Jake Brunoldi is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation. He began his career at Morgan Stanley in 2025. Prior to that, he held positions at Topgolf and Academy Sports + Outdoors. 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 uses structured discovery and firm-approved tools to develop financial plans.

George Purdy is a financial professional at Cetera with 10 years of industry experience and holds a Series 66 designation. His career includes roles at American Savings Bank, E.A. Buck Financial Services, Madison Avenue Securities, and Axa Advisors. He is also involved with Summit Financial Group, where he focuses on financial sales and service. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supported by a nationwide network of over 10,000 advisors.

James Eagleton III is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in supplemental insurance sales with AFLAC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools and integrates advisory services with other financial products and referral channels.

Bryce Snyder is a Series 66 licensed financial advisor with Edward Jones in Jenks, Oklahoma, where he has worked since 2019. He has six years of industry experience and previously held positions at XPO Logistics and Life Connection Counseling. Snyder also serves in the U.S. Army Reserve, a role he has held since 2014. 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 a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Morgenthaler is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent and its predecessor, Trivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves on the board of the Golden Eagles Club, supporting fundraising efforts for the athletic department at Oral Roberts University, and is also ordained to perform wedding ceremonies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a range of topics, with clients able to combine these planning services with managed accounts under a consolidated billing option.

Gregory Jones is a financial advisor with Equitable Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he is president and sole shareholder of Jones Financial Services, Inc., and owns a business providing educational services related to the Roberts Rules of Order card game. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Gina Arnold is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch since 2010. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Walker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for nearly four decades before joining LPL Financial in 2024. Outside of his advisory work, he is involved with Unlimited Partnership, Inc., a business entity used for tax and investment purposes. 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 large network of advisors and various technological tools.

Eric Flores is a financial advisor with Mass Mutual Investors Services in Tulsa, OK. He holds the Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services in 2024, he worked with MassMutual Life Insurance Co beginning in 2023. Outside of his advisory role, he is involved as an insurance broker with Catalyst Financial Group, focusing on life, disability, and fixed annuities. 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 offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver tailored recommendations without investment discretion.

John Gero is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He is a co-trustee for Vela Wealth Management 401(k) and holds ownership interests in Vela Wealth Management, LLC and 3404MC LLC, both investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on discrete planning engagements tailored to client needs.

Carla Bailey is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc. and previously spent 11 years at LPL Financial. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Justin Moura is a Series 66 registered advisor with LPL Financial in Tulsa, OK, and has four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Dorsey and Dorsey and has been affiliated with Northeastern State University since 2021. He also operated Fiesta Food Trucks for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Colt Leach is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity Investments in 2022, he worked in several other roles including positions at Joe Cooper Ford and Baetty Body Works. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of systematic methodologies in delivering model portfolios.

Scott Veitch is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stride Bank, Regent Bank, AMC Mortgage, Guaranteed Rate, and Fairway Mortgage. He is also involved with Valiant Oil & Investment Company, a private investment business based in Tulsa, Oklahoma. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Romie Henry is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

William Freudenrich is a CFP® professional with four years of industry experience. He is currently with Morgan Stanley in Tulsa, OK, and previously worked at Capital Advisors, Inc., Williams Companies, and PriceWaterHouseCoopers. He serves on the Board of Trustees and Investment Committee for Holland Hall, a nonprofit educational institution. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and estate strategies supported by advanced modeling tools and a broad range of investment programs.

Jennifer Nichols is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and possessing 21 years of industry experience. She has worked with firms including Prospera Financial Services and StoneBridge Wealth Management, which she owns. Nichols is involved with the nonprofit Sky High for Kids, serving on a fundraising subcommittee that supports pediatric cancer causes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients evaluate potential outcomes, supporting implementation through various advisory programs.

Bradley May is a financial advisor with Merrill based in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2017, he worked at CVS Health from 2015 to 2017. He serves as a board member and co-secretary of the Owasso Rams Baseball Booster Club, supporting the local baseball program. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rachel Browne is a Series 66-certified financial advisor at Edward Jones in Tulsa, OK, with nine years of industry experience. She has been with Edward Jones since 2016. 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 a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alexandra Evangelista is a Series 66-licensed financial advisor with Morgan Stanley, based in Tulsa, OK. She has two years of industry experience, including a previous 11-year tenure at Morgan Stanley from 2015 to 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.