Patrick Nowak is a financial advisor with Robert W. Baird & Co. in Tulsa, Oklahoma, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Company since 2000. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Bretton Patchett is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients to develop financial plans that align with their goals and personal definitions of financial success. Bretton emphasizes the importance of a strong, holistic financial plan that clients can feel confident and comfortable with. Prior to his current role, Bretton held several positions at Fidelity Investments, including Investment Consultant from 2022 to 2023, Planning Consultant from 2021 to 2022, Relationship Manager from 2019 to 2021, and Workplace Planning Consultant from 2018 to 2019. This progression reflects his experience in various aspects of financial consulting and investment planning.

Denice Land is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and having 21 years of industry experience. Her prior roles include positions at Dominion Investor Services, Penn Mutual Life Insurance, and Hornor Townsend & Kent. She serves as president of the Creek County OHCE and is involved in her local high school reunion committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and custody platforms.

Barbara Hess is a financial advisor at Morgan Stanley with 38 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Hess holds the Series 63 and Series 65 designations and is based in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Lindsey Waffle is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies that align with her clients' unique financial goals. Lindsey focuses on areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and services tailored for defined benefit and contribution plans. With years of experience in the financial industry, Lindsey is dedicated to helping individuals and businesses navigate their financial journeys through clear communication, proactive planning, and long-term relationships. She holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Lindsey earned her High School Diploma from East Central High School. Outside of her professional role, Lindsey is involved with the Bixby Central Elementary PTO and the Bixby Metro Chamber of Commerce. She enjoys antiquing, baseball, camping, reading, spending time with her family, and traveling.

John Spaeth is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved as a partner in agricultural enterprises and real estate businesses based in Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market insights.

Joshua James is a Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2016, with prior experience at JP Morgan Securities LLC and Mass Mutual Life Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large nationwide network of advisors and offices.

Brian Mckinney is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 registrations and possessing 29 years of industry experience. His career includes positions at Citigroup Global Markets and Morgan Stanley Smith Barney, where he has worked since 2002 and 2009 respectively. He is also the sole proprietor of BMAC PEP, LLC, an investment-related business based in Tulsa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools to deliver its services.

Ralph Evans is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 40 years of experience providing advice and guidance to both institutions and individual clients across various financial needs. He holds a Bachelor's Degree from Eastern Illinois University and several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ralph's expertise spans corporate benefits, institutional and corporate benefit services, institutional consulting, and employee financial health, among other areas. Beyond his professional work, Ralph is actively involved in his community. He serves on the Board of the Make-A-Wish Foundation of Oklahoma. His personal interests include fishing, gardening, and spending time with his family.

Daran Tucker is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at Home Instead Senior Care and has been involved with A-Affordable Design since 2012. He also owns Dynamic Solutions, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Jason Sims is a financial advisor with Edward Jones in Broken Arrow, OK, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Lushin LLC, a property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Hannah Lee is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in various roles across industries including retail, pharmaceuticals, and design. Outside of her advisory role, she is a cycling coach at League Indoor Cycling, where she leads indoor cycling classes and engages with the local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large national network of advisors and branches, as well as its range of affiliated services including trust and securities-based lending.

Timothy Gold is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, he has served as an executor of an estate since 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management and offers a broad range of financial products and services.

Peter Reardon is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and Summit Financial Group since 2020. He also has experience working at The University of Tulsa and Publix, Inc. Reardon serves as a financial analyst at Summit Financial Group, focusing on the retirement planning division. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

John Johnston is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at BOK Financial Securities, Inc. and BOKF, NA for 16 years. He serves on the Finance Advisory Council at Oklahoma Christian University, providing feedback on student investment recommendations. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, with an IPS-driven advisory process grounded in modern portfolio theory. The firm provides both non-discretionary and discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Tanya Butler is a Series 66-credentialed financial advisor with Edward Jones, based in Broken Arrow, OK, and has nine years of industry experience. She has been with Edward Jones since 2016 and previously worked there from 2006 to 2016. Outside of her advisory role, she is an independent beauty consultant with Mary Kay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates a nationwide network of more than 23,700 advisors, managing approximately $1.01 trillion in assets under management.

Stacia Lykins is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 18 years of industry experience. She previously spent over two decades at UMB Bank and UMB Financial Services before joining Raymond James Financial Services Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, institutional clients, and public entities. The firm offers tailored, non-discretionary advisory solutions and manages specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Jeffrey James is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He has also been affiliated with Northeastern State University since 2000. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lawrence Cornwell Jr. is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Mark Hahn is a financial advisor with Cetera holding a Series 66 designation and 10 years of industry experience. He has worked at Cetera and its affiliate firms since 2016 and previously spent five years at Voya Financial Advisors. Outside of his advisory work, Hahn owns and operates an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.