Laura Wise is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her financial advisory role, she is involved in real estate as a proprietor and partner in Wise Property Group LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Jeri Barrientos is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services, Inc. for 12 years. Barrientos serves on the board of the Tulsa Air & Space Museum and Planetarium and holds leadership roles in several nonprofit organizations related to aviation and aerospace. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and risk-tolerance analysis to manage portfolios across multiple platforms and investment vehicles.

Jacob Proctor is a financial advisor at Raymond James Financial with a Series 65 designation and no prior industry experience. His background includes roles in education and community involvement, including service at Owasso First Methodist Church and positions at local schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced modeling tools and maintains specialized programs for municipal advising and employer retirement plans.

John Burns serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. With 20 years of experience in the financial services industry, he specializes in partnering with high net worth clients to develop comprehensive financial plans tailored to their unique goals. His approach involves defining financial values and customizing strategies through the resources available at Fidelity. Prior to his current role, John held several positions at Fidelity Investments, including Financial Consultant from 2013 to 2017, Relationship Manager from 2007 to 2013, and Financial Representative from 2006 to 2007. He holds an Arkansas Insurance License, underscoring his qualifications in the insurance sector. Outside of his professional responsibilities, John has personal interests in art, bowling, music as an instrumentalist, painting, and skiing.

Alexa Larsen is a financial advisor at Morgan Stanley in Tulsa, OK, with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at BOK Financial Securities, Union Public Schools, and First Bank of Owasso. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Jasmine Conyers is a Series 66 licensed financial advisor with Fidelity in Tulsa, Oklahoma, with nine years of industry experience. She has worked in various roles at Fidelity since 2016, including positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is involved in content creation, focusing on filming and discussing consumer products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jeffrey Burger is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his current role, he was involved in sales at Camperland Of Oklahoma, LLC, where he worked for 16 years, including helping at RV and boat shows. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Gary King is a financial advisor with Stifel in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is co-owner and operator of King Stock Farm, a livestock and ranching business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.

Richard Hesser is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank since 2015. 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 strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements with employers.

Allan Booher is a financial advisor with OSAIC based in Tulsa, OK, holding the CFP® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has previously worked with Woodbury Financial Services Inc. for nine years. Outside of advising, he serves on the board of Communication Federal Credit Union and is involved with the Lion Foundation, which provides scholarships to graduating seniors. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to third-party money managers and platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Eric Dye is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Brandon Schultz is a financial advisor at Cetera with a Series 66 designation and six years of industry experience. He has previously worked at Edward Jones, Tulsa Teachers Credit Union, and First Bank Kansas. Outside of his advisory role, he is co-owner and co-host of TOBE: The Oklahoma Baseball Experience, a nonprofit focused on promoting baseball in Oklahoma. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party managers.

James Rogers is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its service approach.

James Hinkle is a CFP® certificant with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Walgreens Boots Alliance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

Robert Rodgers is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and having 21 years of industry experience. He has been associated with various divisions of Morgan Stanley since 2005, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Danielle Custer is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at Financial Security Group and Catalyst Financial. Outside of her advisory work, she is involved with Tulsa Oktoberfest, a local cultural and restaurant event. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Dewayne Willis is a CFP®-certified financial advisor with Edward Jones in Tulsa, OK, bringing 10 years of industry experience, all with the firm since 2016. Outside of his advisory role, he is involved in managing a family trust that owns residential rental properties, occasionally performing property improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large national network of advisors and branch offices.

Angela Denny is a financial advisor at Edward Jones in Skiatook, OK, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kimberley Proffitt is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Securian Advisors MidAmerica and BOK Financial Securities. Proffitt serves on the advisory board of Loaves and Fishes, a community food pantry and thrift store in Tulsa, OK. Cetera Investment Advisers LLC provides a multi-manager platform and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, with access to both affiliated and third-party money managers.

Patrick Schaefer Jr. is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with experience starting in 2024. His background includes work with The Junk Gentlemen LLC and service in the Oklahoma Army National Guard since 2019. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.