Jeffrey Weinstein is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and corporate financial planning agreements.

Mindy Brown is a CFP® and Series 66-licensed financial advisor with Wells Fargo Advisors in Tulsa, Oklahoma. She has 21 years of industry experience, including 15 years with Wells Fargo Advisors Financial Network. Outside of her advisory role, she holds ownership in EB Columbia, LLC, an entity related to her financial practice. 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, including specialized areas such as business-owner transition and special-needs planning.

Brett Humphrey is a financial advisor with MassMutual Investors Services based in Tulsa, OK, holding a Series 66 license and three years of industry experience. His prior work includes roles at Black Gold Group, political campaigns for attorney general and governor, and Phillips 66. Humphrey is also involved in business consulting focused on process management and serves as a board member for Clarehouse, a hospice home. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced software tools and offers specialized programs such as divorce planning and estate settlement services.

Quentin Turner is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He collaborates with clients to address their financial concerns and opportunities, developing customized financial plans based on their unique short- and long-term goals. Quentin emphasizes the importance of adapting financial strategies as clients' lives change, ensuring ongoing support and sustainable planning. Before becoming a Financial Consultant, Quentin worked as an Investment Consultant at Fidelity Investments from 2018 to 2020, and as a Financial Representative from 2015 to 2018. He holds an Arkansas Insurance License, which supports his ability to provide comprehensive financial services. Details about his education and personal interests have not been provided.

Jackson Danforth is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Before joining Cetera, he held roles at TJX Companies, Oral Roberts University, and in public schools in Oklahoma. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a large nationwide network of independent advisors.

Stacey Davis is a Series 66-licensed financial advisor with Ameriprise who has 26 years of industry experience. She has worked with Ameriprise Financial Services since 2005, including six years at Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients and offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Joel Mccue is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. 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, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Kristen Lierly is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, following prior roles at CETERA Advisor Networks LLC and Summit. Outside of her advisory role, she is involved in a lodging business, owning a home used as an Airbnb rental. Charles Schwab serves primarily 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Brent Suchy is a financial advisor with Raymond James & Associates in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. He has worked at Raymond James since 2017 and previously spent two years with Morgan Stanley and Morgan Stanley Private Bank. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services through various specialized divisions.

David Provenzano is a CFP®-certified financial advisor with Ameriprise in Sapulpa, OK, bringing 35 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside his advisory role, he co-owns Strategic Resource Group, LLC and manages his financial advisory practice through Provenzano Group, LLC. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Nichols is a financial advisor at LPL Financial in Tulsa, OK, with 57 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Nichols has worked extensively with Financial Planning Resources, Inc. since 1980 and currently serves as its chairman. He is also an author of financial planning materials. 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 a large network of advisors and various operational tools.

Alan Baker is a Series 66 licensed financial advisor with Edward Jones in Cleveland, Oklahoma, where he has worked since 2023. He has two years of industry experience and previously worked for the State of Oklahoma Department of Education. Baker is also an adjunct professor at Northeastern State University and Southern Nazarene University, mentoring master’s candidates and teaching online courses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathaniel Dutko is a financial advisor with LPL Financial in Tulsa, OK, holding the Series 66 designation and bringing 20 years of industry experience. He worked at Ameriprise from 2006 to 2014 before joining LPL Financial in 2014. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, using a variety of investment strategies and operational tools to support advisors.

Emily Cary is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 that utilize structured discovery conversations and firm-approved planning tools.

Karie Kluesner is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, Kluesner owns LGN 360, LLC, a nutrition consulting and meal prep service, and is involved in health and beauty affiliate marketing activities. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

Tim Richardson is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to develop customized financial plans that align with their goals, concerns, and priorities, supporting them through changes to realize their financial aspirations. Prior to his current position, Tim served as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity Investments, Tim gained experience at Vanguard, holding roles including High Net Worth Client Representative (2020-2021), Retirement Specialist (2018-2020), and Brokerage Investment Professional (2017-2018). His career reflects a focus on client relationship management and financial planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Jackson Nail is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to develop plans aimed at protecting and growing their assets while working toward their financial objectives. His approach is supported by his education, industry experience, and the resources available through Fidelity. Jackson has held several roles at Fidelity Investments, including Regional Investment Consultant and Model Specialist from 2020 to 2021, Investment Sales Associate from 2018 to 2020, Team Lead in the Account Management Group in 2018, and Money & Asset Movement Representative from 2017 to 2018. He holds an Arkansas Insurance License.

Joe Cleary IV is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at several firms including Mariner Wealth Advisors and Texas Capital Bank. He serves as a board member of the Child Advocacy Network, a nonprofit focused on children and youth in the Tulsa community. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by proprietary tools and utilizes research such as Monte Carlo simulations and Secular Return Estimates in its planning process.

James Eagleton is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and over 43 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he serves on the finance committee of the First Presbyterian Church of Tulsa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jose Guzman Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at New York Life Insurance Company and NYLife Securities LLC. He serves as a board member for the Tristesse Grief Center in Tulsa, Oklahoma, where he assists with fundraising and volunteer events. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform supporting discretionary and non-discretionary strategies.