Ronald Ledferd is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Clearing, Wells Fargo Investments, and Waddell & Reed. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating 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.

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 licenses and 42 years of industry experience. He has been associated with OSAIC since 1991 and is also the owner of Investments by Design Group, Inc. and Investment Designers of Tulsa, Inc., where he has held leadership roles for over two decades. Robinson serves as program director for the Financial Planning Association of Tulsa and is a board member of Harvest House, a local nonprofit charity. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced portfolio construction tools and automated rebalancing.

Megan Medders is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at TTCU Federal Credit Union and holds a consultancy role with Geronimo Productions, a family-owned video production company specializing in rodeo content. 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 a range of clients including individuals, high-net-worth investors, and institutional accounts.

Jasmine Conyers is a financial advisor at Fidelity with 10 years of industry experience and holds a Series 66 designation. She has worked in multiple divisions within Fidelity since 2016. Outside of her advisory role, she is also involved in content creation focused on consumer products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines proprietary research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Katherine Beckham is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Merrill since 2011. Outside of her financial advisory role, she serves as a music leader at the Church of St Mary in Tulsa, Oklahoma. 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 and profit-sharing plans, corporations, and charitable organizations.

Gary King is a financial advisor with Stifel in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is co-owner and operator of King Stock Farm, a livestock and ranching business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.

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.

Nancy May is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets.

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.