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.

Kimberly Kupka Coon is a financial advisor at Edward Jones in Sand Springs, OK, with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she owns KD & DB LLC, which holds interests in oil and gas royalties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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.

Noel Bennett is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at OSAIC since 2015. Prior to that, he was affiliated with Cetera Advisors LLC and has operated his own financial services and insurance businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm uses various asset-allocation tools and supports discretionary and non-discretionary account management with portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Lindsey Loredo is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BOK Financial, Fidelity Brokerage Services, and Wells Fargo Advisors. Outside of her advisory work, she is a partner in LELA Dobson LLC, a business involved in art, culture, recreation, and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of its standalone plans.

Jordan Martin is the Branch Leader at the Tulsa Investor Center, where he leads a team dedicated to delivering comprehensive financial planning services to local clients. In his current role since 2025, he oversees the center's operations and client service initiatives. Prior to becoming Branch Leader, Jordan served as Team Leader in Workplace Planning and Advice at Fidelity Investments from 2023 to 2025. He also held positions as Help Desk Workplace Planning and Advice from 2022 to 2023 and as a Workplace Planning Consultant from 2020 to 2022, all within Fidelity Investments. His experience encompasses various aspects of financial planning and client advisory services. Additional information regarding Jordan Martin's education, credentials, personal interests, or community involvement has not been provided.

Mark Bishop is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and eight years of industry experience. He also works as a clinical oncology pharmacist at Hillcrest Medical Center, where he reviews cancer therapies for appropriateness. Bishop has held roles at PFS Investments Inc. and Primerica Financial Services since 2016. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Lisa Clark is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Clark serves on the finance committee of the BTW Men's Soccer Club, a nonprofit organization in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process.

Matthew Hulse is a financial advisor with Osaic Wealth who holds Series 65 and Series 63 licenses and has 14 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory work, he owns Fairway Stables LLC, a farm business that manages expenses and income related to hay bailing and horse activities. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing a range of asset-allocation tools and third-party money managers to construct diversified portfolios.

Marcos Rivero is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and with 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, he is a passive partner in Livefire, LLC, a technology company focused on firearms training, and a co-owner of A New Way. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Nathan Dinsmore is a financial advisor at Cetera with Series 63 and Series 65 designations and three years of industry experience. He has worked at Cetera Wealth Services, Summit Financial Group, and Metlife Investors Distribution Company. He also serves as a Client Service Representative for Summit Financial Group, providing administrative support and client account services. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program structures and investment options.

Stephen Frank is a financial advisor with Mass Mutual Investors Services in Tulsa, Oklahoma. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Mass Mutual Investors Services since 1989 and MassMutual Life Insurance Company since 1987. Outside of advising, he owns OND Financial Solutions, which provides insurance sales services, and serves as secretary on the board of Cedar Ridge Country Club. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships using firm-approved analytical tools.

Bridgette Nehring is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of her advisory role, she owns The Uncommon Movement LLC, a business formed for Primerica purposes, and also manages a family management company, Nehring & CO, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure rather than fixed fees.

Lindsey Collins is a Series 66 credentialed advisor at Merrill with 19 years of experience at the firm. Based in Tulsa, OK, Collins also serves as secretary and board member for the Cherokee Nation J O' (JOM) program, which supports academic and cultural education opportunities for Native children. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charities.

James Fortune is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 23 years. Outside of his advisory role, he consults on general financial literacy and education. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach using firm-approved analytical tools.

Daniella Faber is a Series 66-licensed advisor at OSAIC with less than one year of industry experience. Her prior roles include positions at BOK Financial and DP Financial & Tax, Inc., as well as work with Oral Roberts University and Meiya Jewelry. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to construct and manage diverse portfolios for individual and institutional investors.