Quentin Turner is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He collaborates with clients to address their financial concerns and opportunities, developing customized financial plans based on their unique short- and long-term goals. Quentin emphasizes the importance of adapting financial strategies as clients' lives change, ensuring ongoing support and sustainable planning. Before becoming a Financial Consultant, Quentin worked as an Investment Consultant at Fidelity Investments from 2018 to 2020, and as a Financial Representative from 2015 to 2018. He holds an Arkansas Insurance License, which supports his ability to provide comprehensive financial services. Details about his education and personal interests have not been provided.

Jackson Danforth is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Before joining Cetera, he held roles at TJX Companies, Oral Roberts University, and in public schools in Oklahoma. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a large nationwide network of independent advisors.

Stacey Davis is a Series 66-licensed financial advisor with Ameriprise who has 26 years of industry experience. She has worked with Ameriprise Financial Services since 2005, including six years at Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients and offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Joel Mccue is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. 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, and manages approximately $2.74 trillion in client assets.

Kristen Lierly is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, following prior roles at CETERA Advisor Networks LLC and Summit. Outside of her advisory role, she is involved in a lodging business, owning a home used as an Airbnb rental. Charles Schwab 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 relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Brent Suchy is a financial advisor with Raymond James & Associates in Tulsa, OK, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017 before joining Raymond James in 2017. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

David Provenzano is a CFP®-certified financial advisor with Ameriprise in Sapulpa, OK, bringing 35 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside his advisory role, he co-owns Strategic Resource Group, LLC and manages his financial advisory practice through Provenzano Group, LLC. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Nichols is a financial advisor with LPL Financial in Tulsa, OK, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 57 years of industry experience and has worked at Financial Planning Resources, Inc. since 1980, including serving as its chairman. Nichols has also authored financial planning content as part of his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Nathaniel Dutko is a financial advisor at LPL Financial with 20 years of industry experience. He has held his current position since 2014 and holds the Series 66 designation. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Emily Cary is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Lynnette Busenburg Hill is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 63 and Series 65 designations. Her work history includes two separate tenures at Merrill, from 2010 to 2018 and from 2021 to the present, as well as a period at UBS Financial Services from 2018 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment management.

Karie Kluesner is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, Kluesner owns LGN 360, LLC, a nutrition consulting and meal prep service, and is involved in health and beauty affiliate marketing activities. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

Tim Richardson is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to develop customized financial plans that align with their goals, concerns, and priorities, supporting them through changes to realize their financial aspirations. Prior to his current position, Tim served as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity Investments, Tim gained experience at Vanguard, holding roles including High Net Worth Client Representative (2020-2021), Retirement Specialist (2018-2020), and Brokerage Investment Professional (2017-2018). His career reflects a focus on client relationship management and financial planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Jackson Nail is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to develop plans aimed at protecting and growing their assets while working toward their financial objectives. His approach is supported by his education, industry experience, and the resources available through Fidelity. Jackson has held several roles at Fidelity Investments, including Regional Investment Consultant and Model Specialist from 2020 to 2021, Investment Sales Associate from 2018 to 2020, Team Lead in the Account Management Group in 2018, and Money & Asset Movement Representative from 2017 to 2018. He holds an Arkansas Insurance License.

Richard Pringle is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family trusts, managing communications with tax advisors and facilitating distributions. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joe Cleary IV is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at several firms including Mariner Wealth Advisors and Texas Capital Bank. He serves as a board member of the Child Advocacy Network, a nonprofit focused on children and youth in the Tulsa community. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by proprietary tools and utilizes research such as Monte Carlo simulations and Secular Return Estimates in its planning process.

Daniel Witham is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he owns Lawman Shave Products and has recently authored an investment-related book. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and consulting services through its nationwide network of investment adviser representatives.

James Eagleton is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and over 43 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he serves on the finance committee of the First Presbyterian Church of Tulsa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jose Guzman Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at New York Life Insurance Company and NYLife Securities LLC. He serves as a board member for the Tristesse Grief Center in Tulsa, Oklahoma, where he assists with fundraising and volunteer events. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform supporting discretionary and non-discretionary strategies.

Nicholas Kila is a CFP® and holds a Series 66 license, with 15 years of experience in the financial services industry. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.