Anjeannette Williams is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets since 2009. Outside of her advisory role, she serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Elizabeth Moore is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her previous roles include positions at MetLife Resources, MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. She is also an insurance agent offering individual life, property/casualty, fixed annuity, long-term care, and Medicare supplement products. Mass Mutual Investors Services 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, utilizing firm-approved software and a collaborative planning process tailored to client goals.

Joshua Buckamneer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab, Fisher Investments, and Fidelity Investments. 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 offers both non-discretionary and discretionary investment options, combining strategic asset allocation models with access to alternative investments and centralized custody and order-routing services.

Chandler Riggs serves as Vice President and Financial Consultant at Fidelity Investments, a role held since 2016. He partners with clients to develop financial strategies aimed at building, preserving, and distributing wealth, focusing on tax-efficient investing and estate planning. His approach emphasizes collaboration and reliability throughout the financial planning process. Chandler's tenure at Fidelity Investments began in 2013, progressing through positions including Workplace Planning & Guidance, Financial Representative, and Investment Consultant before his current role. He holds an Arkansas Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Chandler engages in family activities, fitness, outdoor adventures, skiing, traveling, and volunteering.

Kelly Hewitt is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and bringing 14 years of industry experience. She has been associated with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Hewitt volunteers teaching business and finance with Junior Achievement. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various specialized groups and investment strategies.

Avery Sawyer is an Investment Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Avery worked as a Financial Advisor at Morgan Stanley from 2023 to 2024. Avery's professional experience includes roles as a Trading Assistant at BOK from 2019 to 2022 and a Client Services Representative at Vanguard from 2016 to 2019. Throughout their career, Avery has engaged in building financial plans and identifying strategies to help clients work toward their financial goals. Avery emphasizes establishing trust with clients to collaboratively develop effective financial strategies. Outside of work, Avery has interests in activities such as spending time by the lake, listening to music, skiing, traveling, and writing.

Sarah Dial is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding a Series 66 designation and four years of industry experience. She has worked with multiple firms, including Arvest Wealth Management and MassMutual Life Insurance Company/Bluecrest Financial. Outside of her financial career, she coaches volleyball to 5th through 8th grade players in the Tulsa area. MassMutual Investors Services, LLC 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, goal-oriented planning without investment discretion on specific product selections.

Grant Donica is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with firms including Securities Advisors MidAmerica, Inc. and Securian Financial Services, Inc. Donica is also involved with Guide Wealth Partners, a financial services business operating as a DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across multiple program structures.

Aaron Mckinney is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cetera Advisors LLC from 2013 to 2020 before joining Cambridge in 2020. In addition to his advisory role, he is an independent insurance agent and owner of Utica Capital. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies across multiple platforms.

Rebecca Burrows is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. Her prior roles include positions at Kyle McCann, Waddell & Reed, Horace Mann, and Life of Southwest. She also maintains ongoing work as an insurance agent with various carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party subadvisors.

John Helm is a financial advisor with J.P. Morgan Securities in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sadie Wilfong is a financial advisor with Charles Schwab in Tulsa, Oklahoma, holding a Series 66 designation and one year of industry experience. Prior to her current role, she operated Bella Aesthetics LLC, a business in the aesthetics industry, for five years. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and alternative investments.

Elizabeth Gore is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. Her career includes multiple roles at Edward Jones since 2013, as well as positions at Simmons Bank, LPL Financial, TTCU Federal Credit Union, and Drawbridge Capital. She is currently based in Sapulpa, OK. 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, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Trey Wilson is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding a Series 66 credential and one year of industry experience. Before joining Mass Mutual Investors Services in 2025, he worked at Southern Hills CC and was involved with Roof It Forward. He also holds a position as an insurance broker with BlueCrest Financial Alliances, where he sells life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and also conducts educational seminars.

Stanley Stephens is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is listed as the owner of Midwest Marketplace OKC, a family-run e-commerce business operated by his wife. 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 methodologies.

William Veitch is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 until joining Raymond James in 2024. Veitch is a partner in two family-owned businesses—a holding company for a family farm and a firearms collection partnership. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with notable municipal advisory and employer consulting programs.

Aaron J Pepin is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 credential. He has 21 years of industry experience, including prior roles at BOK Financial Securities, Inc. and Woodbury Financial Services. He is involved in multiple advisory roles through firms such as Legacy Wealth Management LLC and Providence Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory delivered via a network of independent professionals using various portfolio management and platform solutions.

Phillip Bell is a CFP® professional affiliated with LPL Financial, based in Tulsa, OK, with 23 years of experience in the financial industry. His work history includes positions at Financial Planning Resources and National Planning Corporation. Outside of his advisory role, he participates in church activities, helping to conduct business meetings and schedule events. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by extensive operational tools and a large network of more than 22,800 advisors.

Russell Peterson is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked with firms including Securities Advisors MidAmerica, Securian Financial Services, and Minnesota Life Insurance Company. Peterson is the owner of Peterson Wealth Management and serves as a financial professional for Guide Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning options, with access to multiple program platforms and third-party managers.

Robbi Young is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has held various roles at Cetera and Summit Financial Group, and is involved in multiple business ventures including ownership of a construction company and co-ownership of a record label. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.