Amy Munsell is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she has an ownership interest in rental property in Tulsa, Oklahoma. 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, managing approximately $2.74 trillion in client assets.

Curtis Goddard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Cetera Advisors LLC and is involved in insurance sales through Superior Benefit Specialists LLC and registered investment advisory activities with Utica Benefits Resource Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides various portfolio management strategies and maintains proprietary models alongside access to unaffiliated strategists.

Paul Wilson is a financial advisor with LPL Financial in Broken Arrow, OK, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Noel Bennett is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has owned Bennett Financial Services since 2008. Bennett serves as a trustee for two family trusts and operates an insurance agency providing life, health, and Medicare supplement insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and access to third-party managers to construct portfolios across various asset classes.

Lindsey Loredo is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BOK Financial, Fidelity Brokerage Services, and Wells Fargo Advisors. Outside of her advisory work, she is a partner in LELA Dobson LLC, a business involved in art, culture, recreation, and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of its standalone plans.

Jordan Martin is the Branch Leader at the Tulsa Investor Center, where he leads a team dedicated to delivering comprehensive financial planning services to local clients. In his current role since 2025, he oversees the center's operations and client service initiatives. Prior to becoming Branch Leader, Jordan served as Team Leader in Workplace Planning and Advice at Fidelity Investments from 2023 to 2025. He also held positions as Help Desk Workplace Planning and Advice from 2022 to 2023 and as a Workplace Planning Consultant from 2020 to 2022, all within Fidelity Investments. His experience encompasses various aspects of financial planning and client advisory services. Additional information regarding Jordan Martin's education, credentials, personal interests, or community involvement has not been provided.

Mark Bishop is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses with seven years of industry experience. He concurrently works as a Clinical Oncology pharmacist at Hillcrest Medical Center, reviewing cancer therapies for medication appropriateness. Bishop has held roles at PFS Investments Inc. and related affiliates since 2018, alongside his advisory activities at Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies and supports portfolio management through third-party managers, operating primarily with individual investors rather than institutional clients.

Lisa Clark is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Clark serves on the finance committee of the BTW Men's Soccer Club, a nonprofit organization in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process.

Austin Rickner is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 designations and possessing 13 years of industry experience. He has worked at Morgan Stanley since 2018 and was previously with Merrill from 2014 to 2018. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial plans directly to clients as well as through Corporate Financial Planning agreements.

Marcos Rivero is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and with 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, he is a passive partner in Livefire, LLC, a technology company focused on firearms training, and a co-owner of A New Way. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Stephen Frank is a financial advisor with Mass Mutual Investors Services in Tulsa, Oklahoma. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Mass Mutual Investors Services since 1989 and MassMutual Life Insurance Company since 1987. Outside of advising, he owns OND Financial Solutions, which provides insurance sales services, and serves as secretary on the board of Cedar Ridge Country Club. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships using firm-approved analytical tools.

Bridgette Nehring is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of her advisory role, she owns The Uncommon Movement LLC, a business formed for Primerica purposes, and also manages a family management company, Nehring & CO, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure rather than fixed fees.

Lindsey Collins is a financial advisor at Merrill with the Series 66 designation and 19 years of experience at the firm. She serves on the board of the Cherokee Nation J O' Program, a nonprofit focused on academic and cultural education opportunities for Native children. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a broad client base including individuals, high-net-worth clients, and institutional investors.

James Fortune is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 23 years. Outside of his advisory role, he consults on general financial literacy and education. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach using firm-approved analytical tools.

Daniella Faber is a Series 66-licensed advisor at OSAIC with less than one year of industry experience. Her prior roles include positions at BOK Financial and DP Financial & Tax, Inc., as well as work with Oral Roberts University and Meiya Jewelry. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to construct and manage diverse portfolios for individual and institutional investors.

Connor Peters is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at LGT Capital Partners and Benchmark Food Group. He serves as a finance committee member for the Child Advocacy Network in Tulsa, Oklahoma. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Lee Wadkins III is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Principal Securities Inc. and Principal Life Insurance Company for 15 years, as well as at Orvis & Wadkins Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management across various model portfolios and strategies.

Terri Havenstrite is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at BOK Financial Securities and First Allied Securities. She is also a certified Oklahoma Notary Public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Cory Jobe is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services and Questar Asset Management. Jobe is also the owner of two financial services firms, CORE Wealth Management and CORE Wealth Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Jeana Keeter is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services supported by structured planning tools and models, managing approximately $2.74 trillion in client assets.