Joshua Buckamneer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab, Fisher Investments, and Fidelity Investments. 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 offers both non-discretionary and discretionary investment options, combining strategic asset allocation models with access to alternative investments and centralized custody and order-routing services.

Chandler Riggs serves as Vice President and Financial Consultant at Fidelity Investments, a role held since 2016. He partners with clients to develop financial strategies aimed at building, preserving, and distributing wealth, focusing on tax-efficient investing and estate planning. His approach emphasizes collaboration and reliability throughout the financial planning process. Chandler's tenure at Fidelity Investments began in 2013, progressing through positions including Workplace Planning & Guidance, Financial Representative, and Investment Consultant before his current role. He holds an Arkansas Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Chandler engages in family activities, fitness, outdoor adventures, skiing, traveling, and volunteering.

Nathan Palmer is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 66 and Series 63 credentials and has been with OSAIC since 2015. Outside of his advisory work, he serves as a board member for First Church of the Nazarene in Broken Arrow, Oklahoma. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Kelly Hewitt is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and bringing 14 years of industry experience. She has been associated with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Hewitt volunteers teaching business and finance with Junior Achievement. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various specialized groups and investment strategies.

Robert Linn is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. In addition to his advisory role, he is involved in independent insurance brokering with Blue Cross & Blue Shield of Oklahoma. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Avery Sawyer is an Investment Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Avery worked as a Financial Advisor at Morgan Stanley from 2023 to 2024. Avery's professional experience includes roles as a Trading Assistant at BOK from 2019 to 2022 and a Client Services Representative at Vanguard from 2016 to 2019. Throughout their career, Avery has engaged in building financial plans and identifying strategies to help clients work toward their financial goals. Avery emphasizes establishing trust with clients to collaboratively develop effective financial strategies. Outside of work, Avery has interests in activities such as spending time by the lake, listening to music, skiing, traveling, and writing.

Tyler Cornwell is a financial advisor with Edward Jones in Tulsa, OK. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Rogers State University and in various roles including education and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Wade Farquhar is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent ten years at Lean Teams. Outside of his advisory role, Farquhar serves as an adjunct instructor at Tulsa Technology Center and coaches youth wrestling at Broken Arrow Wrestling Club. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies and affiliated financial services operating under a fiduciary standard.

Samuel Barker is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Barker is a member of Aventus LLC, a commercial real estate business in Tulsa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Sarah Dial is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding a Series 66 designation and four years of industry experience. She has worked with multiple firms, including Arvest Wealth Management and MassMutual Life Insurance Company/Bluecrest Financial. Outside of her financial career, she coaches volleyball to 5th through 8th grade players in the Tulsa area. MassMutual Investors Services, LLC 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, goal-oriented planning without investment discretion on specific product selections.

Brandon Ford is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Securities America Advisors, Inc. for 20 years prior to joining OSAIC in 2024. In addition to his advisory role, he serves on the finance committee of St. Patrick's Episcopal Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create diversified portfolios managed on both discretionary and non-discretionary bases.

Jeffrey Ellson is a financial advisor with Raymond James Financial in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James Financial Services since 2000 and Raymond James Financial since 2009. Outside of his advisory role, Ellson serves as CEO of the Jack Richardson Foundation, a nonprofit where he oversees investment decisions and donation recipients. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a focus on tailored plans supported by asset allocation analysis and firm research.

Aaron Mckinney is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cetera Advisors LLC from 2013 to 2020 before joining Cambridge in 2020. In addition to his advisory role, he is an independent insurance agent and owner of Utica Capital. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies across multiple platforms.

Rebecca Burrows is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Kyle McCann, Waddell & Reed, Horace Mann, and Life of Southwest. She also maintains ongoing activities as an insurance agent with various carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement consulting, and brokerage services.

John Helm is a financial advisor with J.P. Morgan Securities in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Johnathon Barker is a CFP® and Series 66 licensed advisor with Edward Jones, based in Tulsa, OK. He has six years of industry experience, including roles at Graphix.Online and involvement with Wayfinders Church and the South Texas Nazarene District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

Andrea Duke is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK. She holds Series 63 and Series 66 credentials and has 23 years of industry experience, including 17 years with Cambridge Investment Research Advisors. She is also the owner of Northstar Wealth Management LLC. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Randy Cowell is a financial advisor at Osaic Wealth, Inc. with 39 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Osaic in 2025, he worked for Hornor Townsend and Kent LLC for 26 years and has been associated with PMES since 1987. He serves on the Board of Directors for Western Sun Federal Credit Union and is an author of educational publications. Osaic Wealth, Inc. provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes various advisory platforms and asset-allocation tools, offering both discretionary and non-discretionary portfolio management, with access to third-party money managers and wrap programs.

Sadie Wilfong is a financial advisor at Charles Schwab in Tulsa, OK, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Charles Schwab Bank and a five-year period running Bella Aesthetics LLC, a business in the aesthetics industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Elizabeth Gore is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. Her career includes multiple roles at Edward Jones since 2013, as well as positions at Simmons Bank, LPL Financial, TTCU Federal Credit Union, and Drawbridge Capital. She is currently based in Sapulpa, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.