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® with four years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior roles include positions at Capital Advisors, Inc., Williams Companies, and PriceWaterhouseCoopers. He is a board member of the Holland Hall Board of Trustees in Tulsa, Oklahoma, participating on the Investment, Advancement, and Campaign Committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm utilizes structured planning tools and its Global Investment Committee’s research to support clients’ financial goals.

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, joining the firm in 2022 and becoming part of his current team in January 2024. He serves clients by focusing on understanding their unique ambitions and creating personalized strategies that align with their financial goals and priorities. Braden's approach emphasizes clear communication, helping clients navigate life's transitions such as retirement planning, career changes, and wealth management with tailored guidance. He has expertise in areas including college education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, sports and entertainment, tax minimization, and retirement income. Braden leads his team's business development efforts and establishes relationships with affluent individuals and families to leverage his team's knowledge in financial markets and planning. Braden earned a Bachelor of Business Administration in Finance from Oklahoma State University. He holds the Personal Investment Advisor (PIA) designation. Outside of work, he enjoys fishing, pickleball, swimming, traveling for sporting events, preparing for fitness challenges, and spending time outdoors with his fiancée and their two dogs.

Heidi Collins is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Capital Advisors, Inc. 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, institutions, and municipal entities—and offers financial planning and consulting services supported by diverse portfolio management styles and affiliated research.

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.

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.