Gordon Polly is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also serves as a trustee responsible for disbursing trust assets to beneficiaries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Daniel Burns is a financial advisor with Stifel in Tulsa, OK, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Michael Williams is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill. Outside of his advisory role, he is a financial partner and managing member of KPW Vending LLC, a holding company with plans to invest in the HVAC industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Ryan is a financial advisor at Osaic Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Penn Mutual and Hornor, Townsend & Kent for 22 years each. He is also the owner of Ryan Capital Group LLC, an insurance sales and service business. Osaic Wealth serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various tools and strategies to construct diversified portfolios.

James Olmedo is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Olmedo serves as a board member of True Grit Land and Ranch, LLC, an agriculture and construction enterprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services supported by structured processes and firm-approved tools.

Neal Sperry is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a 25% owner of Vela Wealth Management LLC, where he dedicates significant time managing investment-related activities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and tools to develop tailored recommendations, and integrates advisory services with various financial products and referral channels.

William Lipps is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Oklahoma State University. Outside of finance, he has been involved with Miso Asian Bistro and Wings of Hope Family Crisis Center. 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 a combination of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and an integrated operational structure.

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.

Stephen Brown is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Cetera and affiliated firms in 2023. Outside of financial services, he teaches handcrafted woodworking to his son and grandsons. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary options.

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.

Ronald Gabel is a financial advisor with OSAIC based in Owasso, OK, holding a Series 66 designation and 16 years of industry experience. Prior to joining OSAIC in 2025, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for 15 years. Outside of his advisory role, he is a notary and a partner in several financial and insurance-related businesses, including entities focused on retirement planning, Medicare insurance education, and related insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

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.