Norman Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding a Series 63 designation and bringing 46 years of industry experience. His career includes 17 years at UBS and 17 years at Morgan Stanley entities prior to that. He serves on the Board of Directors for The First Tee of Tulsa, a nonprofit organization that provides youth educational programs through golf. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering both discretionary and non-discretionary portfolio management.

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.

Terrell Pohlmeier is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he serves as the treasurer for Boy Scouts Pack 903, managing the pack’s funds. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

Jimmy Mc Bee is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Financial Planning Resources, International Insurance Brokers, and Murphy USA. In addition to his advisory work, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and extensive operational tools.

Ann Marie Mcriley is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Cameron Moore is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he spent ten years with Student Mobilization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive goal-based analyses and planning without discretionary portfolio management.

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.

Anna Simon is a financial advisor with LPL Financial based in Tulsa, OK, holding a Series 66 designation and three years of industry experience. She has been with LPL Financial since 2022 and also manages a tax preparation and accounting business under Simon Finance LLC. Additionally, she has longstanding involvement with Outdoor LLC doing business as Mustang Manufacturing since 2004. 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 technology and a broad non-advisory financial platform.

Kilby Legg is a Series 66-licensed financial advisor with Edward Jones, based in Jenks, Oklahoma. He has five years of industry experience, including 11 years working in the education sector at Bristow Public Schools before joining Edward Jones in 2020. 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 solutions supported by a large nationwide network of financial advisors.

David Bush is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 12 years of industry experience. He worked at Cetera Advisor Networks LLC for nine years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

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.

Burkely Bitaraf is a financial advisor at Edward Jones in Jenks, OK, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, Bitaraf worked at Ross Stores and had roles at DoorDash and Uber in 2020, as well as a decade of self-employment experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of managed solutions and advisory services with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network, affiliated mutual funds, and additional financial services such as trust and securities-based lending.

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.

Daniel Seely is a financial advisor with UBS Financial Services in Tulsa, Oklahoma, holding a Series 63 designation and 38 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

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.