Lilly Velotta is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2009. Outside of her advisory role, she is the sole member of several LLCs that manage rental properties, including an Airbnb property at a lake. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Jessica Corpening is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she operates a sole proprietorship focused on crafts, sewing, tailoring, and selling handmade hair clips online. 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 and financial planning services supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stephanie Regan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Outside of her advisory role, she owns SDS Resources/Phat Phillys, a restaurant based in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

Carolyn Porras is a Certified Financial Planner (CFP®) with 20 years of industry experience. She currently works at Charles Schwab in Tulsa, OK, where she has been since 2020. Before joining Schwab, she held positions at Bank of America, Merrill, and Wells Fargo Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Andrea Smith is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored, non-discretionary recommendations through a centralized consulting team.

Nathaniel Smoot is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior experience at Tristan Dotts, Kyle McCann, and Waddell & Reed, Inc. Outside of advisory work, he was involved with Smoot Carpets from 2018 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, employing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Mark Buffington is a financial advisor at Edward Jones with 27 years of industry experience, including 25 years at Edward Jones. He holds Series 63 and Series 66 designations. He is a passive member of TLB Insurance, a Medicare business in Tulsa, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies, affiliated mutual funds, and additional services such as trust and securities-based lending.

John Simpson is a financial advisor with Morgan Stanley based in Tulsa, OK, holding Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Donald Farabough is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients including individuals, institutional pension and profit-sharing plans, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Matthew Cotton is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he held roles at Alpine Transit, Inc., Mallows 5, LLC, and TCG Katharos Energy, LLC. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of thousands of financial advisors and branch offices, and reported over $1 trillion in assets under management.

John Purzner is a financial advisor with Ameriprise in Sand Springs, Oklahoma, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliates since 2014. Outside of his advisory role, he serves on the board of Tulsa Christian Businessmen and is involved in managing several business ventures, including Purzner Holdings and Strategic Resource Group. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Payton Allen is a Planning Consultant at Fidelity Investments, a role held since 2023. Prior to this, Payton worked as a Financial Representative at Regions Bank from 2019 to 2021. Throughout these positions, Payton has focused on providing financial planning services with an emphasis on understanding client needs and creating personalized strategies. Payton's approach to financial planning emphasizes empathy, transparency, and building relationships based on trust and mutual respect. This philosophy guides interactions with clients to ensure their unique goals and aspirations are addressed effectively. Outside of work, Payton enjoys activities such as baseball, camping, fishing, fitness, hiking, and outdoor adventures.

Steven Younger is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Morgan Stanley Private Bank and United Parcel Service. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive investment approach without offering individual security recommendations as part of standalone planning.

Robert Duenner III is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner and secretary in steel manufacturing businesses and involved in several investment-related partnerships. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, supported by structured planning tools and a comprehensive investment approach.

Constantino Borrelli is a financial advisor at J.P. Morgan Securities in Tulsa, OK, holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Ascendsc, and Mariner Wealth Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework in its investment recommendations.

Kirby Croisant is a CFP® professional with 33 years of industry experience, currently serving at Cetera since 2025. Prior to joining Cetera, he held positions at Avantax Investment Services, Llc and Avantax Advisory Services from 1992 to 2025. He is also a CPA and provides tax preparation and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through discretionary and non-discretionary programs, utilizing multiple custodial relationships and access to third-party money managers.

Stephanie Ede is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning and employs various modeling tools, managing approximately $2.74 trillion in client assets.

Kassi Branch is a financial advisor at Edward Jones in Claremore, OK, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, Branch worked for six years at Family and Children’s Services and spent two years at Lowe’s. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of investment strategies and affiliated financial services.

Brian Connally is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 29 years of industry experience and has worked with several firms, including Avantax and InVest Wealth Management. Outside of his advisory work, he is president of Snow Creek Energy, Inc., which focuses on accounting and consulting for oil and gas projects, and he owns and operates a farming and dairy business through Snow Creek Ranch, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, 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 third-party money managers.

Will Freisberg is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual financial goals. He has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity Investments, Will has gained experience in client relationship management and financial planning. His work focuses on creating strategies that meet the distinct financial needs of each client. Outside of his professional responsibilities, Will enjoys activities such as camping, cooking and baking, golf, hiking, running, and traveling.