Larry Goad is a financial advisor with Stifel in Tulsa, Oklahoma, holding a Series 63 license and 48 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.

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.

Thomas Simpson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2007. He is based in Tulsa, OK. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning 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.

David Beimesch is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He has worked with the company in various capacities since 2011, gaining extensive experience in financial planning and investment consulting. His professional background includes positions as Financial Consultant, Investment Consultant, Retirement Services Representative, Investment Solutions Representative, and Financial Services Representative. With over a decade of experience, David focuses on collaborating with clients to understand their unique circumstances, preferences, and histories to assist in navigating financial decisions and planning for family goals. He holds an Arkansas Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, David's personal interests include family activities and music.

Amy Munsell is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she has an ownership interest in rental property in Tulsa, Oklahoma. 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, managing approximately $2.74 trillion in client assets.

Curtis Goddard is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Cambridge in 2020, he worked at Cetera Advisors LLC for seven years. Outside of his advisory role, he is involved in insurance sales through Superior Benefit Specialists LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies delivered through a network of independent financial professionals under various platform arrangements.

Lindsey Loredo is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BOK Financial, Fidelity Brokerage Services, and Wells Fargo Advisors. Outside of her advisory work, she is a partner in LELA Dobson LLC, a business involved in art, culture, recreation, and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of its standalone plans.

Jordan Martin is the Branch Leader at the Tulsa Investor Center, where he leads a team dedicated to delivering comprehensive financial planning services to local clients. In his current role since 2025, he oversees the center's operations and client service initiatives. Prior to becoming Branch Leader, Jordan served as Team Leader in Workplace Planning and Advice at Fidelity Investments from 2023 to 2025. He also held positions as Help Desk Workplace Planning and Advice from 2022 to 2023 and as a Workplace Planning Consultant from 2020 to 2022, all within Fidelity Investments. His experience encompasses various aspects of financial planning and client advisory services. Additional information regarding Jordan Martin's education, credentials, personal interests, or community involvement has not been provided.

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.

Lisa Clark is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Clark serves on the finance committee of the BTW Men's Soccer Club, a nonprofit organization in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process.

Matthew Hulse is a financial advisor with Osaic Wealth who holds Series 65 and Series 63 licenses and has 14 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory work, he owns Fairway Stables LLC, a farm business that manages expenses and income related to hay bailing and horse activities. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing a range of asset-allocation tools and third-party money managers to construct diversified portfolios.

Nathan Dinsmore is a financial advisor at Cetera with Series 63 and Series 65 designations and three years of industry experience. He has worked at Cetera Wealth Services, Summit Financial Group, and Metlife Investors Distribution Company. He also serves as a Client Service Representative for Summit Financial Group, providing administrative support and client account services. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program structures and investment options.

Stephen Frank is a financial advisor with Mass Mutual Investors Services in Tulsa, Oklahoma. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Mass Mutual Investors Services since 1989 and MassMutual Life Insurance Company since 1987. Outside of advising, he owns OND Financial Solutions, which provides insurance sales services, and serves as secretary on the board of Cedar Ridge Country Club. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships using firm-approved analytical tools.

Connor Peters is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at LGT Capital Partners and Benchmark Food Group. He serves as a finance committee member for the Child Advocacy Network in Tulsa, Oklahoma. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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.

Jeana Keeter is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services supported by structured planning tools and models, managing approximately $2.74 trillion in client assets.

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.

Jennifer Standley is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. Based in Tulsa, OK, she specializes in serving a wide range of clients within the firm’s institutional framework. Stifel serves individuals, institutional clients, charitable organizations, and municipal entities by providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and asset allocation guidance without automatic implementation or ongoing monitoring.