Lorianne Williams is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports, primarily for clients with assets held in Ameriprise Managed Accounts.

Andrew Martin is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Primerica Advisors since 2018 and previously at HEARTLAND Payment Systems. Outside of advisory work, he is involved in the sale of investment-related and home service products for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Peyton Henry is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide financial guidance tailored to their unique goals and priorities. His role focuses on helping clients navigate important financial decisions and develop strategies aligned with their values and long-term vision. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Peyton emphasizes building lasting relationships through open communication and attentive service. Peyton holds a Bachelor's Degree from Midway University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in baseball, golfing, running, and traveling.

Lorn Lyman is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. He is also a co-trustee of the Lorn & Luanne Lyman Revocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

John Dillingham is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate structured discovery processes and advanced modeling tools.

Margaret Johnson is a financial advisor at Stifel with 45 years of industry experience. She previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Outside of her advisory work, she serves as Chair of the Endowment Fund Committee for the Junior League of Tulsa. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the firm’s Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Andrea Clem is a financial advisor with UBS Financial Services in Tulsa, Oklahoma. She holds a Series 66 designation and has 13 years of industry experience. Clem has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Brendon Franklin is a financial advisor at Morgan Stanley in Tulsa, Oklahoma, with five years of industry experience. He holds a Series 66 designation and has worked at several firms including J.P. Morgan Securities LLC, Morgan Stanley Private Bank, and Franklin Distributors, LLC. Outside of his advisory role, he serves as an assistant coach for a 6th grade football team at Cascia Hall. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, including estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using advanced modeling tools.

Diana Salazar is a financial advisor with Merrill in Tulsa, Oklahoma, holding the Series 66 designation and seven years of industry experience. She has worked at Bank of America and BOK Financial, among other firms. Outside of her advisory role, she manages rental property holdings through an LLC. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ronald Ledferd is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 22 years of industry experience. He has worked at several JPMorgan affiliates since 2017 and previously was employed at UBS Financial Services and Ashford University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dustyn West is a Series 66 licensed financial advisor with Morgan Stanley in Tulsa, Oklahoma, with seven years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by various analytical tools and offers diverse retail and institutional investment offerings.

Pierce Woolery is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He partners with clients to clarify their objectives, design tailored plans, and implement strategies that support their financial goals. Prior to his current role, he held positions at Fidelity Investments including Planning Consultant, Relationship Manager, and Financial Representative from 2020 to 2022. Pierce holds an Arkansas Insurance License. Outside of his professional responsibilities, he has personal interests in fitness, golf, music, reading, running, and soccer.

Laura Wise is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her financial advisory role, she is involved in real estate as a proprietor and partner in Wise Property Group LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Holli Taylor is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with firms including Voya Financial Advisors and owns Market Wealth Management LLC DBA Taylor Basden & Associates. Taylor also operates as an independent insurance agent and provides notary services in Tulsa, OK. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options tailored to client needs.

Edna Hird is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on relationship management and new business development. With a career that began in the legal field, Edna brought her experience in helping individuals resolve financial issues to her role at Merrill Lynch, which she joined in 1998. Her areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Edna emphasizes a personalized approach to financial advising, working closely with clients to understand their unique situations and goals. Edna holds a High School Diploma/GED from Labette Community College and a Personal Investment Advisor (PIA) designation. She is involved in several community organizations, including A New Leaf, Alzheimer's Association, Community Food Bank Eastern Oklahoma, First Serve, and Special Olympics. Outside of her professional and community activities, Edna enjoys cooking, spending time with her family, and playing tennis.

Jeri Barrientos is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services, Inc. for 12 years. Barrientos serves on the board of the Tulsa Air & Space Museum and Planetarium and holds leadership roles in several nonprofit organizations related to aviation and aerospace. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and risk-tolerance analysis to manage portfolios across multiple platforms and investment vehicles.

Jacob Proctor is a financial advisor at Raymond James Financial with a Series 65 designation and no prior industry experience. His background includes roles in education and community involvement, including service at Owasso First Methodist Church and positions at local schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced modeling tools and maintains specialized programs for municipal advising and employer retirement plans.

Levi Smith is a Series 66-licensed financial advisor with Edward Jones, based in Tulsa, OK, and has three years of industry experience. Prior to joining Edward Jones, he held roles at AT&T, Tulsa Powersports, DoorDash, and Chick-fil-A, and spent eight years in full-time education. 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 range of advisory strategies, emphasizing both discretionary and non-discretionary management, supported by a nationwide network of more than 23,000 financial advisors.

Charles Maloy is a financial advisor at Merrill in Tulsa, OK, with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1999, alongside concurrent service at Bank of America since 2019. Outside of his advisory role, he serves as an executor for a fiduciary entity in Owasso, OK. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Burns serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. With 20 years of experience in the financial services industry, he specializes in partnering with high net worth clients to develop comprehensive financial plans tailored to their unique goals. His approach involves defining financial values and customizing strategies through the resources available at Fidelity. Prior to his current role, John held several positions at Fidelity Investments, including Financial Consultant from 2013 to 2017, Relationship Manager from 2007 to 2013, and Financial Representative from 2006 to 2007. He holds an Arkansas Insurance License, underscoring his qualifications in the insurance sector. Outside of his professional responsibilities, John has personal interests in art, bowling, music as an instrumentalist, painting, and skiing.