Gina Hoffman is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation. She has been with Edward Jones since 2012, accumulating 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Matthew Carrier is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at HSBC Securities USA, HSBC Bank USA, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Joshua Watkins is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has held several roles at Fidelity, including Investment Consultant, Relationship Manager, Community Manager, Social Media Help Desk, and Active Trader Services, demonstrating a breadth of experience within the company. As a Certified Financial Planner®, Joshua collaborates with clients to develop financial plans tailored to their specific goals and needs, emphasizing strong relationships and trust with clients and their families. He holds an Arkansas Insurance License. Outside of his professional duties, Joshua has interests in comedy, cooking and baking, football, golf, outdoor adventures, and pets.

Scott Hutto is a financial advisor with Edward Jones in Skiatook, Oklahoma, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2017, with a brief tenure at Helmerich & Payne in 2018 and prior experience at Qpse. Outside of finance, Hutto has acted as an extra in the film "Killers of the Flower Moon." Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of more than 23,000 financial advisors nationwide.

Jeffrey Stumpff is a financial advisor with Edward Jones in Owasso, OK, holding the ChFC® and Series 66 credentials. He has seven years of industry experience, including eight years with Edward Jones and 17 years running The Stumpff Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kendra Thompson is a financial advisor at Edward Jones in Claremore, Oklahoma, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Connie Buckley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved with Mary Kay Cosmetics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment models.

Terry Devore is a financial professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2020, following four years at Cetera Advisors. Devore serves as Vice President on the board of the Mission Gardens Homeowners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies with both discretionary and non-discretionary options tailored to client objectives.

Richard Keel is a financial advisor at OSAIC with 13 years of industry experience, holding a Series 66 designation. His prior experience includes roles at Edward Jones and Woodbury Financial Services. Outside of his advisory work, he is active as a sports official, officiating softball, baseball, football, and volleyball at various levels. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct customized portfolios across multiple asset classes.

Ravi Kapoor is a financial advisor at Ameriprise in Tulsa, OK, holding a Series 66 designation. He has recently begun his career in the financial services industry with Ameriprise, having prior experience as a full-time student and in engineering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendation reports and annual advice focused on dependable income and tax-aware strategies.

Felix Jones is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Cambridge Investment Research Advisors. He is also involved with The Holmes Org, a separate advisory service he has provided for over 20 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing access to various investment products and third-party managed account solutions.