Stephanie Van Devander is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2017, following prior roles at PNC Bank and PNC Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Wyatt Weaver is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at Power Kleen, the Town of Pendleton - Fall Creek Golf Club, and GO Irrigation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Charles Redd is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with MML Investors Services, Inc. since 1990. In addition to his advisory role, he is involved as a sales agent in individual and group life and health insurance. MML Investors Services, LLC operates as a subsidiary of MassMutual, offering financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

John Anglin is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Jasmine Ray is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. She has previously worked at Cetera and Foresters Financial Services in various advisory roles. Outside of her advisory work, Ray participates in an educational fellowship with the MetCares Foundation. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sanford Roberds is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jack Graves Jr. is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, he is a co-owner of Magpies Newsstand, a retail and online store based in Durango, Colorado. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Lindsay Rogers is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 66 credentials and having 13 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, she owns and edits a beauty and fashion blog. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and the use of firm-approved tools to model outcomes, serving clients in an advisory capacity.

Larry Goad is a financial advisor with Stifel in Tulsa, Oklahoma, holding a Series 63 license and 48 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.

Thomas Simpson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2007. He is based in Tulsa, OK. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Kimberly Kupka Coon is a financial advisor at Edward Jones in Sand Springs, OK, with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she owns KD & DB LLC, which holds interests in oil and gas royalties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Lance Skalnik is a financial advisor with Raymond James Financial Services Advisors, Inc. and PTP Investment Group, LLC, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Raymond James since 2009 and is the owner of PTP Investment Group, where he is also actively involved. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probabilistic modeling to support client goals.

David Beimesch is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He has worked with the company in various capacities since 2011, gaining extensive experience in financial planning and investment consulting. His professional background includes positions as Financial Consultant, Investment Consultant, Retirement Services Representative, Investment Solutions Representative, and Financial Services Representative. With over a decade of experience, David focuses on collaborating with clients to understand their unique circumstances, preferences, and histories to assist in navigating financial decisions and planning for family goals. He holds an Arkansas Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, David's personal interests include family activities and music.

Amy Munsell is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she has an ownership interest in rental property in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Curtis Goddard is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Cambridge in 2020, he worked at Cetera Advisors LLC for seven years. Outside of his advisory role, he is involved in insurance sales through Superior Benefit Specialists LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies delivered through a network of independent financial professionals under various platform arrangements.

Lindsey Loredo is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BOK Financial, Fidelity Brokerage Services, and Wells Fargo Advisors. Outside of her advisory work, she is a partner in LELA Dobson LLC, a business involved in art, culture, recreation, and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of its standalone plans.

Jordan Martin is the Branch Leader at the Tulsa Investor Center, where he leads a team dedicated to delivering comprehensive financial planning services to local clients. In his current role since 2025, he oversees the center's operations and client service initiatives. Prior to becoming Branch Leader, Jordan served as Team Leader in Workplace Planning and Advice at Fidelity Investments from 2023 to 2025. He also held positions as Help Desk Workplace Planning and Advice from 2022 to 2023 and as a Workplace Planning Consultant from 2020 to 2022, all within Fidelity Investments. His experience encompasses various aspects of financial planning and client advisory services. Additional information regarding Jordan Martin's education, credentials, personal interests, or community involvement has not been provided.

Lisa Clark is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Clark serves on the finance committee of the BTW Men's Soccer Club, a nonprofit organization in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process.

Matthew Hulse is a financial advisor with Osaic Wealth who holds Series 65 and Series 63 licenses and has 14 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory work, he owns Fairway Stables LLC, a farm business that manages expenses and income related to hay bailing and horse activities. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing a range of asset-allocation tools and third-party money managers to construct diversified portfolios.

Whitney Mc Pherson is a financial advisor with Thrivent Investment Management in Claremore, Oklahoma. He holds Series 63 and Series 66 licenses and has worked in the financial services industry since 2023. Prior to joining Thrivent, he spent five years at DXC Technology and seven years at Darden Restaurants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers an option to combine planning with managed-account services under a consolidated billing program.