John Buxton is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and operates KEBUX LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated services beyond traditional advisory offerings.

Ava Olmedo is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 credential with two years of industry experience. She has been with Morgan Stanley in various roles since 2020, including her current position at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers a range of investment and financial products through its extensive national platform.

Blake Johnson is a financial advisor with Ameriprise in Tulsa, Oklahoma, holding a Series 66 designation and 24 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 19 years from 2001 to 2020. Outside of his advisory role, Johnson is also an attorney and co-owner of a real estate business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized income plans. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Wayne Choisnet is a financial advisor with Morgan Stanley, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. His outside activities include personal interests in oil and gas. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of advisory programs.

Michael Allen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has held previous roles at Cambridge Investment Research, Legacy Insurance Advisors, Chinquapin Trust Company, and Creative Planning. Outside of his financial career, he was employed at the YMCA of Greater Kansas City for four years. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derek Johnston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s 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.

Terry Krueger is a financial advisor with Charles Schwab in Tulsa, OK, holding CFP®, Series 63, and Series 66 credentials and possessing 16 years of industry experience. His career includes ten years at TD Ameritrade before joining Charles Schwab and Charles Schwab Bank in 2020. Charles Schwab & Co., Inc. 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 a multi-asset model portfolio approach and centralized operational infrastructure.

Patrick Donica is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and brings 42 years of industry experience. His career includes long tenures with Securian Financial Services and Minnesota Life Insurance Company, and he is currently co-owner and vice president of Guide Wealth Partners. Outside of advisory roles, he owns P. Donica Inc and has worked as an independent contractor and insurance agent in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party managers and investment strategies.

Harrison Brady is a financial advisor with Morgan Stanley in Tulsa, Oklahoma. He holds a Series 66 designation and has five years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as legal work with the University of Oklahoma Law School and OATH Law. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Lee Dewey is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Born Again Restored and Dewey Land Resources, LLC, and spent seven years at Unit Corporation. Outside of finance, he is involved in handyman work in Tulsa, OK. 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, supported by a broad network of investment adviser representatives.

Anjeannette Williams is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets since 2009. Outside of her advisory role, she serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Elizabeth Moore is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her previous roles include positions at MetLife Resources, MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. She is also an insurance agent offering individual life, property/casualty, fixed annuity, long-term care, and Medicare supplement products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and a collaborative planning process tailored to client goals.

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.