Patrick Fitzgerald is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is a partner in Fitzgerald Holdings LLC, a private investment firm based in Tulsa, Oklahoma. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Christopher Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Midwestern Manufacturing, where he advises on company operations. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Nathaniel Smoot is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior experience at Tristan Dotts, Kyle McCann, and Waddell & Reed, Inc. Outside of advisory work, he was involved with Smoot Carpets from 2018 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, employing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Mark Buffington is a financial advisor at Edward Jones with 27 years of industry experience, including 25 years at Edward Jones. He holds Series 63 and Series 66 designations. He is a passive member of TLB Insurance, a Medicare business in Tulsa, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies, affiliated mutual funds, and additional services such as trust and securities-based lending.

John Simpson is a financial advisor with Morgan Stanley based in Tulsa, OK, holding Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Donald Farabough is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients including individuals, institutional pension and profit-sharing plans, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Matthew Cotton is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he held roles at Alpine Transit, Inc., Mallows 5, LLC, and TCG Katharos Energy, LLC. He holds the Series 66 designation. 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 thousands of financial advisors and branch offices, and reported over $1 trillion in assets under management.

John Purzner is a financial advisor with Ameriprise in Sand Springs, Oklahoma, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliates since 2014. Outside of his advisory role, he serves on the board of Tulsa Christian Businessmen and is involved in managing several business ventures, including Purzner Holdings and Strategic Resource Group. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Payton Allen is a Planning Consultant at Fidelity Investments, a role held since 2023. Prior to this, Payton worked as a Financial Representative at Regions Bank from 2019 to 2021. Throughout these positions, Payton has focused on providing financial planning services with an emphasis on understanding client needs and creating personalized strategies. Payton's approach to financial planning emphasizes empathy, transparency, and building relationships based on trust and mutual respect. This philosophy guides interactions with clients to ensure their unique goals and aspirations are addressed effectively. Outside of work, Payton enjoys activities such as baseball, camping, fishing, fitness, hiking, and outdoor adventures.

Christopher L Derr is a financial advisor with UBS Financial Services in Tulsa, OK. He holds Series 63 and Series 65 designations and has 42 years of industry experience, all with UBS since 1984. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Steven Younger is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Morgan Stanley Private Bank and United Parcel Service. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive investment approach without offering individual security recommendations as part of standalone planning.

Robert Duenner III is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner and secretary in steel manufacturing businesses and involved in several investment-related partnerships. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, supported by structured planning tools and a comprehensive investment approach.

Constantino Borrelli is a financial advisor at J.P. Morgan Securities in Tulsa, OK, holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Ascendsc, and Mariner Wealth Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework in its investment recommendations.

Kirby Croisant is a CFP® professional with 33 years of industry experience, currently serving at Cetera since 2025. Prior to joining Cetera, he held positions at Avantax Investment Services, Llc and Avantax Advisory Services from 1992 to 2025. He is also a CPA and provides tax preparation and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through discretionary and non-discretionary programs, utilizing multiple custodial relationships and access to third-party money managers.

Tamaya Veldstra is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding a Series 66 designation. She has one year of industry experience and previously worked at various financial institutions and credit unions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Cole Luckett is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he held positions at ONE Gas, Inc. and several mortgage companies. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Stephanie Ede is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning and employs various modeling tools, managing approximately $2.74 trillion in client assets.

Timothy Grantham is a financial advisor at UBS Financial Services with 36 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at RBC Capital Markets for nine years before joining UBS in 2025. 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, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Will Freisberg is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual financial goals. He has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity Investments, Will has gained experience in client relationship management and financial planning. His work focuses on creating strategies that meet the distinct financial needs of each client. Outside of his professional responsibilities, Will enjoys activities such as camping, cooking and baking, golf, hiking, running, and traveling.

Michael King is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co since 2014. Outside of his advisory role, he creates custom mini football helmets, coaches basketball, serves as a board member of the local YMCA, and is president of the Tulsa Referral Network. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.