Justin Moura is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has prior experience at Dorsey and Dorsey as well as running Fiesta Food Trucks for nine years. He is also affiliated with Northeastern State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios and research from multiple sources.

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 with Raymond James & Associates in Tulsa, OK, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions 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. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with capabilities in public finance and municipal services.

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. in Tulsa, OK, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked with Raymond James since 2019 and previously with Prospera Financial Services and StoneBridge Wealth Management, the latter of which she owns. Nichols is involved in philanthropy as a committee member for Sky High for Kids, a nonprofit supporting pediatric cancer fundraising. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations through risk profiling and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

Bradley May is a Series 66-licensed financial advisor with Merrill, based in Tulsa, OK. He has nine years of experience at Merrill and two years prior experience at CVS Health. He serves as a board member and co-secretary for the Owasso Rams Baseball Booster Club, supporting the local baseball program. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Rachel Browne is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors and 15,000 branch offices.

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 at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and has previously worked at Capital Advisors, Inc. and Morgan Stanley. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

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, Oklahoma, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved with Delta LLC dba The Turner Group. Outside of advisory work, he is engaged in several business ventures including partnerships and ownership roles in accounting, construction, and energy companies. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and municipal entities. The firm offers tailored advisory services and institutional solutions, supported by a broad affiliate network and specialized programs for small businesses and public finance clients.

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.

Evan Antoshkiw Fulps is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and four years of industry experience. His career includes roles at Edward Jones since 2023, as well as prior positions at Securian Advisors MidAmerica and Minnesota Life Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

John Rucker is a financial advisor at Wells Fargo Advisors in Tulsa, OK, holding a Series 66 designation and with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Hilti North America and has an educational background that includes Oklahoma State University and Bishop Kelley High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers specialized planning areas such as business-owner transition, sports and entertainment, and special-needs analysis, utilizing proprietary research and tools to develop tailored client recommendations.

David Niles is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley since 2013 and is affiliated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Niles serves as president of Broken Arrow Catholic Radio, Inc., a nonprofit radio broadcast organization, and has co-authored a book with Ascension Press. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning through its Financial Advisors and Estate Planning Strategies Group.

Angela Barnes is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning that combines investment research, third-party data, and algorithmic tools to provide personalized recommendations.

Curtis Smith is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with MassMutual and its affiliated entities since 1991. Smith also serves as Vice President of Financial Security Group, Inc., assisting with operational duties. 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 financial planning, asset management, and educational seminars, employing a collaborative, goal-based approach to investment strategy recommendations.

Devonte Thibodeaux is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Agilis and Electric.ai, and served in the United States Air Force Reserves. Outside of his advisory role, he operates Onyx Fitness and Nutrition, a healthcare consulting business, and streams content on Twitch. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.