Michael King is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co since 2014. Outside of his advisory role, he creates custom mini football helmets, coaches basketball, serves as a board member of the local YMCA, and is president of the Tulsa Referral Network. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Jeffrey Weinstein is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and corporate financial planning agreements.

Mindy Brown is a CFP® and Series 66-licensed financial advisor with Wells Fargo Advisors in Tulsa, Oklahoma. She has 21 years of industry experience, including 15 years with Wells Fargo Advisors Financial Network. Outside of her advisory role, she holds ownership in EB Columbia, LLC, an entity related to her financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.

Brett Humphrey is a financial advisor with MassMutual Investors Services based in Tulsa, OK, holding a Series 66 license and three years of industry experience. His prior work includes roles at Black Gold Group, political campaigns for attorney general and governor, and Phillips 66. Humphrey is also involved in business consulting focused on process management and serves as a board member for Clarehouse, a hospice home. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced software tools and offers specialized programs such as divorce planning and estate settlement services.

Quentin Turner is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He collaborates with clients to address their financial concerns and opportunities, developing customized financial plans based on their unique short- and long-term goals. Quentin emphasizes the importance of adapting financial strategies as clients' lives change, ensuring ongoing support and sustainable planning. Before becoming a Financial Consultant, Quentin worked as an Investment Consultant at Fidelity Investments from 2018 to 2020, and as a Financial Representative from 2015 to 2018. He holds an Arkansas Insurance License, which supports his ability to provide comprehensive financial services. Details about his education and personal interests have not been provided.

Jackson Danforth is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Before joining Cetera, he held roles at TJX Companies, Oral Roberts University, and in public schools in Oklahoma. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a large nationwide network of independent advisors.

Joel Mccue is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. 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, and manages approximately $2.74 trillion in client assets.

Kristen Lierly is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, following prior roles at CETERA Advisor Networks LLC and Summit. Outside of her advisory role, she is involved in a lodging business, owning a home used as an Airbnb rental. Charles Schwab 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 separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Nathaniel Dutko is a financial advisor with LPL Financial in Tulsa, OK, holding the Series 66 designation and bringing 20 years of industry experience. He worked at Ameriprise from 2006 to 2014 before joining LPL Financial in 2014. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, using a variety of investment strategies and operational tools to support advisors.

Emily Cary is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 that utilize structured discovery conversations and firm-approved planning tools.

Karie Kluesner is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, Kluesner owns LGN 360, LLC, a nutrition consulting and meal prep service, and is involved in health and beauty affiliate marketing activities. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

Tim Richardson is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to develop customized financial plans that align with their goals, concerns, and priorities, supporting them through changes to realize their financial aspirations. Prior to his current position, Tim served as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity Investments, Tim gained experience at Vanguard, holding roles including High Net Worth Client Representative (2020-2021), Retirement Specialist (2018-2020), and Brokerage Investment Professional (2017-2018). His career reflects a focus on client relationship management and financial planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Jackson Nail is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to develop plans aimed at protecting and growing their assets while working toward their financial objectives. His approach is supported by his education, industry experience, and the resources available through Fidelity. Jackson has held several roles at Fidelity Investments, including Regional Investment Consultant and Model Specialist from 2020 to 2021, Investment Sales Associate from 2018 to 2020, Team Lead in the Account Management Group in 2018, and Money & Asset Movement Representative from 2017 to 2018. He holds an Arkansas Insurance License.

Joe Cleary IV is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at several firms including Mariner Wealth Advisors and Texas Capital Bank. He serves as a board member of the Child Advocacy Network, a nonprofit focused on children and youth in the Tulsa community. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by proprietary tools and utilizes research such as Monte Carlo simulations and Secular Return Estimates in its planning process.

James Eagleton is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and over 43 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he serves on the finance committee of the First Presbyterian Church of Tulsa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jose Guzman Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at New York Life Insurance Company and NYLife Securities LLC. He serves as a board member for the Tristesse Grief Center in Tulsa, Oklahoma, where he assists with fundraising and volunteer events. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform supporting discretionary and non-discretionary strategies.

Nicholas Kila is a CFP® and holds a Series 66 license, with 15 years of experience in the financial services industry. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

William Jezek is a financial advisor with Edward Jones in Tulsa, Oklahoma, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of America for three years and was employed at Polo Grill for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Judson Johnson is a financial advisor at Edward Jones in Tulsa, OK, holding the ChFC® and Series 66 designations with nine years of industry experience. He previously worked at Midstates Petroleum from 2014 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund.

Steven Aston is a Series 66 credentialed financial advisor with Edward Jones in Tulsa, OK. He has one year of industry experience and previously worked at Citizen Energy III, LLC and Jenkins and Kemper CPAs LLC. Outside of his financial career, he has been involved with Tulsa Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.