Jason Van Valkenburg is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK. He holds a Series 66 license and has 14 years of industry experience, including prior roles at Woodbury Financial Services and OSAIC. Van Valkenburg is also involved in several business ventures related to insurance, consulting, and healthcare, including ownership positions in multiple Legacy-branded companies and healthcare services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary models and access to third-party managers, with both discretionary and non-discretionary portfolio management tailored to client objectives.

Wilson Fields Jr. is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Fields serves as a soccer referee in the Tulsa area. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling techniques.

Stephen Haney is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Securian Advisor MidAmerica, Inc. and Securian Financial Services. Outside of his advisory work, he is involved in ordained ministry services and serves as a Jr. Deacon at the Vetruvian Masonic Lodge. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base 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.

James Brejcha Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 37 years of industry experience. He has worked at Cambridge since 2020 and previously at Cetera Advisors LLC from 2015 to 2020. Outside of his advisory work, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using multiple platform arrangements and a mix of proprietary and third-party strategies.

Audri Barthel is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Outside of her advisory work, she owns a small business creating and selling homemade quilts, handbags, purses, and embroidered items. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Nicholas Bennett is a Series 66–licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Oklahoma State University and Day & Nite Rugs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services through a large national network of advisors and branch offices.

Robert Taylor Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Utica Capital Management. Taylor is also involved in advisory and investment activities through his own firm, RGT Investments. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, with investment strategies tailored through multiple custody platforms and including both proprietary and third-party models.

Brenda Jagels is a financial advisor with Morgan Stanley who holds the Series 63 and Series 65 designations and has 38 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and operates an agriculture-related business in Davenport, Nebraska. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and the Global Investment Committee’s return estimates.

Ryon Parham is a financial professional with nine years of industry experience, currently with Cetera since 2023. He holds a Series 66 designation and previously worked with Securian Advisors MidAmerica, Inc., Securian Financial Services, Inc., and Minnesota Life Insurance Co. Parham serves as a board member for the Estates of Forest Park HOA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients 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 options including model portfolios, third-party managers, and bespoke strategies.

Kyle Mccann is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over two decades with Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Janelle Lind is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Tulsa, OK, and has 13 years of industry experience. She has held roles at Cambridge Investment Research, Inc. and Preferred Partners, Inc. for over a decade. Lind serves as a board member of the Junior League of Denver Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent financial professionals, utilizing both proprietary and third-party strategies under various platform arrangements.

William Gordon is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of approximately 23,701 financial advisors.

David Cornell Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Charles Schwab & Co., Schwab Wealth Advisory, Wells Fargo, Fisher Investments, and DTR Labs LLC. He is based in Tulsa, Oklahoma. 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 a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment onboarding process.

Alexander Fallek is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He works with clients to define, understand, and work toward their financial goals through retirement planning and investment guidance. Alexander has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Solutions Representative, Central Relationship Manager, Relationship Manager, and Financial Consultant. His experience encompasses client relationship management and financial consulting within the firm. He holds an Arkansas Insurance License. Outside of his professional work, Alexander's personal interests include fitness, football, social events with friends, movies, music, and running.

Tristan Dotts is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Waddell & Reed, Inc., various insurance carriers associated with W&R Insurance Agencies, and Edward Jones. 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 through a large network of advisors, utilizing model portfolios, third-party subadvisors, and custom strategies.

Melissa Bodenstab is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cetera. Her prior experience includes roles at Avantax Insurance Services, Invest Wealth Management, and tax and accounting firms such as Connally & Associates. She manages tax and accounting operations as the owner of Connally & Associates and is involved in expense management through Bodie Group, LLC. Cetera is an SEC-registered investment adviser that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets and a network of over 10,000 advisors.

Gina Hoffman is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation. She has been with Edward Jones since 2012, accumulating 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Matthew Carrier is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at HSBC Securities USA, HSBC Bank USA, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Joshua Watkins is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has held several roles at Fidelity, including Investment Consultant, Relationship Manager, Community Manager, Social Media Help Desk, and Active Trader Services, demonstrating a breadth of experience within the company. As a Certified Financial Planner®, Joshua collaborates with clients to develop financial plans tailored to their specific goals and needs, emphasizing strong relationships and trust with clients and their families. He holds an Arkansas Insurance License. Outside of his professional duties, Joshua has interests in comedy, cooking and baking, football, golf, outdoor adventures, and pets.

Toni Worley is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, Worley held roles in education and community organizations, including Union Public Schools and Folds of Honor, and has been involved in fitness-related activities with Balance Yoga Barre Tulsa and Barre3 Tulsa. 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 nationwide network of financial advisors and branch offices.