Nathan Dinsmore is a financial advisor at Cetera with Series 63 and Series 65 designations and three years of industry experience. He has worked at Cetera Wealth Services, Summit Financial Group, and Metlife Investors Distribution Company. He also serves as a Client Service Representative for Summit Financial Group, providing administrative support and client account services. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program structures and investment options.

Stephen Frank is a financial advisor with Mass Mutual Investors Services in Tulsa, Oklahoma. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Mass Mutual Investors Services since 1989 and MassMutual Life Insurance Company since 1987. Outside of advising, he owns OND Financial Solutions, which provides insurance sales services, and serves as secretary on the board of Cedar Ridge Country Club. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships using firm-approved analytical tools.

Connor Peters is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at LGT Capital Partners and Benchmark Food Group. He serves as a finance committee member for the Child Advocacy Network in Tulsa, Oklahoma. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Cory Jobe is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. Jobe owns and operates two financial services entities in Tulsa, providing a range of investment products including mutual funds, stocks, bonds, insurance, and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with a comprehensive investment platform that includes model portfolios, third-party money managers, and both discretionary and non-discretionary account management.

Jeana Keeter is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services supported by structured planning tools and models, managing approximately $2.74 trillion in client assets.

Jennifer Standley is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. Based in Tulsa, OK, she specializes in serving a wide range of clients within the firm’s institutional framework. Stifel serves individuals, institutional clients, charitable organizations, and municipal entities by providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and asset allocation guidance without automatic implementation or ongoing monitoring.

Nicholas Pavlis is a financial advisor at Morgan Stanley with 15 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. and J.P. Morgan Securities, including roles at JPMorgan Chase bank NA. He holds Series 65 and Series 66 credentials. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning tools supported by its Global Investment Committee.

Dorothy Reimer is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James Financial and All Seasons Wealth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Stephen Brady is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a co-owner of SoccerCity Tulsa and Oklahoma City, an indoor soccer facility. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through various direct and employer-based financial planning arrangements.

Cassie Bowers is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a co-owner of KCB Tucking LLC, a trucking and material transport business based in Kiefer, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs with both discretionary and non-discretionary strategies.

Steven Henderson II is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Cambridge in 2020, he worked at Cetera Advisors LLC for six years. He serves on the boards of Keith Wheeler Ministries, the Tulsa Executive Association—where he is president—and the Tulsa Ballet and Jenks Basketball Booster Club. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple custodial platforms and a combination of proprietary and third-party strategies.

Mark Clegg is a financial advisor at Thrivent Investment Management based in Tulsa, OK, holding a Series 66 credential with 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services with periodic reviews and emphasizes holistic analyses across a broad range of planning topics.

Christine Gullic is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has previously worked at BOK Financial Securities and Bokf. Outside of her advisory role, she engages in freelance writing and editing work. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Myers Brown is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He also serves as a client service representative at Summit Financial Group, where he provides education to plan participants and assists account managers with retirement plans. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and third-party managers to customize investment solutions.

Max Duenner is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His work history includes roles at Morgan Stanley Private Bank, McGraw Realtors, DoorDash, Inc., and Game Think LLC, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a range of retail and institutional services.

Seth Keith is a financial advisor with LPL Financial in Owasso, Oklahoma. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he has worked at First Bank of Owasso and held positions outside of finance, including roles with the Spring Valley Rod and Gun Club and an auto customization business. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Dale Alimena Sr. is a financial advisor with Edward Jones in Owasso, OK, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Japhet Martinez is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the restaurant industry for several years, including at Ichiban Steakhouse and Sushi Bar and Tokyo Garden. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stacy Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He is the owner and CEO of both CastleRock Financial Advisors and S. R. Brown LLC, and previously served four years with the Collinsville Police Department. Brown also works as an insurance agent with Midland Insurance. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting based on risk profiling and modeling, and is notable for its municipal advisory affiliation and recent expansion of SIMPLE IRA advisory services.

Michael Priest is a financial advisor at J.P. Morgan Securities in Tulsa, OK, holding Series 63 and Series 65 credentials with five years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley Smith Barney, and The Bank of Pawhuska. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.