James Rogers is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its service approach.

James Hinkle is a CFP® certificant with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Walgreens Boots Alliance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

Robert Rodgers is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and having 21 years of industry experience. He has been associated with various divisions of Morgan Stanley since 2005, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Danielle Custer is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at Financial Security Group and Catalyst Financial. Outside of her advisory work, she is involved with Tulsa Oktoberfest, a local cultural and restaurant event. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Dewayne Willis is a CFP®-certified financial advisor with Edward Jones in Tulsa, OK, bringing 10 years of industry experience, all with the firm since 2016. Outside of his advisory role, he is involved in managing a family trust that owns residential rental properties, occasionally performing property improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large national network of advisors and branch offices.

Angela Denny is a financial advisor at Edward Jones in Skiatook, OK, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kimberley Proffitt is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Securian Advisors MidAmerica and BOK Financial Securities. Proffitt serves on the advisory board of Loaves and Fishes, a community food pantry and thrift store in Tulsa, OK. Cetera Investment Advisers LLC provides a multi-manager platform and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, with access to both affiliated and third-party money managers.

Patrick Schaefer Jr. is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with experience starting in 2024. His background includes work with The Junk Gentlemen LLC and service in the Oklahoma Army National Guard since 2019. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Thomas Bowen is a financial advisor with Cetera who holds the CFP® and ChFC® designations and has 35 years of industry experience. He has worked at multiple firms including Securian Financial Services and Minnesota Life Insurance and is the owner of Bowen Financial Group, LLC. He serves as a board member of Big Brothers and Sisters, providing consultation and limited oversight. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Delmer Dreyer is a financial advisor with MassMutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 53 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and MassMutual Life Insurance Company since 1991. Outside of his advisory role, he is president of Financial Security Group, Inc. and part owner of a crop growing farm. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning as ongoing collaborative relationships using firm-approved analytical tools.

Caleb Hass is a financial advisor with Primerica Advisors in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of his advisory role, Hass is involved in entrepreneurial ventures including ownership of Dominate Diversity, Inc. and co-ownership of Tulsa Basketball Academy LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure.

Thomas Rorschach is a financial advisor with Osaic Wealth, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked for Hornor Townsend and Kent, Inc. for 24 years. Outside of his advisory role, he is a general partner in Colonial Royalties Limited Partnership, which engages in mineral, oil, and gas leasing. Osaic Wealth serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analyses, and automated rebalancing to manage diverse portfolios, providing both discretionary and non-discretionary account options.

Samantha Bates is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation. She has one year of experience in the industry and previously worked at Axxess Consulting, Hospice Pharmacy Solutions, and Palliative Drug Care. Outside of advisory work, she is a partner in Brax LLC, a business established with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Roger Lovelady is a financial advisor at Stifel in Tulsa, OK, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Jay Dickenson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and model allocations designed to inform client decisions.

Donald Jackson is a financial advisor with UBS Financial Services in Tulsa, Oklahoma, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with UBS Financial Services since 1994. Outside of his advisory role, Jackson teaches non-credit personal finance courses at Tulsa Community College, serves as a trustee overseeing pension assets for the Oklahoma Law Enforcement Retirement System, and is a board member of Trinity Woods, a nonprofit retirement community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Andrew Hayden is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Securian Advisors MidAmerica and Minnesota Life. Outside of advisory roles, Hayden is involved as a partner in a property management venture and owns a pediatric clinic through a family trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers.

Steven Collins is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Collins plays drums for several bands in the Tulsa area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is noted for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Phillip Carr is a Financial Consultant currently working at Fidelity Investments since 2020. He has experience in various financial roles, including Financial Solutions Advisor at Bank of America Merrill Lynch in 2020, Investment Consultant at Fidelity Investments in 2020, and Manager of an Investment Center at Bank of Oklahoma Financial Securities from 2014 to 2019. He holds an Arkansas Insurance License. Phillip focuses on helping clients plan for their futures by simplifying and clarifying the financial planning process, enabling clients to set and work toward their personal definitions of success. Outside of his professional work, Phillip engages in family activities, fishing, golf, and music as an instrumentalist. He is also involved in parenthood.

Allyson Alexander is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 credential and nine years of industry experience. She has been with Morgan Stanley since 2015. 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 tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.