Erik Herron is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and having 23 years of industry experience. His prior experience includes roles at Arvest Wealth Management and Waddell & Reed. 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 financial planning and investment management services including access to third-party asset managers and institutional platforms.

Thomas Bowen is a financial advisor with Cetera who holds the CFP® and ChFC® designations and has 35 years of industry experience. He has worked at multiple firms including Securian Financial Services and Minnesota Life Insurance and is the owner of Bowen Financial Group, LLC. He serves as a board member of Big Brothers and Sisters, providing consultation and limited oversight. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Delmer Dreyer is a financial advisor with MassMutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 53 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and MassMutual Life Insurance Company since 1991. Outside of his advisory role, he is president of Financial Security Group, Inc. and part owner of a crop growing farm. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning as ongoing collaborative relationships using firm-approved analytical tools.

Caleb Hass is a financial advisor with Primerica Advisors in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of his advisory role, Hass is involved in entrepreneurial ventures including ownership of Dominate Diversity, Inc. and co-ownership of Tulsa Basketball Academy LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure.

Thomas Rorschach is a financial advisor with Osaic Wealth, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked for Hornor Townsend and Kent, Inc. for 24 years. Outside of his advisory role, he is a general partner in Colonial Royalties Limited Partnership, which engages in mineral, oil, and gas leasing. Osaic Wealth serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analyses, and automated rebalancing to manage diverse portfolios, providing both discretionary and non-discretionary account options.

Samantha Bates is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation. She has one year of experience in the industry and previously worked at Axxess Consulting, Hospice Pharmacy Solutions, and Palliative Drug Care. Outside of advisory work, she is a partner in Brax LLC, a business established with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Roger Lovelady is a financial advisor at Stifel in Tulsa, OK, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Jay Dickenson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and model allocations designed to inform client decisions.

Donald Jackson is a financial advisor with UBS Financial Services in Tulsa, Oklahoma, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with UBS Financial Services since 1994. Outside of his advisory role, Jackson teaches non-credit personal finance courses at Tulsa Community College, serves as a trustee overseeing pension assets for the Oklahoma Law Enforcement Retirement System, and is a board member of Trinity Woods, a nonprofit retirement community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Andrew Hayden is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Securian Advisors MidAmerica and Minnesota Life. Outside of advisory roles, Hayden is involved as a partner in a property management venture and owns a pediatric clinic through a family trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers.

Steven Collins is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Collins plays drums for several bands in the Tulsa area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is noted for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Phillip Carr is a Financial Consultant currently working at Fidelity Investments since 2020. He has experience in various financial roles, including Financial Solutions Advisor at Bank of America Merrill Lynch in 2020, Investment Consultant at Fidelity Investments in 2020, and Manager of an Investment Center at Bank of Oklahoma Financial Securities from 2014 to 2019. He holds an Arkansas Insurance License. Phillip focuses on helping clients plan for their futures by simplifying and clarifying the financial planning process, enabling clients to set and work toward their personal definitions of success. Outside of his professional work, Phillip engages in family activities, fishing, golf, and music as an instrumentalist. He is also involved in parenthood.

Allyson Alexander is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 credential and nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Joel Cousins is a financial advisor at Stifel with Series 63 and Series 65 credentials and 50 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he is involved in managing an LLC that holds title to his office building. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Michael Stroud is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, a legal entity engaged in investment-related activities. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, non-discretionary consulting approach, with a focus on assets held in Ameriprise Managed Accounts.

Daniel Higgins Jr. is a financial advisor at Morgan Stanley with over 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2008, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery tools and modeling techniques but generally does not provide individual security recommendations as part of standalone planning.

Luke Campbell is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edward Jones for nine years and has been with Raymond James Financial Services Advisors, Inc. since 2026. Prior to Edward Jones, he was self-employed for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports municipal and public finance activities, and has introduced a SIMPLE IRA Employer Advisory & Consulting Services program.

John Weston is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2016 and serves in the United States Air Force Reserve as a chaplain. Edward Jones is a full-service wealth management firm serving 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.

Eric Reinholz is a financial advisor at Stifel with 20 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co. since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sean Fleming is a financial advisor at Charles Schwab with Series 63 and Series 66 registrations and three years of industry experience. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., with prior experience at T-Mobile and Liberty Mutual. Charles Schwab & Co., Inc. 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 models with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios supported by centralized supervision and a formal alternative-investment process.