Kelly Hotovec is a Planning Consultant at Fidelity Investments, where she supports the financial planning process by collaborating with clients pursuing long-term retirement needs and other financial goals. She has been with Fidelity Investments since 2021, initially serving as a Relationship Manager before transitioning to her current role in 2023. Prior to joining Fidelity, Kelly worked as an Associate Wealth Management Advisor at Northwestern Mutual from 2019 to 2021. Kelly holds an Arkansas Insurance License, which complements her expertise in financial planning and client relationship management. Outside of her professional responsibilities, she engages in family activities and enjoys movies, museums, and parenthood.

Brian Mitchell is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His career includes roles at Citigroup Global Markets, Sanders Morris LLC, and Wunderlich Securities before joining LPL Financial in 2017. Outside of advising, he is a business owner of Briford Enterprises. 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, model portfolios, third-party asset management, and institutional platforms.

Christopher Mc Keown is a financial advisor with Ameriprise in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a minority owner of Oak Tree Premier Management Services, LLC, a business unrelated to investment activities. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cinamon Demuth is a CFP®-designated financial advisor with Edward Jones, based in Tulsa, OK, and has 19 years of industry experience, all with Edward Jones since 2007. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sarah M. Bell is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC and Kendra Scott. She is also a commissioned notary in the state of Oklahoma. 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 financial plans and portfolio management.

Frank Mamola is a financial advisor with LPL Financial based in Sand Springs, OK, holding a Series 66 designation and 13 years of industry experience. His career includes positions at Edward Jones, Merrill, Cetera, and AEG Worldwide. Outside of finance, he is the business owner of Red Brick Pizza Cafe. 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, with advisory strategies implemented through a large network of investment adviser representatives.

Stephanie Van Devander is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2017, following prior roles at PNC Bank and PNC Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Wyatt Weaver is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at Power Kleen, the Town of Pendleton - Fall Creek Golf Club, and GO Irrigation. Charles Schwab & Co., Inc. 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 SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Charles Redd is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with MML Investors Services, Inc. since 1990. In addition to his advisory role, he is involved as a sales agent in individual and group life and health insurance. MML Investors Services, LLC operates as a subsidiary of MassMutual, offering financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

John Anglin is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. Charles Schwab & Co., Inc. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

John James is a Series 66-registered financial advisor at Thrivent Investment Management in Tulsa, Oklahoma, with one year of industry experience. His prior work includes roles in education and at Sherwin Williams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analysis and periodic plan reviews while keeping planning and managed-account services separate.

Paul Walker is a financial advisor with Raymond James & Associates in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathan Barns is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 license and is based in Jenks, Oklahoma. Outside of his advisory role, Barns is a partner in Belle Luxe LLC, a personal LLC involved in property maintenance and lease negotiations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

Jasmine Ray is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. She has previously worked at Cetera and Foresters Financial Services in various advisory roles. Outside of her advisory work, Ray participates in an educational fellowship with the MetCares Foundation. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sanford Roberds is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

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.

Jack Graves Jr. is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, he is a co-owner of Magpies Newsstand, a retail and online store based in Durango, Colorado. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

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.

Lindsay Rogers is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 66 credentials and having 13 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, she owns and edits a beauty and fashion blog. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and the use of firm-approved tools to model outcomes, serving clients in an advisory capacity.