Curtis Smith is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with MassMutual and its affiliated entities since 1991. Smith also serves as Vice President of Financial Security Group, Inc., assisting with operational duties. 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 financial planning, asset management, and educational seminars, employing a collaborative, goal-based approach to investment strategy recommendations.

Devonte Thibodeaux is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Agilis and Electric.ai, and served in the United States Air Force Reserves. Outside of his advisory role, he operates Onyx Fitness and Nutrition, a healthcare consulting business, and streams content on Twitch. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Robert Brown is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors Financial Network LLC since 2011. Based in Tulsa, OK, he holds Series 66 registration and participates actively in community organizations, including serving on the Board of Directors and as Treasurer for the YMCA of Greater Tulsa Metropolitan and as Treasurer for Scouting America Troop 945. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, using proprietary research and tools, with flexible advisory engagement terms that accommodate client preferences for implementation through brokerage or advisory programs.

Jeffrey Vernon is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James Financial Services and Edward Jones. Outside of his advisory role, he manages Vernon Wealth Management, a support company for wealth management services. 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 and access to third-party asset management programs, supported by technology tools and a broad network of over 22,800 advisors.

Brenda O'rourke is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, she worked at Cox Media Group for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Lorianne Williams is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports, primarily for clients with assets held in Ameriprise Managed Accounts.

Andrew Martin is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Primerica Advisors since 2018 and previously at HEARTLAND Payment Systems. Outside of advisory work, he is involved in the sale of investment-related and home service products for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Lorn Lyman is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. He is also a co-trustee of the Lorn & Luanne Lyman Revocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

John Dillingham is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate structured discovery processes and advanced modeling tools.

Margaret Johnson is a financial advisor at Stifel with 45 years of industry experience. She previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Outside of her advisory work, she serves as Chair of the Endowment Fund Committee for the Junior League of Tulsa. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the firm’s Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Andrea Clem is a financial advisor with UBS Financial Services in Tulsa, Oklahoma. She holds a Series 66 designation and has 13 years of industry experience. Clem has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Brendon Franklin is a financial advisor at Morgan Stanley in Tulsa, Oklahoma, with five years of industry experience. He holds a Series 66 designation and has worked at several firms including J.P. Morgan Securities LLC, Morgan Stanley Private Bank, and Franklin Distributors, LLC. Outside of his advisory role, he serves as an assistant coach for a 6th grade football team at Cascia Hall. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, including estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using advanced modeling tools.

Dustyn West is a Series 66 licensed financial advisor with Morgan Stanley in Tulsa, Oklahoma, with seven years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by various analytical tools and offers diverse retail and institutional investment offerings.

Pierce Woolery is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He partners with clients to clarify their objectives, design tailored plans, and implement strategies that support their financial goals. Prior to his current role, he held positions at Fidelity Investments including Planning Consultant, Relationship Manager, and Financial Representative from 2020 to 2022. Pierce holds an Arkansas Insurance License. Outside of his professional responsibilities, he has personal interests in fitness, golf, music, reading, running, and soccer.

Laura Wise is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her financial advisory role, she is involved in real estate as a proprietor and partner in Wise Property Group LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Jeri Barrientos is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services, Inc. for 12 years. Barrientos serves on the board of the Tulsa Air & Space Museum and Planetarium and holds leadership roles in several nonprofit organizations related to aviation and aerospace. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and risk-tolerance analysis to manage portfolios across multiple platforms and investment vehicles.

Levi Smith is a Series 66-licensed financial advisor with Edward Jones, based in Tulsa, OK, and has three years of industry experience. Prior to joining Edward Jones, he held roles at AT&T, Tulsa Powersports, DoorDash, and Chick-fil-A, and spent eight years in full-time education. 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 range of advisory strategies, emphasizing both discretionary and non-discretionary management, supported by a nationwide network of more than 23,000 financial advisors.

John Burns serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. With 20 years of experience in the financial services industry, he specializes in partnering with high net worth clients to develop comprehensive financial plans tailored to their unique goals. His approach involves defining financial values and customizing strategies through the resources available at Fidelity. Prior to his current role, John held several positions at Fidelity Investments, including Financial Consultant from 2013 to 2017, Relationship Manager from 2007 to 2013, and Financial Representative from 2006 to 2007. He holds an Arkansas Insurance License, underscoring his qualifications in the insurance sector. Outside of his professional responsibilities, John has personal interests in art, bowling, music as an instrumentalist, painting, and skiing.

Alexa Larsen is a financial advisor at Morgan Stanley in Tulsa, OK, with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at BOK Financial Securities, Union Public Schools, and First Bank of Owasso. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Gordon Robinson is a financial advisor with OSAIC in Tulsa, OK, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been associated with OSAIC since 1991 and is also the owner of Investments by Design Group, Inc. and Investment Designers of Tulsa, Inc., where he has held leadership roles for over two decades. Robinson serves as program director for the Financial Planning Association of Tulsa and is a board member of Harvest House, a local nonprofit charity. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced portfolio construction tools and automated rebalancing.