George Purdy is a financial professional at Cetera with 10 years of industry experience and holds a Series 66 designation. His career includes roles at American Savings Bank, E.A. Buck Financial Services, Madison Avenue Securities, and Axa Advisors. He is also involved with Summit Financial Group, where he focuses on financial sales and service. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supported by a nationwide network of over 10,000 advisors.

James Eagleton III is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in supplemental insurance sales with AFLAC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools and integrates advisory services with other financial products and referral channels.

Bryce Snyder is a Series 66 licensed financial advisor with Edward Jones in Jenks, Oklahoma, where he has worked since 2019. He has six years of industry experience and previously held positions at XPO Logistics and Life Connection Counseling. Snyder also serves in the U.S. Army Reserve, a role he has held since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Morgenthaler is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent and its predecessor, Trivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves on the board of the Golden Eagles Club, supporting fundraising efforts for the athletic department at Oral Roberts University, and is also ordained to perform wedding ceremonies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a range of topics, with clients able to combine these planning services with managed accounts under a consolidated billing option.

Gregory Jones is a financial advisor with Equitable Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he is president and sole shareholder of Jones Financial Services, Inc., and owns a business providing educational services related to the Roberts Rules of Order card game. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Eric Flores is a financial advisor with Mass Mutual Investors Services in Tulsa, OK. He holds the Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services in 2024, he worked with MassMutual Life Insurance Co beginning in 2023. Outside of his advisory role, he is involved as an insurance broker with Catalyst Financial Group, focusing on life, disability, and fixed annuities. 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 offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver tailored recommendations without investment discretion.

Justin Moura is a Series 66 registered advisor with LPL Financial in Tulsa, OK, and has four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Dorsey and Dorsey and has been affiliated with Northeastern State University since 2021. He also operated Fiesta Food Trucks for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Colt Leach is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity Investments in 2022, he worked in several other roles including positions at Joe Cooper Ford and Baetty Body Works. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of systematic methodologies in delivering model portfolios.

Scott Veitch is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stride Bank, Regent Bank, AMC Mortgage, Guaranteed Rate, and Fairway Mortgage. He is also involved with Valiant Oil & Investment Company, a private investment business based in Tulsa, Oklahoma. Raymond James & Associates is a 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 municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Freudenrich is a CFP® professional with four years of industry experience. He is currently with Morgan Stanley in Tulsa, OK, and previously worked at Capital Advisors, Inc., Williams Companies, and PriceWaterHouseCoopers. He serves on the Board of Trustees and Investment Committee for Holland Hall, a nonprofit educational institution. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and estate strategies supported by advanced modeling tools and a broad range of investment programs.

Rachel Browne is a Series 66-certified financial advisor at Edward Jones in Tulsa, OK, with nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alexandra Evangelista is a Series 66-licensed financial advisor with Morgan Stanley, based in Tulsa, OK. She has two years of industry experience, including a previous 11-year tenure at Morgan Stanley from 2015 to 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Heidi Collins is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. She previously worked at Capital Advisors, Inc. and Morgan Stanley. Collins is based in Tulsa, Oklahoma. 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 wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Timothy Veldstra is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he manages a rental property in Tulsa, Oklahoma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations across various financial topics. The firm offers goal-based analyses and combines planning with managed-account programs while maintaining separation of services and does not provide portfolio management for institutional clients.

Eric Walker is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division for the past 10 years, based in Tulsa, OK. 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 emphasizes a structured planning process supported by advanced modeling tools.

Charles Flinton is a financial advisor with Raymond James Financial in Tulsa, OK, holding a Series 66 designation and 24 years of industry experience. He has worked with Raymond James Financial since 2009 and is also involved with Delta LLC dba The Turner Group. Outside of advising, Flinton is a partner in an accounting firm and owns several businesses including those in construction and energy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Chad Book is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill, Fidelity Investments, Equitable Advisors, and Pioneer Natural Resources. Outside of his advisory role, he is a limited partner in Lakeway Builders LLC, overseeing the construction of family custom homes. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance combined with access to discretionary separately managed accounts and a multi-asset model portfolio approach.

John Rucker is a financial advisor at Wells Fargo Advisors in Tulsa, OK, holding a Series 66 designation and with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Hilti North America and has an educational background that includes Oklahoma State University and Bishop Kelley High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers specialized planning areas such as business-owner transition, sports and entertainment, and special-needs analysis, utilizing proprietary research and tools to develop tailored client recommendations.

David Niles is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley since 2013 and is affiliated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Niles serves as president of Broken Arrow Catholic Radio, Inc., a nonprofit radio broadcast organization, and has co-authored a book with Ascension Press. Morgan Stanley Wealth Management serves both individual and institutional clients with 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 offers services that include financial planning through its Financial Advisors and Estate Planning Strategies Group.

Angela Barnes is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning that combines investment research, third-party data, and algorithmic tools to provide personalized recommendations.