John James is a financial advisor with Thrivent Investment Management in Tulsa, OK. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at Sherwin Williams and several educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses covering a range of financial planning topics and allows clients to combine planning with managed-account programs through a consolidated billing option called "WealthPlan."

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.

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.

Larry Goad is a financial advisor with Stifel in Tulsa, Oklahoma, holding a Series 63 license and 48 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.

Jonathan Jones is a financial advisor with J.P. Morgan Securities in Jenks, Oklahoma. He holds Series 63 and Series 65 registrations and has been working in the industry since 2026. His prior experience includes roles at Northwestern Mutual, Hightower Advisors, and several other firms, as well as employment with The Law Offices of Travis Watkins and involvement with The Baptist Foundation of Oklahoma and Watersedge Ministry Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Thomas Simpson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group, with over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Travis Cambern is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2011 and has operated his own advisory business since 2006. 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, with a focus on customizable strategies supported by research and technology tools.

Spencer Carlin is a financial advisor with UBS Financial Services in Tulsa, OK, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he worked at Compass Pointe Financial, Cherokee Nation, Tradehome Shoes, and Bixby Public Schools. He is involved with World Baseball Outreach, providing baseball lessons to inner-city children and at-risk youth in Tulsa. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Lance Skalnik is a financial advisor with Raymond James Financial Services Advisors, Inc. and PTP Investment Group, LLC, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Raymond James since 2009 and is the owner of PTP Investment Group, where he is also actively involved. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probabilistic modeling to support client goals.

David Beimesch is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He has worked with the company in various capacities since 2011, gaining extensive experience in financial planning and investment consulting. His professional background includes positions as Financial Consultant, Investment Consultant, Retirement Services Representative, Investment Solutions Representative, and Financial Services Representative. With over a decade of experience, David focuses on collaborating with clients to understand their unique circumstances, preferences, and histories to assist in navigating financial decisions and planning for family goals. He holds an Arkansas Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, David's personal interests include family activities and music.

Amy Munsell is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she has an ownership interest in rental property in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Curtis Goddard is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Cambridge in 2020, he worked at Cetera Advisors LLC for seven years. Outside of his advisory role, he is involved in insurance sales through Superior Benefit Specialists LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies delivered through a network of independent financial professionals under various platform arrangements.

Paul Wilson is a financial advisor with LPL Financial in Broken Arrow, OK, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining LPL Financial in 2008, he worked at Raymond James Financial Services for eight 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, third-party asset management, and institutional platforms.