Joshua Buckamneer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab, Fisher Investments, and Fidelity Investments. 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 offers both non-discretionary and discretionary investment options, combining strategic asset allocation models with access to alternative investments and centralized custody and order-routing services.

Chandler Riggs serves as Vice President and Financial Consultant at Fidelity Investments, a role held since 2016. He partners with clients to develop financial strategies aimed at building, preserving, and distributing wealth, focusing on tax-efficient investing and estate planning. His approach emphasizes collaboration and reliability throughout the financial planning process. Chandler's tenure at Fidelity Investments began in 2013, progressing through positions including Workplace Planning & Guidance, Financial Representative, and Investment Consultant before his current role. He holds an Arkansas Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Chandler engages in family activities, fitness, outdoor adventures, skiing, traveling, and volunteering.

Kent Jensen is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Optavia from 2017 to 2020. Jensen also serves as a pastor at Oologah Assembly of God, a role he has held since 2003. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Hewitt is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and bringing 14 years of industry experience. She has been associated with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Hewitt volunteers teaching business and finance with Junior Achievement. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various specialized groups and investment strategies.

Avery Sawyer is an Investment Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Avery worked as a Financial Advisor at Morgan Stanley from 2023 to 2024. Avery's professional experience includes roles as a Trading Assistant at BOK from 2019 to 2022 and a Client Services Representative at Vanguard from 2016 to 2019. Throughout their career, Avery has engaged in building financial plans and identifying strategies to help clients work toward their financial goals. Avery emphasizes establishing trust with clients to collaboratively develop effective financial strategies. Outside of work, Avery has interests in activities such as spending time by the lake, listening to music, skiing, traveling, and writing.

Sarah Dial is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding a Series 66 designation and four years of industry experience. She has worked with multiple firms, including Arvest Wealth Management and MassMutual Life Insurance Company/Bluecrest Financial. Outside of her financial career, she coaches volleyball to 5th through 8th grade players in the Tulsa area. MassMutual Investors Services, LLC 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, goal-oriented planning without investment discretion on specific product selections.

Grant Donica is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with firms including Securities Advisors MidAmerica, Inc. and Securian Financial Services, Inc. Donica is also involved with Guide Wealth Partners, a financial services business operating as a DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across multiple program structures.

Aaron Mckinney is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cetera Advisors LLC from 2013 to 2020 before joining Cambridge in 2020. In addition to his advisory role, he is an independent insurance agent and owner of Utica Capital. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies across multiple platforms.

Rebecca Burrows is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. Her prior roles include positions at Kyle McCann, Waddell & Reed, Horace Mann, and Life of Southwest. She also maintains ongoing work as an insurance agent with various carriers. 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 financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party subadvisors.

John Helm is a financial advisor with J.P. Morgan Securities in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sadie Wilfong is a financial advisor with Charles Schwab in Tulsa, Oklahoma, holding a Series 66 designation and one year of industry experience. Prior to her current role, she operated Bella Aesthetics LLC, a business in the aesthetics industry, for five years. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and alternative investments.

Trey Wilson is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding a Series 66 credential and one year of industry experience. Before joining Mass Mutual Investors Services in 2025, he worked at Southern Hills CC and was involved with Roof It Forward. He also holds a position as an insurance broker with BlueCrest Financial Alliances, where he sells life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and also conducts educational seminars.

Jeylyn Sharpe is a financial advisor at Edward Jones in Claremore, OK, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked in various roles including positions at MHC Kenworth, Compassus, and Arrowhead Boat Sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all under a fiduciary standard.

Stanley Stephens is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is listed as the owner of Midwest Marketplace OKC, a family-run e-commerce business operated by his wife. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Aaron J Pepin is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 credential. He has 21 years of industry experience, including prior roles at BOK Financial Securities, Inc. and Woodbury Financial Services. He is involved in multiple advisory roles through firms such as Legacy Wealth Management LLC and Providence Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory delivered via a network of independent professionals using various portfolio management and platform solutions.

Russell Peterson is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked with firms including Securities Advisors MidAmerica, Securian Financial Services, and Minnesota Life Insurance Company. Peterson is the owner of Peterson Wealth Management and serves as a financial professional for Guide Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning options, with access to multiple program platforms and third-party managers.

Robbi Young is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has held various roles at Cetera and Summit Financial Group, and is involved in multiple business ventures including ownership of a construction company and co-ownership of a record label. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

BJ Linford is the Vice President and Branch Leader at Fidelity Investments, currently leading the Tulsa Investor Center. In this role, he guides a team focused on partnering with clients through a collaborative and comprehensive financial planning process, emphasizing trusted relationships and personalized strategies. He has held various positions at Fidelity Investments since 2007, including Assistant Branch Service Manager, Branch Service Manager, Senior Manager of Portfolio Advisory Services, Annuity Client Service Manager, Annuity Service Representative, and Senior Retirement Service Specialist. This extensive experience reflects his deep involvement in client service and advisory roles within the firm.

Thomas Eagleton is a financial advisor with Wells Fargo Advisors in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Outside of his advisory work, he serves as a co-trustee for the Eagleton Brown Investment Group 401(k) and manages trust responsibilities for family members. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 retirement, education, risk, wealth transfer, and specialized niche planning for clients meeting net-worth thresholds.

Rocki Walker is a financial advisor at Morgan Stanley with 46 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is co-owner of a small airplane through Sierra Romeo Planes LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services.