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 Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edward Jones for nine years and has been with Raymond James Financial Services Advisors, Inc. since 2026. Prior to Edward Jones, he was self-employed for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports municipal and public finance activities, and has introduced a SIMPLE IRA Employer Advisory & Consulting Services program.

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 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.

Jeremy Moore is a financial advisor with Cetera, holding a Series 66 credential and 15 years of industry experience. His career includes roles at LPL Financial and leadership positions at Moore Wealth Advisors and Moore Wealth Management, Inc., where he serves as owner and president. Outside of advisory services, he works as an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports both discretionary and non-discretionary strategies.