Wyatt Weaver is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at Power Kleen, the Town of Pendleton - Fall Creek Golf Club, and GO Irrigation. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Charles Redd is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with MML Investors Services, Inc. since 1990. In addition to his advisory role, he is involved as a sales agent in individual and group life and health insurance. MML Investors Services, LLC operates as a subsidiary of MassMutual, offering financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Cole Kidwell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at Murray Land Services LLC for four years. 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 investment advisory programs and services, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Laura Leslie is a financial advisor with Osaic Wealth Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Primerica Advisors and Primerica Financial Services and has a background that includes five years at Life.Church. Leslie also serves as a registered assistant for Financial Builders LLC, supporting office operations and client account activities. Osaic Wealth Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services, financial planning, and access to various managed account platforms. The firm utilizes asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Jerold Ross is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, Ross owns and maintains a chapel used for weddings and funerals and is involved in property development near a lake. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports advisory programs through a large network of advisors.

Kyle Canida is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society from 2020 to 2022. Before entering the financial sector, he served at the Oklahoma Bureau of Narcotics for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds through a nationwide network of over 23,700 financial advisors.

John Anglin is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Richard Benson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at various firms including First Allied Advisory Services and has been involved with Benson Financial Services, Inc. since 1998. Outside of his advisory work, he is a part-owner of Mc Heritage, LLC, a farmland rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and authorities.

Keilee Martin is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. She previously operated a photography business, Kei 2 Photography, in Broken Arrow, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

John James is a Series 66-registered financial advisor at Thrivent Investment Management in Tulsa, Oklahoma, with one year of industry experience. His prior work includes roles in education and at Sherwin Williams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analysis and periodic plan reviews while keeping planning and managed-account services separate.

Kyle Ingram is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2011, working alongside his father, Mark Ingram, and business partner, Jim Aldag. Together, they assist families through multiple generations, helping them navigate financial decisions and plan for retirement and other goals. Kyle's expertise includes college education planning, personal retirement planning, portfolio management services, and special needs planning strategies. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in Business Administration with a focus on Entrepreneurship from Oklahoma State University. Outside of his professional work, Kyle is involved with the Oklahoma Foster Care community and is a member of the John 3:16 organization. His personal interests include adventure sports, camping, gardening, genealogy, horseback riding, music, and watching movies.

Paul Walker is a financial advisor with Raymond James & Associates in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathan Barns is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 license and is based in Jenks, Oklahoma. Outside of his advisory role, Barns is a partner in Belle Luxe LLC, a personal LLC involved in property maintenance and lease negotiations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

Jasmine Ray is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. She has previously worked at Cetera and Foresters Financial Services in various advisory roles. Outside of her advisory work, Ray participates in an educational fellowship with the MetCares Foundation. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sanford Roberds is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Parker Smith is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2020, with a three-year tenure at Avantax Advisory Services in between. In addition to his advisory career, he is the principal of Parker R Smith Attorney at Law PC, a legal practice he has maintained since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Jack Graves Jr. is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, he is a co-owner of Magpies Newsstand, a retail and online store based in Durango, Colorado. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Braden Tyler is a financial advisor with Ameriprise in Sapulpa, OK, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at JPMORGAN Securities LLC and JPMorgan Chase Bank. He serves on the Board of Directors for the Sapulpa Soccer Club. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sheree Ziemba is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She worked with Ameriprise Financial Services, Inc. for 15 years prior to her current role. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Lindsay Rogers is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 66 credentials and having 13 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, she owns and edits a beauty and fashion blog. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and the use of firm-approved tools to model outcomes, serving clients in an advisory capacity.