James Daugherty II is a financial advisor at Edward Jones in Tulsa, OK, holding the CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with about $1.01 trillion in assets under management. The firm maintains a large nationwide network of advisors and branches, providing discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services under a fiduciary standard.

John Weston is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2016 and serves in the United States Air Force Reserve as a chaplain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Eric Reinholz is a financial advisor at Stifel with 20 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co. since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Abby Hubble is a financial advisor at OSAIC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at firms including Securities America Advisors, Arvest Wealth Management, and BOK Financial Securities. Outside of advising, she has worked as an Uber driver and is involved in internet marketing and direct sales of nutritional supplements. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and various investment platforms to manage portfolios across multiple asset classes.

Judd Hatch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. He has been with Cambridge since 2011 and also owns NorthStar Wealth Management LLC. Hatch serves as a board member of the Board of Adjustment for the City of Broken Arrow, Oklahoma, in addition to working as an independent insurance agent specializing in life, accident, long-term care, fixed annuity, and group non-medical insurance benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients through a nationwide network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement advisory, utilizing both proprietary and third-party strategies across various platforms and custody arrangements.

Blake Jumper is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his career in finance, Blake worked in various roles including positions at Melton Truck Lines and All American Window Cleaning. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices nationwide.

Sean Fleming is a financial advisor at Charles Schwab with Series 63 and Series 66 registrations and three years of industry experience. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., with prior experience at T-Mobile and Liberty Mutual. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios supported by centralized supervision and a formal alternative-investment process.

Jason Van Valkenburg is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK. He holds a Series 66 license and has 14 years of industry experience, including prior roles at Woodbury Financial Services and OSAIC. Van Valkenburg is also involved in several business ventures related to insurance, consulting, and healthcare, including ownership positions in multiple Legacy-branded companies and healthcare services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary models and access to third-party managers, with both discretionary and non-discretionary portfolio management tailored to client objectives.

Wilson Fields Jr. is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Fields serves as a soccer referee in the Tulsa area. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling techniques.

Jonathan Haverfield is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at RNDC and Scripps (KJRH-TV). He is also a co-founder of Odds Are LLC, a clothing brand where he manages design and production, and contributes to Mike Collier Weather, an online weather app providing severe weather information in Oklahoma. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Stephen Haney is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Securian Advisor MidAmerica, Inc. and Securian Financial Services. Outside of his advisory work, he is involved in ordained ministry services and serves as a Jr. Deacon at the Vetruvian Masonic Lodge. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Jeffrey Hutto is a financial advisor at Edward Jones in Tulsa, Oklahoma, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

James Brejcha Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 37 years of industry experience. He has worked at Cambridge since 2020 and previously at Cetera Advisors LLC from 2015 to 2020. Outside of his advisory work, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using multiple platform arrangements and a mix of proprietary and third-party strategies.

Audri Barthel is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Outside of her advisory work, she owns a small business creating and selling homemade quilts, handbags, purses, and embroidered items. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Nicholas Bennett is a Series 66–licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Oklahoma State University and Day & Nite Rugs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services through a large national network of advisors and branch offices.

Robert Taylor Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Utica Capital Management. Taylor is also involved in advisory and investment activities through his own firm, RGT Investments. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, with investment strategies tailored through multiple custody platforms and including both proprietary and third-party models.

Brenda Jagels is a financial advisor with Morgan Stanley who holds the Series 63 and Series 65 designations and has 38 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and operates an agriculture-related business in Davenport, Nebraska. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and the Global Investment Committee’s return estimates.

Ryon Parham is a financial professional with nine years of industry experience, currently with Cetera since 2023. He holds a Series 66 designation and previously worked with Securian Advisors MidAmerica, Inc., Securian Financial Services, Inc., and Minnesota Life Insurance Co. Parham serves as a board member for the Estates of Forest Park HOA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Kyle Mccann is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over two decades with Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Josephine Concannon is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving affluent individuals and families. She holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and focuses on creating customized strategies to protect, preserve, and grow multi-generational wealth. Prior to becoming a financial advisor, Josephine spent six years in corporate consulting in Chicago, developing strategic thinking and problem-solving skills. She holds dual bachelor's degrees in International Business and Human Resource Management from the University of Oklahoma. She is actively engaged in the Tulsa community and is a member of Leadership Tulsa's 73rd class. Josephine was born and raised in Tulsa. She and her husband, Mike, recently welcomed their daughter, Dottie. Outside of work, she enjoys cooking, pickleball, reading, spending time with family, tennis, traveling, and yoga.