BJ Linford is the Vice President and Branch Leader at Fidelity Investments, currently leading the Tulsa Investor Center. In this role, he guides a team focused on partnering with clients through a collaborative and comprehensive financial planning process, emphasizing trusted relationships and personalized strategies. He has held various positions at Fidelity Investments since 2007, including Assistant Branch Service Manager, Branch Service Manager, Senior Manager of Portfolio Advisory Services, Annuity Client Service Manager, Annuity Service Representative, and Senior Retirement Service Specialist. This extensive experience reflects his deep involvement in client service and advisory roles within the firm.

Thomas Eagleton is a financial advisor with Wells Fargo Advisors in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Outside of his advisory work, he serves as a co-trustee for the Eagleton Brown Investment Group 401(k) and manages trust responsibilities for family members. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized niche planning for clients meeting net-worth thresholds.

Rocki Walker is a financial advisor at Morgan Stanley with 46 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is co-owner of a small airplane through Sierra Romeo Planes LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services.

Valerie Zwosta is a financial advisor with Raymond James & Associates in Tulsa, Oklahoma, holding a Series 66 credential and 27 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, she is a freelance musician who performs seasonally and also works as a Scentsy home sales consultant. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing various portfolio management styles and in-house research, with a notable presence in municipal advisory and employer retirement plan services.

Patricia Mapel is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes positions at Cetera, Cambridge Investment Research, and Utica Capital. She is also involved with Zyla Athletic Wear, a business operating from 2019 to 2024. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Charles Bond III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been with Primerica since 1983 and has also worked in educational and recreational roles, including teaching tennis in Tulsa, Oklahoma. Outside of finance, he is a self-employed tennis instructor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and employs BNY Mellon Advisors for trading and model implementation.

Justin James is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His prior work includes roles at MMR Constructors Inc. and BancFirst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Mark Ragsdale is a financial advisor at Edward Jones in Cleveland, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walgreens for 26 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Roger Littlefield is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Tulsa, OK. His prior experience includes roles at BOK Financial Securities and Bokf, N.A. He holds Series 63, 65, and 66 licenses in addition to his CFP® designation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and proprietary tools, with services encompassing a broad range of investment and financial strategies.

Robert Duenner IV is a financial advisor with Morgan Stanley in Tulsa, OK. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining Morgan Stanley, he was involved with several business ventures, including Amped Life Trading, LLC and SVHB Marketing LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and market simulations as part of its advisory services.

Ryan Mason is a financial advisor with Edward Jones in Tulsa, OK, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including nine years at Edward Jones and nine years at Franklin/Templeton Distributors, Inc. Mason is also a one-quarter owner of L'Anguille River Hunting and Timber LLC, a recreational hunting business in Haynes, Arkansas. 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, supported by a large network of advisors and branch offices nationwide.

Charles Betts Jr. is a financial advisor with Raymond James & Associates in Tulsa, OK, holding a Series 66 designation and four years of industry experience. His prior work includes roles at AMI Expeditionary Healthcare and several consulting and technology firms. 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 diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Charles Dickson is a financial advisor with Thrivent Investment Management in Tulsa, OK, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2018, he worked with LeaderTreks Youth Ministry and Oklahoma State Undergraduate Admissions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on various planning topics without portfolio management or discretionary trading authority.

Phil Barton is a financial advisor with Charles Schwab in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Before joining Charles Schwab and its affiliated bank in 2022, he worked at IBM from 1983 to 2016. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advice and access to discretionary separately managed accounts, combining centralized supervisory, custody, and order-routing functions with multi-asset portfolios and alternative investment options.

Brett Vandervort is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. His prior experience includes six years at Edward Jones and roles at Regent Bank, Patriot Bank/Equity Bank, and Rover.com. He is also the owner of VWM Services, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dylan Mitchell is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Securian Advisors of MidAmerica Inc and Minnesota Life Insurance Co. Mitchell is a partner in Mitchell Financial Group, Inc. and acts as a financial professional at Guide Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Elizabeth Carson is a financial advisor with Morgan Stanley in Tulsa, OK, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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.

Darin Kight is a financial advisor with LPL Financial based in Tulsa, Oklahoma. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Northeastern State University for 17 years. 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 portfolio programs, and institutional platforms.

Jacob Nelson is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Before his career in financial services, he served 11 years with the Topeka Police Department. Outside of advising, he is involved with USA BMX since 2022. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model‑delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, managing potential conflicts through disclosure and oversight.

Jake Brunoldi is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation. He began his career at Morgan Stanley in 2025. Prior to that, he held positions at Topgolf and Academy Sports + Outdoors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved tools to develop financial plans.