC® and Series 63 designations and bringing 25 years of industry experience. He has worked with LPL Financial since 2011 and has been affiliated with First Bank of Owasso since 2003. Brent serves as a nonprofit board member with the Oklahoma Department of Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a broad array of investment strategies and operational tools.

Shannon Whitlock currently serves as Vice President and Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this, Shannon held positions as Financial Consultant at Fidelity Investments from 2016 to 2022, Investment Consultant at Fidelity Investments from 2015 to 2016, Financial Advisor at JP Morgan Securities LLC from 2014 to 2015, and Relationship Banker at JP Morgan Chase Bank NA from 2012 to 2014. Throughout Shannon's career, the focus has been on partnering with clients to develop financial plans that efficiently and sustainably utilize available resources, tailored to individual goals, priorities, and preferences. Shannon emphasizes the importance of adapting financial plans over time to address various life phases and challenges, providing ongoing support through the financial journey. Shannon holds an Arkansas Insurance License.

Ryan Neely is a financial advisor at OSAIC Wealth with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Penn Mutual Life Insurance Company and Hornor Townsend and Kent, Inc. for 20 years each. Neely serves as a board member of the Claremore Industrial Economic Development Authority and is involved in agricultural oversight through Chinquapin Ridge Ranch, LLC. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios on both discretionary and non-discretionary bases.

Jeffrey Springman is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at J.P. Morgan Securities before joining Morgan Stanley’s Private Bank and Smith Barney divisions. Outside of his advisory role, he is a partner in Antler Ridge LLC, an agricultural business based in Bixby, Oklahoma. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and modeling techniques to support client financial goals.

Daniel King is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to joining Edward Jones, he worked at Enterprise Holdings for four years and has experience as an adjunct instructor at Tulsa Technology Center. Outside of his advisory role, he owns and operates a firearms training business in Owasso, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ashley Cutshall is a financial advisor with LPL Financial based in Tulsa, OK. She holds the CFP® designation and Series 66 license, and has 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Arvest Asset Management. 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 through a large network of investment adviser representatives. The firm supports various investment approaches including model portfolios, third-party subadvisors, and customized strategies, and integrates technology tools to assist advisors with operational and research functions.

Hugh Thompson is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 66 designation and is based in Tulsa, OK. 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 under management through a network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Mihai Muresan is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with one year of industry experience. Prior to his current role, he has worked in various positions primarily within the restaurant industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Timothy Murphy is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for eight years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including financial planning that utilizes structured discovery processes and firm-approved tools to support clients’ planning needs.

Gary Woods is a financial advisor with Osaic Wealth, Inc. based in Tulsa, OK. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Osaic in 2024, he worked for Fortis Investors, Inc. / Woodbury Financial Services, Inc. for 23 years. In addition to his advisory role, he is an insurance agent involved in selling and servicing various insurance policies including fixed life, annuity, disability, dental, vision, flood, property and casualty, and health insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large adviser network and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

John Cary III is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 63 designation and bringing 47 years of industry experience. His career includes roles at Citigroup Global Markets since 1990 and Morgan Stanley Smith Barney since 2009, with a position at Morgan Stanley Private Bank starting in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Jeffrey Galvin is a Series 66-licensed financial advisor with Morgan Stanley in Tulsa, OK, and has 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Alexandra Cornwell is a financial advisor at Edward Jones in Owasso, OK, holding a Series 66 designation. She has been with Edward Jones since 2020, with prior experience at SunTanz from 2016 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including wrap fee strategies, separately managed accounts, and tax-efficient overlay services.

Kelly Hotovec is a Planning Consultant at Fidelity Investments, where she supports the financial planning process by collaborating with clients pursuing long-term retirement needs and other financial goals. She has been with Fidelity Investments since 2021, initially serving as a Relationship Manager before transitioning to her current role in 2023. Prior to joining Fidelity, Kelly worked as an Associate Wealth Management Advisor at Northwestern Mutual from 2019 to 2021. Kelly holds an Arkansas Insurance License, which complements her expertise in financial planning and client relationship management. Outside of her professional responsibilities, she engages in family activities and enjoys movies, museums, and parenthood.

Brian Mitchell is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His career includes roles at Citigroup Global Markets, Sanders Morris LLC, and Wunderlich Securities before joining LPL Financial in 2017. Outside of advising, he is a business owner of Briford Enterprises. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Mc Keown is a financial advisor with Ameriprise in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a minority owner of Oak Tree Premier Management Services, LLC, a business unrelated to investment activities. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Craig Loney is a financial advisor with LPL Financial in Tulsa, OK, holding a ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has worked at several firms, including Bancfirst, Phillips Capital Advisors, T. S. Phillips Investments, and PRUCO Securities. There are no notable outside business activities reported. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Frank Mamola is a financial advisor with LPL Financial based in Sand Springs, OK, holding a Series 66 designation and 13 years of industry experience. His career includes positions at Edward Jones, Merrill, Cetera, and AEG Worldwide. Outside of finance, he is the business owner of Red Brick Pizza Cafe. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory strategies implemented through a large network of investment adviser representatives.