Nicholas Pavlis is a financial advisor at Morgan Stanley with 15 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. and J.P. Morgan Securities, including roles at JPMorgan Chase bank NA. He holds Series 65 and Series 66 credentials. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning tools supported by its Global Investment Committee.

Randall Fidler is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He worked at Prudential Equity Group from 1998 to 2002 before joining LPL Financial, where he has been since 2002. Beyond his advisory role, he owns Fidler's Bend Outdoor Adventure LLC and Fidler's Bend RV, LLC, which are non-investment-related businesses. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary and third-party investment strategies.

Dorothy Reimer is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James Financial and All Seasons Wealth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Stephen Brady is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a co-owner of SoccerCity Tulsa and Oklahoma City, an indoor soccer facility. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through various direct and employer-based financial planning arrangements.

Cassie Bowers is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a co-owner of KCB Tucking LLC, a trucking and material transport business based in Kiefer, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs with both discretionary and non-discretionary strategies.

Lance Martin is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advice through a network of advisors using proprietary research and model-based asset allocations.

Steven Henderson II is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Cambridge in 2020, he worked at Cetera Advisors LLC for six years. He serves on the boards of Keith Wheeler Ministries, the Tulsa Executive Association—where he is president—and the Tulsa Ballet and Jenks Basketball Booster Club. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple custodial platforms and a combination of proprietary and third-party strategies.

Mark Clegg is a financial advisor at Thrivent Investment Management based in Tulsa, OK, holding a Series 66 credential with 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services with periodic reviews and emphasizes holistic analyses across a broad range of planning topics.

Gavin Faucett is a financial advisor with LPL Financial based in Tulsa, OK. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked for HD Supply for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

Myers Brown is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He also serves as a client service representative at Summit Financial Group, where he provides education to plan participants and assists account managers with retirement plans. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and third-party managers to customize investment solutions.

Max Duenner is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His work history includes roles at Morgan Stanley Private Bank, McGraw Realtors, DoorDash, Inc., and Game Think LLC, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a range of retail and institutional services.

Michael Casselman is a financial advisor at Edward Jones in Sapulpa, Oklahoma, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, he spent twelve years at Oklahoma State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of investment advisory programs and strategies supported by a large network of advisors and branch offices.

Matthew Mc Guire is a financial advisor at Edward Jones with 14 years of industry experience. He has held roles at Edward Jones since 2017 and previously worked at Bokf, Na and BOK Financial Securities, Inc. from 2014 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Stacey Richards is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at LPL Financial since 2017 and also maintains a role with Financial Planning Resources. 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 a range of services including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a broad suite of non-advisory financial products.

Todd Lance is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 10 years of industry experience. He has worked previously at Edward Jones and International Bank of Commerce. Outside of finance, he operated a private piano studio for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced tools and a large network of investment adviser representatives.

Jessica Corpening is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she operates a sole proprietorship focused on crafts, sewing, tailoring, and selling handmade hair clips online. 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 supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

J Johnson III is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory role, he serves on the board of directors for Southern Hills Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Stephanie Regan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Outside of her advisory role, she owns SDS Resources/Phat Phillys, a restaurant based in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

Carolyn Porras is a Certified Financial Planner (CFP®) with 20 years of industry experience. She currently works at Charles Schwab in Tulsa, OK, where she has been since 2020. Before joining Schwab, she held positions at Bank of America, Merrill, and Wells Fargo Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Andrea Smith is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored, non-discretionary recommendations through a centralized consulting team.