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.

Braden Ward is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial guidance to help clients navigate life's transitions, such as career changes and retirement planning. Braden works closely with clients to develop tailored strategies that align with their unique goals and priorities, including college education planning, executive compensation, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. With a Bachelor’s Degree from the Oklahoma State University System, Braden holds the Personal Investment Advisor (PIA) designation. He leads his team's business development efforts, focusing on connecting with affluent individuals and families to leverage the team's expertise in financial markets and planning. His approach emphasizes understanding clients' current and future priorities to create comprehensive wealth management strategies. Outside of his professional work, Braden enjoys fishing, playing pickleball, and swimming. He also spends time traveling to sporting events and engaging in outdoor activities with his wife and son.

Heidi Collins is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. She previously worked at Capital Advisors, Inc. and Morgan Stanley. Collins is based in Tulsa, Oklahoma. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Timothy Veldstra is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he manages a rental property in Tulsa, Oklahoma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations across various financial topics. The firm offers goal-based analyses and combines planning with managed-account programs while maintaining separation of services and does not provide portfolio management for institutional clients.

Eric Walker is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division for the past 10 years, based in Tulsa, OK. 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 emphasizes a structured planning process supported by advanced modeling tools.

Charles Flinton is a financial advisor with Raymond James Financial in Tulsa, OK, holding a Series 66 designation and 24 years of industry experience. He has worked with Raymond James Financial since 2009 and is also involved with Delta LLC dba The Turner Group. Outside of advising, Flinton is a partner in an accounting firm and owns several businesses including those in construction and energy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Chad Book is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill, Fidelity Investments, Equitable Advisors, and Pioneer Natural Resources. Outside of his advisory role, he is a limited partner in Lakeway Builders LLC, overseeing the construction of family custom homes. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance combined with access to discretionary separately managed accounts and a multi-asset model portfolio approach.