Matthew Fleske is a financial advisor at Edward Jones in Owasso, OK, holding a Series 66 designation with seven years of industry experience. His prior roles include multiple periods at Edward Jones and positions at Oklahoma State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national footprint of advisors and branch offices.

Justin James is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His prior work includes roles at MMR Constructors Inc. and BancFirst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Roger Littlefield is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Tulsa, OK. His prior experience includes roles at BOK Financial Securities and Bokf, N.A. He holds Series 63, 65, and 66 licenses in addition to his CFP® designation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and proprietary tools, with services encompassing a broad range of investment and financial strategies.

Robert Duenner IV is a financial advisor with Morgan Stanley in Tulsa, OK. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining Morgan Stanley, he was involved with several business ventures, including Amped Life Trading, LLC and SVHB Marketing LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and market simulations as part of its advisory services.

Ryan Mason is a financial advisor with Edward Jones in Tulsa, OK, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including nine years at Edward Jones and nine years at Franklin/Templeton Distributors, Inc. Mason is also a one-quarter owner of L'Anguille River Hunting and Timber LLC, a recreational hunting business in Haynes, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Charles Betts Jr. is a financial advisor with Raymond James & Associates in Tulsa, OK, holding a Series 66 designation and four years of industry experience. His prior work includes roles at AMI Expeditionary Healthcare and several consulting and technology firms. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Phil Barton is a financial advisor with Charles Schwab in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Before joining Charles Schwab and its affiliated bank in 2022, he worked at IBM from 1983 to 2016. 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 offers both non-discretionary advice and access to discretionary separately managed accounts, combining centralized supervisory, custody, and order-routing functions with multi-asset portfolios and alternative investment options.

Dylan Mitchell is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Securian Advisors of MidAmerica Inc and Minnesota Life Insurance Co. Mitchell is a partner in Mitchell Financial Group, Inc. and acts as a financial professional at Guide Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

David St. John is a CFP® and ChFC® credentialed advisor with 26 years of industry experience. He is currently affiliated with Cetera and has held various roles in financial planning, accounting, and tax services since 2001. He also serves as a continuing education instructor for CPAs and assists in the leadership of a nonprofit mission in Juarez, Mexico. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, enabling advisors to utilize model portfolios, third-party managers, or bespoke strategies across various program structures and custodial relationships.

Elizabeth Carson is a financial advisor with Morgan Stanley in Tulsa, OK, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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.

Darin Kight is a financial advisor with LPL Financial based in Tulsa, Oklahoma. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Northeastern State University for 17 years. 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, model portfolio programs, and institutional platforms.

Jake Brunoldi is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation. He began his career at Morgan Stanley in 2025. Prior to that, he held positions at Topgolf and Academy Sports + Outdoors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved tools to develop financial plans.

George Purdy is a financial professional at Cetera with 10 years of industry experience and holds a Series 66 designation. His career includes roles at American Savings Bank, E.A. Buck Financial Services, Madison Avenue Securities, and Axa Advisors. He is also involved with Summit Financial Group, where he focuses on financial sales and service. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supported by a nationwide network of over 10,000 advisors.

James Eagleton III is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in supplemental insurance sales with AFLAC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools and integrates advisory services with other financial products and referral channels.

Gregory Jones is a financial advisor with Equitable Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he is president and sole shareholder of Jones Financial Services, Inc., and owns a business providing educational services related to the Roberts Rules of Order card game. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

John Walker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for nearly four decades before joining LPL Financial in 2024. Outside of his advisory work, he is involved with Unlimited Partnership, Inc., a business entity used for tax and investment purposes. 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, model portfolio programs, and institutional platforms, supported by a large network of advisors and various technological tools.

Eric Flores is a financial advisor with Mass Mutual Investors Services in Tulsa, OK. He holds the Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services in 2024, he worked with MassMutual Life Insurance Co beginning in 2023. Outside of his advisory role, he is involved as an insurance broker with Catalyst Financial Group, focusing on life, disability, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver tailored recommendations without investment discretion.

Jeffrey Fousel is a financial advisor with Edward Jones in Collinsville, OK, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Colt Leach is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity Investments in 2022, he worked in several other roles including positions at Joe Cooper Ford and Baetty Body Works. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of systematic methodologies in delivering model portfolios.

William Freudenrich is a CFP® professional with four years of industry experience. He is currently with Morgan Stanley in Tulsa, OK, and previously worked at Capital Advisors, Inc., Williams Companies, and PriceWaterHouseCoopers. He serves on the Board of Trustees and Investment Committee for Holland Hall, a nonprofit educational institution. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and estate strategies supported by advanced modeling tools and a broad range of investment programs.