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 20 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for 12 years before joining OSAIC in 2024. Barrientos holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves on the boards of several nonprofit organizations related to aerospace and aviation, including the Tulsa Air & Space Museum and Planetarium and the Oklahoma Aerospace Foundation. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to multiple advisory platforms. The firm’s advisers use a range of asset allocation tools and portfolio management strategies, providing services that include discretionary and non-discretionary account management with diversified investment options.

Jacob Proctor is a financial advisor with Raymond James Financial and holds a Series 65 designation. He has been with Raymond James Financial Services Advisors, Inc. since 2025. Prior to his current role, he has experience working with Oklahoma State University, Owasso First Methodist Church, and local educational institutions. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individual investors, charitable organizations, and state and municipal entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

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 with 26 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1999, alongside a role at Bank of America since 2019. He also serves as an executor in a fiduciary capacity outside of his advisory work. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to a wide array of investment products and services.

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.

Alexa Larsen is a financial advisor at Morgan Stanley in Tulsa, OK, with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at BOK Financial Securities, Union Public Schools, and First Bank of Owasso. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Gordon Robinson is a financial advisor with OSAIC in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with OSAIC since 1991 and leads Investments by Design Group, Inc. since 2008, as well as Investment Designers of Tulsa, Inc. since 2000. Robinson serves as program director for the Financial Planning Association of Tulsa and is a board member of the nonprofit Harvest House. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations via a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing tools like asset-allocation models and automated rebalancing to construct portfolios including a broad range of investment vehicles.

Megan Medders is a financial advisor at Merrill in Tulsa, OK, holding the Series 66 designation. She has worked at Merrill since 2024 and has prior experience at TTCU Federal Credit Union along with various roles in education and service industries. Outside of her advisory work, she provides part-time video production editing for Geronimo Productions, a family business focused on rodeo content. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates model-based and discretionary investment strategies within Bank of America’s broader platform.

Jasmine Conyers is a Series 66 licensed financial advisor with Fidelity in Tulsa, Oklahoma, with nine years of industry experience. She has worked in various roles at Fidelity since 2016, including positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is involved in content creation, focusing on filming and discussing consumer products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Katherine Beckham is a financial advisor with Merrill in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as a music leader for the Church of St Mary in Tulsa. 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 including individuals, high-net-worth clients, pension plans, and charitable organizations.

Gary King is a financial advisor with Stifel in Tulsa, Oklahoma. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. King has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he co-owns and manages King Stock Farm, where he is involved in livestock and ranching activities. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and comprehensive financial planning.

Richard Hesser is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements with employers.

Allan Booher is a financial advisor with OSAIC based in Tulsa, OK, holding the CFP® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has previously worked with Woodbury Financial Services Inc. for nine years. Outside of advising, he serves on the board of Communication Federal Credit Union and is involved with the Lion Foundation, which provides scholarships to graduating seniors. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to third-party money managers and platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Judith Miron is a financial professional with 25 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. She holds Series 63 and Series 66 credentials and operates as an independent insurance agent. Miron is based in Tulsa, Oklahoma, and also conducts business under the name Northstar Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment approaches through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies.