Jonathan Christensen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional dedicated to assisting clients in achieving their financial objectives and aligning their finances with their life goals. With over 16 years of experience working at prominent financial firms across the country, Jonathan specializes in areas including Family Wealth Management Strategies, Legacy Planning, Retirement Income, Philanthropic Planning, and Socially Responsible Investing. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Jonathan earned his Bachelor's Degree from Christian Life College and obtained his MBA from Regent University. Outside of his professional role, he is involved with Life Senior Services and enjoys spending time with his family, traveling, boating, and cooking.

Steven Collins is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Collins plays drums for several bands in the Tulsa area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is noted for its extensive retail advisor network and affiliated capabilities beyond advisory services.

John Harding Jr. is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. He worked at Cetera Advisors LLC from 2015 to 2018 before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Steven Wilkerson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with LPL Financial since 2005. Wilkerson serves as an investment representative and acts in a fiduciary capacity within trust arrangements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolio options.

David Karimian is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Karimian serves on the Board of Directors for The Tulsa Ballet and manages a financial planning practice through his ownership of SDK Group LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Miller is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kimberly Quintanar is a CFP® and holds a Series 66 license, with 27 years of industry experience. She has been with Ameriprise since 2005, initially at Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Gibson is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Thrivent, he worked in the automotive sector at Audi Tulsa and has been involved with community organizations including Community Brookside, Albany Music School, and First United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based holistic planning without discretionary portfolio management, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Phillip Carr is a Financial Consultant currently working at Fidelity Investments since 2020. He has experience in various financial roles, including Financial Solutions Advisor at Bank of America Merrill Lynch in 2020, Investment Consultant at Fidelity Investments in 2020, and Manager of an Investment Center at Bank of Oklahoma Financial Securities from 2014 to 2019. He holds an Arkansas Insurance License. Phillip focuses on helping clients plan for their futures by simplifying and clarifying the financial planning process, enabling clients to set and work toward their personal definitions of success. Outside of his professional work, Phillip engages in family activities, fishing, golf, and music as an instrumentalist. He is also involved in parenthood.

Katherine Buckley is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. She is based in Tulsa, OK. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Allyson Alexander is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 credential and nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Thomas Hunt is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joel Cousins is a financial advisor at Stifel with Series 63 and Series 65 credentials and 50 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he is involved in managing an LLC that holds title to his office building. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Michael Stroud is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, a legal entity engaged in investment-related activities. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, non-discretionary consulting approach, with a focus on assets held in Ameriprise Managed Accounts.

Brett Benge is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018. In addition to his advisory role, he is involved in real estate through ownership positions in Tricycle Capital LLC and Legacy Property Services, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Daniel Higgins Jr. is a financial advisor at Morgan Stanley with over 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2008, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery tools and modeling techniques but generally does not provide individual security recommendations as part of standalone planning.

Luke Campbell is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years, as well as being self-employed and having experience at Walmart Home Office. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory solutions and maintains connections to municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Jon Topolski is a CFP® designated advisor with 20 years of industry experience, currently serving at Cetera since 2020. His prior experience includes roles at First Allied Advisory Services, Inc. and First Allied Securities Inc. Outside of advising, he works as an independent insurance broker and provides baseball hitting instruction to high school and collegiate athletes. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary programs.

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