Cameron Moore is a financial advisor with Thrivent Investment Management in Tulsa, OK, holding Series 63 and Series 65 designations and having one year of industry experience. Prior to joining Thrivent, he spent ten years with Student Mobilization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial plans that cover a broad range of topics without including implementation. The firm combines planning with managed-account programs through its WealthPlan option, delivering regular plan reviews while maintaining separate planning and portfolio management services.

Shannon Whitlock currently serves as Vice President and Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this, Shannon held positions as Financial Consultant at Fidelity Investments from 2016 to 2022, Investment Consultant at Fidelity Investments from 2015 to 2016, Financial Advisor at JP Morgan Securities LLC from 2014 to 2015, and Relationship Banker at JP Morgan Chase Bank NA from 2012 to 2014. Throughout Shannon's career, the focus has been on partnering with clients to develop financial plans that efficiently and sustainably utilize available resources, tailored to individual goals, priorities, and preferences. Shannon emphasizes the importance of adapting financial plans over time to address various life phases and challenges, providing ongoing support through the financial journey. Shannon holds an Arkansas Insurance License.

Anna Simon is a financial advisor with LPL Financial based in Tulsa, OK, holding a Series 66 designation and three years of industry experience. She has been with LPL Financial since 2022 and also manages a tax preparation and accounting business under Simon Finance LLC. Additionally, she has longstanding involvement with Outdoor LLC doing business as Mustang Manufacturing since 2004. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology and a broad non-advisory financial platform.

Daniel Bond is a financial advisor at Edward Jones in Tulsa, OK, with two years of industry experience. He holds a Series 66 designation and previously worked as a self-employed professional for four years, with earlier roles at SunRich Fresh Foods and Kagome USA. 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, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Ryan Neely is a financial advisor at OSAIC Wealth with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Penn Mutual Life Insurance Company and Hornor Townsend and Kent, Inc. for 20 years each. Neely serves as a board member of the Claremore Industrial Economic Development Authority and is involved in agricultural oversight through Chinquapin Ridge Ranch, LLC. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios on both discretionary and non-discretionary bases.

David Bush is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 12 years of industry experience. He worked at Cetera Advisor Networks LLC for nine years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Springman is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at J.P. Morgan Securities before joining Morgan Stanley’s Private Bank and Smith Barney divisions. Outside of his advisory role, he is a partner in Antler Ridge LLC, an agricultural business based in Bixby, Oklahoma. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and modeling techniques to support client financial goals.

Ashley Cutshall is a financial advisor with LPL Financial based in Tulsa, OK. She holds the CFP® designation and Series 66 license, and has 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Arvest Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm supports various investment approaches including model portfolios, third-party subadvisors, and customized strategies, and integrates technology tools to assist advisors with operational and research functions.

Hugh Thompson is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 66 designation and is based in Tulsa, OK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Mihai Muresan is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with one year of industry experience. Prior to his current role, he has worked in various positions primarily within the restaurant industry. 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 nationwide network of advisors and branch offices.

Daniel Bickerstaff is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Tulsa, OK since 2020. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of Lapis Enterprises of Oklahoma Inc., the legal entity for his Ameriprise team practice. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports and a wide range of advisory, brokerage, and insurance solutions.

Douglas Vangilder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial and Avb Bank since 2011 and previously served at Legend Advisory, LLC and Investment Centers of America, Inc. He also operates AVB Financial Services, a business associated with his LPL activities. 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 a large network of investment adviser representatives.

Timothy Murphy is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for eight years before joining Morgan Stanley Smith Barney LLC in 2018. 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 financial planning that utilizes structured discovery processes and firm-approved tools to support clients’ planning needs.

Daniel Seely is a financial advisor with UBS Financial Services in Tulsa, Oklahoma, holding a Series 63 designation and 38 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Gary Woods is a financial advisor with Osaic Wealth, Inc. based in Tulsa, OK. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Osaic in 2024, he worked for Fortis Investors, Inc. / Woodbury Financial Services, Inc. for 23 years. In addition to his advisory role, he is an insurance agent involved in selling and servicing various insurance policies including fixed life, annuity, disability, dental, vision, flood, property and casualty, and health insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large adviser network and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

John Cary III is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 63 designation and bringing 47 years of industry experience. His career includes nearly two decades at Citigroup Global Markets, followed by roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Brian Bizjack is a Series 66-licensed financial advisor with LPL Financial, based in Tulsa, OK, and has nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine years. Brian took a one-year hiatus as a stay-at-home parent prior to joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Jeffrey Galvin is a Series 66-licensed financial advisor with Morgan Stanley in Tulsa, OK, and has 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Alexandra Cornwell is a financial advisor at Edward Jones in Owasso, OK, holding a Series 66 designation. She has been with Edward Jones since 2020, with prior experience at SunTanz from 2016 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including wrap fee strategies, separately managed accounts, and tax-efficient overlay services.

Jeffrey Roberts is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at several firms including SRS Solutions, LLC and Tower Engineering Professionals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.