Parker Smith is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2020, with a three-year tenure at Avantax Advisory Services in between. In addition to his advisory career, he is the principal of Parker R Smith Attorney at Law PC, a legal practice he has maintained since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Braden Tyler is a financial advisor with Ameriprise in Sapulpa, OK, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at JPMORGAN Securities LLC and JPMorgan Chase Bank. He serves on the Board of Directors for the Sapulpa Soccer Club. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sheree Ziemba is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She worked with Ameriprise Financial Services, Inc. for 15 years prior to her current role. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jonathan Jones is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses. He began his career in 2026 and has held roles at multiple firms, including Northwestern Mutual and Hightower Advisors. Prior to his current position, he worked with nonprofit and ministry organizations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in their investment recommendations.

Travis Cambern is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2011 and has operated his own advisory business since 2006. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on customizable strategies supported by research and technology tools.

Spencer Carlin is a financial advisor with UBS Financial Services in Tulsa, OK, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he worked at Compass Pointe Financial, Cherokee Nation, Tradehome Shoes, and Bixby Public Schools. He is involved with World Baseball Outreach, providing baseball lessons to inner-city children and at-risk youth in Tulsa. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

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.

Paul Wilson is a financial advisor with LPL Financial in Broken Arrow, OK, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining LPL Financial in 2008, he worked at Raymond James Financial Services for eight years. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Noel Bennett is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at OSAIC since 2015. Prior to that, he was affiliated with Cetera Advisors LLC and has operated his own financial services and insurance businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm uses various asset-allocation tools and supports discretionary and non-discretionary account management with portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Mark Bishop is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and eight years of industry experience. He also works as a clinical oncology pharmacist at Hillcrest Medical Center, where he reviews cancer therapies for appropriateness. Bishop has held roles at PFS Investments Inc. and Primerica Financial Services since 2016. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Marcos Rivero is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and with 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, he is a passive partner in Livefire, LLC, a technology company focused on firearms training, and a co-owner of A New Way. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Bridgette Nehring is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of her advisory role, she owns The Uncommon Movement LLC, a business formed for Primerica purposes, and also manages a family management company, Nehring & CO, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure rather than fixed fees.

Lindsey Collins is a Series 66 credentialed advisor at Merrill with 19 years of experience at the firm. Based in Tulsa, OK, Collins also serves as secretary and board member for the Cherokee Nation J O' (JOM) program, which supports academic and cultural education opportunities for Native children. Merrill, together 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, pension plans, corporations, and charities.

James Fortune is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 23 years. Outside of his advisory role, he consults on general financial literacy and education. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach using firm-approved analytical tools.

Daniella Faber is a Series 66-licensed advisor at OSAIC with less than one year of industry experience. Her prior roles include positions at BOK Financial and DP Financial & Tax, Inc., as well as work with Oral Roberts University and Meiya Jewelry. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to construct and manage diverse portfolios for individual and institutional investors.

Lee Wadkins III is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Principal Securities Inc. and Principal Life Insurance Company. Wadkins also operated Orvis & Wadkins Financial Advisors, LLC for over a decade in addition to his current role. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Terri Havenstrite is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at BOK Financial Securities and First Allied Securities. She is also a certified Oklahoma Notary Public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

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.

David Guier is a financial advisor with Wells Fargo Advisors in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, and specialized areas such as business-owner transition and special-needs analysis. The firm employs proprietary research and tools to develop tailored client recommendations, with implementation options through brokerage or advisory programs.

Kevin Graefe is a financial advisor with Edward Jones in Tulsa, Oklahoma, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, wrap fee strategies, and affiliated investment options, supported by a large network of advisors and branch offices nationwide.