Roger Lovelady is a financial advisor at Stifel in Tulsa, OK, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Jay Dickenson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and model allocations designed to inform client decisions.

Donald Jackson is a financial advisor with UBS Financial Services in Tulsa, Oklahoma, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with UBS Financial Services since 1994. Outside of his advisory role, Jackson teaches non-credit personal finance courses at Tulsa Community College, serves as a trustee overseeing pension assets for the Oklahoma Law Enforcement Retirement System, and is a board member of Trinity Woods, a nonprofit retirement community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Andrew Hayden is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Securian Advisors MidAmerica and Minnesota Life. Outside of advisory roles, Hayden is involved as a partner in a property management venture and owns a pediatric clinic through a family trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers.

David Karimian is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Karimian serves on the Board of Directors for The Tulsa Ballet and manages a financial planning practice through his ownership of SDK Group LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Miller is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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.

James Gibson is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Thrivent, he worked in the automotive sector at Audi Tulsa and has been involved with community organizations including Community Brookside, Albany Music School, and First United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based holistic planning without discretionary portfolio management, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Phillip Carr is a Financial Consultant currently working at Fidelity Investments since 2020. He has experience in various financial roles, including Financial Solutions Advisor at Bank of America Merrill Lynch in 2020, Investment Consultant at Fidelity Investments in 2020, and Manager of an Investment Center at Bank of Oklahoma Financial Securities from 2014 to 2019. He holds an Arkansas Insurance License. Phillip focuses on helping clients plan for their futures by simplifying and clarifying the financial planning process, enabling clients to set and work toward their personal definitions of success. Outside of his professional work, Phillip engages in family activities, fishing, golf, and music as an instrumentalist. He is also involved in parenthood.

Allyson Alexander is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 credential and nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Joel Cousins is a financial advisor at Stifel with Series 63 and Series 65 credentials and 50 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he is involved in managing an LLC that holds title to his office building. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Michael Stroud is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, a legal entity engaged in investment-related activities. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, non-discretionary consulting approach, with a focus on assets held in Ameriprise Managed Accounts.

Daniel Higgins Jr. is a financial advisor at Morgan Stanley with over 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2008, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery tools and modeling techniques but generally does not provide individual security recommendations as part of standalone planning.

John Weston is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2016 and serves in the United States Air Force Reserve as a chaplain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Eric Reinholz is a financial advisor at Stifel with 20 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co. since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeremy Moore is a financial advisor with Cetera, holding a Series 66 credential and 15 years of industry experience. His career includes roles at LPL Financial and leadership positions at Moore Wealth Advisors and Moore Wealth Management, Inc., where he serves as owner and president. Outside of advisory services, he works as an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Sean Fleming is a financial advisor at Charles Schwab with Series 63 and Series 66 registrations and three years of industry experience. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., with prior experience at T-Mobile and Liberty Mutual. 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 models with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios supported by centralized supervision and a formal alternative-investment process.

Jason Van Valkenburg is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK. He holds a Series 66 license and has 14 years of industry experience, including prior roles at Woodbury Financial Services and OSAIC. Van Valkenburg is also involved in several business ventures related to insurance, consulting, and healthcare, including ownership positions in multiple Legacy-branded companies and healthcare services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary models and access to third-party managers, with both discretionary and non-discretionary portfolio management tailored to client objectives.

Wilson Fields Jr. is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Fields serves as a soccer referee in the Tulsa area. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling techniques.

Stephen Haney is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Securian Advisor MidAmerica, Inc. and Securian Financial Services. Outside of his advisory work, he is involved in ordained ministry services and serves as a Jr. Deacon at the Vetruvian Masonic Lodge. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Tyra Langley is a financial advisor at Edward Jones in Sapulpa, OK, holding Series 63 and Series 66 designations with 19 years of industry experience. She has been with Edward Jones since 2006. 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 both discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.