Justin Moura is a Series 66 registered advisor with LPL Financial in Tulsa, OK, and has four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Dorsey and Dorsey and has been affiliated with Northeastern State University since 2021. He also operated Fiesta Food Trucks for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Scott Veitch is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stride Bank, Regent Bank, AMC Mortgage, Guaranteed Rate, and Fairway Mortgage. He is also involved with Valiant Oil & Investment Company, a private investment business based in Tulsa, Oklahoma. Raymond James & Associates is a 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—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Romie Henry is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

Jennifer Nichols is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and possessing 21 years of industry experience. She has worked with firms including Prospera Financial Services and StoneBridge Wealth Management, which she owns. Nichols is involved with the nonprofit Sky High for Kids, serving on a fundraising subcommittee that supports pediatric cancer causes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients evaluate potential outcomes, supporting implementation through various advisory programs.

Bradley May is a financial advisor with Merrill based in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2017, he worked at CVS Health from 2015 to 2017. He serves as a board member and co-secretary of the Owasso Rams Baseball Booster Club, supporting the local baseball program. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Braden Ward is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial guidance to help clients navigate life's transitions, such as career changes and retirement planning. Braden works closely with clients to develop tailored strategies that align with their unique goals and priorities, including college education planning, executive compensation, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. With a Bachelor’s Degree from the Oklahoma State University System, Braden holds the Personal Investment Advisor (PIA) designation. He leads his team's business development efforts, focusing on connecting with affluent individuals and families to leverage the team's expertise in financial markets and planning. His approach emphasizes understanding clients' current and future priorities to create comprehensive wealth management strategies. Outside of his professional work, Braden enjoys fishing, playing pickleball, and swimming. He also spends time traveling to sporting events and engaging in outdoor activities with his wife and son.

Heidi Collins is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. She previously worked at Capital Advisors, Inc. and Morgan Stanley. Collins is based in Tulsa, Oklahoma. 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 wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Timothy Veldstra is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he manages a rental property in Tulsa, Oklahoma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations across various financial topics. The firm offers goal-based analyses and combines planning with managed-account programs while maintaining separation of services and does not provide portfolio management for institutional clients.

Charles Flinton is a financial advisor with Raymond James Financial in Tulsa, OK, holding a Series 66 designation and 24 years of industry experience. He has worked with Raymond James Financial since 2009 and is also involved with Delta LLC dba The Turner Group. Outside of advising, Flinton is a partner in an accounting firm and owns several businesses including those in construction and energy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Evan Antoshkiw Fulps is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and four years of industry experience. His career includes roles at Edward Jones since 2023, as well as prior positions at Securian Advisors MidAmerica and Minnesota Life Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Angela Barnes is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning that combines investment research, third-party data, and algorithmic tools to provide personalized recommendations.

John Haspell is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. In addition to his advisory work, he serves as a deputy sheriff for the Coweta Police Department in Oklahoma. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kreg Callery is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Tulsa, Oklahoma. He began his career in financial services in 2006 after retiring from the U.S. Marine Corps, where he served in Operation Iraqi Freedom in 2003. Kreg joined Merrill Lynch in 2012 and focuses on advising business owners, executives, and multi-generational families on strategies to grow, preserve, and transfer their wealth effectively. Kreg employs a systematic and disciplined wealth management planning process to help clients articulate their financial goals, values, and aspirations. He assists clients in navigating retirement benefits and compensation programs, as well as planning for significant life events such as career transitions, retirement, business transactions, marriage, divorce, and inheritance. He also has experience working with captive insurance companies, providing guidance and investment recommendations tailored to each captive's risk framework. Kreg holds an Associate's degree in biology from Eastern Oklahoma State College and a Bachelor's degree from Oklahoma State University. He has earned several professional designations, including the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He resides in Tulsa with his wife, Madilyn, and their four children. In his free time, he enjoys playing golf.

Robert Brown is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors Financial Network LLC since 2011. Based in Tulsa, OK, he holds Series 66 registration and participates actively in community organizations, including serving on the Board of Directors and as Treasurer for the YMCA of Greater Tulsa Metropolitan and as Treasurer for Scouting America Troop 945. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, using proprietary research and tools, with flexible advisory engagement terms that accommodate client preferences for implementation through brokerage or advisory programs.

D Kurt Morgan is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the MLCS Group. With more than 40 years of industry experience, he provides comprehensive wealth management strategies tailored to clients' individual goals and values. Kurt's approach spans every stage of the financial life cycle, with a particular emphasis on generational wealth transfer. His expertise includes equities, government and municipal bonds, cash management, and institutional money management services. Earlier in his career, he served as the municipal bond coordinator in the Tulsa office, gaining specialized knowledge in individual security selection. Kurt has been recognized for his professional achievements, including being named to Barron's "Top 1,200 Financial Advisors" in 2021 and 2022, and the MLCS Group's inclusion in Forbes' "America's Top Wealth Management Teams High Net Worth" list in 2024. A lifelong resident of Tulsa, he is a graduate of Oklahoma State University with a degree in finance and economics. Kurt holds the Personal Investment Advisor (PIA) designation and remains actively involved in the ALS Therapy Development Institute, contributing through fundraising, event planning, and organizing. Outside of his professional and community commitments, he enjoys golfing, traveling, and spending time with his family.

Michael Sturm is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked at several firms, including Allstate Financial Services and Penn Mutual Life Insurance Company, before joining Ameriprise in 2018. He serves on the board of directors and acts as treasurer for Lewis Park Townhomes, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a centralized team and investment research to provide non-discretionary, tax-aware retirement income recommendations within a product ecosystem that includes affiliated sub-advisers and managed accounts.

James Shannon is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1986, including a concurrent role at Bank of America since 2009. He serves as co-trustee of the Shannon Family Living Trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lorianne Williams is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports, primarily for clients with assets held in Ameriprise Managed Accounts.

Andrew Martin is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Primerica Advisors since 2018 and previously at HEARTLAND Payment Systems. Outside of advisory work, he is involved in the sale of investment-related and home service products for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Peyton Henry is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide financial guidance tailored to their unique goals and priorities. His role focuses on helping clients navigate important financial decisions and develop strategies aligned with their values and long-term vision. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Peyton emphasizes building lasting relationships through open communication and attentive service. Peyton holds a Bachelor's Degree from Midway University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in baseball, golfing, running, and traveling.